Jun 2026 (Q4 FY26) — Aug 6, 2026
Peloton Q4 FY26 — First Full Year of Positive Net Income and Operating Income
Read the full callPeloton earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 608 | +0.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 13.4 | +8.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 61.7 | +184.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $7.71 on 14 Oct 2025 → $5.33. High $7.86 (21 Oct 2025), low $3.71 (10 Mar 2026).
Overview
Call summaries
Peloton Q4 FY26 — First Full Year of Positive Net Income and Operating Income
Read the full callEvery analysed call
Financials
Net profit, year on year: +184% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 586 | 674 | 624 | 607 | 551 | 657 | 631 | 608 |
| Operating profit | 13 | -46 | -32 | 30 | 41 | -14 | 53 | 81 |
| Operating margin | 2.1% | −6.8% | −5.2% | 4.9% | 7.5% | −2.2% | 8.3% | 13.4% |
| Other income | -13 | -45 | -14 | -7 | -27 | -25 | -26 | -21 |
| Interest | 35 | 35 | 33 | 32 | 32 | 32 | 30 | 30 |
| Profit before tax | 0 | -91 | -47 | 23 | 15 | -39 | 27 | 61 |
| Tax rate | — | −0.8% | −1.7% | 4.9% | 4.8% | 0.5% | 1.5% | −1.6% |
| Net profit | -1 | -92 | -48 | 22 | 14 | -39 | 26 | 62 |
| EPS ($ per share) | 0 | -0.24 | -0.12 | — | 0.03 | -0.09 | 0.06 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -629 | -694 | -883 | -3,711 | -4,932 | -5,484 | -5,603 | -5,539 |
| Total liabilities | 462 | 1,304 | 2,732 | 3,436 | 3,064 | 2,704 | 2,539 | 2,196 |
| Fixed assets | 250 | 242 | 592 | 611 | 445 | 354 | 239 | 165 |
| Total assets | 865 | 2,982 | 4,486 | 4,029 | 2,769 | 2,185 | 2,125 | 2,056 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -109 | 376 | -240 | -2,020 | -388 | -66 | 333 | 388 |
| Cash from investing | -297 | -741 | -585 | 153 | -70 | 27 | -5 | -21 |
| Cash from financing | 417 | 1,240 | 917 | 2,015 | 77 | -94 | 2 | -208 |
| Net cash flow | 11 | 874 | 99 | 122 | -372 | -135 | 335 | 162 |
| Capital expenditure | -83 | -153 | -241 | -337 | -82 | -20 | -9 | -10 |
| Free cash flow | -192 | 223 | -481 | -2,357 | -470 | -86 | 324 | 378 |
171 filings between Oct 20, 2025 and Sep 15, 2026.
Purchases
None
No insider bought shares.
Sales
$14.81M
48 sales by 8 insiders
63% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Sanders Dion C. | — | $3.84M | Aug 19, 2026 |
| Cotter Jennifer Cunningham | — | $3.15M | Feb 20, 2026 |
| Coddington Elizabeth F | — | $2.93M | Mar 16, 2026 |
| Caldwell Nick V. | — | $1.98M | Mar 16, 2026 |
| Baig Saqib | — | $1.19M | Aug 19, 2026 |
| Stern Peter C | — | $1.11M | Feb 17, 2026 |
| Kirol Charles Peter | — | $488.2K | Jul 20, 2026 |
| Boone Karen | — | $133.7K | Aug 17, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | Stern Peter C President and CEO | Option exercise | 196,328 | — |
| Sep 15, 2026 | Caldwell Nick V. Chief Product Officer | Option exercise | 115,741 | — |
| Sep 15, 2026 | Stern Peter C President and CEO | Tax withheld | 100,226 | $486.1K |
| Sep 15, 2026 | Caldwell Nick V. Chief Product Officer | Tax withheld | 61,969 | $300.5K |
| Sep 9, 2026 | Boone Karen Director | Option exercise | 9,022 | — |
| Sep 9, 2026 | Bruzzo Chris Director | Option exercise | 9,022 | — |
| Sep 9, 2026 | Comonte Tara Director | Option exercise | 8,458 | — |
| Sep 9, 2026 | MENDEZ ANGEL L Director | Option exercise | 9,022 | — |
| Sep 9, 2026 | Thomas-Graham Pamela Director | Option exercise | 8,458 | — |
| Aug 19, 2026 | Baig Saqib Chief Accounting Officer | Sale 10b5-1 plan | 4,912 | $26.8K |
