LYFT · Lyft, Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Lyft delivered record Q2 2026 results, surpassing 30 million Active Riders, with Gross Bookings up 23% to $5.5 billion and Adjusted EBITDA up 37% to $177.2 million, while guiding Q3 to further margin expansion and ~15-19% Gross Bookings growth.
- + Record 30.5 million Active Riders, up 17% YoY, the 7th consecutive quarter of double-digit growth
- + Q3 2026 outlook guides Adjusted EBITDA margin of ~3.3% to 3.6%, signaling continued margin expansion
- + Trailing twelve months free cash flow reached $1.1 billion and net cash from operations $1.2 billion
- + Approximately 30% of North American rideshare rides linked to a partnership, an all-time high
- − Net cash provided by operating activities for the quarter was essentially flat at $349.9M vs $343.7M despite higher earnings
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this company
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active Riders | 30.5M | the three months ended June 30, 2026 filing | — |
| Adjusted EBITDA non-GAAP | $177.2M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income $50.3M
+$6.5M Interest expense
-$36.3M Other income, net
+$28.1M Provision for income taxes
+$38.8M Depreciation and amortization
+$76.6M Stock-based compensation
+$3.3M Payroll tax expense related to stock-based compensation
+$0M Sublease income
+$7.9M Costs related to acquisitions, divestitures and other corporate matters
+$2.1M Certain legal, tax, and regulatory reserve changes and settlements
= Adjusted EBITDA $177.2M
|
|||
| Adjusted EBITDA margin (calculated as a percentage of Gross Bookings) non-GAAP | 3.2% | the three months ended June 30, 2026 filing | — |
| Free cash flow non-GAAP | $319.6M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities $349.9M
-$30.3M Less: purchases of property and equipment and scooter fleet
= Free cash flow $319.6M
|
|||
| Gross Bookings | $5.5B | the three months ended June 30, 2026 filing | — |
| Rides | 262.4M | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LYFT
this stock
Lyft, Inc.
|
$5.63B | -22.2% | +9.2% | 2.2 | 20.0% |
|
QH
QUHUO Ltd
|
$350.35B | +242.6% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -13.2% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -14.9% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -7.9% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LYFT | +1.1% | -10.8% | +12.0% | -10.8% | -22.2% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | +2.3% | -10.5% | -1.1% | -10.5% | -34.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.