NASDAQ$LYFT

LYFT Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Lyft reported Q4 2025 revenue of $1.59B and gross bookings of $5.1B (+19% YoY).

Revenue was $1.59 billion; gross bookings grew 19% to $5.1 billion. GAAP net income included a $2.9 billion valuation-allowance release; adjusted EBITDA rose 37% to $154.1 million. A new $1 billion repurchase was authorized.

  • Gross bookings $5.1B (+19%).
  • Adjusted EBITDA $154.1M (+37%).
  • Active riders +18% to 29.2M.
  • New $1B share repurchase program.

Headline financials

Total Revenue

$1.59B

Previous: $1.55B+2.7%
EPS (adj)

$6.85

Previous: $0.27+2437.0%
Free Cash Flow

$228M

No prior period
Net Income

$2.76B

Previous: $61.7M+4363.1%
Operating Income

-$185M

Previous: $28M-761.8%

Revenue & EPS history

Lyft · Revenue · Quarterly

$1.59B

Q4 2025+2.7%vs Q4 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

The release discusses Lyft's outlook, including operating priorities, capital returns, and sector risks relevant to upcoming periods.

Tailwinds

  • Lyft cites execution on strategic priorities and demand trends in the release.
  • Capital allocation and balance-sheet actions support growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • One-time items and segment mix may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 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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