Lyft 過去の業績
過去 基準チェック /56
Lyftは、平均年間67.6%の収益成長を遂げていますが、 Transportation業界の収益は、年間 成長しています。収益は、平均年間1.7% 18.8%収益成長率で 成長しています。 Lyftの自己資本利益率は94.4%であり、純利益率は43.8%です。
主要情報
67.62%
収益成長率
67.68%
EPS成長率
| Transportation 業界の成長 | 15.63% |
| 収益成長率 | 18.77% |
| 株主資本利益率 | 94.37% |
| ネット・マージン | 43.82% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
Seeking Alpha • 18h
Lyft: Partnership Rides Driving Bookings Growth And Tremendous FCF
Summary Lyft remains a compelling value play, trading at just 4.2x trailing and 3.6x forward free cash flow. Strategic partnerships with DoorDash, United Airlines, and others are driving record levels of partner-linked rides and supporting market share gains. Q1 results showed 14% revenue growth and 19% gross bookings growth, with adjusted EBITDA up 25% to $133 million. I reiterate my buy rating, emphasizing Lyft's rising margins, resilient demand, and de-risked entry point amid sector rotation. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 28
LYFT: Autonomous Partnerships And Profitability Risks Will Drive Cautious Future Expectations
Lyft's analyst price target has been reduced by a few dollars to reflect updated models that include slightly higher discount rates, adjusted profit margin expectations, and evolving views on its autonomous vehicle partnerships with Nvidia. Analyst Commentary Recent Street research points to a period of reassessment for Lyft, with several bearish analysts trimming price targets by varying amounts and revisiting their financial models.
ナラティブ更新 • Apr 13
LYFT: Nvidia Partnership And Autonomous Shift Will Drive Future Market Expansion
Lyft's analyst price target has been trimmed by about $1 to reflect slightly lower modeled fair value, modest tweaks to the discount rate and revenue growth, and a lower assumed future P/E, even as analysts factor in the company's work with Nvidia on autonomous driving alongside fresh target cuts across several firms. Analyst Commentary Recent Street research around Lyft clusters around two themes: cautious resets to fair value and growing interest in the companys work with Nvidia on autonomous driving.ナラティブ更新 • Mar 30
LYFT: Nvidia AV Collaboration And Execution Discipline Will Shape Balanced Market Outlook
Analysts have trimmed Lyft's average price targets by several dollars across multiple firms, reflecting updated models that factor in slightly higher revenue growth assumptions, a modestly lower profit margin outlook, and evolving views on the company’s Nvidia supported autonomous vehicle plans. Analyst Commentary Bearish analysts have been revisiting their Lyft models, and the result has been a series of lower price targets rather than upgrades or more constructive calls.ナラティブ更新 • Mar 16
LYFT: Reset Expectations As Execution And Capital Returns Meet Balanced Market Outlook
Lyft's updated analyst price target moves in line with a series of recent Street revisions that lowered targets into the mid to high teens, as analysts refresh their models around slightly higher revenue growth assumptions, modestly lower profit margins, and a somewhat richer future P/E multiple. Analyst Commentary Recent Street research around Lyft has centered on a series of lower price targets, with multiple bearish analysts resetting expectations closer to the mid to high teens.ナラティブ更新 • Mar 02
LYFT: Reset Expectations And Execution Will Shape Margins And Capital Returns
Lyft's analyst price target has been reset from about $16.45 to $13.00, as analysts factor in recent broad cuts to Street targets and temper margin expectations, even while keeping assumptions for revenue growth and future P/E broadly in line. Analyst Commentary Recent Street research on Lyft clusters around a broad wave of price target cuts, with many bearish analysts resetting their expectations lower even as they keep overall revenue and P/E frameworks broadly consistent.ナラティブ更新 • Feb 16
LYFT: Execution On Margin Improvements And Partnerships Will Drive Market Expansion
Lyft's analyst price target has been reset lower, with our fair value estimate moving from $24.07 to $20.31 as analysts temper revenue growth assumptions, apply a slightly higher discount rate, and factor in lower future P/E multiples, despite modestly stronger margin expectations. Analyst Commentary Recent Street research on Lyft has been broadly aligned, with many firms trimming their price targets and reassessing both the company’s growth profile and the multiples they are willing to pay.
