Life Time Group Holdings, Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Life Time Group reported Q3 2026 revenue of $893.5M (up 14.2% YoY) and net income of $106.5M (up 4.0% YoY). Adjusted net income rose 24.6% to $115.9M and Adjusted EBITDA increased 16.5% to $256.3M. Center memberships reached 858,747 (up 2.2% YoY). The company raised 2026 full-year guidance: revenue to $3,380–$3,390M (from $3,350–$3,375M), adjusted net income to $408–$412M (from $394–$402M), and Adjusted EBITDA to $958–$962M (from $940–$955M). Net debt leverage improved to 1.3x from 1.6x YoY. The company opened 7 of 14 planned 2026 clubs and completed $262.5M in sale-leaseback transactions YTD.
Why this rating
Strong organic growth (+14% revenue, +28% YoY adjusted net income) with improved leverage (1.3x) is solid, but core business is mature gyms. Raised guidance is modest (~1% revenue, ~4% EBITDA incremental). For a $3.8B market-cap company, this is normal operational execution, not transformational.
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