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Lyft Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $0.311 |
| EPS actual | $0.130 |
| EPS Surprise | -58.24% |
| Revenue estimate | 1.758B |
| Revenue actual | 1.685B |
| Revenue Surprise | -4.15% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.270 |
| EPS actual | $0.250 |
| EPS Surprise | -7.41% |
| Revenue estimate | 1.688B |
| Revenue actual | 1.588B |
| Revenue Surprise | -5.89% |
| Release date | May 08, 2025 |
| EPS estimate | $0.190 |
| EPS actual | $0.190 |
| EPS Surprise | 0.211% |
| Revenue estimate | 1.468B |
| Revenue actual | 1.45B |
| Revenue Surprise | -1.23% |
| Release date | Feb 11, 2025 |
| EPS estimate | $0.200 |
| EPS actual | $0.300 |
| EPS Surprise | 50.00% |
| Revenue estimate | 1.542B |
| Revenue actual | 1.55B |
| Revenue Surprise | 0.549% |
Last 4 Quarters for Lyft
Below you can see how LYFT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 11, 2025 |
| Price on release | $14.39 |
| EPS estimate | $0.200 |
| EPS actual | $0.300 |
| EPS surprise | 50.00% |
| Date | Price |
|---|---|
| Feb 05, 2025 | $13.42 |
| Feb 06, 2025 | $14.07 |
| Feb 07, 2025 | $14.17 |
| Feb 10, 2025 | $15.12 |
| Feb 11, 2025 | $14.39 |
| Feb 12, 2025 | $13.25 |
| Feb 13, 2025 | $13.47 |
| Feb 14, 2025 | $13.43 |
| Feb 18, 2025 | $14.01 |
| 4 days before | 7.23% |
| 4 days after | -2.64% |
| On release day | -8.49% |
| Change in period | 4.40% |
| Release date | May 08, 2025 |
| Price on release | $13.00 |
| EPS estimate | $0.190 |
| EPS actual | $0.190 |
| EPS surprise | 0.211% |
| Date | Price |
|---|---|
| May 02, 2025 | $12.65 |
| May 05, 2025 | $13.20 |
| May 06, 2025 | $12.89 |
| May 07, 2025 | $12.59 |
| May 08, 2025 | $13.00 |
| May 09, 2025 | $16.65 |
| May 12, 2025 | $17.21 |
| May 13, 2025 | $17.03 |
| May 14, 2025 | $16.86 |
| 4 days before | 2.77% |
| 4 days after | 29.69% |
| On release day | 28.08% |
| Change in period | 33.28% |
| Release date | Aug 06, 2025 |
| Price on release | $13.99 |
| EPS estimate | $0.270 |
| EPS actual | $0.250 |
| EPS surprise | -7.41% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $14.06 |
| Aug 01, 2025 | $13.62 |
| Aug 04, 2025 | $14.08 |
| Aug 05, 2025 | $14.51 |
| Aug 06, 2025 | $13.99 |
| Aug 07, 2025 | $14.21 |
| Aug 08, 2025 | $13.41 |
| Aug 11, 2025 | $13.46 |
| Aug 12, 2025 | $13.88 |
| 4 days before | -0.498% |
| 4 days after | -0.786% |
| On release day | 1.57% |
| Change in period | -1.28% |
| Release date | Nov 05, 2025 |
| Price on release | $20.08 |
| EPS estimate | $0.311 |
| EPS actual | $0.130 |
| EPS surprise | -58.24% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $19.75 |
| Oct 31, 2025 | $20.46 |
| Nov 03, 2025 | $20.95 |
| Nov 04, 2025 | $19.42 |
| Nov 05, 2025 | $20.08 |
| Nov 06, 2025 | $21.25 |
| Nov 07, 2025 | $22.04 |
| Nov 10, 2025 | $23.72 |
| Nov 11, 2025 | $24.18 |
| 4 days before | 1.67% |
| 4 days after | 20.42% |
| On release day | 5.83% |
| Change in period | 22.43% |
Lyft Earnings Call Transcript Summary of Q3 2025
Lyft reported a strong Q3 2025 with record driver hours, Active Riders, gross bookings and a 29% YoY increase in Adjusted EBITDA. Trailing 12‑month free cash flow exceeded $1 billion for the first time. Management highlighted several growth catalysts for 2026: the newly launched United Airlines MileagePlus partnership, AV partnerships (Waymo and Tensor/NVIDIA) with a described hybrid supply model, the full‑year contributions from FREENOW and the recently acquired TBR Global Chauffeuring business, and continued expansion in underpenetrated U.S. markets (which drove ~70% of Q3 rides growth). Management expects Q4 rides to be up mid‑ to high‑teens and gross bookings +17% to +20%. On insurance, CFO Erin Brewer noted passage of California SB 371 (effective 2026) will materially reduce per‑ride insurance costs (historically averaging ~$6/ride in CA) and management expects most savings to be passed to riders to stimulate demand. Recent insurance renewals (10/1) produced an expected mid‑single‑digit per‑ride increase overall, and Lyft continues investments to reduce accident frequency and deepen insurer relationships. On AVs, Lyft described an “integrated supply management” approach (Flexdrive depot investment of ~$10–15M disclosed) intended to maximize availability and utilization and be accretive over time. Management emphasized customer obsession, product innovation, and margin accretion as the path to profitable growth.
