Equity Profile

LTH

Life Time Group Holdings, Inc.

Consumer DiscretionaryLeisure Facilities$7.2B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

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

Membership Growth

This metric indicates how well Life Time is attracting and retaining customers, which is crucial for revenue growth.

N/A

Average Revenue Per Member

Higher average revenue per member can signal effective upselling and customer engagement strategies.

N/A

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

LTH Q2-2026 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 toward healthier lifestyles and increased consumer spending on leisure activities.

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 Q1-2026, Life Time reported an earnings per share (EPS) of $0.42, beating expectations by 22.45%. The stock reacted positively, gaining 11.80% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given the company's strong EPS performance in previous quarters. However, there are concerns about sustaining membership growth and revenue per member.

Bull Case

If Life Time continues to show strong membership growth and increases average revenue per member, it could lead to significant stock appreciation.

Bear Case

On the other hand, if membership growth slows or if new facility openings do not meet expectations, the stock could face downward pressure.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current membership growth rate compared to last quarter?

This figure will be critical in assessing the company's ability to sustain revenue growth.

How has average revenue per member changed this quarter?

Changes in this metric can indicate how effectively Life Time is upselling services and products to its members.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Life Time's ability to sustain membership growth due to its unique offerings and community engagement strategies.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational performance.

Options pricing suggests a higher expected move than historical averages, indicating market uncertainty.

The lack of insider selling signals confidence in the company's future prospects.

Key Risk

If membership growth exceeds 5%, it could significantly alter the market's perception of Life Time's sustainability.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching membership growth and revenue per member as key indicators of Life Time's performance.

Bull Confirmed If

Membership growth of +5% or better compared to the previous quarter would confirm the bull case.

Bear Confirmed If

Membership growth below 2% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±21.46%

Historical Avg

±6.3%

Pricing rich

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

Options are pricing ±21.5% while LTH has averaged ±6.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

59.4%

Calls (49K)P/C Ratio: 21.13Puts (900)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 13 of 21 (62%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.9%, with a raw directional average of +2.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Life Time beats expectations, history suggests the stock could rise by around 6.31%, confirming strong operational momentum.

In-Line / Cautious

If results are in line but management is cautious, the stock may experience a muted reaction as investors digest the commentary.

Miss

If the company misses expectations, history suggests a potential decline of around 6.31%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on membership growth and retention strategies.
2Any commentary on new facility openings and their expected impact on revenue.
3Insights into average revenue per member and how it has changed.
4Management's outlook for the remainder of the fiscal year.
5Responses to competitive pressures in the leisure and fitness industry.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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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

Membership Growth

This metric indicates how well Life Time is attracting and retaining customers, which is crucial for revenue growth.

N/A

Average Revenue Per Member

Higher average revenue per member can signal effective upselling and customer engagement strategies.

N/A

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

LTH Q2-2026 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 Q1-2026, Life Time reported an earnings per share (EPS) of $0.42, beating expectations by 22.45%. The stock reacted positively, gaining 11.80% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Life Time continues to show strong membership growth and increases average revenue per member, it could lead to significant stock appreciation.

Bear Case

On the other hand, if membership growth slows or if new facility openings do not meet expectations, the stock could face downward pressure.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current membership growth rate compared to last quarter?

This figure will be critical in assessing the company's ability to sustain revenue growth.

How has average revenue per member changed this quarter?

Changes in this metric can indicate how effectively Life Time is upselling services and products to its members.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Life Time's ability to sustain membership growth due to its unique offerings and community engagement strategies.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational performance.

Options pricing suggests a higher expected move than historical averages, indicating market uncertainty.

The lack of insider selling signals confidence in the company's future prospects.

Key Risk

If membership growth exceeds 5%, it could significantly alter the market's perception of Life Time's sustainability.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching membership growth and revenue per member as key indicators of Life Time's performance.

Bull Confirmed If

Membership growth of +5% or better compared to the previous quarter would confirm the bull case.

Bear Confirmed If

Membership growth below 2% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±21.46%

Historical Avg

±6.3%

Pricing rich

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

Options are pricing ±21.5% while LTH has averaged ±6.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

59.4%

Calls (49K)P/C Ratio: 21.13Puts (900)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Life Time beats expectations, history suggests the stock could rise by around 6.31%, confirming strong operational momentum.

In-Line / Cautious

If results are in line but management is cautious, the stock may experience a muted reaction as investors digest the commentary.

Miss

If the company misses expectations, history suggests a potential decline of around 6.31%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on membership growth and retention strategies.
2Any commentary on new facility openings and their expected impact on revenue.
3Insights into average revenue per member and how it has changed.
4Management's outlook for the remainder of the fiscal year.
5Responses to competitive pressures in the leisure and fitness industry.