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Peloton Interactive vs Yeti Holdings: PTON and YETI compared
Peloton Interactive is the larger company: $559M of revenue in its latest quarter (Q1 FY27) against $484M for Yeti Holdings (Q2 2026). Yeti Holdings is growing faster (+8% against +2% a year earlier). Peloton Interactive is more profitable, with an operating margin of 20.8% against 19.3%.
Where the money goes: PTON and YETI
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.
Yeti Holdings (YETI) · Q2 2026
Yeti Holdings, Q2 2026: revenue $484M (+8% year over year), operating margin 19.3%, net earnings $71.3M. The chart follows the revenue to costs, profit and cash.
| Peloton Interactive (PTON) | Yeti Holdings (YETI) | |
|---|---|---|
| Latest quarter | Q1 FY27 | Q2 2026 |
| Revenue | $559M | $484M |
| Revenue growth, Y/Y | +2% | +8% |
| Gross margin | 61.3% | 66.7% |
| Operating margin | 20.8% | 19.3% |
| Net earnings | $96.2M | $71.3M |
| Net margin | 17.2% | 14.7% |
| Operating cash flow | $146M | — |
| Free cash flow | $143M | — |
| Market value | $2.9B | $3.4B |
| P/E | 20.3× | 19.1× |
| Analysts’ mean target | $7.76 | $54.06 |
Where the revenue comes from
Peloton Interactive
- Subscription: $411M (73%)
- Connected Fitness Products: $148M (27%)
Yeti Holdings
- Drinkware: $241M (50%)
- Coolers & Equipment: $232M (48%)
- Other: $10.1M (2%)
Questions
Which is bigger, Peloton Interactive or Yeti Holdings?
Peloton Interactive is the larger company: $559M of revenue in its latest quarter (Q1 FY27) against $484M for Yeti Holdings (Q2 2026).
Is Peloton Interactive or Yeti Holdings growing faster?
Yeti Holdings is growing faster (+8% against +2% a year earlier).
Which is more profitable, Peloton Interactive or Yeti Holdings?
Peloton Interactive is more profitable, with an operating margin of 20.8% against 19.3%.
More: Peloton Interactive earnings · how Peloton Interactive makes money · Yeti Holdings earnings · how Yeti Holdings makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Aug 13, 2026). Fiscal quarters can end on different dates. Not investment advice.