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Lyft (LYFT) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 6, 2026 · Lyft (LYFT) Q3 2026 earnings results →

Q3 2026 Revenue up 8% year over year to $1.8B · 1¢ of every $1 of revenue lost · operating margin -1.1%

Lyft made $1.8B in Q3 2026 (+8% Y/Y). Operating margin -1.1%, net loss $9.7M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.

Revenue$1.8B
Year over year+8%
Operating margin-1.1%
Net earnings−$9.7M
Operating cash flow$328M

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Lyft Q3 2026 revenue breakdown: Sankey diagram of revenue, costs, profit and cash flow
Lyft Q3 2026 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $1.8B in Q3 2026, up 8% year over year and down 1% from the previous quarter.

Operating costs exceeded revenue by $0.02B, an operating margin of -1.1%. Total costs grew 11% against revenue growth of 8%. The fastest-growing cost line was Sales & marketing (+57%). The quarter ended with a net loss of $0.01B, after a profit of $0.05B the previous quarter. Non-operating items added $0.03B, 431% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $0.33B (up 13% year over year). Non-cash charges added back $0.04B of depreciation and amortization and $0.05B of share-based compensation. Working capital and other items added $0.24B. After purchases of property and equipment and scooter fleet ($0.03B), free cash flow as the company reports it was $0.29B.

Quarterly history

Lyft revenue by quarterLyft revenue by quarter$1.5BQ1 2025$1.6BQ2 2025$1.7BQ3 2025$1.6BQ4 2025$1.7BQ1 2026$1.8BQ2 2026$1.8BQ3 2026
Lyft net earnings by quarterLyft net earnings by quarter$2.6MQ1 2025$40.3MQ2 2025$46.1MQ3 2025$2.8BQ4 2025$14.2MQ1 2026$50.3MQ2 2026−$9.7MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 6, 2026$1.8B+8%-1.1%−$9.7M$328M
Q2 202610-QAug 7, 2026$1.8B+16%2.6%$50.3M$350M
Q1 202610-QMay 8, 2026$1.7B+14%-0.3%$14.2M$308M
Q4 202510-KFeb 11, 2026$1.6B+3%-11.6%$2.8B$246M
Q3 202510-QNov 5, 2025$1.7B+11%1.4%$46.1M$291M
Q2 202510-QAug 7, 2025$1.6B+11%0.2%$40.3M$344M
Q1 202510-QMay 9, 2025$1.5B+14%-2.0%$2.6M$287M

Charts

Lyft: revenue growth, year over year and quarter over quarterLyft: revenue growth, year over year and quarter over quarterY/YQ/Q+14%Q1 2025+11%+10%Q2 2025+11%+6%Q3 2025+3%-5%Q4 2025+14%+4%Q1 2026+16%+12%Q2 2026+8%-1%Q3 2026
Latest (Q3 2026): Y/Y +8%, Q/Q -1%.
Lyft: where the cash came from (+) and went (−), TTM to Q3 2026Lyft: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$1.2BBuybacks−$550MCash drawn (+) / kept (−)−$468MAcquisitions−$174MOther investing$169MTaxes on employees’ shares−$155MNet borrowing (+) / repaid (−)−$121MAsset & business sales$60.4MOther financing$11.3MExchange rates−$4.6M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Lyft: profit against cash, quarter by quarterLyft: profit against cash, quarter by quarterNet incomeOperating cash flow$61.7M$153MQ4 2024$2.6M$287MQ1 2025$40.3M$344MQ2 2025$46.1M$291MQ3 2025$2.8B$246MQ4 2025$14.2M$308MQ1 2026$50.3M$350MQ2 2026−$9.7M$328MQ3 2026
Latest (Q3 2026): Net income −$9.7M, Operating cash flow $328M.
Lyft: diluted shares by fiscal yearLyft: diluted shares by fiscal year312MFY2020335MFY2021355MFY2022385MFY2023414MFY2024418MFY2025
+33.8% since FY2020: more shares outstanding (issuance, stock pay).
Lyft: long-term debt falling due (FY2025)Lyft: long-term debt falling due (FY2025)$50.6M2026$49.2M2027$12.2M2028$452M2029$489M2030
Cash $1.1B, short-term investments $705M, long-term debt $1.1B at 2025-12-31.
Lyft in its industry: growth against margin (87 companies, SIC 7389)Lyft in its industry: growth against margin (87 companies, SIC 7389)revenue growth, year over year →↑ operating marginmedian +8%median 7%ACNUBERVMELIMAPYPLFISVDASHAMTMFISGPNEBAYCNXCBRCPAYFOURRBAMMSTNETAKAMCARTWUCSGPADVMSCIWEXZGCBZETSYFICOTICEXLSCNDTRELYALITMBGLQNSTMAXPAYHQYPAYOPRTHCTEVXMTRFLYWGETYANDGNUTXACVAXBPSEZLIMXILQDTPHRRMNIRPAYRGPSCORJANLCASSAMWLSGRPDHXBAERPAYSOPRXNOTEHGBLPOWWRSSSDVLTPAYDQMCIINVUTGLASFHCJMBOLBXHLDFTFTDBMMCNFNSRCOGBUXWASTBCRDLYFT (+8%, -1%)
Services-Business Services, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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🔄Rotation against the market and its industry (RRG)interactive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Buys from

