Life Time Group Holdings Inc (NYSE:LTH)
$ 43.81 +0.33 (+0.76%) Market Cap: 9.79 Bil Enterprise Value: 13.84 Bil PE Ratio: 23.94 PB Ratio: 2.96 GF Score: 80/100

Q2 2026 Life Time Group Holdings, Inc Earnings Call Transcript

Jul 30, 2026 / 02:00 PM GMT
Release Date Price: $44.2 (-3.28%)

Key Points

Positve
  • Total revenue increased 13.7% to $866 million, driven by strong club performance and higher dues revenue.
  • Comparable center revenue grew 9.1%, exceeding expectations due to outperformance in membership acquisition and in-center businesses.
  • Adjusted EBITDA rose 16.8% to $246.5 million, with margin improving by 80 basis points to 28.5%.
  • Average monthly dues increased 12.3% to $245, reflecting positive membership mix trends and pricing strategy execution.
  • Strong pipeline of new club opportunities with 14 clubs expected to open in 2026 and 12-14 planned for 2027.
Negative
  • Qualified medical memberships declined by 18.9% year over year, reducing total membership growth.
  • Total center membership growth was only 1.2% year over year, limited by the strategic reduction of certain memberships.
  • Capital expenditures increased 18.6% to $263.3 million, driven by construction activity for new clubs.
  • Pre-opening expenses and early operating ramp from 7 clubs opening in Q4 2026 will pressure margins.
  • Mura (medical services) rollout is still in incubation with only 6-7 locations, facing technology and process challenges.


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E D I T E D V E R S I O N

LTH.N - Life Time Group Holdings, Inc
Q2 2026 Life Time Group Holdings, Inc Earnings Call
Jul 30, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Lifetime Group Holdings Inc Q2 2026 earnings conference call at this time, all participants are in listen-only mode.

A question-and-answer session will follow the formal presentation.

You may be placed into the question queue at any time by pressingar 1 on your telephone keypad, as a reminder, this conference is being recorded.

If I should require operator assistance, please press 0.

It's not my pleasure to turn the call over to Connor Greenberg, Vice President, Capital Markets and Investations.

Connor, please go ahead.

Good morning, thank you for joining us for the second quarter 2026 Lifetime Group Holdings earnings conference
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