The Motley Fool·15h ago
Lyft: 3 Key Takeaways for Long-Term InvestorsGross bookings grew 17% year over year to $5.6 billion. Third-quarter rides grew 10% year over year to 273.5 million.
Lyft's revenue growth reaccelerated to 16.1% in 2026Q2, driven by record active riders surpassing 30 million, while gross margin expanded to 49.7% from 41.1% a year earlier, reflecting improved operating leverage.
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Revenue growth accelerated to 16.1% in 2026Q2 with gross margin expanding to 49.7%, though insurance costs still consume 50.3% of revenue, capping further margin gains.
Lyft's collaboration with Waymo for robotaxi services could revolutionize urban mobility and boost market share in the ride-hailing industry.
The acquisition of Free Now expands Lyft's reach into Europe, diversifying its market presence beyond the U.S. and Canada.
Lyft's business model is becoming more efficient, showing signs of self-sustainability and potential for profitability.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | -$0.03-115.3% vs $0.20 | $1.8B-5.1% vs $1.9B |
Q3 2026 Aug 6, 2026 | $0.13-9.7% vs $0.14 | $1.8B+2.1% vs $1.8B |
Q2 2026 May 7, 2026 | $0.04-22.5% vs $0.05 | $1.7B+1.2% vs $1.6B |
Q1 2026 Feb 10, 2026 | $0.20+67.1% vs $0.12 | $1.6B-8.9% vs $1.7B |
Gross bookings grew 17% year over year to $5.6 billion. Third-quarter rides grew 10% year over year to 273.5 million.
Lyft NASDAQ: LYFT reported higher bookings and rides in the third quarter of 2026, as executives outlined plans to invest in a new DoorDash-linked membership, expand premium services and deepen autonomous vehicle partnerships.
Lyft, Inc. (LYFT) Q3 2026 Earnings Call Transcript
Halloween is the busiest day for Uber and Lyft drivers. Lyft's CEO called it "our biggest day" in 2025.
Benchmark LYFT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Lyft, Inc. (LYFT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $17.09 | $6.49B | 2.30 | 9.16% | 40.67% | 91.35% | — | |
| $68.59 | $139.62B | 40.59 | 18.28% | 6.13% | 12.46% | — | |
| $3.41 | $13.55B | 25.56 | 20.49% | 14.76% | 8.45% | — | |
| $1.31 | $8.22M | -0.16 | -19.65% | -72.82% | -243.2% | — | |
| $26.00 | $5.8B | -42.42 | 59% | -5.51% | -30.03% | — | |
| $4.44 | $3.37B | -4.34 | — | -11589.86% | -40.74% | — |
Lyft, Inc. (LYFT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Lyft, Inc. (LYFT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jul 27, 2026·SEC
Jun 4, 2026·SEC
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Lyft, Inc. (LYFT) stock FAQ — growth, dividends, profitability & financials explained
Lyft, Inc. (LYFT) reported $6.91B in revenue over the trailing twelve months. Revenue was $6.32B in fiscal year 2025. That is 1740% more than the $343.3M of fiscal year 2016.
Lyft, Inc. (LYFT) grew revenue by 10.1% over the trailing twelve months, compared with the twelve months before.
Yes. Lyft, Inc. (LYFT) earned $2.81B in net income over the trailing twelve months (a 40.7% net margin).
Lyft, Inc. (LYFT) had a return on equity (ROE) of 91.3% over the trailing twelve months. That is well above the market's typical 10-15%.
Lyft, Inc. (LYFT) generated $1.16B in free cash flow over the trailing twelve months.
