Life Time Group Holdings, Inc. (LTH) - Stock Analysis

Last updated: Aug 1, 2026

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

Positive earnings momentum and bullish technicals: Q1 2026 revenue was $788.7M, management raised 2026 outlook, transcript showed revenue up 12.9%, comparable center revenue up 10.6%, EBITDA up 22%, and margin expansion; stock rose about 16% over 21 trading days and recently hit a 52-week high.

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Idea window: 6/24/2026 – 7/1/2026Sector: Consumer Cyclical

AI Analyst Overview

Last Price
$43.81
Market Cap
$7.20B
1D Return
+0.76%
YTD Return
+64.82%

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Valuation Metrics

P/E
18.6
P/B
2.2
P/S
2.3
EV/EBITDA
10.5
Div Yield
—

Fundamental Analysis

5.5

Key Financial Insights: • Strong Margins • Capex Drag • Tight Liquidity LTH combines solid margins and strong cash generation with manageable leverage, but heavy capex, weak liquidity, and a richer valuation temper the outlook.

CashFlow
Liquidity

Price Behavior

7.0

Key Price Behavior Insights: • Higher highs • Key support hold • Near resistance Support Level: $42.00-$42.33 Resistance Level: $45.63-$45.70 LTH remains in a constructive short-term uptrend over the last month, but with price near $45.63-$45.70 resistance and above $42.00 support, it may need consolidation before extending higher.

uptrend
neutral

Sentiment & News

7.5

Key News Insights: • Revenue growth • Guidance raised • Stock strength Life Time Group posted a strong July run as Q2 revenue and earnings beat estimates, guidance was raised, and shares hit fresh highs, though some investor selling and valuation debate linger.

LifeTime
EarningsBeat
AI

AI Summary

6.5
Positive

LTH has shifted from a survival/leverage story to an execution story as accelerating revenue, EBITDA, and net income plus repeated guidance raises de-risk the thesis, but the actionable focus is whether club expansion and buybacks can keep outrunning high capex, leverage, and free-cash-flow pressure.

GrowthOpportunity
Leverage
Execution
AI summary updated 6 days ago

Description

Life Time Group Holdings, Inc. operates membership-based health, fitness and wellness centers across the United States and Canada, designing, building and managing resort-style sports, fitness, family recreation and spa facilities in metropolitan and suburban locations. Its offerings combine on-site amenities—such as fitness areas, pools, courts, studios, childcare, spas and food services—with a digital platform that provides live-stream classes, remote personal training, nutrition and weight-management content and integration with third-party wellness services. The company also organizes athletic events and produces related media; as of December 31, 2021 it operated 151 centers (63 owned, 88 leased), and is headquartered in Chanhassen, Minnesota, having been founded in 1992.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Jun 24Jul 1LTHLife Time Group Holdings, Inc.
Positive earnings momentum and bullish technicals: Q1 2026 revenue was $788.7M, management raised 2026 outlook, transcript showed revenue up 12.9%, comparable center revenue up 10.6%, EBITDA up 22%, and margin expansion; stock rose about 16% over 21 trading days and recently hit a 52-week high.
Closed+3.0%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.