Consumer Discretionary·Leisure Facilities·$6.1B
Life Time Group Holding (LTH) 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, making it a relevant choice for investors interested in leisure facilities.
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Total revenue reflects the company's ability to attract and retain customers, which is crucial for growth in the competitive leisure industry.
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EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+54.22%
Avg Stock Reaction
-2.62%
In Q4-2025, Life Time reported an EPS of $0.34, exceeding estimates by 9.68%. However, the stock fell 1.97% the following day, indicating mixed market reactions.
Management Promises & Guidance
Analysts expect Life Time to report solid earnings, with a consensus EPS of $0.38 and revenue of $786M. The company has consistently beaten EPS estimates in the past quarters.
Bull Case
If Life Time continues its trend of beating EPS estimates, it could signal strong operational performance and customer demand, potentially leading to a positive stock reaction.
Bear Case
Conversely, if the company fails to meet revenue expectations or provides cautious guidance, it could raise concerns about growth sustainability, leading to a negative market response.
EPS
$0.38Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$786MTotal revenue reflects the company's ability to attract and retain customers, which is crucial for growth in the competitive leisure industry.
The print will turn on these two things.
Q1
Will the EPS exceed the consensus estimate of $0.38?
A beat on EPS would reinforce the company's ability to manage costs and drive profitability, which is crucial for investor confidence.
Q2
What guidance will management provide regarding revenue growth expectations?
Clear guidance on revenue growth will indicate how well Life Time expects to perform in the coming quarters, impacting market sentiment.
Why consensus could be wrong
The Street may be underestimating Life Time's potential for membership growth due to recent trends in health and wellness, which could lead to stronger-than-expected revenue.
Supporting Evidence
Life Time has consistently beaten EPS estimates, indicating strong operational performance.
The company's focus on enhancing customer experience may drive higher retention and new memberships.
Recent trends in fitness and wellness spending suggest a favorable environment for growth.
Key Risk
If revenue growth significantly exceeds expectations, it could challenge the current consensus outlook.
Pre-commit to what would confirm each case.
This quarter's performance is critical as it will provide insights into the company's operational efficiency and market demand.
Bull Confirmed If
An EPS of $0.40 or higher with revenue exceeding $800M would confirm strong operational performance.
Bear Confirmed If
An EPS below $0.37 or revenue below $769M would raise concerns about growth sustainability.
Implied Move
±4.2%
Currently, there is no options market data available, but the implied move suggests some volatility is expected around the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Life Time beats expectations, history suggests the stock could rise by around 5.3%, confirming strong demand and operational efficiency.
In-Line / Cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further commentary from management.
Miss
Should the company miss estimates, history suggests a potential decline of around 2.62%, raising concerns about growth prospects.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026