The financials
Peloton Interactive, Inc. by the numbers
Peloton Interactive, Inc. (PTON) reported revenue of $631M in Q3 2026 (quarter ended March 31, 2026), up 1.1% from the same quarter a year earlier. That came with a gross margin of 52% and net income of $26M (4.2% of revenue). For the full year FY2025, revenue was $2.49B (−7.8% year on year) and net income −$119M. Its largest product in 2026-Q1 was Subscription And Circulation at $428M, 99% of the disclosed total, just ahead of Product Warranty at 0.9%.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $631M | $624M | +1.1% |
| Gross profit | $327M | $318M | +2.9% |
| Operating income | $53M | −$32M | to a profit |
| Net income | $26M | −$48M | to a profit |
| Diluted EPS | $0.06 | −$0.12 | to a profit |
| Product | Revenue | Share |
|---|---|---|
| Subscription And Circulation | $428M | 99% |
| Product Warranty | $4.0M | 0.9% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $432.0M (+3.7%)
Subscription And Circulation grew +2.3% year on yearProduct Warranty -22% year on year
Segment Latestquarter on quarteryear on year
- Subscription And Circulation$428.0M$428.0MQoQ +3.7%year on year +2.3%+3.7%+2.3%
- Product Warranty$4.0M$4.0MQoQ 0.00%year on year -22%0.00%-22%