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Peloton Interactive, Inc. PTON Subscription — Revenue

Other segment segments

Connected Fitness Products
$171.1M-13.8%

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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 subscription — revenue?
Peloton Interactive, Inc. (PTON) reported subscription — revenue of $436.6M in Q2 2026.
How has Peloton Interactive, Inc.'s subscription — revenue changed year-over-year?
Peloton Interactive, Inc.'s subscription — revenue increased by 6.9% year-over-year, from $408.3M to $436.6M.
What is the long-term trend for Peloton Interactive, Inc.'s subscription — revenue?
Over 4 years (2022 to 2026), Peloton Interactive, Inc.'s subscription — revenue has grown at a 4.7% compound annual growth rate (CAGR), from $1.39B to $1.68B.
What does subscription — revenue mean?
This metric represents the total revenue generated from recurring subscription fees for digital and connected fitness services. It serves as a primary indicator of the company's ability to retain a recurring user base and monetize its software platform over time.

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