Xponential Fitness, Inc.

Annual Trend FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Cash, cash equivalents and restricted cash $11.3m $21.3m $37.4m $37.1m $32.7m $45.9m
Accounts receivable, net $5.2m $11.7m $25.6m $32.8m $31.7m $18.4m
Inventories $6.2m $6.9m $10.9m $14.7m $10.0m $2.2m
Prepaid expenses and other current assets $5.5m $5.3m $6.3m $5.9m $4.9m $24.2m
Notes receivable, net $232k $290k
Receivable from shareholder (Note 9) ($1.5m) ($10.6m) ($16.4m) ($15.4m) ($16.9m) ($16.6m)
Total current assets $32.7m $51.2m $85.7m $97.2m $84.1m $94.6m
Property and equipment, net $13.7m $12.8m $18.5m $19.5m $14.7m $10.9m
Goodwill $139.7m $169.1m $165.7m $171.6m $135.2m $127.8m
Intangible assets, net $98.1m $136.9m $137.2m $120.1m $100.9m $66.5m
Right-of-use assets $0 $30.1m $71.4m $24.0m $13.7m
Other assets $614k $553k $795k $1.4m $4.4m $7.2m
Deferred costs, current portion $3.3m $3.7m $4.1m $6.6m $4.6m $3.7m
Deferred costs, net of current portion $35.4m $42.0m $43.6m $46.5m $39.9m $24.9m
Notes receivable from franchisees, net of current portion $2.6m $3.0m $1.1m $802k $100k $0
Other current liabilities $1.8m $3.3m $9.3m $19.7m $18.2m $13.9m
Contingent consideration from acquisitions (Note 16) $8.4m $54.9m $28.2m $8.7m $17.7m $10.3m
Lease liabilities, net of current portion $0 $30.6m $70.1m $23.9m $14.2m
Other liabilities $4.4m $4.7m $8.6m $9.2m $251k $7.0m
Total stockholders' deficit attributable to Xponential Fitness, Inc. $4.7m ($654.4m) ($154.8m) ($125.2m) ($216.6m) ($269.1m)
Total stockholders' deficit $4.7m ($210.5m) ($208.1m) ($202.8m) ($310.8m) ($372.0m)
Total assets $322.8m $415.5m $482.7m $528.7m $403.4m $345.6m
Accounts payable $18.3m $14.9m $16.2m $19.1m $27.0m $26.3m
Accrued expenses $13.8m $21.0m $12.3m $14.1m $31.3m $51.2m
Deferred revenue, current portion $14.2m $22.7m $32.0m $34.7m $25.9m $19.3m
Current portion of long-term debt $5.8m $3.0m $3.0m $4.8m $5.4m $5.2m
Deferred revenue, net of current portion $74.4m $95.7m $109.5m $117.3m $105.9m $69.6m
Long-term debt, net of current portion, discount and issuance costs $176.0m $128.0m $133.0m $319.3m $341.7m $500.5m
Total current liabilities $54.9m $65.9m $72.8m $92.3m $107.9m $116.0m
Total liabilities $318.1m $349.1m $382.7m $616.8m $597.4m $717.6m
Redeemable convertible preferred stock, $0.0001 par value, 400 shares authorized, none and 115 shares issued and outstanding as of December 31, 2025 and December 31, 2024 276.9m 308.1m 114.7m 116.8m 0
Undesignated preferred stock, $0.0001 par value, 4,600 shares authorized, none issued and outstanding as of December 31, 2025 and December 31,2024 0 0 0 0 0
Common stock $4k $5k $5k $4k $4k
Additional paid-in capital $0 $505.2m $522.0m $503.9m $489.7m
Accumulated deficit ($107.5m) ($643.8m) ($641.9m) ($630.1m) ($701.8m) ($740.5m)
Treasury stock, at cost, 75 shares outstanding as of December 31, 2025 and December 31, 2024 0 (1.7m) (1.7m) (1.7m) (1.7m)
Noncontrolling interests $444.0m ($53.3m) ($77.5m) ($94.2m) ($102.9m)
Total liabilities, redeemable convertible preferred stock and stockholders' deficit $322.8m $415.5m $482.7m $528.7m $403.4m $345.6m