NASDAQ$LYFT

LYFT Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Lyft reported Q1 2026 revenue of $1.65B (+14% YoY) with net income of $14.3M and diluted EPS of $0.04.

For the quarter ended March 31, 2026, Lyft reported revenue of $1.65 billion versus $1.45 billion a year ago on higher ridership. Net income was $14.3 million, or $0.04 per diluted share, compared with $2.6 million, or $0.01 per share, in Q1 2025.

  • Revenue $1.65B (+14% YoY).
  • Net income $14.3M; diluted EPS $0.04.
  • First profitable quarter on GAAP net income basis.
  • Active riders and rides growth.

Headline financials

Total Revenue

$1.65B

Previous: $1.45B+13.8%
EPS (adj)

$0.04

Previous: $0.07-42.9%
Net Income

$14.3M

Previous: $2.57M+455.1%
Operating Income

-$5.33M

Previous: -$28.8M+81.5%

Revenue & EPS history

Lyft · Revenue · Quarterly

$1.65B

Q1 2026+13.8%vs Q1 2025
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

Lyft typically provides outlook on rides, adjusted EBITDA, and free cash flow in shareholder letters.

Tailwinds

  • Revenue growth and GAAP profitability.
  • Operating leverage on rides growth.

Headwinds

  • Thin GAAP EPS; insurance and incentives remain variable.
  • Competition from Uber and autonomy.

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 2026

Historical avgQ1 2026

-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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro