Equity Profile

LTH

Life Time Group Holdings, Inc.

Consumer DiscretionaryLeisure Facilities$7.2B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Life Time Group Holdings, Inc. operates fitness and wellness centers, providing a range of services from gym facilities to health and nutrition programs....

Key Metrics to Watch

Membership Growth

This metric indicates how well Life Time is attracting and retaining customers, which is crucial for revenue generation.

N/A

Average Revenue Per Member

Higher revenue per member can signal effective upselling of services and products, contributing to overall profitability.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

LTH Q2-2026 Earnings Preview

Context

Company Snapshot

Life Time Group Holdings, Inc. operates fitness and wellness centers, providing a range of services from gym facilities to health and nutrition programs. As a player in the consumer discretionary sector, it benefits from trends in health and wellness, which have gained popularity in recent years.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+54.53%

Avg Stock Reaction

-0.54%

Last Quarter Recap

In Q1-2026, Life Time reported an earnings per share (EPS) of $0.42, exceeding expectations by 22.45%. The stock reacted positively, gaining 11.80% the following day.

Management Promises & Guidance

Focus on expanding membership offerings.
Commitment to improving customer experience.
Plans to enhance digital engagement with members.

Expectations

Wall Street Expectations

Investors are anticipating continued strong performance from Life Time, especially given its track record of beating earnings estimates. However, concerns about sustaining growth in a competitive market may weigh on sentiment.

Bull Case

If Life Time can demonstrate robust membership growth and improved margins, it could solidify its position as a leader in the wellness sector, driving stock prices higher.

Bear Case

Conversely, if membership growth stagnates or costs rise unexpectedly, it could lead to disappointing results, negatively impacting investor confidence.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current membership growth rate compared to last quarter?

This will indicate whether the company is successfully attracting new members and retaining existing ones, which is crucial for revenue.

How has the average revenue per member changed over the last quarter?

An increase in this metric could signal effective upselling strategies and improved profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Life Time's ability to leverage its existing member base for upselling additional services, which could drive higher average revenue per member.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger operational performance than anticipated.

Options pricing suggests a larger expected move than historical averages, indicating potential for significant surprises.

Key Risk

If membership growth exceeds 5%, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on how well Life Time can grow its membership base and manage costs amid competitive pressures.

Bull Confirmed If

Membership growth of over 5% quarter-over-quarter would confirm the bull case.

Bear Confirmed If

A membership decline or stagnant growth would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±21.52%

Historical Avg

±6.3%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±21.5% while LTH has averaged ±6.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

59.4%

Calls (49K)P/C Ratio: 21.13Puts (900)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 7 of 21 (33%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 14 of 21 (67%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 6.4%, with a raw directional average of -3.0% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Life Time beats expectations, history suggests a potential stock increase of around 6.31%, confirming strong operational momentum.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 0.54%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on membership growth rates and retention strategies.
2Details on average revenue per member and any changes in pricing strategy.
3Insights into cost management and operating margins.
4Any commentary on competitive pressures in the fitness industry.
5Plans for future expansion or new service offerings.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Life Time Group Holdings, Inc. operates fitness and wellness centers, providing a range of services from gym facilities to health and nutrition programs....

Key Metrics to Watch

Membership Growth

This metric indicates how well Life Time is attracting and retaining customers, which is crucial for revenue generation.

N/A

Average Revenue Per Member

Higher revenue per member can signal effective upselling of services and products, contributing to overall profitability.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

LTH Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+54.53%

Avg Stock Reaction

-0.54%

Last Quarter Recap

In Q1-2026, Life Time reported an earnings per share (EPS) of $0.42, exceeding expectations by 22.45%. The stock reacted positively, gaining 11.80% the following day.

Management Promises & Guidance

Focus on expanding membership offerings.
Commitment to improving customer experience.
Plans to enhance digital engagement with members.

Expectations

Wall Street Expectations

Bull Case

If Life Time can demonstrate robust membership growth and improved margins, it could solidify its position as a leader in the wellness sector, driving stock prices higher.

Bear Case

Conversely, if membership growth stagnates or costs rise unexpectedly, it could lead to disappointing results, negatively impacting investor confidence.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current membership growth rate compared to last quarter?

This will indicate whether the company is successfully attracting new members and retaining existing ones, which is crucial for revenue.

How has the average revenue per member changed over the last quarter?

An increase in this metric could signal effective upselling strategies and improved profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Life Time's ability to leverage its existing member base for upselling additional services, which could drive higher average revenue per member.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger operational performance than anticipated.

Options pricing suggests a larger expected move than historical averages, indicating potential for significant surprises.

Key Risk

If membership growth exceeds 5%, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on how well Life Time can grow its membership base and manage costs amid competitive pressures.

Bull Confirmed If

Membership growth of over 5% quarter-over-quarter would confirm the bull case.

Bear Confirmed If

A membership decline or stagnant growth would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±21.52%

Historical Avg

±6.3%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±21.5% while LTH has averaged ±6.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

59.4%

Calls (49K)P/C Ratio: 21.13Puts (900)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 7 of 21 (33%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Life Time beats expectations, history suggests a potential stock increase of around 6.31%, confirming strong operational momentum.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 0.54%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on membership growth rates and retention strategies.
2Details on average revenue per member and any changes in pricing strategy.
3Insights into cost management and operating margins.
4Any commentary on competitive pressures in the fitness industry.
5Plans for future expansion or new service offerings.