Life Time Group (NYSE:LTH) Issues Quarterly Earnings Results, Beats Estimates By $0.10 EPS

Life Time Group (NYSE:LTH) posted its earnings results on Thursday. The company reported $0.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.10, FiscalAI reports. The company had revenue of $893.52 million during the quarter, compared to analysts’ expectations of $874.98 million. Life Time Group had a return on equity of 10.56% and a net margin of 13.07%. The firm’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.41 earnings per share.

Here are the key takeaways from Life Time Group’s conference call:

• Strong third-quarter performance saw revenue rise 14.2% to $893.5 million, comparable-center revenue increase 8.7%, and adjusted EBITDA grow 16.5% to $256.3 million, with margin expanding 60 basis points to 28.7%.
• Management raised full-year comparable-center revenue guidance to 8.5%-8.7% from 7.9%-8.3% and increased full-year revenue and adjusted EBITDA guidance, citing strength in dues, membership acquisition, and in-center businesses.
• Membership optimization is improving economics: non-Qualified Medical memberships grew 5.4% year over year while Qualified Medical memberships declined 19.6%, helping drive 13.7% dues-revenue growth and higher average monthly dues.
• Life Time remains on track to open 14 clubs in 2026 and expects 12-14 openings annually, supported by a strong development pipeline; management also highlighted continued growth in Dynamic Personal Training, LifeSpa, pickleball, and other in-center offerings.
• Capital expenditures rose 29.8% to $288.7 million as the company builds clubs for 2026 and beyond, while it expects roughly $135 million of additional fourth-quarter sale-leaseback proceeds; management reiterated its $400 million annual sale-leaseback target and 2030 free-cash-flow outlook.

Life Time Group Price Performance

LTH traded up $2.11 during midday trading on Thursday, reaching $45.25. 4,262,533 shares of the company’s stock were exchanged, compared to its average volume of 3,038,319. Life Time Group has a 1-year low of $24.14 and a 1-year high of $47.32. The stock has a market capitalization of $10.11 billion, a PE ratio of 29.55, a P/E/G ratio of 1.56 and a beta of 1.49. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.66 and a quick ratio of 0.56. The business’s 50-day moving average price is $41.68 and its 200 day moving average price is $35.15.

Insiders Place Their Bets

In related news, CEO Bahram Akradi sold 438,257 shares of the business’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $45.03, for a total value of $19,734,712.71. Following the completion of the transaction, the chief executive officer owned 3,615,086 shares of the company’s stock, valued at approximately $162,787,322.58. The trade was a 10.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director John Galashan sold 2,879,154 shares of the company’s stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $43.80, for a total transaction of $126,106,945.20. Following the completion of the transaction, the director owned 3,029,450 shares in the company, valued at approximately $132,689,910. This trade represents a 48.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 6,971,850 shares of company stock valued at $306,262,084. Corporate insiders own 13.30% of the company’s stock.

More Life Time Group News

Here are the key news stories impacting Life Time Group this week:

• Positive Sentiment: Quarterly results exceeded expectations. Life Time reported $893.5 million in third-quarter revenue, up 14.2% year over year and above the $875.0 million consensus estimate. Adjusted diluted earnings per share were $0.51, compared with analyst expectations ranging from $0.41 to $0.45 and $0.41 a year earlier. Life Time Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Profitability improved significantly on an adjusted basis. Adjusted net income rose 24.6% to $115.9 million, while adjusted EBITDA increased 16.5% to $256.3 million. Adjusted EPS grew 24.4%, suggesting operating leverage despite slower growth in reported net income. Life Time Group Reports Third-Quarter Results
• Positive Sentiment: Management raised its 2026 earnings guidance. The upward revision provides a favorable forward-looking signal and indicates that management expects the business to sustain its momentum through the remainder of the year. Life Time Raises 2026 Earnings Guidance
• Neutral Sentiment: Membership growth remained in the low single digits. Revenue growth was strong, but the membership trend suggests that pricing, club additions and ancillary offerings may be contributing meaningfully to results rather than rapid member-count expansion. Life Time Group Posts Third-Quarter Revenue Increase
• Positive Sentiment: Analyst attention remains supportive. Morgan Stanley projected substantial potential appreciation, while Barclays initiated research coverage, potentially broadening institutional visibility for LTH. Morgan Stanley Forecasts Strong Price Appreciation

Analyst Upgrades and Downgrades

LTH has been the topic of several research analyst reports. UBS Group set a $63.00 price objective on shares of Life Time Group in a report on Wednesday, September 23rd. The Goldman Sachs Group started coverage on shares of Life Time Group in a research note on Monday, August 3rd. They issued a “buy” rating and a $53.00 price target on the stock. Jefferies Financial Group reissued a “buy” rating on shares of Life Time Group in a research note on Wednesday, September 23rd. Weiss Ratings upgraded shares of Life Time Group from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, August 6th. Finally, KeyCorp increased their price objective on shares of Life Time Group from $40.00 to $52.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $55.36.

About Life Time Group

Life Time Group Holdings, Inc (NYSE: LTH) operates a network of luxury athletic country clubs in the United States and Canada. The company’s facilities combine fitness, sports, health, and wellness services in an integrated club environment designed for individuals and families.

Life Time clubs typically offer cardiovascular and strength-training equipment, group fitness classes, personal training, indoor and outdoor pools, tennis, pickleball, basketball, and other athletic programs. Many locations also provide childcare, spas, cafés, workspaces, recovery services, and specialized programs for children, older adults, and other member groups.