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Lyft (LYFT)
NASDAQ:LYFT
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
0.24Same Quarter Last Year
Based on 28 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted multiple clear operational and financial achievements: double‑digit gross bookings growth (19% YoY), record active and retained riders, strong driver engagement, $100M ads run rate, FreeNow European progress, and robust cash generation ("over $1B" printed). Management reiterated long‑term 2027 targets and emphasized cost discipline and marketplace health. The primary negatives were a one‑time ~$210M legal/tax/regulatory reserve (with ~$168M hitting revenue), some elevated late‑quarter promotions that impacted mix, and near‑term margin phasing that reflects comparability to a prior one‑off. Overall the positives — broad growth, improved marketplace efficiency, new revenue streams, and clear progress on strategic initiatives — materially outweigh the limited near‑term and one‑time negatives.Company Guidance
Strong Top-Line Growth and Scale
Gross bookings grew 19% year over year in Q4; company reported 51.3 million riders and 946 million rides for the year, and management described Q4 as an accelerated gross bookings quarter.
User and Driver Engagement Metrics
Active riders grew 18% year over year (record growth in Q4) with record retained riders; driver hours were higher than ever, marking the twelfth consecutive quarter of record driver hours.
Record Profitability / Cash Generation
Management described Q4 as the company's most profitable quarter ever and stated the company "printed over a billion dollars in cash" in the period.
High‑Value Modes and Product Mix Expansion
Higher‑margin on‑demand modes grew ~50% year over year (management cited significant growth in higher value modes and TBR acquisition as margin drivers); partnerships and high‑value modes are expected to drive continued gross bookings and margin expansion.
Ads Business Traction
Lyft Ads reached a $100 million run rate and was highlighted as an emerging revenue stream with visible brand campaigns in Q4.
European Expansion (FreeNow) Progress
FreeNow acquisition integration progressing well — teams improved conversion rates and reduced driver cancellations (now at multi‑year lows); management reiterated FreeNow exit rate of roughly €1 billion in 2025 and said the business is on track.
Operational Resilience Demonstrated (Super Bowl Example)
On Super Bowl day the company delivered ~15% more rides year over year while lowering surge pricing by ~20% and improving ETAs, demonstrating improved marketplace efficiency and service quality under peak demand.
Long‑Term AV and FlexDrive Positioning
Management reiterated conviction that autonomous vehicles (AVs) will expand TAM and reduce per‑mile costs; they forecast ~20% per‑mile cost savings from AVs by 2030 and expect FlexDrive/fleet management capabilities to further improve that differential to ~24–25% through operational efficiencies.
Regulatory / Market Tailwinds in California
California insurance reform (effective Jan 1) is being passed through to riders in-market and management expects demand uplift to be more noticeable in the back half of 2026 as price improvements are recognized by riders.
Cost Discipline and 2027 Targets Intact
Company reiterated 2027 targets ($25B gross bookings, 4% adjusted EBITDA margin, >$1B free cash flow) and said it is on track; management also stated it nearly doubled its operating fixed cost leverage target in 2025, indicating strong cost discipline.
LYFT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LYFT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $16.85 | $13.99 | -16.97% |
Nov 05, 2025 | $20.08 | $21.25 | +5.83% |
Aug 06, 2025 | $13.99 | $14.21 | +1.57% |
May 08, 2025 | $13.00 | $16.65 | +28.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lyft (LYFT) report earnings?
Lyft (LYFT) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Lyft (LYFT) earnings time?
Lyft (LYFT) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LYFT EPS forecast?
LYFT EPS forecast for the fiscal quarter 2026 (Q1) is 0.07.
