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Nasdaq · Industrials

Lyft, Inc. (LYFT)

As-reported financials and SEC filings for Lyft, Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Lyft, Inc.

Lyft, Inc. operates a global mobility platform that connects riders with drivers through its ridesharing marketplace, offering services including taxis, private hire vehicles, executive chauffeur services, car sharing, bikes, and scooters. The company serves individual riders and drivers across thousands of cities on six continents, providing transportation options via its Lyft mobile app. Lyft also offers vehicle rental programs for drivers and transportation solutions for businesses through its Lyft Business offerings.

Snapshot

Revenue
$5.90B
Revenue growth (YoY)
9.9%
Net income
$2.84B
Diluted EPS
$6.81
Gross margin
37.3%
Operating margin
-3.2%
Net margin
48.2%
FCF margin
ROE
86.9%
net income / fiscal-year-end equity
P/E
2.5×
trailing when available, otherwise FY EPS
Market cap
$6.58B
Long-term debt / equity
0.31×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Lyft

  • Revenue grew 9.9% to $5.9B in FY2025, slower than the 30.4% the year before.
  • Operating margin is -3.2% in FY2025, +32.2 pp against -35.4% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $1.8B, up 24.8% from Q2 FY2025.
  • Net income rose more than tenfold to $2.8B in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Lyft’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin37.3%
69th percentile of 466
Operating margin-3.2%
22nd percentile of 605
Net margin48.2%
99th percentile of 645
Revenue growth (YoY)+9.9%
66th percentile of 668
ROE86.9%
99th percentile of 600
P/E2.5×
2nd percentile of 434
Long-term debt / equity0.31×
37th percentile of 409
Short interest4.98d
74th percentile of 676

Lyft’s net margin of 48.2% ranks in the 99th percentile of the 645 Industrials companies reporting it. Lyft’s return on equity of 86.9% ranks in the 99th percentile of the 600 Industrials companies reporting it. Lyft’s P/E of 2.5 ranks in the 2nd percentile of the 434 peers with a meaningful P/E.

No reported insider purchases (code P) in the last 90 days; 8 insider sales totaling $1.6M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+6 quant / multi-strat
Initiated / added
4
0 new, 4 added
Reduced / exited
6
4 trimmed, 2 exited
Combined position
$563.9M
reported long value
InvestorAs ofPosition valueSharesChange
Millennium ManagementquantQ2 2026$314.7M21.5MReduced
Renaissance TechnologiesquantQ2 2026$119.6M8.2MReduced
AQR Capital ManagementquantQ2 2026$46.7M3.2MReduced
Citadel AdvisorsquantQ2 2026$27.4M1.9MAdded
D. E. ShawquantQ2 2026$24.0M1.6MAdded
Gotham Asset ManagementQ2 2026$22.6M1.5MAdded
Two Sigma InvestmentsquantQ2 2026$6.4M435.9KAdded
Bridgewater AssociatesQ2 2026$2.6M176.7KReduced

No longer held by: Appaloosa (as of Q2 2026), Point72 Asset Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
8
$1.6M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-27
filed 2026-08-31
Hope Stephen W.CHIEF ACCOUNTING OFFICERSell6.0K$17.34$104K
2026-08-27
filed 2026-08-31
Lawee DavidDirectorSell4.6K$17.33$80K
2026-08-27
filed 2026-08-31
Beggs JillDirectorSell2.3K$17.34$40K
2026-08-25
filed 2026-08-27
Whiteside JaneyDirectorSell5.5K$17.68$97K
2026-08-24
filed 2026-08-26
Brewer ErinCHIEF FINANCIAL OFFICERSell15.0K$17.63$264K
2026-08-07
filed 2026-08-11
Whiteside JaneyDirectorSell14.2K$17.00$242K
2026-08-03
filed 2026-08-05
Llewellyn Lindsay CatherineSEE REMARKSSell36.2K$16.14$584K
2026-06-12
filed 2026-06-16
Brewer ErinCHIEF FINANCIAL OFFICERSell15.0K$13.59$204K
2026-06-01
filed 2026-06-03
Llewellyn Lindsay CatherineSEE REMARKSSell11.5K$15.00$172K
2026-05-27
filed 2026-05-29
Hope Stephen W.CHIEF ACCOUNTING OFFICERSell5.5K$13.76$75K
2026-05-27
filed 2026-05-29
Beggs JillDirectorSell2.1K$13.76$29K
2026-05-26
filed 2026-05-28
Llewellyn Lindsay CatherineSEE REMARKSSell11.5K$13.69$157K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
63.7M
settled 2026-08-14
Change vs prior
-17.0%
vs previous settlement
Days to cover
4.98
at avg daily volume
Avg daily volume
12.8M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1463.7M-17.0%4.98
2026-07-3176.7M-14.4%6.31
2026-07-1589.6M-2.1%9.12
2026-06-3091.5M-1.1%5.95
2026-06-1592.5M+3.3%7.05
2026-05-2989.5M+1.9%6.11
2026-05-1587.9M+3.3%5.13
2026-04-3085.1M+19.1%7.06

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$5.90B$5.37B$4.12B$3.81B$3.21B
Gross profit$2.20B$2.03B$1.57B$1.38B$1.51B
Operating income$-188.4M$-118.9M$-475.6M$-1.46B$-1.14B
Net income$2.84B$22.8M$-340.3M$-1.58B$-1.06B
Diluted EPS$6.81$0.06$-0.88$-4.47$-3.17

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.17B$849.7M$-98.2M$-237.3M$-101.7M
Capital expenditure
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$1.84B24.8%$50.3M$0.13
Q1 FY2026$1.65B20.1%$14.3M$0.04
Q4 FY2025$1.50B3.6%$2.76B$6.72
Q3 FY2025$1.55B11.4%$46.1M$0.11
Q2 FY2025$1.48B11.7%$40.3M$0.10
Q1 FY2025$1.37B13.6%$2.6M$0.01
Q4 FY2024$1.45B25.5%$61.7M$0.14
Q3 FY2024$1.39B29.7%$-12.4M$-0.03

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorIndustrials
SIC industryServices-Business Services, NEC
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2018
SEC CIK1759509

Selected SEC filings

10-Q2026-08-07
View on EDGAR →
10-Q2026-05-08
View on EDGAR →
8-K2026-08-06
View on EDGAR →
8-K2026-07-27
View on EDGAR →
8-K2026-06-04
View on EDGAR →
8-K2026-05-07
View on EDGAR →

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LYFT head to head

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.