Guidance and Outlook

Looking forward to 2026, for the full year, management expects to increase total members by at least 30% year-over-year. Management expects to deliver adjusted net revenue of approximately $4.655 billion which implies approximately 30% annual revenue growth. Management expects adjusted EBITDA of approximately $1.6 billion, which equates to an annual EBITDA margin of approximately 34%. Management expects adjusted net income of approximately $825 million, which equates to a margin of approximately 18%. Lastly, management expects adjusted EPS of approximately 60 cents per share.

In the first quarter of 2026, management expects to deliver adjusted net revenue of approximately $1.04 billion, adjusted EBITDA of approximately $300 million, adjusted net income of approximately $160 million, and adjusted EPS of approximately 12 cents per share.

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