Peloton Announces Q1 FY2027 Financial Results
Peloton posted Q1 FY27 revenue of $559.2 million, up 2% year-over-year and $4 million above the midpoint of guidance — its third consecutive quarter of YoY revenue growth. Profitability surged: GAAP net income was $96.2 million (diluted EPS $0.19) versus $13.9 million a year ago, Adjusted EBITDA rose 42% to $167.8 million, and free cash flow more than doubled to $143.4 million. Gross margin hit 61.3%, up 975 bps, though the company noted the beat was partially driven by nonrecurring benefits.
Key figures
- Eps
- 0.19
- Revenue
- 559200000
- Guidance
- Q2 FY27 revenue $625M-$650M (down 3% YoY at midpoint); Q2 Adjusted EBITDA $85M-$100M (+14% YoY); FY27 revenue $2.30B-$2.40B (down 4% YoY), gross margin ~54.0%, Adjusted EBITDA $475M-$525M, FCF at least $350M — all unchanged from prior outlook
- Revenue Yoy
- 2%
- Fcf
- 143400000
- Churn
- 1.7%
- Fcf yoy
- 113%
- Members
- 5300000
- Net income
- 96200000
- Gross margin
- 61.3%
- Debt reduction
- 32% in calendar year 2026 ($1.534B to $1.048B)
- Adjusted ebitda
- 167800000
- Subscriptions yoy
- -9%
- Adjusted ebitda yoy
- 42%
- Operating cash flow
- 145700000
- Voluntary term loan paydown
- 280000000
AI analysis
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