LyftLYFTRevenue: is the business selling more than it used to?
$5.9B+10% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Revenue reached $5.9B in 2025, compounding +16% a year since 2022 and the pace is picking up. The trailing twelve months are already running at $6.5B, ahead of the last full year.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTNet income: how much of that revenue becomes profit?
$2.8B+12382% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Net income was $2.8B in 2025, against $23M the year before. Earnings per share moved +3009% over the last twelve months.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTHow fast is it growing, year by year?
+9.9%revenue growth, FY 2025
Off the axis: 2025 earnings +12382.5% - rebounds off a collapsed prior year.
→Revenue grew +10% in 2025 against a five-year average of +22%. 2025's +12382% earnings rebound off a collapsed base sits off the axis.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTRevenue per share: is your slice growing as fast as the company?
$14.12revenue per share, FY 2025
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Revenue per share reached $14.12 in 2025, compounding +10% a year against +16% for LYFT as a whole. Dilution absorbed about 6.1 points of that growth. Free cash flow per share stands at $2.80.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTFree cash flow: what is left in real cash after everything?
$1.2B+38% YoYFY 2025
→Free cash flow was $1.2B in 2025. That is the most cash the business has ever thrown off in a year.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTHow much of every sales dollar ends up as free cash?
→20 cents of every sales dollar became free cash in 2025, up 26 points since 2022 - the best conversion in its filed history.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTWhat does staying competitive cost, per dollar of sales?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→The biggest claim on each sales dollar is research and development, at 8% of revenue (stock compensation 5%). That share has fallen since 2022, so the cost of competing is easing.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTMargins: of every $1 of sales, how much survives each cost layer?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Operating margin widened 35 points to -3% since 2022. After everything, 48 cents of each sales dollar reaches net profit. LYFT doesn't tag a gross-profit line in its filings, so the chart starts at operating margin.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTWhat does it earn on the money it uses?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→ROE of 95% sits well above ROCE of -4%. A meaningful share of the shareholder return is manufactured with leverage rather than operations.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTWhat has the market paid for LYFT over time?
2.4xP/E today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→At 1.0x sales, the market is paying 54% less than LYFT's own 7-year median of 2.1x. Pessimism is priced in - the question is whether it is deserved.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTWhat cash return does the business throw off per dollar of market value?
→The business yielded 17.3% of free cash against its market value in 2025.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTCould it handle its debt if things went wrong?
→The company holds $1.1B in cash against $1.0B of debt - a net-cash balance sheet, which means a bad year is an inconvenience rather than a threat.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTIs the company's own capital growing?
→The company's own capital grew from $542M in 2023 to $3.0B (+458%). The business is building book value rather than consuming it.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTHow much goes back, and how much leaks out as stock comp?
→Shareholders received $500M in buybacks in 2025. Stock compensation issued $322M of new shares in the same year, offsetting 64% of that.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTHow fast is your ownership being diluted - or concentrated?
→The share count grew 1.0% in 2025, averaging 5.6% a year over three years. Your slice of the company shrinks by that much each year unless earnings grow faster.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTDoes LYFT earn more on its capital than that capital costs?
→LYFT's return on capital is negative at -4.2% in 2025. The capital in the business is not yet earning anything back.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTLYFT has issued or retired shares - did shareholders end up better off?
→LYFT issued +84% more shares from 2019 to 2025 and revenue per share still fell -7%. On this measure the new shares have not paid for themselves.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
LyftLYFTAre the people running it buying or selling?
→Insiders sold $3M on the open market and bought nothing. Many sales are pre-scheduled diversification rather than a view on the price. A further 33 filings were grants, option exercises or tax withholding, which say nothing either way.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30