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Peloton Interactive vs Callaway Golf: PTON and CALY compared
Peloton Interactive is the larger company: $559M of revenue in its latest quarter (Q1 FY27) against $437M for Callaway Golf (Q3 2026). Peloton Interactive is growing faster (+2% against -6% a year earlier). Peloton Interactive is more profitable, with an operating margin of 20.8% against 10.2%.
Where the money goes: PTON and CALY
Peloton Interactive (PTON) · Q1 FY27
Peloton Interactive, Q1 FY27: revenue $559M (+2% year over year), operating margin 20.8%, net earnings $96.2M, operating cash flow $146M. The chart follows the revenue to costs, profit and cash.
Callaway Golf (CALY) · Q3 2026
Callaway Golf, Q3 2026: revenue $437M (-6% year over year), operating margin 10.2%, net earnings $45.7M, operating cash flow $192M. The chart follows the revenue to costs, profit and cash.
| Peloton Interactive (PTON) | Callaway Golf (CALY) | |
|---|---|---|
| Latest quarter | Q1 FY27 | Q3 2026 |
| Revenue | $559M | $437M |
| Revenue growth, Y/Y | +2% | -6% |
| Gross margin | 61.3% | 51.9% |
| Operating margin | 20.8% | 10.2% |
| Net earnings | $96.2M | $45.7M |
| Net margin | 17.2% | 10.5% |
| Operating cash flow | $146M | $192M |
| Free cash flow | $143M | $181M |
| Market value | $2.9B | $3.1B |
| P/E | 20.3× | 23.2× |
| Analysts’ mean target | $7.76 | $20.40 |
Where the revenue comes from
Peloton Interactive
- Subscription: $411M (73%)
- Connected Fitness Products: $148M (27%)
Callaway Golf
- Golf Equipment: $282M (64%)
- Apparel, Gear and Other: $155M (36%)
Questions
Which is bigger, Peloton Interactive or Callaway Golf?
Peloton Interactive is the larger company: $559M of revenue in its latest quarter (Q1 FY27) against $437M for Callaway Golf (Q3 2026).
Is Peloton Interactive or Callaway Golf growing faster?
Peloton Interactive is growing faster (+2% against -6% a year earlier).
Which is more profitable, Peloton Interactive or Callaway Golf?
Peloton Interactive is more profitable, with an operating margin of 20.8% against 10.2%.
More: Peloton Interactive earnings · how Peloton Interactive makes money · Callaway Golf earnings · how Callaway Golf makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.