AI brief of an SEC Form 8-K · Peloton Interactive (PTON)

Peloton Q2 revenue falls 3% to $657 million; CFO Coddington to step down

Mixed Impact 4 of 5 earnings Written later

Peloton reported fiscal second-quarter 2026 revenue of $657 million, down 3% year-over-year and $8 million below its guidance range, while Adjusted EBITDA rose 39% to $81 million and the net loss narrowed to $39 million. The company raised its full-year Adjusted EBITDA outlook to $450 million to $500 million but lowered its full-year revenue outlook, and CFO Liz Coddington will leave on March 27, 2026, for an external opportunity.

Key points

  • Total revenue $657 million, down $17 million or 3% year-over-year and $8 million below the guidance range
  • Adjusted EBITDA $81 million, up $23 million or 39% year-over-year; GAAP net loss $39 million
  • FY2026 Adjusted EBITDA outlook raised to $450 million to $500 million; revenue outlook lowered to $2.40 billion to $2.44 billion
  • CFO Liz Coddington steps down effective March 27, 2026; no severance under the company's plan

The filing

CompanyPeloton Interactive (PTON)
Form8-K, current report
Filed with the SECFeb 5, 2026, 7:00 AM ET
Accession number0001639825-26-000005

Items reported: 2.02 Results of Operations5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:49 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.