Peloton News Brief
Summary
Peloton reported a profitable quarter and issued a strong holiday sales forecast, beating Wall Street expectations. However, the company also announced a new recall affecting its Bike+ model.
Key Points
- Peloton posted Q1 fiscal 2026 earnings per share of 3 cents vs. 0 cents expected, with revenue of $551 million vs. $540 million expected.
- The company raised its full-year adjusted EBITDA outlook to $425–$475 million, up $25 million from prior guidance.
- Shares jumped about 11% in extended trading following the report.
- Peloton initiated a recall of 833,000 Bike+ devices due to seat post breakage issues, costing $13.5 million in the quarter.
- CEO Peter Stern emphasized a focus on profitable growth beyond cardio fitness, including strength, mental wellbeing, and nutrition.
- The company recently relaunched its product lineup with new features like AI-powered tracking and raised subscription and hardware prices.
Peloton 新闻简报
总结
Peloton 报告了盈利季度并发布了强劲的假日销售预测，超出华尔街预期。但公司也宣布了影响其 Bike+ 型号的新召回事件。
关键点
- Peloton 2026财年第一季度每股收益为3美分，预期为0美分；营收为5.51亿美元，预期为5.40亿美元。
- 公司上调全年调整后 EBITDA 展望至4.25–4.75亿美元，较此前指引增加2500万美元。
- 财报发布后，盘后股价上涨约11%。
- Peloton 召回83.3万台 Bike+ 设备，因座椅柱断裂问题，本季度损失1350万美元。
- CEO Peter Stern 强调专注于有盈利的增长，拓展至力量训练、心理健康和营养等领域。
- 公司近期重新推出产品线，新增AI追踪摄像头等功能，并提高了订阅和硬件价格。
Original Article Link: https://www.cnbc.com/2025/11/06/peloton-pton-earnings-q1-2026.html