View ValuationLemonade 将来の成長Future 基準チェック /56Lemonade利益と収益がそれぞれ年間60.9%と24.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-2.1% 67%なると予測されています。主要情報60.9%収益成長率66.99%EPS成長率Insurance 収益成長5.4%収益成長率24.3%将来の株主資本利益率-2.12%アナリストカバレッジGood最終更新日04 Aug 2026今後の成長に関する最新情報Breakeven Date Change • Jul 29The 10 analysts covering Lemonade previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 38% per year to 2027. The company is expected to make a profit of US$50.5m in 2028. Average annual earnings growth of 92% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesReported Earnings • Jul 30Second quarter 2026 earnings released: US$0.56 loss per share (vs US$0.60 loss in 2Q 2025)Second quarter 2026 results: US$0.56 loss per share (improved from US$0.60 loss in 2Q 2025). Revenue: US$294.4m (up 79% from 2Q 2025). Net loss: US$43.4m (loss narrowed 1.1% from 2Q 2025). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in Europe.お知らせ • Jul 29Lemonade, Inc. Announces CFO Changes, Effective January 1, 2027Lemonade, Inc. announced that on July 27, 2026, the Board of Directors approved the transition of Tim Bixby from his role as the Company's Chief Financial Officer, effective January 1, 2027. The Board appointed Nick Stead, 33, the Company's Senior Vice President Finance, to serve as Chief Financial Officer, effective as of January 1, 2027. Mr. Stead will be designated as principal financial officer and principal accounting officer. Mr. Stead joined the Company in December 2019 as Director FP&A and in September 2020 was promoted to Senior Director FP&A and Investor Relations. From February 2022 through March 2023, Mr. Stead then served as SVP, Finance and Business Operations at Flex, a consumer payment platform, before returning to Lemonade as VP Finance in March 2023 and being promoted to SVP Finance in July 2024. At Lemonade, Mr. Stead played an instrumental role in the Company's significant financial milestones, including the Company's initial public offering and secondary offering, a strategic acquisition, and more recently the Company's sales and marketing growth financing arrangements. Prior to joining the Company, Mr. Stead held various strategic finance roles in technology and banking firms.Breakeven Date Change • Jul 29The 10 analysts covering Lemonade previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 38% per year to 2027. The company is expected to make a profit of US$50.5m in 2028. Average annual earnings growth of 92% is required to achieve expected profit on schedule.お知らせ • Jul 29Lemonade, Inc. Announces Transition of Tim Bixby from CFO to Class III Member of the Board, Effective January 1, 2027Lemonade, Inc. announced that on July 27, 2026, the Board of Directors approved the transition of Tim Bixby from his role as the company's Chief Financial Officer to a Class III member of the Board, effective January 1, 2027.お知らせ • Jul 17Lemonade, Inc. to Report Q2, 2026 Results on Jul 29, 2026Lemonade, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 29, 2026お知らせ • Jul 14Lemonade Expands Renters Insurance to MaineLemonade announced the availability of its renters insurance in Maine. The expansion gives renters across the state a simple, fast way to get coverage that fits their lifestyles. Lemonade Renters provides flexible coverage options via an app where renters can get quotes, purchase policies, update existing policies, and file claims, all in one place. About 40% of claims are handled instantly, helping renters receive assistance more quickly after a covered loss. Coverage starts at just $5 per month, making it one of the more affordable renters insurance options available. Based on company and industry data, Lemonade's renters insurance rates are approximately 30% lower than the national average. Customers may also be eligible for additional savings through policy bundling, having qualifying home safety devices, or choosing annual billing. Lemonade currently serves more than 3 million active customers and has earned recognition from organizations and publications including Forbes, CNBC, and U.S. News & World Report for its insurance products and customer experience.