Every material Form 8-K Planet Fitness has filed with the SEC since February 12, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Planet Fitness reported third-quarter 2026 revenue up 9.0% to $360.0 million and raised several full-year 2026 outlook figures, including same club sales growth and adjusted EBITDA growth. Net income attributable to the company fell to $52.0 million from $58.8 million, and adjusted net income declined $5.1 million, so headline profit measures moved in different directions. The filing also announces a new $500 million share repurchase authorization, a strategic review of domestic corporate-owned clubs, and the Be-Fit acquisition in Portugal.
Total revenue rose 9.0% to $360.0 million; system-wide same club sales increased 1.5%.
Net income attributable to Planet Fitness was $52.0 million, or $0.70 per diluted share, versus $58.8 million, or $0.70, a year earlier; adjusted net income fell $5.1 million to $61.9 million, or $0.83 per diluted share.
2026 outlook raised: same club sales growth of about 1.5% to 2% (previously about 1%), revenue growth about 8% (previously 7%), adjusted EBITDA growth about 6.5% (previously 6%).
New $500 million share repurchase authorization; Be-Fit acquisition in Portugal with aggregate purchase price of about $114.8 million.
Planet Fitness reported second-quarter 2026 revenue of $365.2 million, up 7.1%, and GAAP net income attributable to the company of $67.1 million, or $0.87 per diluted share, versus $0.69 a year earlier. Adjusted net income fell $4.1 million to $68.4 million, and the company cut its full-year adjusted net income expectation to a decrease of about 3% while raising its adjusted EPS growth outlook to about 6%, helped by a lower share count.
Q2 2026 total revenue rose 7.1% to $365.2 million; GAAP diluted EPS was $0.87 versus $0.69; adjusted diluted EPS was $0.88 versus $0.86.
Adjusted net income decreased $4.1 million to $68.4 million; adjusted EBITDA rose $5.1 million to $152.8 million.
Full-year 2026 outlook: adjusted diluted EPS growth raised to about 6% from about 4%; adjusted net income now expected to decrease about 3% (previously about 2%); net interest expense raised to about $115.0 million from about $111.0 million
The company repurchased and retired about 4.0 million Class A shares for $200.0 million in the quarter.
Planet Fitness appointed Sudhanshu Priyadarshi as Chief Financial Officer and President, International, effective June 25, 2026, ending Tom Fitzgerald's role as interim principal financial officer. Fitzgerald will advise the company through mid-September 2026 to assist the transition. The filing sets Priyadarshi's base salary at $900,000 and describes new-hire and annual equity awards, which show the compensation terms for the company's top finance role.
Effective June 25, 2026, Priyadarshi becomes principal financial officer and oversees finance, investor relations, strategy, IT and the international business.
Base salary is $900,000, with an annual cash bonus target of 115% of base salary.
New-hire RSU award has a target grant date fair value of $3,000,000; 2026 long-term incentive award has a target value of $4,000,000.
Tom Fitzgerald, Interim CFO, will serve in an advisory capacity through mid-September 2026.
Planet Fitness reported first quarter 2026 revenue up 21.9% to $337.2 million and diluted earnings per share of $0.65, up from $0.50. The company cut several 2026 growth expectations after lower-than-planned net member joins in the first quarter and a decision to pause the national Black Card price increase, which affects shareholders' view of full-year results.
Q1 2026 revenue rose 21.9% to $337.2 million; net income attributable to Planet Fitness was $51.6 million, or $0.65 per diluted share, versus $0.50 a year earlier.
2026 same club sales growth outlook cut to about 1% from 4% to 5%; revenue growth outlook cut to about 7% from about 9%.
Adjusted EBITDA growth outlook cut to about 6% from about 10%; adjusted net income now expected to decrease about 2% versus a prior increase of 4% to 5%.
Company repurchased and retired 613,725 shares for $50.0 million in the quarter and ended the period with about 21.5 million members.
Planet Fitness appointed Harmit Singh, Chief Financial and Growth Officer of Levi Strauss & Co., to its board effective March 16, 2026, increasing the board from nine to ten members. The company said his experience spans finance, corporate strategy, real estate and franchise business models, and the board determined he is independent. The filing does not report any change to Planet Fitness's financial results or guidance.
Board expanded from nine to ten members; Singh appointed effective March 16, 2026
Singh is a Class III director; his class stands for re-election at the 2027 annual meeting
Received 263 restricted stock units with a grant date value of $19,804, a pro-rated annual director grant
Planet Fitness said Chief Financial Officer Jay Stasz left the company effective March 9, 2026, and named former CFO Tom Fitzgerald as interim CFO the same day. The company said Stasz's departure did not involve any dispute over reported financial statements, is conducting a search for a permanent CFO, and reaffirmed its 2026 financial guidance.
