Peloton Interactive (PTON) Operating Leases (2019 - 2026)
Peloton Interactive (PTON) reported Operating Leases of $347.7 million for fiscal Q4 2026 (quarter ended Jun 30, 2026), down 14.7% from $407.5 million a year earlier and down 4.7% from the prior quarter.
Peloton Interactive (PTON) Operating Leases (2019 - 2026) Analysis & Trends
Dating back to fiscal Q1 2020, Peloton Interactive's Operating Leases record includes 28 quarters.
- Operating Leases has declined for four consecutive fiscal years, with a five-year compound annual growth rate of -10.9% (FY2021 to FY2026).
- By fiscal year, Operating Leases came in at $407.5 million in FY2025 (-19.0%), $503.3 million in FY2024 (-15.2%), $593.8 million in FY2023 (-18.1%) and $725.4 million in FY2022 (+16.9%).
- The fiscal Q4 2026 figure ranks as the lowest quarterly Operating Leases in data going back to fiscal Q1 2020.
- Year over year, Operating Leases has now declined in each of the last 16 quarters, with an average decline of 17.6% over the last eight quarters.
- The high point for year-over-year Operating Leases in five years was fiscal Q1 2022 (growth of 31.2%); the low point was fiscal Q3 2025 (a decline of 22.3%).
- Per Business Quant data, the three fiscal quarters before Q4 2026 came in at $364.9 million (Q3 2026), $380.8 million (Q2 2026) and $396.3 million (Q1 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Amer Sports | 17.95 Bn | 15.54 Bn | 1.07 Bn |
| 2 | Hasbro | 17.24 Bn | 12.20 Bn | 1.21 Bn |
| 3 | Acushnet Holdings | 4.87 Bn | 4.59 Bn | 321.99 Mn |
| 4 | Mattel | 4.52 Bn | 1.20 Bn | 542.12 Mn |
| 5 | YETI Holdings | 3.36 Bn | 2.82 Bn | 322.52 Mn |
| 6 | Callaway Golf | 3.08 Bn | 965.15 Mn | 226.70 Mn |
| 7 | Peloton Interactive | 2.53 Bn | -2.33 Bn | 342.60 Mn |
| 8 | Sturm Ruger | 794.18 Mn | 377.63 Mn | 30.52 Mn |
| 9 | Smith & Wesson Brands | 654.88 Mn | 567.14 Mn | 32.27 Mn |
| 10 | Unusual Machines | 610.11 Mn | -295.92 Mn | 4.92 Mn |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 335.80 Mn |
| Jun 30, 2026 | 347.70 Mn |
| Mar 31, 2026 | 364.90 Mn |
| Dec 31, 2025 | 380.80 Mn |
| Sep 30, 2025 | 396.30 Mn |
| Jun 30, 2025 | 407.50 Mn |
| Mar 31, 2025 | 422.20 Mn |
| Dec 31, 2024 | 457.10 Mn |
| Sep 30, 2024 | 482.00 Mn |
| Jun 30, 2024 | 503.30 Mn |
| Mar 31, 2024 | 543.50 Mn |
| Dec 31, 2023 | 566.30 Mn |
| Sep 30, 2023 | 585.70 Mn |
| Jun 30, 2023 | 593.80 Mn |
| Mar 31, 2023 | 619.50 Mn |
| Dec 31, 2022 | 647.20 Mn |
| Sep 30, 2022 | 691.60 Mn |
| Jun 30, 2022 | 725.40 Mn |
| Mar 31, 2022 | 736.00 Mn |
| Dec 31, 2021 | 743.70 Mn |
Peloton Interactive Operating Leases API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=operating-leases&ticker=PTON&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "operating-leases", "ticker": "PTON", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=operating-leases&ticker=PTON&period=max&api_key=YOUR_API_KEY");
const data = await res.json();