お知らせ • Jun 30Lemonade Expands Renters Insurance to MississippiLemonade announced the availability of its renters insurance in Mississippi. The expansion gives renters across the state a simple, fast way to get coverage that fits their lifestyles. Lemonade Renters provides flexible coverage options via an app where renters can get quotes, purchase policies, update existing policies, and file claims, all in one place. About 40% of claims are handled instantly, helping renters receive assistance more quickly after a covered loss. Coverage starts at just $5 per month, making it one of the more affordable renters insurance options available. Based on company and industry data, Lemonade's renters insurance rates are approximately 30% lower than the national average. Customers may also be eligible for additional savings through policy bundling, having qualifying home safety devices, or choosing annual billing. Lemonade currently serves more than 3 million active customers and has earned recognition from organizations and publications including Forbes, CNBC, and U.S. News & World Report for its insurance products and customer experience.お知らせ • Jun 25Lemonade Launches Autonomous Car Insurance for Tesla Drivers in ColoradoLemonade announced that its Autonomous Car insurance is now available in Colorado. Lemonade Autonomous Car is a first-of-its-kind product that gives Tesla owners 50% off every mile driven using Tesla's Full Self-Driving (Supervised) technology. Colorado Tesla drivers can now get a quote in seconds through the Lemonade app or at tesla.lemonade.com/fsd, and receive further savings when bundled with Lemonade Renters, Pet, or Home insurance. Lemonade continues to offer its existing Car insurance, which supports most popular cars as well as Teslas, in Arizona, California, Colorado, Illinois, Indiana, Ohio, Oregon, Tennessee, Texas, and Washington.Board Change • Jun 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Geoff Seeley was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Geoff Seeley was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測BRSE:LE0 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,14238221N/A612/31/20271,640-88551311112/31/20261,216-144-103-104116/30/2026975-138821N/A3/31/2026845-1392030N/A12/31/2025738-165-26-16N/A9/30/2025659-174-33-23N/A6/30/2025601-204-21-12N/A3/31/2025559-217-38-29N/A12/31/2024527-202-21-11N/A9/30/2024493-215-50-41N/A6/30/2024471-208-72-64N/A3/31/2024454-218-111-102N/A12/31/2023430-237-128-119N/A9/30/2023403-258-141-132N/A6/30/2023362-288-190-180N/A3/31/2023308-289-180-170N/A12/31/2022257-298-173-163N/A9/30/2022209-304-194-184N/A6/30/2022171-279-177-168N/A3/31/2022149-267-154-144N/A12/31/2021128-241-154-145N/A9/30/2021108-205-124-115N/A6/30/202190-169-120-113N/A3/31/202192-135-118-113N/A12/31/202094-122-96-92N/A9/30/202097-121-92-89N/A6/30/202099-121-79-76N/A3/31/202083-123N/A-77N/A12/31/201967-108N/A-78N/A9/30/201952-90N/A-71N/A6/30/201941-74N/A-59N/A3/31/201930-63N/A-52N/A12/31/201823-53N/A-41N/A12/31/20172-28N/A-19N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LE0は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 0.6% ) よりも高い成長率であると考えられます。収益対市場: LE0今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: LE0今後 3 年以内に収益を上げることが予想されます。収益対市場: LE0の収益 ( 24.3% ) Swiss市場 ( 5.3% ) よりも速いペースで成長すると予測されています。高い収益成長: LE0の収益 ( 24.3% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LE0 3 年以内に赤字になると予測されています。成長企業の発掘7D1Y7D1Y7D1YInsurance 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/09 03:08終値2026/08/07 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lemonade, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Ross SandlerBarclaysTracy Dolin-BenguiguiBarclaysJack MattenBMO Capital Markets Equity Research18 その他のアナリストを表示
Breakeven Date Change • Jul 29The 10 analysts covering Lemonade previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 38% per year to 2027. The company is expected to make a profit of US$50.5m in 2028. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
Reported Earnings • Jul 30Second quarter 2026 earnings released: US$0.56 loss per share (vs US$0.60 loss in 2Q 2025)Second quarter 2026 results: US$0.56 loss per share (improved from US$0.60 loss in 2Q 2025). Revenue: US$294.4m (up 79% from 2Q 2025). Net loss: US$43.4m (loss narrowed 1.1% from 2Q 2025). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in Europe.