Jay Stasz departed as CFO effective March 9, 2026; the filing says the exit was not related to any dispute over financial statements or results.
Tom Fitzgerald, 65, serves as interim CFO under a six-month initial employment agreement dated March 5, 2026, with up to three month-to-month extensions, at a salary of $250,000 per month.
Fitzgerald was CFO from January 2020 through November 14, 2024, and is not eligible for the Executive Severance & Change in Control Policy.
The company reaffirmed its 2026 financial guidance, first announced on February 24, 2026.
Planet Fitness reported fourth-quarter and full-year 2025 results on February 24, 2026. Q4 total revenue rose 10.5% to $376.3 million and diluted EPS was $0.73, up from $0.56, while full-year revenue rose 12.1% to $1.3 billion and diluted EPS was $2.62, up from $2.00. The company also gave 2026 growth expectations, including revenue growth of about 9% and adjusted diluted EPS growth of 9% to 10%, which shareholders can compare against the 2025 results.
Q4 2025 revenue $376.3 million, up 10.5%; net income attributable to the company $60.4 million, or $0.73 per diluted share, versus $0.56 a year earlier
Full-year 2025 revenue $1.3 billion, up 12.1%; net income attributable to the company $219.1 million, or $2.62 per diluted share, versus $2.00
2026 outlook: system-wide same club sales growth of 4% to 5%, revenue up about 9%, adjusted diluted EPS up 9% to 10% on about 80.0 million shares
Planet Fitness increased its board from eight to nine members and appointed Steve Beard, Chairman and CEO of Covista Inc., effective February 9, 2026. The filing says he is independent under NYSE standards and has not been named to any board committee, so the change is a governance update with no stated financial effect.
Board size increased from eight to nine members; Beard appointed effective February 9, 2026
Beard is Chairman and CEO of Covista Inc., formerly Adtalem Global Education Inc.
Beard will serve as a Class II director, up for re-election at the 2026 annual meeting of stockholders
Received 368 restricted stock units with a grant date value of $33,746, a pro-rated annual director grant that vests at the earlier of the next annual meeting or the one-year anniversary of the grant
On December 15, 2025, Planet Fitness completed a $750 million securitized refinancing, issuing $400 million of 5.274% Class A-2-I notes and $350 million of 5.649% Class A-2-II notes, plus a $75 million variable funding facility that is undrawn at closing. Proceeds will repay in full about $410 million of Series 2022-1 Class A-2-I notes, and the company also entered a $350 million accelerated share repurchase agreement with Citibank, N.A. The company's release describes the new debt as substantially increased indebtedness, while the buyback returns cash to shareholders.
$400 million Class A-2-I notes at 5.274% with an anticipated repayment date in December 2030; $350 million Class A-2-II notes at 5.649% with an anticipated repayment date in December 2032
Proceeds to repay in full the Series 2022-1 Class A-2-I notes, which had a principal balance of approximately $410 million as of September 30, 2025, plus accrued interest
$350 million accelerated share repurchase with Citibank, N.A.; the company initially receives about 2.5 million shares, with final settlement expected no later than the first quarter of 2026
A new $500 million share repurchase program takes effect upon completion of the accelerated share repurchase and replaces the 2024 program
Planet Fitness priced $750 million of fixed-rate senior secured notes through a privately placed securitization, with closing expected on or around December 15, 2025. Proceeds are mainly intended to repay in full the Series 2022-1 Class A-2-I Notes, which had a principal balance of approximately $410 million as of September 30, 2025, so the deal is a refinancing that replaces existing debt rather than adding a new obligation of that size.
Two tranches: $400 million at 5.274% with a five-year anticipated repayment term, and $350 million at 5.649% with a seven-year anticipated repayment term
Proceeds to repay the Series 2022-1 Class A-2-I Notes (about $410 million principal as of September 30, 2025), fund transaction costs and reserve accounts, and for general corporate purposes that may include share repurchases
Company also expects a $75 million variable funding note facility, alongside the existing $75 million 2022-1 Class A-1 variable funding notes, with no borrowings outstanding as of September 30, 2025
Closing expected on or around December 15, 2025, subject to closing conditions; the company states there is no assurance of timing or completion
Planet Fitness reported third-quarter 2025 results for the period ended September 30, with total revenue up 13.0% to $330.3 million and diluted earnings per share of $0.70, compared with $0.50 a year earlier. The company raised several of its 2025 full-year growth targets, including adjusted net income per share growth to 16% to 17%, which matters to shareholders because it signals higher expected profit growth for the year.
Total revenue rose 13.0% to $330.3 million; system-wide same club sales increased 6.9%.
Net income attributable to Planet Fitness was $58.8 million, or $0.70 per diluted share, versus $42.0 million, or $0.50, a year earlier.
