Overview

• Peloton posted a $21.6 million net profit for its fiscal fourth quarter, reversing a $30.5 million loss a year earlier and beating EPS and revenue forecasts.
• The company will eliminate 6 percent of its global workforce as part of a cost restructuring designed to deliver $100 million in additional run-rate savings next fiscal year.
• Peloton forecast full-year 2026 revenue between $2.4 billion and $2.5 billion, outpacing analysts’ consensus of $2.41 billion despite a projected sales dip in the current quarter.
• Operating expenses declined 20 percent year-over-year in Q4, while connected fitness gross margin climbed nine percentage points to 17.3 percent.
• CEO Peter Stern signaled a renewed growth push through expanding micro-stores, growing the pre-owned hardware marketplace and sharpening focus on subscription and wellness offerings.