Equity Profile

LTH

Life Time Group Holdings, Inc.

Consumer DiscretionaryLeisure Facilities$9.2B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Life Time Group Holdings, Inc. (LTH) operates fitness and wellness centers across the U.S., focusing on health, fitness, and leisure activities....

Key Metrics to Watch

Membership Growth

An increase in membership directly impacts revenue and indicates customer demand.

N/A

Average Revenue Per Member

This metric helps assess how effectively the company is monetizing its member base.

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. (LTH) operates fitness and wellness centers across the U.S., focusing on health, fitness, and leisure activities. As a player in the consumer discretionary sector, its performance is closely tied to consumer spending trends and lifestyle choices.

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.
Enhance customer experience through new wellness programs.
Commit to improving operational efficiency.

Expectations

Wall Street Expectations

Investors are optimistic about Life Time's ability to continue its trend of beating earnings expectations. The company has consistently surprised the market in recent quarters.

Bull Case

If Life Time maintains its strong membership growth and improves average revenue per member, it could see significant stock appreciation.

Bear Case

Concerns about rising operational costs and potential economic downturns could impact membership retention and overall profitability.

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 metric is crucial for understanding the company's ability to attract and retain customers, which directly affects revenue.

How has the average revenue per member changed this quarter?

Changes in this metric can indicate how well the company is monetizing its services and whether pricing strategies are effective.

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 revenue growth beyond current expectations.

Supporting Evidence

Life Time's recent initiatives in wellness programs could attract higher spending from existing members.

The company's historical ability to beat earnings suggests a stronger operational performance than anticipated.

Options pricing indicates a significant move, suggesting that market sentiment is more uncertain than the consensus view.

Key Risk

If membership growth exceeds 10%, it could significantly alter the market's perception of the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Life Time can sustain its growth trajectory amidst rising costs and competition.

Bull Confirmed If

Membership growth of 10% or greater year-over-year would confirm the bull case.

Bear Confirmed If

A decline in average revenue per member below $50 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±21.46%

Historical Avg

±6.3%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty or anticipation 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: 8 of 21 (38%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 13 of 21 (62%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.9%, with a raw directional average of +2.2% (modestly positive 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 performance.

In-Line / Cautious

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

Miss

A miss could lead to a decline similar to past reactions, averaging around -0.54%, as investors may lose confidence in the company's growth strategy.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on membership growth and retention strategies.
2Insights into average revenue per member and pricing changes.
3Updates on new wellness programs and their reception.
4Management's outlook on operational efficiency and cost management.
5Any commentary on competitive pressures in the leisure facilities sector.

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. (LTH) operates fitness and wellness centers across the U.S., focusing on health, fitness, and leisure activities....

Key Metrics to Watch

Membership Growth

An increase in membership directly impacts revenue and indicates customer demand.

N/A

Average Revenue Per Member

This metric helps assess how effectively the company is monetizing its member base.

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.
Enhance customer experience through new wellness programs.
Commit to improving operational efficiency.

Expectations

Wall Street Expectations

Investors are optimistic about Life Time's ability to continue its trend of beating earnings expectations. The company has consistently surprised the market in recent quarters.

Bull Case

If Life Time maintains its strong membership growth and improves average revenue per member, it could see significant stock appreciation.

Bear Case

Concerns about rising operational costs and potential economic downturns could impact membership retention and overall profitability.

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 metric is crucial for understanding the company's ability to attract and retain customers, which directly affects revenue.

How has the average revenue per member changed this quarter?

Changes in this metric can indicate how well the company is monetizing its services and whether pricing strategies are effective.

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 revenue growth beyond current expectations.

Supporting Evidence

Life Time's recent initiatives in wellness programs could attract higher spending from existing members.

The company's historical ability to beat earnings suggests a stronger operational performance than anticipated.

Options pricing indicates a significant move, suggesting that market sentiment is more uncertain than the consensus view.

Key Risk

If membership growth exceeds 10%, it could significantly alter the market's perception of the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Life Time can sustain its growth trajectory amidst rising costs and competition.

Bull Confirmed If

Membership growth of 10% or greater year-over-year would confirm the bull case.

Bear Confirmed If

A decline in average revenue per member below $50 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±21.46%

Historical Avg

±6.3%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty or anticipation 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: 8 of 21 (38%)

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 performance.

In-Line / Cautious

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

Miss

A miss could lead to a decline similar to past reactions, averaging around -0.54%, as investors may lose confidence in the company's growth strategy.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on membership growth and retention strategies.
2Insights into average revenue per member and pricing changes.
3Updates on new wellness programs and their reception.
4Management's outlook on operational efficiency and cost management.
5Any commentary on competitive pressures in the leisure facilities sector.