Adjusted net income per diluted share was $0.80, compared with $0.64 in the prior year period.
Full-year 2025 outlook raised: same club sales growth of about 6.5% (previously 6.0%) and adjusted EBITDA growth of about 12% (previously 10%).
Planet Fitness reported second quarter 2025 results, with total revenue up 13.3% to $340.9 million and net income attributable to the company up to $58.0 million, or $0.69 per diluted share, from $0.56 a year earlier. The company narrowed its full-year same club sales growth outlook to approximately 6% from 5% to 6% and reiterated its other 2025 expectations, which matters to shareholders because the headline profit and revenue measures both improved.
Total revenue rose $39.9 million, or 13.3%, to $340.9 million; system-wide same club sales rose 8.2%.
Net income attributable to Planet Fitness was $58.0 million, or $0.69 per diluted share, versus $48.6 million, or $0.56, a year earlier.
Adjusted EBITDA rose to $147.6 million from $127.5 million; 2025 same club sales growth outlook is now approximately 6%, previously 5% to 6%.
On August 4, 2025, the company signed a binding agreement to sell eight corporate-owned clubs in California to a franchisee, with closing expected in the third quarter.
At the May 6, 2025 annual meeting, stockholders elected three directors, approved the 2025 Omnibus Incentive Plan, and approved charter amendments removing supermajority voting requirements and obsolete provisions and limiting the liability of certain officers. The amended Second Restated Certificate of Incorporation took effect when filed with Delaware on May 8, 2025, so these voting and liability terms now apply to shareholders. A stockholder proposal on EEO-1 report disclosure was not approved.
Charter amendments took effect on filing with Delaware on May 8, 2025, including removal of supermajority voting requirements.
Omnibus Incentive Plan approved with 56,649,763 votes for and 20,453,659 against.
Craig Benson, Cammie Dunaway and Christopher Tanco elected to three-year terms; 78,758,324 shares (about 93.34%) were present or represented.
EEO-1 disclosure stockholder proposal failed, with 26,906,999 votes for and 45,258,415 against.
Planet Fitness reported first-quarter 2025 results for the period ended March 31, 2025, with total revenue up 11.5% to $276.7 million and net income attributable to the company up to $41.9 million, or $0.50 per diluted share, from $34.3 million, or $0.39, a year earlier. The company reiterated most of its 2025 outlook, including revenue growth of about 10% and adjusted EPS growth of 11% to 12%, but lowered its expected capital expenditure increase to about 20% from about 25%.
Total revenue rose $28.6 million, or 11.5%, to $276.7 million; system-wide same club sales increased 6.1%.
Net income attributable to Planet Fitness was $41.9 million, or $0.50 per diluted share, versus $0.39 a year earlier.
The company repurchased and retired 544,226 shares for $50.0 million in the quarter.
Full-year 2025 guidance was reiterated, with capital expenditures now expected to rise about 20%, down from about 25%.
Planet Fitness reported fourth-quarter 2024 revenue of $340.5 million, up 19.4% from a year earlier, and net income attributable to the company of $47.1 million, or $0.56 per diluted share, versus $0.41 a year earlier. For full-year 2024, revenue rose 10.3% to $1.2 billion and diluted EPS was $2.00, compared with $1.62, and the company gave 2025 growth expectations including revenue up approximately 10% and adjusted net income per diluted share up 11% to 12%.
Q4 2024 total revenue rose $55.4 million, or 19.4%, to $340.5 million; equipment segment revenue rose 49.2% to $105.1 million
Full-year 2024 net income attributable to Planet Fitness was $172.0 million, or $2.00 per diluted share, versus $138.3 million, or $1.62, in 2023
2025 outlook calls for same club sales growth of 5% to 6%, revenue up approximately 10%, and adjusted net income per diluted share up 11% to 12%
The company opened 150 clubs in 2024 and ended the year with 19.7 million members
Planet Fitness said its board approved a leadership realignment effective March 3, 2025. Bill Bode will become Chief Operating Officer, Jennifer Simmons will become Chief Strategy Officer, and three existing roles will be eliminated. The filing does not give financial figures for the changes, and the company said no compensation changes were made for the affected executives.
Bill Bode, currently Division President, U.S. Franchise, becomes Chief Operating Officer and will oversee franchise, corporate club and equipment segments
Jennifer Simmons, currently Division President, Corporate Clubs, becomes Chief Strategy Officer
Roles eliminated as of March 3, 2025: Division President U.S. Franchise, Division President Corporate Clubs, and SVP, Chief Accounting Officer
Jay Stasz is designated principal accounting officer; the company will release full-year 2024 results and a 2025 outlook on February 25, 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Planet Fitness filing is on SEC EDGAR ↗. 8-K briefs of other companies →