INTERACTIVE STRENGTH INC (TRNR)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
QuarterlyIQ Insights · TRNR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
With the addition of STEPR, TRNR is raising its 2026 pro forma revenue guidance to more than $50 million and expects the group to achieve Adjusted EBITDA profitability in Q4 2026 as a result of closi…
Stated in a supplied disclosure. Management reported: “With the addition of STEPR, TRNR is raising its 2026 pro forma revenue guidance to more than $50 million and expects the group to achieve Adjusted EBITDA profitability in Q4 2026 as a result of closing the transaction.” “STEPR is growing quickly and is expected to generate more than $15 million in revenue in 2026, with immediate earnings accretion to TRNR after closing.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
The acquisition advances TRNR’s strategy of building a global, multi-brand fitness equipment platform through opportunistic acquisitions and disciplined operations.
Stated in a supplied disclosure. Management reported: “The acquisition advances TRNR’s strategy of building a global, multi-brand fitness equipment platform through opportunistic acquisitions and disciplined operations.” ““We are building a dynamic fitness equipment holding company by acquiring growth-oriented, category-leading brands and aiming to scale them efficiently and profitably, across channels, customer segments and markets,” said TRNR CEO, Trent Ward.”
TRNR expects the combination to lead to revenue and cost synergies across the portfolio.
Stated in a supplied disclosure. Management reported: “TRNR expects the combination to lead to revenue and cost synergies across the portfolio.” “As part of TRNR, STEPR gains platform, brand and financial scale, while STEPR’s national US retail relationships and direct-to-consumer engine open new channels for the Company’s other brands.”
Increase 2026 pro forma revenue guidance from over $30 million to more than $50 million, reflecting growth and acquisitions.
Focus on improving operating income and gross profit margins across the portfolio to move toward profitability.
Over the trailing year it converted 0.00x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, Fed net liquidity, the US dollar, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
76 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=4931).
Not investment advice. As of 2026-11-05.