Lyft, Inc. (LYFT)

From the record

Lyft, Inc.'s filings since 2018 show 1 warning event: a warning not to rely on past financial statements (8-K item 4.02, the latest 2022-04-29) (its current reports).

From the record

Lyft, Inc.'s 9 filed years say what it did: revenue went from $1.1 billion in fiscal 2017 to $5.9 billion in fiscal 2025, up 23.9% a year; it rose in 7 of 8 years; the deepest fall was 36% from fiscal 2019 to fiscal 2020; net income was positive in 2 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Lyft, Inc.'s diluted share count grew about 5.6% a year, and dividends and buybacks returned about 29% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 23 sales (23 under scheduled 10b5-1 plans) and 2 purchases of their own stock on the open market in the year to 2026-10-22, buying about $200 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Lyft, Inc. earned about 87 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 24 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 64 cents per dollar of assets, and net share issuance: its share count grew 1.0% over the year (the filed statements).

From the record

Lyft, Inc.'s standing among 101 graded names in its industry family: revenue of $5.9 billion in fiscal 2025 ranks in the top 16% by size; a net margin of 48.2% ranks in the top 2%; revenue growth of 15.6% a year over the last 3 filed years ranks in the top 34% (its annual reports).

From the record

Lyft, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Risher, John David (Chief Executive Officer, as filed), filing under that title since 2023-04-24, 3.6 years (bottom 43% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 3 years (bottom 20%); 11 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 18%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Lyft, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.8 billion against debt of $1.0 billion leaves 9.2% of its assets as net cash, top 41% of its family; cash from operations less capital spending is 19.8% of revenue (top 24%); a gross margin of 37.3% (bottom 39%); research spending of 7.7% of revenue (bottom 40%) (its annual report).

From the record

Lyft, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 15.6% a year over the last three filed years against 23.9% over all 9, slowing (bottom 32% of its family); the newest year grew 9.9% (top 44%); research spending grew -19.2% a year (bottom 13%) (its annual reports). Lyft, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Lyft, Inc.'s newest year against its own record: revenue of $5.9 billion in fiscal 2025 came in 7.4% below the $6.4 billion its prior three years' pace pointed to (bottom 20% of its family); net income of $2.8 billion against a prior three-year average of $634 million (top 3%); a net margin of 48.2% against -16.5% before (top 12%) (its annual reports).