Life Time Group Holdings, Inc. (LTH) Earnings Call Transcripts

Life Time Group Holdings, Inc.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Life Time Group Holdings, Inc. reported total revenue of $789 million, an increase of 11.7% year-over-year, driven by strong performance across its membership and in-center businesses. Net income rose to $88 million, reflecting a 15.8% increase from the previous year. Management raised full-year revenue guidance to a growth range of 10% to 12%, signaling confidence in ongoing demand and operational execution despite a decline in qualified medical memberships.

Reported metrics

Guidance from management

Management raised full-year revenue growth guidance to 10% to 12% and expects membership growth to accelerate, projecting 3.5% to 3.8% in Q2 and 4% to 5% in Q3 and Q4.

What management said

Yes. And if I can just add to that, Brian, Bahram talked about a number of trainers as we look to serve the demand. As we look across the portfolio, they're up -- trainers are up low double digits and new business is actually up even more. So again, that just speaks to the increased demand that Ron is talking about.

Well, I think that we are going to definitely use our authorization here as long as we see the stock below a fair value to us, we're going to be able to take advantage of that opportunity and buy some shares back. Yes. Ultimately, as I mentioned, as the cash flow grows, we're going to be analyzing with our Board and capital allocation committee on how to think about different ways to deliver return on capital to the...

What analysts pressed on

Analysts expressed concerns about the decline in qualified medical memberships and its impact on overall membership growth. There were also questions regarding the sustainability of high consumer demand amidst potential macroeconomic pressures.

Main topics on the call

• Revenue Growth Acceleration — Life Time's revenue grew by 11.7% to $789 million, exceeding expectations, driven by higher dues and strong in-center utilization. Management noted, "Comparable center revenue grew 8.6%, slightly above our expectations."
• Membership Mix Optimization — The company continues to optimize its membership mix, reducing lower dues qualified medical memberships to enhance overall revenue. Management stated, "Qualified medical memberships represented only 3.4% of our total due...
• Adjusted EBITDA Margin Improvement — Adjusted EBITDA increased by 18.3% to $227 million, with margins improving by 160 basis points to 28.7%. Management attributed this to "greater leverage on our center operating costs and corporate G&A."
• Capital Expenditure and Expansion Plans — Total capital expenditures rose to $260 million, reflecting ongoing club openings and construction. Management confirmed, "We have opened 5 of the 14 clubs scheduled for opening this year."

Read the full Life Time Group Holdings, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 Life Time Group Holdings, Inc. earnings call transcripts on record, spanning October 28, 2021 to July 30, 2026. Based on this history, Life Time Group Holdings, Inc. reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

LTH

Exchange

NYSE

Country

US

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

26

First call

October 28, 2021

Most recent

July 30, 2026

Reporting cadence

quarterly