Nov 5, 6:59 AM ET
Peloton reported results for the quarter ended September 30, 2026, with total revenue of $559 million, up 2% year over year, and GAAP net income of $96.2 million, compared with $13.9 million a year earlier. The company guided second-quarter revenue to $625 million to $650 million, down 3% at the midpoint, and left its full-year revenue outlook of $2.30 billion to $2.40 billion unchanged.
- Q1 total revenue was $559.2 million, up 2% year over year; ending paid connected fitness subscriptions were 2.475 million, down 9%.
- GAAP net income was $96.2 million versus $13.9 million a year earlier; diluted EPS was $0.19 versus $0.03.
- Q2 FY27 revenue is expected at $625 million to $650 million, down 3% at the midpoint; full-year FY27 revenue outlook is unchanged at $2.30 billion to $2.40 billion.
- After the quarter closed, Peloton voluntarily paid down $280 million of its Term Loan, bringing gross principal debt outstanding to $1.048 billion.
Read the filing on SEC.gov ↗
Oct 13, 8:05 AM ET
Peloton's Chief Accounting Officer and principal accounting officer, Saqib Baig, notified the company on October 8, 2026, that he will step down to pursue an external opportunity, and he will remain in the role until November 27, 2026. The company has started searching for a replacement, and the filing says the departure is not related to any disagreements or issues about financial disclosures or accounting matters.
- Saqib Baig will remain Chief Accounting Officer until November 27, 2026
- Notice of departure was given to the company on October 8, 2026
- The company has started a search for candidates to fill the role
- Baig will receive no severance or benefits under the company's Severance and Change in Control Plan
Read the filing on SEC.gov ↗
Aug 6, 6:59 AM ET
Peloton reported fiscal 2026 results for the year ended June 30, 2026, with full-year GAAP net income of $63 million, its first full year of net profitability. It also guided fiscal 2027 total revenue to $2.3 billion to $2.4 billion, a 3.9% decline at the midpoint, while Adjusted EBITDA is expected to rise to $475 million to $525 million.
- FY26 total revenue was $2.446 billion, and Q4 revenue of $607.7 million was up $1 million year-over-year.
- FY26 GAAP net income was $63 million, and Adjusted EBITDA was $468 million, up 16% year-over-year.
- FY27 outlook: total revenue $2.3 billion to $2.4 billion and Adjusted EBITDA $475 million to $525 million; free cash flow of at least $350 million.
- Q1 FY27 total revenue outlook is $545 million to $565 million, and ending paid connected fitness subscriptions are expected at 2.455 million to 2.475 million.
Read the filing on SEC.gov ↗
May 26, 9:01 AM ET
Peloton announced that Sid Thacker, former CFO of Rent the Runway, will become Chief Financial Officer effective June 22, 2026, succeeding interim CFO Saqib Baig, who will remain Chief Accounting Officer. The filing sets Thacker's annual base salary at $635,000, a 60% target cash bonus, and initial equity awards valued at $8,000,000 that are subject to board approval.
- Sid Thacker becomes CFO effective June 22, 2026, and will report to CEO Peter Stern.
- Thacker served as CFO of Rent the Runway from May 2023, after prior roles there and at investment firms.
- Offer letter terms: $635,000 base salary, annual cash bonus of 60% of base salary, prorated for fiscal 2026, and equity initially valued at $8,000,000.
- Saqib Baig steps down as interim CFO on June 22, 2026, and remains Chief Accounting Officer.
Read the filing on SEC.gov ↗
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