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Lyft Earnings & Revenues Fall Short of Estimates in Q4, Decrease Y/Y
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Key Takeaways
Lyft reported a Q4 loss of 20 cents per share as revenues of $1.59B missed estimates.
LYFT saw rides climb 14% in 2025 with Q4 being the eleventh consecutive quarter of double digit y/y growth.
Lyft expects Q1 2026 gross bookings of $4.86B-$5.00B and EBITDA of $120M-$140M.
Lyft, Inc. (LYFT - Free Report) reported unimpressive fourth-quarter 2025 results, wherein both earnings and revenues missed the Zacks Consensus Estimate.
Lyft reported loss per share of 20 cents compared with the Zacks Consensus Estimate of earnings 32 cents per share. In the year-ago quarter, Lyft reported earnings per share of 30 cents. Revenues of $1.59 billion missed the Zacks Consensus Estimate of $1.76 billion but increased 2.7% on a year-over-year basis.
Gross Bookings of $5.07 billion increased 19% year over year in fourth-quarter 2025. In 2025, rides grew 14% to 945.5 million rides (an all time high) with the fourth quarter being the eleventh consecutive quarter of double digit growth year over year. In the fourth quarter, active riders grew 18% year over year to 29.2 million. In 2025, Lyft reached another all-time high of 51.3 million annual riders.
Lyft’s fourth-quarter 2025 adjusted EBITDA went up 37% year over year to $154.1 million. Adjusted EBITDA margin (calculated as a percentage of gross bookings) rose to 3.0% from 2.6% in the year-ago reported quarter.
Lyft exited the fourth quarter with cash and cash equivalents of $1.13 billion compared with $1.31 billion at the end of the prior quarter. Long-term debt, net of the current portion at the end of the reported quarter, was $1.00 billion compared with $1.01 billion at the end of the prior quarter.
Following the inaugural share repurchase program in 2025, Lyft’s board of directors has authorized the repurchase of up to an additional $1 billion shares.
LYFT’s Q1 2026 Guidance
For the first quarter of 2026, Lyft anticipates gross bookings are anticipated to grow almost 17%-20% year over year, reaching $4.86-$5.00 billion.
Adjusted EBITDA is expected to be in the range of $120 million to $140 million. Adjusted EBITDA margin (calculated as a percentage of gross bookings) is expected to be in the range of 2.5% to 2.8%.
Q4 Performance of Another Stock Belonging to LYFT's Industry
Uber Technologies(UBER - Free Report) reported mixed fourth-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate while revenues surpassed the mark. Quarterly earnings per share of 71 cents missed the Zacks Consensus Estimate of 79 cents and declined 77.8% year over year.
Total revenues of $14.3 billion outpaced the Zacks Consensus Estimate of $14.2 billion. The top line jumped 20.1% year over year on a reported basis and 19% on a constant currency basis.
In the reported quarter, the majority (57.1%) of the company’s revenues came from Mobility. Revenues from this segment jumped 19% year over year on a reported basis and 18% on a constant currency basis to $8.20 billion. Revenues from the Delivery segment increased 30% year over year on a reported basis and 29% on a constant currency basis to $4.89 billion. Freight revenues were $1.27 billion, almost flat year over year on a reported basis and down 1% on a constant currency basis.
Key Sectoral Player to Report Q4 results
Another key player from the broader Computer and Technology sector, DoorDash (DASH - Free Report) , is scheduled to report fourth-quarter 2025 results on Feb. 18. DASH has an Earnings ESP of -1.72% and a Zacks Rank #3 at present.
The Zacks Consensus Estimate for the company’s fourth-quarter 2025 revenues is pegged at $3.98 billion, indicating year-over-year growth of 38.3%. For earnings, the consensus mark is pegged at 57 cents per share, implying a rise of 72.7% from the year-ago quarter’s actual. The company’s earnings beat the Zacks Consensus Estimate in two of the past four quarters and missed twice, with the average positive surprise being 10.68%.
