📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

Life Time Group Holdings, Inc., through its subsidiaries, provides health, fitness, and wellness experiences to a community of individual members in the United States and Canada. The company offers fitness floors with equipment, locker rooms, group fitness studios, cycle, yoga, pilates studios, bar and lounge, free weight and resistance equipment, cardiovascular equipment, steam room and sauna, cold plunges, racquetball and squash spaces, recovery spaces, indoor and outdoor pools and bistros, indoor and outdoor tennis and pickleball courts, basketball, volleyball courts, LifeSpa, LifeCafe, and childcare and kids academy learning spaces. It also provides dynamic personal training, dynamic stretch, small group training, weight loss coaching, nutrition coaching, medi-spa, physical therapy and chiropractic, assessments and lab testing, sport specific coaching, endurance coaching, swim lessons and team coaching, towel and locker service, experience life, and ARORA and MIORA community services. In addition, the company engages in athletic leagues and tournaments, athletic events, LT Games, social events, outdoor group runs, outdoor group cycle rides, and charity events; organizing kids’ birthday parties, parents night out, summer and vacation camps for kids, sports training camps, swim meets, charity events; and providing nutritional supplements and apparels, as well as designing, building, and operating of sports and athletic, professional fitness, family recreation, and spa centers in a resort-like environment in suburban and urban locations of metropolitan areas. Further, its digital platform provides live streaming fitness classes, remote goal-based personal training, nutrition and weight loss support, curated award-winning health, and fitness and wellness content. The company was formerly known as LTF Holdings, Inc. and changed its name to Life Time Group Holdings, Inc. in June 21, 2021. The company was founded in 1992 and is headquartered in Chanhassen, Minnesota.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding LTH

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Manager	Shares	Value	% of Fund	Period
Steve Cohen Point72 Asset Management	597.3K	$16.1M	0.02%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q2 2025

Confident Specific

Management repeatedly uses positive language like 'great quarter', 'raised guidance', 'record levels', 'strong performance'. They provide specific numbers (e.g., revenue +14%, adjusted EBITDA +21.6%, 849k memberships). The CEO states 'we are perfectly positioned' and 'growth is our top priority.'

Q3 2025

Confident Specific

Management expressed strong confidence with specific metrics: revenue up 12.9%, adjusted EBITDA up 22%, and raised full-year comparable center revenue guidance to 10.8%-11.0%. Phrases like 'pleased with another quarter of strong performance' and 'we are super, super excited' reinforce the optimistic tone.

Q4 2025

Confident Specific

Management emphasized exceeding initial guidance (Adjusted EBITDA margin 27.5% vs 26.2% midpoint), highlighted record revenue and EBITDA, and used specific percentages (e.g., revenue +12.3%, comp center revenue +9.9%). Language like 'another great year', 'exceptionally well', and 'couldn't be more pleased' reinforces confidence.

Q1 2026 latest

Confident Specific

Management repeatedly uses phrases like 'strong performance', 'best results I have ever seen in 40 years', and 'absolutely zero' impact from macro, backed by specific numbers (e.g., 11.7% revenue growth, 18.3% adjusted EBITDA growth). They provide detailed breakdowns of comp drivers and future guidance.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis strengthened after this call. Life Time delivered strong Q1 results with revenue and EBITDA growth well above prior year, supported by a deliberate shift to higher-quality memberships and robust in-center business (especially Dynamic Personal Training). Management provided clear guidance on membership mix improvement and positive free cash flow through sale-leasebacks, while emphasizing a massive real estate pipeline with no near-term saturation. Key watch items for next quarter: whether membership growth ex-qualified medical hits the guided 3.5-3.8% in Q2, if margin expansion continues as newer clubs ramp, and execution on $400 million sale-leaseback target. The CEO's confidence in the brand's pricing power and lack of macro impact suggests resilient demand, but the stock's valuation now reflects some of this optimism.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Life Time Q1 2026 revenue up 11.7% to $789M, adjusted EBITDA margin 28.7%.

Revenue & Profitability

Total revenue for Q1 2026 was $789 million, up 11.7% year-over-year. Net income was $88 million, an increase of 15.8%. Adjusted net income, excluding share-based compensation and other items, was $96 million, up 27.4%. Adjusted EBITDA was $227 million, up 18.3%, with an adjusted EBITDA margin of 28.7%, improving 160 basis points.

Outlook

Management sees no impact from the broader macro environment at this time, with demand remaining strong. The company expects low double-digit revenue and adjusted EBITDA growth going forward. CEO Bahram Akradi expressed optimism about GLP-1 drugs as a tailwind for the fitness industry, as they increase gym attendance when combined with exercise and proper nutrition.

Growth Drivers

Key growth levers include improved membership mix (3.5% contribution to comp revenue), pricing (3%), and in-center businesses such as Dynamic Personal Training (2.3%). The company is opening 14 new clubs in 2026, with five already opened. New clubs are performing extremely well, and the real estate pipeline remains robust, with opportunities in urban and suburban markets. Membership growth excluding qualified medical memberships is expected to be 3.5-3.8% in Q2 and 4-5% in Q3 and Q4.

Balance Sheet & CapEx

Total capital expenditures in Q1 2026 were $260 million, up 82% year-over-year, supporting construction for 2026 and 2027 club openings. Approximately half of the growth CapEx is for clubs opening in 2026 and half for 2027/2028. The company raised its full-year sale-leaseback target to $400 million, which supports positive free cash flow. Management expects to continue delivering growing positive free cash flow each year going forward.

Margins

Adjusted EBITDA margin improved 160 basis points to 28.7% in Q1, driven by leverage on center operating costs and corporate G&A, over-performance of dues revenue, and timing of sale-leasebacks. About 30 basis points of the improvement relates to employer payroll taxes from CEO option exercises in Q1 2025. The company updated its full-year adjusted EBITDA margin guidance midpoint to 28%, which includes the impact of new club openings and pre-opening expenses in the second half of 2026.

Key Risks

Management flagged no specific risks beyond general macro uncertainties, though they noted they have not seen any negative impact. The company is deliberately reducing qualified medical memberships, which poses a short-term headwind to total membership growth but improves revenue quality. No other risks were explicitly mentioned by management or raised by analysts.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-07-30

Q2 2026 saw 13.7% revenue growth and 40.6% higher net income, driven by strong club and in-center business performance. Guidance for full-year revenue, net income, and adjusted EBITDA was raised, with robust club expansion and disciplined capital allocation supporting future growth.

Q1 2026 Q1 2026 2026-05-05

Revenue and profitability grew double digits, driven by higher dues, strong in-center business, and membership mix optimization. Guidance was raised for revenue, EBITDA, and free cash flow, with robust demand and new club openings supporting long-term growth.

Q4 2025 Q4 2025 2026-02-24

Delivered record revenue and Adjusted EBITDA in 2025, driven by strong mature and new club performance, higher member engagement, and robust cash flow. 2026 guidance anticipates continued growth, significant capital investment, and a $500 million share repurchase program.

Q3 2025 Q3 2025 2025-11-04

Q3 2025 saw double-digit revenue and profit growth, driven by higher dues, strong in-center business, and robust membership engagement. Guidance for full-year revenue and new club openings was raised, with a focus on high-end offerings and capital flexibility.

Q2 2025 Q2 2025 2025-08-05

Revenue grew 14% to $761M, with net income up 36.5% and adjusted EBITDA up 21.6%. Memberships and engagement reached record highs, prompting raised full-year guidance and accelerated club growth plans. Asset-light expansion and digital initiatives continue to drive momentum.

📊 Analysis Methodology

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