ナラティブ更新 • Feb 02
LYFT: Expanding Rideshare Partnerships Will Support Healthier Marketplace And Profitability Profile
Analysts have adjusted their Lyft price targets in a tight range, with some pulling back from prior highs and others lifting forecasts into the low to mid US$20s and up to US$32. This reflects mixed Q3 results, a more constructive view on execution, and differing opinions on how growth and profitability might balance into 2026.ナラティブ更新 • Jan 19
LYFT: Profitability Targets Will Test Execution As Competition Intensifies
Narrative Update Analysts lifted our fair value estimate for Lyft from $10.13 to $16.45. This reflects updated views that pair more conservative revenue growth and a slightly higher discount rate with stronger expected profit margins and a modestly lower future P/E multiple, informed by recent price target moves and commentary around execution, user experience improvements, and sector sentiment.ナラティブ更新 • Jan 05
LYFT: Expanding Rideshare Partnerships Will Support Stronger Marketplace And Earnings Outlook
The analyst fair value estimate for Lyft has increased slightly to $32.00 from $31.78, as analysts highlight a series of price target raises based on improving rides growth, a more robust gross bookings outlook into 2026, and clearer execution progress under the current strategy, despite still mixed near term profitability trends. Analyst Commentary Bullish analysts continue to lift their price targets on Lyft, citing a combination of improving rides growth, stronger gross bookings guidance, and clearer strategic execution under the current leadership team.ナラティブ更新 • Dec 14
LYFT: Rising Rideshare Partnerships Will Drive Stronger Earnings Power Ahead
Analysts have raised their blended price target for Lyft from about $24 to roughly $32 per share. They cite growing confidence in accelerating bookings and rides growth, improving execution, and a clearer path to sustained profitability.ナラティブ更新 • Nov 30
LYFT: Autonomous Rollout And Partnerships Will Drive Market Expansion Through 2026
Lyft’s analyst price target has increased modestly, rising from approximately $23.46 to $24.07. Analysts are citing improving outlooks for the company’s growth trajectory and execution following recent quarterly updates.ナラティブ更新 • Nov 16
LYFT: Outlook Will Balance Cost Savings And Execution Amid Heightened Competition
Lyft’s fair value estimate has been raised from $20.18 to $23.46. Analysts point to robust guidance, ongoing marketplace improvements, solid execution, and strategic partnerships supporting the company’s outlook.分析記事 • Nov 12
Lyft, Inc. (NASDAQ:LYFT) Looks Just Right With A 26% Price Jump
Despite an already strong run, Lyft, Inc. ( NASDAQ:LYFT ) shares have been powering on, with a gain of 26% in the last...ナラティブ更新 • Nov 01
LYFT: Future Profit Margins And Autonomous Partnerships Will Shape Competitive Position
Lyft's analyst price target has increased from $19.12 to $20.18 per share. Analysts point to stronger profit margins, recent partnership momentum, and favorable industry trends supporting the company's outlook.ナラティブ更新 • Oct 18
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Lyft's updated analyst price target has edged down modestly by $0.17 to $19.12 as analysts weigh continued progress on autonomous vehicle partnerships and operational efficiencies, while making only slight adjustments to growth and margin outlooks. Analyst Commentary Recent analyst reports reflect a mix of optimism and caution regarding Lyft's outlook, as firms weigh the company's strategic partnerships, operational performance, and competitive positioning within the dynamic ride-hailing sector.ナラティブ更新 • Oct 04
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Lyft's analyst price target has increased by approximately $1.07, as recent research highlights strategic momentum in autonomous vehicle partnerships and anticipated cost savings. These factors are expected to support improved growth prospects and market positioning.ナラティブ更新 • Sep 19
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Analysts have raised Lyft’s price target to $18.22, citing accelerating growth, financial outperformance, margin improvements, strategic partnerships (including AV and international expansion), and anticipated cost savings from regulatory changes, though concerns about competitive pressures and AV disruption remain. Analyst Commentary Bullish analysts highlight Lyft's accelerating growth and financial outperformance, with record levels in key rideshare metrics, enhanced EBITDA and free cash flow margins, and a positive growth outlook driven by the Freenow acquisition and international expansion.分析記事 • Sep 09
A Piece Of The Puzzle Missing From Lyft, Inc.'s (NASDAQ:LYFT) 32% Share Price Climb
Lyft, Inc. ( NASDAQ:LYFT ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • May 13
The Market Lifts Lyft, Inc. (NASDAQ:LYFT) Shares 56% But It Can Do More
Lyft, Inc. ( NASDAQ:LYFT ) shareholders would be excited to see that the share price has had a great month, posting a...