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Lyft Earnings & Revenues Fall Short of Estimates in Q4, Decrease Y/Y
Key Takeaways
Lyft, Inc. (LYFT - Free Report) reported unimpressive fourth-quarter 2025 results, wherein both earnings and revenues missed the Zacks Consensus Estimate.
Lyft reported loss per share of 20 cents compared with the Zacks Consensus Estimate of earnings 32 cents per share. In the year-ago quarter, Lyft reported earnings per share of 30 cents. Revenues of $1.59 billion missed the Zacks Consensus Estimate of $1.76 billion but increased 2.7% on a year-over-year basis.
Lyft, Inc. Price, Consensus and EPS Surprise
Lyft, Inc. price-consensus-eps-surprise-chart | Lyft, Inc. Quote
Gross Bookings of $5.07 billion increased 19% year over year in fourth-quarter 2025. In 2025, rides grew 14% to 945.5 million rides (an all time high) with the fourth quarter being the eleventh consecutive quarter of double digit growth year over year. In the fourth quarter, active riders grew 18% year over year to 29.2 million. In 2025, Lyft reached another all-time high of 51.3 million annual riders.
Lyft’s fourth-quarter 2025 adjusted EBITDA went up 37% year over year to $154.1 million. Adjusted EBITDA margin (calculated as a percentage of gross bookings) rose to 3.0% from 2.6% in the year-ago reported quarter.
Lyft exited the fourth quarter with cash and cash equivalents of $1.13 billion compared with $1.31 billion at the end of the prior quarter. Long-term debt, net of the current portion at the end of the reported quarter, was $1.00 billion compared with $1.01 billion at the end of the prior quarter.
Following the inaugural share repurchase program in 2025, Lyft’s board of directors has authorized the repurchase of up to an additional $1 billion shares.
LYFT’s Q1 2026 Guidance
For the first quarter of 2026, Lyft anticipates gross bookings are anticipated to grow almost 17%-20% year over year, reaching $4.86-$5.00 billion.
Adjusted EBITDA is expected to be in the range of $120 million to $140 million. Adjusted EBITDA margin (calculated as a percentage of gross bookings) is expected to be in the range of 2.5% to 2.8%.
Currently, Lyft carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Q4 Performance of Another Stock Belonging to LYFT's Industry
Uber Technologies(UBER - Free Report) reported mixed fourth-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate while revenues surpassed the mark. Quarterly earnings per share of 71 cents missed the Zacks Consensus Estimate of 79 cents and declined 77.8% year over year.
Total revenues of $14.3 billion outpaced the Zacks Consensus Estimate of $14.2 billion. The top line jumped 20.1% year over year on a reported basis and 19% on a constant currency basis.
In the reported quarter, the majority (57.1%) of the company’s revenues came from Mobility. Revenues from this segment jumped 19% year over year on a reported basis and 18% on a constant currency basis to $8.20 billion. Revenues from the Delivery segment increased 30% year over year on a reported basis and 29% on a constant currency basis to $4.89 billion. Freight revenues were $1.27 billion, almost flat year over year on a reported basis and down 1% on a constant currency basis.
Key Sectoral Player to Report Q4 results
Another key player from the broader Computer and Technology sector, DoorDash (DASH - Free Report) , is scheduled to report fourth-quarter 2025 results on Feb. 18. DASH has an Earnings ESP of -1.72% and a Zacks Rank #3 at present.
The Zacks Consensus Estimate for the company’s fourth-quarter 2025 revenues is pegged at $3.98 billion, indicating year-over-year growth of 38.3%. For earnings, the consensus mark is pegged at 57 cents per share, implying a rise of 72.7% from the year-ago quarter’s actual. The company’s earnings beat the Zacks Consensus Estimate in two of the past four quarters and missed twice, with the average positive surprise being 10.68%.