お知らせ • Jul 29Lemonade, Inc. Announces CFO Changes, Effective January 1, 2027Lemonade, Inc. announced that on July 27, 2026, the Board of Directors approved the transition of Tim Bixby from his role as the Company's Chief Financial Officer, effective January 1, 2027. The Board appointed Nick Stead, 33, the Company's Senior Vice President Finance, to serve as Chief Financial Officer, effective as of January 1, 2027. Mr. Stead will be designated as principal financial officer and principal accounting officer. Mr. Stead joined the Company in December 2019 as Director FP&A and in September 2020 was promoted to Senior Director FP&A and Investor Relations. From February 2022 through March 2023, Mr. Stead then served as SVP, Finance and Business Operations at Flex, a consumer payment platform, before returning to Lemonade as VP Finance in March 2023 and being promoted to SVP Finance in July 2024. At Lemonade, Mr. Stead played an instrumental role in the Company's significant financial milestones, including the Company's initial public offering and secondary offering, a strategic acquisition, and more recently the Company's sales and marketing growth financing arrangements. Prior to joining the Company, Mr. Stead held various strategic finance roles in technology and banking firms.
Breakeven Date Change • Jul 29The 10 analysts covering Lemonade previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 38% per year to 2027. The company is expected to make a profit of US$50.5m in 2028. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
お知らせ • Jul 29Lemonade, Inc. Announces Transition of Tim Bixby from CFO to Class III Member of the Board, Effective January 1, 2027Lemonade, Inc. announced that on July 27, 2026, the Board of Directors approved the transition of Tim Bixby from his role as the company's Chief Financial Officer to a Class III member of the Board, effective January 1, 2027.
お知らせ • Jul 17Lemonade, Inc. to Report Q2, 2026 Results on Jul 29, 2026Lemonade, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 29, 2026
お知らせ • Jul 14Lemonade Expands Renters Insurance to MaineLemonade announced the availability of its renters insurance in Maine. The expansion gives renters across the state a simple, fast way to get coverage that fits their lifestyles. Lemonade Renters provides flexible coverage options via an app where renters can get quotes, purchase policies, update existing policies, and file claims, all in one place. About 40% of claims are handled instantly, helping renters receive assistance more quickly after a covered loss. Coverage starts at just $5 per month, making it one of the more affordable renters insurance options available. Based on company and industry data, Lemonade's renters insurance rates are approximately 30% lower than the national average. Customers may also be eligible for additional savings through policy bundling, having qualifying home safety devices, or choosing annual billing. Lemonade currently serves more than 3 million active customers and has earned recognition from organizations and publications including Forbes, CNBC, and U.S. News & World Report for its insurance products and customer experience.
お知らせ • Jun 30Lemonade Expands Renters Insurance to MississippiLemonade announced the availability of its renters insurance in Mississippi. The expansion gives renters across the state a simple, fast way to get coverage that fits their lifestyles. Lemonade Renters provides flexible coverage options via an app where renters can get quotes, purchase policies, update existing policies, and file claims, all in one place. About 40% of claims are handled instantly, helping renters receive assistance more quickly after a covered loss. Coverage starts at just $5 per month, making it one of the more affordable renters insurance options available. Based on company and industry data, Lemonade's renters insurance rates are approximately 30% lower than the national average. Customers may also be eligible for additional savings through policy bundling, having qualifying home safety devices, or choosing annual billing. Lemonade currently serves more than 3 million active customers and has earned recognition from organizations and publications including Forbes, CNBC, and U.S. News & World Report for its insurance products and customer experience.
お知らせ • Jun 25Lemonade Launches Autonomous Car Insurance for Tesla Drivers in ColoradoLemonade announced that its Autonomous Car insurance is now available in Colorado. Lemonade Autonomous Car is a first-of-its-kind product that gives Tesla owners 50% off every mile driven using Tesla's Full Self-Driving (Supervised) technology. Colorado Tesla drivers can now get a quote in seconds through the Lemonade app or at tesla.lemonade.com/fsd, and receive further savings when bundled with Lemonade Renters, Pet, or Home insurance. Lemonade continues to offer its existing Car insurance, which supports most popular cars as well as Teslas, in Arizona, California, Colorado, Illinois, Indiana, Ohio, Oregon, Tennessee, Texas, and Washington.
Board Change • Jun 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Geoff Seeley was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Geoff Seeley was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.