Lyft Inc (LYFT)
NASDAQ:LYFT
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.33Same Quarter Last Year
Moderate Buy
Based on 23 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly positive: management reported strong top‑line and profitability growth (gross bookings +19%, adjusted EBITDA +25%), produced record free cash flow and executed a $300M buyback, and provided upbeat guidance (gross bookings ~20%, adjusted EBITDA >30%). Strategic progress included partnerships (27% partnership‑tagged rides), international M&A (Gett/FREENOW), AV milestones with Waymo in Nashville and a growing ad business. Headwinds noted were weather/seasonality (~3M rides lost), regional deceleration in some mature U.S. markets, higher incentive activity (analyst‑cited 17% increase per ride), and AV regulatory/timing risks in Europe. Overall, positives (financial results, guidance, capital returns, partnerships, AV progress, driver engagement and loyalty gains) outweigh the manageable operational and timing challenges highlighted.Company Guidance
Strong Financial Performance
Q1 gross bookings up 19% year‑over‑year and adjusted EBITDA up 25% year‑over‑year; record $1.12 billion free cash flow over the last 12 months; executed largest quarterly share repurchase of $300 million in Q1; guidance midpoint expects gross bookings to accelerate to ~20% and adjusted EBITDA to expand by >30% year‑over‑year.
Customer and Demand Momentum
Double‑digit growth in active riders and gross bookings; company reported double‑digit rides growth around peak events (Valentine's Day, Super Bowl Sunday, St. Patrick's Day) and achieved the highest ever number of rides in a week in March.
Partnerships Driving Scale
Partnership‑tagged rides reached ~27% of ride requests (progressing from ~20% → 22% → 25% → 27%), with large partners (DoorDash, United, Southwest credit card) bringing new customers, higher‑booking rides (airports/business), and novel integrations like Pay with Miles.
International Expansion and M&A
Operating in 120+ countries; closed acquisition of Gett's U.K. business to deepen London presence; FREENOW acquisition on track (previously referenced ~ $1B annual run‑rate) and the business is growing since close, adding geographic diversification and taxi/tailored regulatory relationships.
Autonomous Vehicle (AV) Progress
Significant AV steps with Waymo in Nashville (construction of an ~80,000 sq ft depot, operations takeover planned this summer); Lyft cites industry‑leading fleet operations experience (FlexDrive: ~50,000 cars managed and billions of miles) to partner on AV deployments.
Premiumization and Margin Mix Expansion
Higher‑value modes grew over 35% year‑over‑year in Q1; gross bookings growth outpaced rides growth due to premium modes, FREENOW, ads and luxury/chauffeuring offerings — contributing to gross margin expansion and better unit economics.
Driver Engagement and Loyalty Gains
Highest driver hours ever in Q1 and strong driver preference survey results; business rewards performance: first‑time rides on rewards‑eligible business profiles grew 59% year‑over‑year, and rewards‑eligible riders take 25% more Lyft rides per month.
Advertising and New Revenue Streams
Ad business showing promising traction with case studies (Sephora, Charles Schwab, McDonald's) and expansion into audience extension off‑platform; management sees meaningful monetization headroom from an engaged audience (~50M+ users).
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 |
|---|---|---|---|
May 07, 2026 | $14.16 | $14.35 | +1.34% |
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% |
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 Inc (LYFT) report earnings?
Lyft Inc (LYFT) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Lyft Inc (LYFT) earnings time?
Lyft Inc (LYFT) earnings time is at Aug 12, 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 (Q2) is 0.15.