| Aug 19, 2026 | Sanders Dion C. Chief Commercial Officer | Sale 10b5-1 plan | 112,512 | $613.4K |
| Aug 17, 2026 | Kirol Charles Peter Chief Operating Officer | Tax withheld | 8,794 | $49.5K |
| Aug 17, 2026 | Boone Karen Director | Sale 10b5-1 plan | 25,000 | $133.7K |
| Aug 17, 2026 | Baig Saqib Chief Accounting Officer | Sale | 36,439 | $195.4K |
| Aug 17, 2026 | Caldwell Nick V. Chief Product Officer | Tax withheld | 87,159 | $490.7K |
| Aug 17, 2026 | Stern Peter C President and CEO | Tax withheld | 30,484 | $171.6K |
| Aug 17, 2026 | Sanders Dion C. Chief Commercial Officer | Tax withheld | 136,059 | $766.0K |
| Aug 15, 2026 | Sanders Dion C. Chief Commercial Officer | Option exercise | 38,277 | — |
| Aug 15, 2026 | Sanders Dion C. Chief Commercial Officer | Option exercise | 12,584 | — |
| Aug 15, 2026 | Kirol Charles Peter Chief Operating Officer | Option exercise | 17,225 | — |
| Aug 15, 2026 | Baig Saqib Chief Accounting Officer | Option exercise | 17,497 | — |
| Aug 15, 2026 | Baig Saqib Chief Accounting Officer | Option exercise | 24,761 | — |
| Aug 15, 2026 | Sanders Dion C. Chief Commercial Officer | Option exercise | 54,945 | — |
| Aug 15, 2026 | Baig Saqib Chief Accounting Officer | Option exercise | 7,500 | — |
| Aug 15, 2026 | Baig Saqib Chief Accounting Officer | Option exercise | 10,303 | — |
| Aug 15, 2026 | Baig Saqib Chief Accounting Officer | Option exercise | 19,973 | — |
| Aug 15, 2026 | Caldwell Nick V. Chief Product Officer | Option exercise | 119,332 | — |
| Aug 15, 2026 | Caldwell Nick V. Chief Product Officer | Option exercise | 38,277 | — |
| Aug 15, 2026 | Sanders Dion C. Chief Commercial Officer | Option exercise | 40,000 | — |
| Aug 15, 2026 | Sanders Dion C. Chief Commercial Officer | Option exercise | 17,151 | — |
| Aug 15, 2026 | Stern Peter C President and CEO | Option exercise | 59,714 | — |
| Aug 15, 2026 | Sanders Dion C. Chief Commercial Officer | Option exercise | 104,415 | — |
| Jul 20, 2026 | Kirol Charles Peter Chief Operating Officer | Sale 10b5-1 plan | 3,198 | $20.8K |
| Jul 16, 2026 | Kirol Charles Peter Chief Operating Officer | Tax withheld | 24,526 | $155.2K |
| Jul 15, 2026 | Kirol Charles Peter Chief Operating Officer | Option exercise | 56,510 | — |
| Jul 14, 2026 | Baig Saqib Chief Accounting Officer | Sale 10b5-1 plan | 5,000 | $30.6K |
| Jun 15, 2026 | Caldwell Nick V. Chief Product Officer | Option exercise | 115,740 | — |
| Jun 15, 2026 | Caldwell Nick V. Chief Product Officer | Tax withheld | 61,773 | $358.3K |
| Jun 9, 2026 | Baig Saqib Interim CFO, CAO | Sale 10b5-1 plan | 5,000 | $28.3K |
| Jun 9, 2026 | Thomas-Graham Pamela Director | Option exercise | 8,459 | — |
| Jun 9, 2026 | MENDEZ ANGEL L Director | Option exercise | 9,023 | — |
| Jun 9, 2026 | Comonte Tara Director | Option exercise | 8,459 | — |
| Jun 9, 2026 | Boone Karen Director | Option exercise | 9,023 | — |
| Jun 9, 2026 | Bruzzo Chris Director | Option exercise | 9,023 | — |
| May 22, 2026 | Baig Saqib Interim CFO, CAO | Sale 10b5-1 plan | 5,000 | $27.3K |
| May 20, 2026 | Baig Saqib Interim CFO, CAO | Sale 10b5-1 plan | 5,973 | $31.0K |
| May 20, 2026 | Sanders Dion C. Chief Commercial Officer | Sale 10b5-1 plan | 112,523 | $583.6K |
| May 18, 2026 | Baig Saqib Interim CFO, CAO | Sale | 29,075 | $153.4K |
| May 15, 2026 | Sanders Dion C. Chief Commercial Officer | Option exercise | 104,416 | — |
| May 15, 2026 | Sanders Dion C. Chief Commercial Officer | Option exercise | 40,000 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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