NASDAQ$LYFT

LYFT Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Lyft reported Q1 2025 revenue of $1.44B with net income of $27M and diluted EPS of $0.07.

Revenue grew to $1.44 billion as gross bookings and active riders increased. Net income was $27 million versus a loss a year ago; diluted EPS was $0.07. Rideshare take rates, advertising, and cost discipline supported profitability.

  • Q1 revenue $1.44B.
  • Net income $27M; diluted EPS $0.07.
  • Gross bookings and rider growth.
  • Driver supply, insurance costs, and competition.

Headline financials

Total Revenue

$1.45B

Previous: $1.28B+13.5%
EPS (adj)

$0.07

Previous: -$0.08+187.5%
Active Riders

24.2M

Previous: 21.9M+10.5%
Rides

218.4M

Previous: 187.7M+16.4%
Gross Bookings

$4.16B

Previous: $3.69B+12.7%
Capital Expenditures

-$6.5M

Previous: -$29.1M+77.7%
Net Income

$2.57M

Previous: -$31.5M+108.1%
Operating Income

-$28.8M

Previous: -$63M+54.2%
Gross Profit

$481M

Previous: $522M-7.8%
R&D Expense

$112M

Previous: $100M+12.5%

Revenue & EPS history

Lyft · Revenue · Quarterly

$1.45B

Q1 2025+13.5%vs Q1 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

Rideshare and marketplace outlook depends on rider demand, insurance costs, and competitive pricing.

Tailwinds

  • Gross bookings growth and advertising monetization.
  • Operating leverage from cost discipline.

Headwinds

  • Insurance and driver incentive costs.
  • Competitive intensity and macro sensitivity.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.8%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-3.0%

Avg return

30 days after

43%

12 / 28 earnings

Positive

+32.2%

Q4 2023

Best reaction

-38.4%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.5%-3.7%-3.5%
Q4 2025-17.0%-21.2%-22.4%
Q3 2025+2.7%+20.4%+14.4%
Q1 2025+27.8%+29.7%+19.5%
Q4 2024-7.9%-6.7%-17.2%
Q3 2024+28.2%+34.7%+15.5%
Q2 2024-8.2%-11.5%+0.8%
Q1 2024+1.5%-1.9%-10.4%
Q4 2023+32.2%+44.4%+43.6%
Q3 2023-6.9%-9.8%+22.0%
Q2 2023-5.2%+3.7%-1.6%
Q1 2023-20.8%-20.8%-12.0%
Q4 2022-38.4%-35.8%-48.0%
Q3 2022-20.7%-7.6%-24.9%
Q2 2022+21.4%+11.7%-12.6%
Q1 2022-31.6%-34.9%-41.7%
Q4 2021+12.5%+2.3%-3.8%
Q3 2021+5.7%+15.4%-11.3%
Q2 2021-11.6%-6.4%-12.0%
Q1 2021-7.8%-12.3%-1.3%
Q4 2020+5.2%+7.9%+17.4%
Q3 2020-3.4%-0.4%+27.6%
Q2 2020-5.8%-11.4%+0.4%
Q1 2020+19.1%+17.5%+44.7%
Q4 2019-9.8%-16.8%-55.5%
Q3 2019-5.1%-1.9%+12.1%
Q2 2019+5.8%-4.3%-24.2%
Q1 2019-12.6%-15.7%+1.8%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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