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Peloton is a leading global fitness and wellness company that empowers its Members to live fit, strong, long, and happy by providing fitness and wellness products and services they can use anytime, anywhere. We have a highly engaged community of approximately 6 million Members as of June 30, 2025, across the United States, United Kingdom, Canada, Germany, Australia, and Austria.
The business is unprofitable at the operating level (-1.45% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue declined 7.8% YoY. The question is whether this is cyclical or a structural shift.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
$2.45B
▼ -7.8% YoY
Net Income (TTM)
$23M
▲ +78.5% YoY
Op. Margin
4.46%
▲ +18.1pp YoY
ROIC
5.10%
▲ +20.6pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$401M
▲ +477.3% YoY
Op. Cash Flow (TTM)
$414M
▲ +603.8% YoY
Net Debt
$646M
Cash & Equiv.
$1.13B
5Y CAGR: +6.4%
5Y CAGR: +7.7%
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