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LYFT

Lyft·NASDAQ
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LYFT fundamentals

Lyft (LYFT) released its earnings on Feb 10, 2026: revenue was 1.59B (YoY +2.73%), missed estimates; EPS was 6.59 (YoY +2145.32%), beat estimates.
Revenue / YoY
1.59B
+2.73%
EPS / YoY
6.59
+2145.32%
Report date
Feb 10, 2026
LYFT Earnings Call Summary for Q4,2025
  • Q4 Growth Milestones: 19% YoY gross bookings, 18% Active Riders growth, and $1 billion cash flow highlight record profitability.
  • AV Strategy: 20% cost savings by 2030 via hybrid network; Flexdrive's 24-25% efficiency gains position Lyft as AV partner of choice.
  • Margin Expansion: 4%+ EBITDA margin target driven by high-value modes (TBR +50% YoY), partnerships (DoorDash, United), and cost control ($168M one-time savings).
  • Market Leadership: 31-point driver preference lead and 15% YoY ride growth in San Francisco despite AV competition.
  • 2027 Vision: On track for $25B gross bookings, $1B+ free cash flow, and 4% EBITDA margin with disciplined execution.
EPS
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
-0.3225-0.856-0.8906-0.5803-0.3498-0.05570.05440.09590.06940.13240.1076-0.76170.07610.15490.23820.19340.14810.23790.28680.29350.23920.32480.116.59
Forecast
-0.6277-1.0241-0.9191-0.7123-0.5972-0.2383-0.02280.0757-0.0727-0.0420.07490.1072-0.0775-0.00890.1510.08210.07440.17280.19310.210.18960.25090.2450.12
Surprise
0.00%
0.00%
0.00%
0.00%
+48.62%
+16.41%
+3.10%
+18.53%
+41.43%
+76.63%
+338.60%
+26.68%
+195.46%
+415.24%
+43.66%
-810.54%
+198.19%
+1840.45%
+57.75%
+135.57%
+99.06%
+37.67%
+48.52%
+39.76%
+26.16%
+29.45%
-55.10%
+5391.67%
Revenue
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------955.71M339.30M499.74M569.90M608.96M765.02M864.40M969.90M875.58M990.75M1.05B1.18B1.00B1.02B1.16B1.22B1.28B1.44B1.52B1.55B1.45B1.59B1.69B1.59B
Forecast
--------880.28M339.03M487.35M560.32M558.20M700.00M862.41M941.07M848.91M988.86M1.06B1.15B981.71M1.02B1.14B1.22B1.16B1.39B1.44B1.56B1.47B1.61B1.70B1.75B
Surprise
0.00%
0.00%
0.00%
0.00%
+8.57%
+0.08%
+2.54%
+1.71%
+9.09%
+9.29%
+0.23%
+3.06%
+3.14%
+0.19%
-0.23%
+1.78%
+1.92%
-0.11%
+1.25%
+0.36%
+10.17%
+3.56%
+5.46%
-0.58%
-1.23%
-1.42%
-0.84%
-9.19%

Earnings Call