PTONPeloton Interactive, Inc.
Price
-28%1YEnd-of-day closes, not the intraday tick.
Survival is the story here: start there
Quality strong, hard red flags, price roughly fair, growth steady, the market undecided.
Peloton is a leading global fitness and wellness company that empowers people to live fit, strong, long, and happy, by bringing integrated fitness and wellness experiences to Members (as defined below) anytime, anywhere. Founded in 2012 and headquartered in New York City, we offer a breadth of fitness and wellness solutions to consumers worldwide, including our highly engaged community of approximately 5.5 million Members as of June 30, 2026, across the United States, United Kingdom, Canada, Germany, Australia, and Austria, and Commercial Business Unit customers in over 60 countries.
In the company’s own words · 10-K filed Aug 6, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Peloton Interactive, Inc. (PTON) reported revenue of $608M in Q4 2026 (quarter ended Jun 30, 2026), up 0.1% from the same quarter a year earlier. That came with a gross margin of 57% and net income of $62M (10% of revenue). For the full year FY2026, revenue was $2.45B (−1.8% year on year) and net income $63M. Its largest product in Q4 2026 was Subscription And Circulation at $437M, 99% of the disclosed total, well ahead of Product Warranty at 0.9%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 13, 2026Chief Accounting Officer Transition On October 8, 2026, Saqib Baig, the Chief Accounting Officer and principal accounting officer of Peloton Interactive, Inc. (the “Company”), notified the Company of his decision to step down from his position to pursue an external opportunity.Director or officer change · Form 8-K
- May 26, 2026Appointment of CFO On May 26, 2026, Peloton Interactive, Inc. (the “Company”) announced the appointment of Siddharth (“Sid”) Thacker as Chief Financial Officer (“CFO”) effective June 22, 2026.Director or officer change · Form 8-K
- Mar 17, 2026CCO Transition On March 17, 2026, the Company announced that Jen Cotter will transition from Chief Content Officer (“CCO”) of the Company to a non-executive, advisory role effective as of the close of business on March 31, 2026.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $440.6MThe company’s own SEC segment disclosure.
- Subscription And Circulation$436.6M99%
- Product Warranty$4.0M1%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.