LYFT
Lyft, Inc.19.19
+0.07+0.37%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
AV hybrid, FlexDrive edges detailed
Q&A largely reaffirmed Q4's 19% gross bookings growth and profitability while adding color on AVs: management doubled down on hybrid networks dominating, with FlexDrive delivering 24-25% per-mile cost edges over human drivers by 2030. FreeNow hit €1B exit run rate, taxis launched in three US cities for supply, and Q4 promo proved temporary sans demand softness. California insurance cuts pass to riders now, but demand lift shows in H2 2026. Loyalty pilots like cash rewards gain traction. Analysts pressed on margins and AV rivalry—responses highlighted partnerships, service superiority. Hybrid rules. Investors watch Europe ramp, AV pilots.
Key Stats
Market Cap
7.80BP/E (TTM)
51.86Basic EPS (TTM)
0.37Dividend Yield
0%Recent Filings
10-K
FY2025 results
Lyft delivered FY2025 revenue of $6.3B, up 9% y/y, with rides surging 14% to 945.5M amid marketplace gains; Q4 active riders hit 29.2M, up 18% y/y, powering 15% gross bookings growth to $18.5B. Acquisitions of Freenow (July) and TBR (October) fueled international push into Europe and luxury chauffeuring, adding $256M revenue while insurance costs climbed 11% on volume and per-mile hikes, offset by lower driver incentives. Free cash flow roared to $1.1B, up 46%, with $500M share repurchases executed; $1.1B debt at year-end, $420M revolver undrawn. Q4 momentum accelerated via retention and supply tweaks. Driver classification suits loom large.
8-K
Lyft's record results, $1B buyback
8-K
Lyft adds safety expert Hersman
Lyft appointed Deborah Hersman to its Board on January 25, 2026, as a Class I director through the 2026 annual meeting, also joining the Nominating and Corporate Governance Committee. Her background includes chairing the National Transportation Safety Board, leading the National Safety Council, and serving as Waymo's Chief Safety Officer. Safety expertise bolsters autonomous vehicle strategy. No related transactions.
10-Q
Q3 FY2025 results
Lyft swung to an operating profit of $23.1M in Q3 ended September 30, 2025, up from a $56.7M loss y/y, with revenue climbing 11% y/y to $1.7B on rides growth while gross margin expanded to 45.0% from 41.7%. Diluted EPS hit $0.11 from -$0.03 y/y, confirmed against 412.7M diluted shares. Cash swelled to $1.3B with $687M short-term investments; total debt stood at $1.1B including new 0% notes due 2030, revolver undrawn. Closed Freenow in July for $234.8M cash, recognizing $132.9M goodwill and $101.2M finite-lived intangibles (3-5 years). Free cash flow not disclosed in the 10-Q. Driver classification litigation lingers.
8-K
Lyft Q3 records, $1B+ cash
CHYM
Chime Financial, Inc.
25.27+0.65
DIDIY
DiDi Global Inc.
5.12-0.06
FRGT
Freight Technologies, Inc.
2.51+0.08
GETR
Getaround, Inc.
0.00+0.00
MRT
Marti Technologies, Inc.
2.40+0.00
RYDE
Ryde Group Ltd.
0.34-0.10
UBER
Uber Technologies, Inc.
80.92-0.94
ULY
Urgent.ly Inc.
2.09-0.09
VIA
Via Transportation, Inc.
30.18+0.87
VMEO
Vimeo, Inc.
7.85+0.00