About Lyft

Lyft, Inc. (the “Company” or “Lyft”) operates as a global mobility platform offering a mix of rideshare, taxis, private hire vehicles, executive chauffeur services, car sharing, bikes and scooters. Our established, scaled network of users is brought together by our robust technology platform (the “Lyft Platform”) that powers rides and connections every day. Our Lyft mobile application (“Lyft App”) connect riders with drivers for on-demand ride services and supports a variety of other multimodal solutions. Substantially all of our revenue is generated from our ridesharing marketplace that connects drivers and riders. We collect service fees and commissions from drivers for their use of our ridesharing marketplace.

In its own words, from its 10-K, filed Feb 11, 2026.

Lyft against its Services-Business Services, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +8% against the peers' median +10%. Operating margin: -1.1% against the peers' median 9.8%.

CompanyQuarterRevenueY/YOp. margin
LYFT LyftQ3 2026$1.8B+8%-1.1%
ACN AccentureQ4 FY26$18.7B+6%15.3%
UBER Uber TechnologiesQ3 2026$14.8B+10%9.8%
V VisaQ4 FY26$12.1B+13%59.8%
MELI MercadoLibreQ3 2026$10.8B+45%6.3%
MA MastercardQ3 2026$9.8B+14%59.8%
PYPL PayPal HoldingsQ3 2026$8.6B+2%16.3%
FISV FiservQ3 2026$5.2B-1%-105.7%
DASH DoorDashQ3 2026$4.6B+34%9.6%

Source: Lyft 10-Q on SEC EDGAR · CIK 1759509 · Services-Business Services, NEC

Guidance and outlook

Lyft: what its forward-looking statements are about (10-Q filed 2026-11-06)Lyft: what its forward-looking statements are about (10-Q filed 2026-11-06)Other5Costs2Demand1Capital spending1Buybacks & dividends1
10 statements; tone +0.20 (−1 all cautious, +1 all confident); 1 hedged.
Lyft: outlook statements against the filing beforeLyft: outlook statements against the filing beforeConfident2

13F: who owns LYFT and who is buying

Largest holders of LYFT (13F)Largest holders of LYFT (13F)Ameriprise Financial$896MVanguard Group$716MBlackRock$691MMillennium Management LLC$315MVanguard Portfolio Management LLC$273MVanguard Capital Management LLC$241MState Street$197MGoldman Sachs Group$174MContour Asset Management LLC$163MFMR LLC$158M
Funds' net buying of LYFT by quarter (13F)Funds' net buying of LYFT by quarter (13F)$41.7M2024-09−$180M2024-12−$154M2025-03$541M2025-06−$451M2025-09$366M2025-12$99.8M2026-03$94.5M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on LYFT

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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