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Peloton Interactive, Inc. PTON Connected Fitness Products — Revenue

Other segment segments

Subscription
$436.6M+6.9%

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Other financials

Income statement

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Revenue$607.7M+0.1%
Gross profit$344.3M+4.9%
Operating income$81.2M
Net income$61.6M
EPS (diluted)$0.14

Balance sheet

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Cash & equivalents$1.2B+11.1%
Total debt$1.4B-16.4%
Total equity-$139.7M+66.2%
Total assets$2.1B-3.3%

Cash flow

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Operating cash flow$91.1M-22.2%
CapEx$2.3M-51.1%
Free cash flow$88.8M-21.0%

Valuation

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Market cap$2.38B-15.4%
Enterprise value$2.54B-24.5%
P/E37.8×
P/S-0.2×

Profitability

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Gross margin52.6%+1.7pp
Operating margin6.6%
Net margin2.6%
FCF margin15.4%+2.4pp

Returns & leverage

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Return on equity-229.7%-328pp
Debt / equity46.9×+46.6×
Current ratio2.8×+1.0×

Where this comes from

Reported directly by Peloton Interactive, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Peloton Interactive, Inc.’s 10-K, filed August 6, 2026.

Filed
Aug 6, 2026, 4:13 PM EDT
Fiscal year
FY2026
Accession
0001639825-26-000038
Line itemConnected Fitness ProductsSubscriptionTotal
Revenue$770.4$1,675.6$2,446.0
Consolidated Revenue$2,446.0
Less:
Adjusted Cost of revenue680.0479.31,159.3
Segment Adjusted Gross profit$90.4$1,196.3$1,286.7
Reconciliation to consolidated income before income taxes:
Sales and marketing(400.4)
General and administrative(430.3)

Item 8. Financial Statements and Supplementary Data

FAQ

What is Peloton Interactive, Inc.'s connected fitness products — revenue?
Peloton Interactive, Inc. (PTON) reported connected fitness products — revenue of $171.1M in Q2 2026.
How has Peloton Interactive, Inc.'s connected fitness products — revenue changed year-over-year?
Peloton Interactive, Inc.'s connected fitness products — revenue decreased by 13.8% year-over-year, from $198.6M to $171.1M.
What is the long-term trend for Peloton Interactive, Inc.'s connected fitness products — revenue?
Over 4 years (2022 to 2026), Peloton Interactive, Inc.'s connected fitness products — revenue has grown at a -23.0% compound annual growth rate (CAGR), from $2.19B to $770.3M.
What does connected fitness products — revenue mean?
This metric represents the total revenue generated from the sale of hardware fitness equipment, including bikes, treads, and related accessories. It also encompasses associated fees for delivery, installation, and extended warranty agreements. This revenue stream is a primary indicator of consumer demand for the company's physical fitness hardware.

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