LYFT Nasdaq Russell 1000 Konferencja wynikowa
Lyft (LYFT) · wyniki II kw. 2026
Cena akcji: $16.62 · 2026-11-02
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 6 sie 2026 i 8 maj 2026
Net income up 252.9% on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
Na razie dostępna jest tylko podstawowa analiza tej spółki.
1 · Liczby
+252,9%
Zysk netto vs I kw. 2026
Zysk netto 50,3 mln vs 14,2 mln
Przychody +11,7%
Against the same quarter last year (II kw. 2025) it is +24.8% — part of the move on last quarter is seasonal.
2 · Jak mówił zarząd
Typowy
More upbeat than 61% of company calls
Answers to analysts: upbeat, in line with the script.
Last call it was different: the answers were more upbeat than the script.
3 · Co się wyróżniło
Lyft's UP strategy saw premium modes grow double digits year-over-year for the 12th consecutive quarter, supported by record performance in its TBR Chauffeuring business.
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego, powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Wycena niedostępna: inputs look inconsistent (market value only 2.2x the net income: another reporting currency or a one-off gain).
Aktualna cena
$16.62
zamknięcie z 2026-11-02
P/E
2.3
dziś
Wzrost przychodów, 3 lata
+15,5% rocznie
średnioroczne tempo (CAGR)
Między wierszami
-
Zniknęło
The integration of autonomous vehicles into the marketplace is expected to bring new riders into the ecosystem and grow the overall rideshare market size.
Cytat ze źródła
“And when we look across sort of in aggregate, all of the regions where AVs are in the marketplace, we've... And therefore, you would expect over time, that's going to bring new people on to the -- sort of into the rideshare ecosystem. So that's kind of a good theme because a good indication because it means that as new riders are coming on, still the whole pie is growing.”
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Zniknęło
The report notes that contra revenue incentives are analyzed on a year-over-year basis to detail the specific components of the incentive line.
Cytat ze źródła
“If you think about contra revenue incentives overall, on a year-over-year basis... So let's kind of get into the details on the incentive line.”
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“Our UP strategy continues to gain momentum with premium modes growing double digits year-on-year for the 12th consecutive quarter, supported by record performance in our TBR Chauffeuring business.”
“I think about the strength of our North America rideshare business, our growth foundationally, our continued strong growth as we think about expanding in low-scale markets, Canada.”
“So it's really foundational strength across the business as we think about growing Active Riders to that record number that we achieved in the quarter.”
Wszystkie liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 1,84 mld | 1,65 mld | +11,7% | 1,59 mld | +16,1% |
| Zysk brutto ze sprzedaży | 917,1 mln | 786,3 mln | +16,6% | 652,4 mln | +40,6% |
| Zysk operacyjny | 47,6 mln | -5,3 mln | Zysk zamiast straty | 2,4 mln | +1857,4% |
| Zysk netto | 50,3 mln | 14,2 mln | +252,9% | 40,3 mln | +24,8% |
| Zysk na akcję | 0,13 | 0,04 | +225,0% | 0,10 | +30,0% |
| C/Z dziś 2,3 | 2,1 | 1,9 | +0,2 | 68,5 | −66,4 |
Tematy
Najczęściej omawiane teraz
- Nowe They just added the Chase Southwest kind of benefit as well as the Southwest credit card benefit as well in...
- Lyft is also seeing unprecedented success in its ecosystem of partnerships with approximately 30% of North American rideshare rides linked…
- Lyft's results are guided by a simple, powerful strategy built on its relentless focus on customer obsession, operational excellence and...
- With beta testing now live in over a dozen European cities, while Lyft's AV roadmap advances with smooth fleet operations...
- With its Out part of its strategy, its global integration efforts are on track as Lyft moves toward one unified...
Zniknęło od I kw. 2026
- Słabnie Separately, but correspondingly, Lyft continues to diversify the things that add to its gross bookings where there may not be...
- Zniknęło As Erin says, reliable competitive pricing is Lyft's strategy.
- Słabnie Lyft took significant steps forward with its partner, Waymo in Nashville for the construction of a state-of-the-art AV depot.
- Słabnie Broadly speaking, I feel pretty good about Lyft's position in SF.
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Regulation FD disclosure · SEC 8-K
- Director or officer change; Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Director or officer change · SEC 8-K
- Articles or bylaws amended; Shareholder vote results · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure; Other events · SEC 8-K
- Director or officer change · SEC 8-K