earnings
confidence high
sentiment positive
materiality 0.85
Lyft reports record Q4 and FY 2025; revenue $1.6B, net income $2.8B; announces $1B buyback
Lyft, Inc.
2025-FY EPS reported
$6.81
revenue$6,316,261,000
- Q4 2025 revenue $1.6B (+3% YoY), net income $2.8B (includes valuation allowance release), adjusted EBITDA $154.1M (+37% YoY).
- Full-year 2025 gross bookings $18.5B (+15%), adjusted EBITDA $528.8M, operating cash flow $1.17B, free cash flow $1.12B.
- Record 945.5M rides in 2025 (+14% YoY); Q4 active riders 29.2M (+18% YoY); annual riders reached 51.3M.
- Board authorized additional $1B share repurchase program; Q1 2026 gross bookings guided $4.86B-$5.00B, adjusted EBITDA $120M-$140M.
- CEO cites 2026 as 'year of the AV' with deployments in US and overseas; launched Lyft Teen for ages 13-17.
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