财务数据和关键指标变化 - 第三季度总收入增长18%，达到6.93亿美元，主要受会员费用和注册费增长20%以及激励收入增长16%驱动 [4] - 净收入为4140万美元，相较于2023年第三季度的790万美元显著增长 [4] - 调整后净收入为5630万美元，较去年同期的2670万美元增加2960万美元 [5] - 调整后EBITDA为1.803亿美元，同比增长26% [5] - 自由现金流为1.38亿美元，较去年同期增加1.69亿美元 [6] 各条业务线数据和关键指标变化 - 中心会员数量同比增长5%，达到超过826,000个会员 [4] - 平均每月会员费用为198美元，同比增长约13% [4] - 每个中心会员的平均收入从722美元增加至815美元 [4] 公司战略和发展方向和行业竞争 - 公司计划继续实现双位数的收入和调整后EBITDA增长，并已将收入指导上调至25.95亿至26.05亿美元 [8] - 公司正在积极追求约100个新项目，预计2025年和2026年的增长潜力良好 [10] - 公司致力于提升品牌和会员体验，强调高质量的会员服务和设施 [8] 管理层对经营环境和未来前景的评论 - 管理层对公司当前的财务表现和未来前景表示乐观，认为会员的忠诚度和参与度处于历史最高水平 [44] - 预计2025年的收入和EBITDA将继续保持强劲增长，尽管长期目标为4%至5%的增长 [37] 其他重要信息 - 公司在财务杠杆方面的目标为1.75至2.25倍，预计到年底将低于2.25倍 [25] - 公司正在积极进行销售回租交易，预计每年可实现2.5亿至3亿美元的销售回租 [27] 问答环节所有提问和回答 问题: 关于未来增长的看法 - 管理层表示，未来的增长将依赖于强劲的现金流和市场机会，预计2025年将有10至12个新中心开业 [10][11] 问题: 关于会员流失率和定价策略 - 管理层指出，会员流失率低于预期，定价策略将根据市场需求进行调整，预计将继续提高会员费用 [41][45] 问题: 关于现有资产的改进计划 - 管理层表示，正在为每个中心制定详细的业务计划，以提升表现和盈利能力 [53]

Life Time Group Holdings, Inc. (LTH) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by ...

Life Time Group Holdings, Inc. (LTH) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 23.81%. A quarter ago, it was expected that this company would post earnings of $0.16 per share when it actually produced earnings of $0.25, delivering a surprise of 56.25%.Over the last four quarters ...

财务业绩 - 总收入估计为6.932亿美元，同比增长18.5%[1] - 净收入估计为4,140万美元，同比增长422.5%[1] - 调整后净收入估计为5,630万美元，同比增长110.9%[1] - 调整后EBITDA估计为1.803亿美元，同比增长26.1%[1] - 2024财年前12个月净收入为142,761美元，同比增长116.2%[21] - 2024财年前12个月调整后EBITDA为637,523美元，同比增加26.0%[21] 财务状况 - 净债务杠杆比率降至估计2.4倍[6] - 2024年9月30日总债务为1,652,191美元，同比减少12.1%[22] - 2024年9月30日现金及现金等价物为120,947美元，同比增加1,215.1%[22] - 2024年9月30日净债务杠杆比率为2.4倍，同比下降35.1%[22] 现金流 - 预计将连续第二个季度实现正自由现金流[4] 会员情况 - 总中心会员数增加5.4%至826,502名[3] - 每中心会员平均收入增长12.9%至815美元[3] - 可比中心收入增长12.1%[3] 其他 - 2024财年前12个月利息费用净额为145,631美元，同比增加16.5%[21] - 2024财年前12个月折旧和摊销费用为269,398美元，同比增加13.5%[21] - 2024财年前12个月股份支付费用为43,564美元，同比增加5.9%[21] - 公司计划在未来12个月内完成现有高级有担保票据和高级票据的再融资[24] - 公司对未来12个月的财务表现保持乐观态度[24]

CHANHASSEN, Minn., Oct. 23, 2024 /PRNewswire/ -- Life Time Group Holdings, Inc. (NYSE: LTH) ("Life Time" or the "Company") announced today that its indirect subsidiary, Life Time, Inc. (the "Issuer"), priced its previously announced private offering (the "Offering") of $500 million in aggregate principal amount of 6.000% senior secured notes due 2031 (the "Notes"). The Offering was upsized from $400 million to $500 million in aggregate principal amount. The Notes will pay interest on a semi-annual basis. Th ...

Investors with an interest in Medical Services stocks have likely encountered both Life Time Group Holdings, Inc. (LTH) and PACS Group, Inc. (PACS) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks ...

CHANHASSEN, Minn., Oct. 17, 2024 /PRNewswire/ -- Life Time (NYSE: LTH) today announced the renewal of its long-standing alliance with the National Academy of Sports Medicine (NASM), continuing its commitment to professional development opportunities for its dynamic personal trainers, stretch specialists and group fitness instructors. Life Time is currently one of the largest employers in the training and group fitness space with more than 3,500 personal trainers, stretch specialists and Pilates instructors, ...

Total revenue estimated to be $693.2 million, an increase of 18.5% over the prior year quarter Net income estimated to be $41.4 million, an increase of 422.5% over the prior year quarter Adjusted net income estimated to be $56.3 million, an increase of 110.9% over the prior year quarter Adjusted EBITDA estimated to be $180.3 million, an increase of 26.1% over the prior year quarter Reduced net debt leverage ratio to an estimated 2.4 times Expected to deliver second consecutive quarter of positive free cash ...

CHANHASSEN, Minn., Oct. 10, 2024 /PRNewswire/ -- As pickleball continues its meteoric rise as the fastestgrowing sport in America, Life Time (NYSE: LTH) is marking World Pickleball Day on October 10 by surpassing more than 750 permanent courts built at its athletic country clubs across North America, with hundreds more planned and under development. From the picturesque courts at Life Time Rancho San Clemente, Calif. (pictured) to the new pickleballfocused destination in Chanhassen, Minn. featuring indoor a ...

文章核心观点 - 公司在Annapolis Town Center扩建了Life Time Annapolis健身俱乐部,新增46,000平方英尺的空间 [1][2] - 新增11个室内pickleball球场、小型团体训练空间等设施,总面积扩大至近90,000平方英尺 [2] - 公司致力于成为健康生活方式的领导者,提供多样化的健身和社交体验 [2][4] 公司概况 - 公司是美国领先的健康生活方式公司,在美国和加拿大拥有175多家健身俱乐部 [4] - 公司提供健康生活、健康老龄化、健康娱乐等多元化的健康项目和信息服务 [4] - 公司拥有42,000多名专业员工,并组织近30项著名的体育赛事 [4] 行业动态 - Pickleball是目前美国增长最快的运动,自2021年以来公司已在全国建立750多个pickleball球场 [2] - 公司最近推出了自主研发的pickleball球拍 [2] - 公司聘请网球传奇人物安德烈·阿加西担任其球拍运动委员会主席,以指导未来发展 [2]