| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 33 | 22.4x | 17.8x | Bottom tier | |
Growth | 82 | 12.7% | 7.1% | Top tier | |
Quality | 49 | 5.5% | 4.5% | Around median | |
Safety | 37 | 4.6x | 2.6x | Bottom tier | |
Capital Return | 30 | — | 2.12% | Bottom tier | |
Momentum | 95 | 53.8% | 2.9% | Top tier | |
Sentiment | 53 | 7 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Life Time Group Holdings operates a network of “Life Time Athletic Country Club” clubs that combine fitness memberships with training, family and sports activities, spa services, and food and beverages. The revenue model relies primarily on membership dues, followed by members’ in-center spending through Dynamic Personal Training, Life Spa, Pilates, and other offerings; the company also uses CTR and Hybrid XT programs included in membership to attract members and increase engagement and retention, while new clubs target fewer membership units, ranging from 3,000 to 4,000, at higher dues and with a more comprehensive experience.
In Q2 fiscal 2026, revenue increased 13.7% to $866.0 million, and comparable-center revenue grew 9.1%, driven by a 3.1% improvement in membership mix, 2.9% from pricing, 2.9% from in-center businesses, and 0.2% from volume. Gross profit was $412.3 million, representing a gross margin of approximately 47.6%, and net income increased 40.6% to $101.4 million, while adjusted net income was $109.8 million, up 30.6%.
Adjusted EBITDA was $246.5 million in Q2 fiscal 2026, up 16.8%, and its margin improved 80 basis points to 28.5%. The company ended the quarter with approximately 860,000 center memberships, up 1.2%, but the mix was more important than the count: eligible medical memberships declined 18.9% by 20,600 memberships, while all other memberships increased 4.2% by 30,900, helping total membership dues revenue grow 13.3%. On a last-twelve-month basis, as reported in the 2026 data, the company recorded revenue of $3.2 billion, net income of $414.9 million, and earnings per share of approximately $1.82, compared with revenue of $3.0 billion and net income of $373.7 million in fiscal 2025.
The analyst consensus is “Buy,” with an average target of $54.67 and a wide range between $46 and $64; the average is approximately 15.7% above the 52-week range high of $47.235, while the highest target exceeds that high by approximately 35.5%. No earnings multiple is available in the data despite earnings per share of approximately $1.82 over the last twelve months in the 2026 data, so the stock’s valuation remains more dependent on continued comparable-center growth, margin improvement, and successful club openings, balanced against the wide range of analyst targets and the intensity of capital expenditures.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Revenue increased 13.7% to $866.0 million, while comparable-center revenue grew 9.1%. A 3.1% improvement in membership mix, 2.9% from pricing, 2.9% from in-center businesses, and 0.2% from volume contributed to this growth. Net income increased 40.6% to $101.4 million, while adjusted EBITDA margin improved 80 basis points to 28.5%.
Life Time ended Q2 fiscal 2026 with approximately 860,000 memberships, up only 1.2%, but non-medical memberships increased 4.2% by 30,900 memberships. In contrast, the company reduced eligible medical memberships by 18.9%, or 20,600 memberships, to improve the mix and control the club experience. As a result, average monthly dues increased 12.3% to $245, and total dues revenue increased 13.3%.
CTR is a group training program using Pilates reformers, while Hybrid XT combines strength and fitness exercises and is linked to LT Games competitions. The company said on July 30, 2026, that CTR achieves the highest occupancy rate among its programs and that its classes create waitlists, with a target of approximately 60 locations by the end of fiscal 2026. Hybrid XT was in fewer than approximately 20 locations, and the company uses both programs within membership to increase member acquisition and engagement and support dues revenue.
Automated analysis for informational purposes only — not investment advice.
Life Time targets opening 14 clubs in fiscal 2026, the high end of its initial range, and had opened 7 clubs by the July 30, 2026 call. The company scheduled the opening of the remaining seven clubs for Q4 fiscal 2026, so their full financial impact will be more visible in the following year. It also targets 12–14 clubs in fiscal 2027, 10 of which were under construction at the time of the call.
Operating cash flow was $209.6 million in Q2 fiscal 2026, up 7.1%, while capital expenditures were $263.3 million, up 18.6%. In April 2026, the company completed sale-leaseback transactions that generated approximately $200 million, and it targets total proceeds of $400 million during fiscal 2026. Management expects these proceeds and strong operating cash flows to help generate positive free cash flow while continuing to open clubs, but the intensity of spending remains a factor to monitor.
MIORA was operating across six or seven locations on July 30, 2026, and its contribution to revenue or EBITDA was not material. Management said it would not add new locations before addressing technology and operational challenges and perfecting the customer journey, despite seeing a significant expansion opportunity after improving the model. In peptides, it pointed to varying quality among compounding pharmacies and noted that some uses still lack broad human studies, so it is proceeding cautiously with the rollout within existing MIORA locations.
