Equity Profile

LTH

Life Time Group Holdings, Inc.

Consumer DiscretionaryLeisure Facilities$7.2B

May5Tue

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:45 AM EDT

Life Time Group Holdings, Inc. Beats on EPS, Stock Up 11.8%

Metric	Actual	Expected	Surprise
EPS	$0.42	$0.38	+22.45%
Revenue	—	$786M	—

management commentary, guidance changes, and full analysis available with Pro.

Life Time Group Holdings, Inc. Beats on EPS, Stock Up 11.8%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.42	$0.38	+22.45%
Revenue	—	$786M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Life Time Group Holdings reported strong earnings with an EPS beat, which likely contributed to the stock's 11.8% increase. Investors may view the EPS surprise as a positive indicator of the company's financial health. However, the lack of revenue data and management commentary leaves some uncertainty about the overall performance.

Company Snapshot

Life Time Group Holdings, Inc. operates fitness and leisure facilities across the U.S., focusing on health and wellness....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.38

Revenue

Total revenue reflects the company's ability to attract and retain members, which is crucial for growth in the leisure industry.

$786M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Life Time Group Holdings, Inc. operates fitness and leisure facilities across the U.S., focusing on health and wellness. As a player in the consumer discretionary sector, it benefits from trends in fitness and lifestyle spending, which can fluctuate with economic conditions.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+54.53%

Avg Stock Reaction

-0.54%

Last Quarter Recap

In Q4 2025, Life Time reported an EPS of $0.34, exceeding expectations by 9.68%. However, the stock declined by 1.97% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on expanding membership offerings.
Enhancements to digital platforms for member engagement.
Commitment to maintaining operational efficiency.

Expectations

Wall Street Expectations

Analysts expect Life Time to report solid earnings, with a consensus EPS of $0.38 and revenue of $786M. Investors are keen to see if the company can continue its trend of beating earnings expectations.

Bull Case

If Life Time exceeds EPS and revenue estimates, it could signal strong operational performance and member growth, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about its growth prospects in a competitive market.

Key Metrics to Watch

EPS

$0.38

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$786M

Total revenue reflects the company's ability to attract and retain members, which is crucial for growth in the leisure industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $0.38 and how will revenue growth compare to the consensus of $786M?

These figures will be crucial in assessing the company's financial health and growth trajectory, especially in a competitive market.

What specific strategies will management outline to enhance member retention and acquisition?

Understanding management's approach to growth will help investors gauge the company's ability to sustain its performance in the leisure sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of Life Time's digital engagement initiatives, which could drive higher member retention and acquisition.

Supporting Evidence

Recent trends show increased interest in fitness and wellness, which Life Time is well-positioned to capitalize on.

The company's historical ability to exceed EPS expectations suggests that analysts may be too conservative in their estimates.

Key Risk

If membership growth metrics significantly outperform expectations, it could challenge the current consensus outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether Life Time can maintain its growth momentum amidst economic fluctuations.

Bull Confirmed If

An EPS of $0.40 or higher with revenue exceeding $814M would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.37 or revenue falling short of $769M would raise concerns about growth sustainability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.63%

Historical Avg

±6.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings announcement.

Options are pricing ±9.6% while LTH has averaged ±6.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

32.5%

Calls (15K)P/C Ratio: 0.12Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Life Time beats expectations, history suggests a potential average move of +2.76%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average move of -2.62% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on membership growth and retention rates.
2Updates on digital platform enhancements and member engagement strategies.
3Any commentary on competitive pressures in the leisure sector.
4Insights into operational efficiency improvements.
5Management's outlook on economic conditions affecting consumer spending.

See the full picture

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Company Snapshot

Life Time Group Holdings, Inc. operates fitness and leisure facilities across the U.S., focusing on health and wellness....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.38

Revenue

Total revenue reflects the company's ability to attract and retain members, which is crucial for growth in the leisure industry.

$786M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+54.53%

Avg Stock Reaction

-0.54%

Last Quarter Recap

In Q4 2025, Life Time reported an EPS of $0.34, exceeding expectations by 9.68%. However, the stock declined by 1.97% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on expanding membership offerings.
Enhancements to digital platforms for member engagement.
Commitment to maintaining operational efficiency.

Expectations

Wall Street Expectations

Bull Case

If Life Time exceeds EPS and revenue estimates, it could signal strong operational performance and member growth, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about its growth prospects in a competitive market.

Key Metrics to Watch

EPS

$0.38

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$786M

Total revenue reflects the company's ability to attract and retain members, which is crucial for growth in the leisure industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $0.38 and how will revenue growth compare to the consensus of $786M?

These figures will be crucial in assessing the company's financial health and growth trajectory, especially in a competitive market.

What specific strategies will management outline to enhance member retention and acquisition?

Understanding management's approach to growth will help investors gauge the company's ability to sustain its performance in the leisure sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of Life Time's digital engagement initiatives, which could drive higher member retention and acquisition.

Supporting Evidence

Recent trends show increased interest in fitness and wellness, which Life Time is well-positioned to capitalize on.

The company's historical ability to exceed EPS expectations suggests that analysts may be too conservative in their estimates.

Key Risk

If membership growth metrics significantly outperform expectations, it could challenge the current consensus outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether Life Time can maintain its growth momentum amidst economic fluctuations.

Bull Confirmed If

An EPS of $0.40 or higher with revenue exceeding $814M would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.37 or revenue falling short of $769M would raise concerns about growth sustainability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.63%

Historical Avg

±6.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings announcement.

Options are pricing ±9.6% while LTH has averaged ±6.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

32.5%

Calls (15K)P/C Ratio: 0.12Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Life Time beats expectations, history suggests a potential average move of +2.76%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average move of -2.62% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on membership growth and retention rates.
2Updates on digital platform enhancements and member engagement strategies.
3Any commentary on competitive pressures in the leisure sector.
4Insights into operational efficiency improvements.
5Management's outlook on economic conditions affecting consumer spending.