Peloton posts first full-year profit; FY27 revenue outlook falls 3.9% at midpoint
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.
Key points
- 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.
The filing
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 August 06, 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.