10-Q · May 12, 2026
BODi reported Q1 2026 revenues of $54.3 million, representing a 25% decrease compared to Q1 2025. However, the company generated net income of $2.3 million, marking its third consecutive quarter of profitability, and…
Earnings analysis · 10-Q
BODI earnings analysis
Filed August 10, 2026 · Our reading of the company's report
The latest report
BODi reported $49.613 million of Q2 revenue and $0.11 of diluted EPS, beating consensus estimates of $49.4648 million and $(0.15), respectively. Profitability improved to $1.7 million of operating income and $6.7…
Read full summary
BODi reported $49.613 million of Q2 revenue and $0.11 of diluted EPS, beating consensus estimates of $49.4648 million and $(0.15), respectively. Profitability improved to $1.7 million of operating income and $6.7 million of Adjusted EBITDA, but revenue declined approximately 22.5% from $64 million in the prior-year quarter. The principal concern is the Q3 outlook for net income and adjusted net income of $(3) million to $0, alongside continued revenue contraction and $1.5 million of modeled foreign-exchange expense sensitivity.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.11
- Operating margin
- 3.4%
What stood out
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EPS Beat Estimates
Diluted EPS was $0.11 versus the consensus estimate of $(0.15), a $0.26 per-share beat.
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Revenue Beat, but Contracted YoY
Revenue was $49.613 million, approximately 0.3% above the $49.4648 million consensus estimate, although it declined from $64 million in Q2 2025.
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Returned to Operating Profit
The company reported $1.7 million of operating income and $6.7 million of Adjusted EBITDA, indicating a return to operating profitability in the quarter.
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Controls Remained Effective
Management concluded that disclosure controls were effective as of June 30, 2026, and reported no changes in internal control over financial reporting during the quarter.
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Lower FX Revenue Exposure
Foreign-currency revenue represented approximately 7% of revenue for the six months ended June 30, 2026, versus 8% in the prior-year period, and the company had no outstanding foreign-exchange options at June 30, 2026.
What to watch
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Revenue Contraction Continues
Revenue declined to $49.613 million from $64 million in Q2 2025, a decrease of approximately 22.5%, while the supplied quarterly history shows revenue falling from $54 million in Q1 2026.
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Expected Q3 Loss
Q3 2026 outlook calls for net income and adjusted net income of $(3) million to $0, implying a potential return to losses after reported quarterly operating income of $1.7 million.
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Foreign-Exchange Sensitivity
A hypothetical 10% change in exchange rates would increase or decrease cost of revenue and operating expenses by approximately $1.5 million; approximately 7% of six-month revenue was denominated in foreign currencies.
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No New Risk-Factor Updates
Item 1A states there have been no material developments in the risk factors from the December 31, 2025 Form 10-K; therefore, no new or changed risk-factor disclosure was identified in this filing.
Management's outlook
The report does not provide explicit EPS or revenue guidance. Management's Q3 2026 outlook, as reported with the filing, calls for net income and adjusted net income of $(3) million to $0; comparable guidance direction was not disclosed.
Earlier filings 4
10-K · March 10, 2026
The 10-K frames BODi as a pivoting, subscription-led fitness & nutrition platform with 0.9 million digital subscriptions and a product roadmap that includes a retail rollout in 2026 (Shakeology in H1 2026). Engagement…
10-Q · November 10, 2025
BODi reported Q3 2025 results with revenue of $59.887 million, exceeding expectations and up from $60 million in Q2 2025, but represents a significant decline from $102.193 million a year ago. Net income turned positive…
10-Q · August 7, 2025
BODi reported Q2 revenue of $63,941,000 (down from $110,183,000 in Q2 2024) with gross margin of 72.3% and an operating loss of $3,964,000. Net loss per share improved to $(0.85) from $(1.59) a year earlier, and cash &…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.