新しいナラティブ • Apr 22
Price Lock And Media Launch Will Redefine Rideshare In 2025
Expanding high-margin offerings and innovative services is expected to enhance margins, revenue, and transform operational costs.Seeking Alpha • Apr 22
Lyft Is Making A Comeback: Why Shares Are A Must-Buy Now
Summary Lyft's fundamentals remain strong with U.S. ride pricing recovering and Q1 2025 DAUs growing 5% YoY, suggesting stable revenue outlook. The $200 million Freenow acquisition doubles Lyft's addressable market in Europe, adding €1 billion in annual bookings, but buybacks might have been more accretive. I project Lyft to generate $1.5 billion in free cash flow by 2027, making its current valuation of 3x 2027 FCF highly attractive. Despite recent pricing headwinds, I remain bullish on Lyft's rapid profitability and FCF expansion, expecting gross bookings to grow at 10-15% CAGR. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
Lyft: Holding Firm Ground Against Uber
Summary Shares of Lyft have continued to crash in 2025, pushing the stock to a very cheap ~8x adjusted EBITDA and ~4x FCF multiples. I'm upgrading Lyft to a strong buy, especially on the back of strong Q4 results that showed record-breaking bookings at a 15% y/y growth pace. Lyft's pure rideshare focus is more recession-proof than Uber (as delivery orders are more discretionary), offering stable demand amid potential economic downturns. Risks include the end of the Delta partnership and potential Uber price wars, but these are already priced into Lyft's ultra-cheap stock. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
Lyft: Deep Value In Ride Share With GAAP Profitability
Summary Lyft's stock is undervalued, trading at a steep discount to Uber, despite achieving GAAP profitability and maintaining a strong balance sheet. Wall Street appears concerned with the company's relative underperformance to Uber. Autonomous vehicles pose a significant risk, but at a 0.75x sales multiple, Lyft's valuation appears attractive with a fair value estimate of $17 per share. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Lyft: Mobileye Partnership Could Shift The Competitive Landscape
Summary Lyft's Q4 earnings were solid, with the company generating strong growth and continuing to improve its margins. Guidance was fairly soft, though. While growth is likely to remain solid in 2025, particularly from high margin revenue sources like advertising, investors appear to be focused on the fact growth is decelerating. Lyft's robotxai partnership with Mobileye could have significant long-term implications, potentially reducing the risk of disruption for incumbent ride-hailing platforms. The fact that Lyft has a healthy balance sheet and is now cash flow positive puts it in a strong position, particularly if the robotaxi threat ends up being manageable. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
Lyft: Strategic Initiatives To Drive Further Growth And Improved Profitability
Summary In 3Q24, LYFT generated $1.52 billion in revenues, posting a growth of 31.52% y/y and 6.06% q/q. Net margin improved to -0.79% while FCF increased by 70% q/q. Strategic partnerships and initiatives, including collaborations with DoorDash and autonomous vehicle companies, will fuel LYFT's topline growth in FY2025. LYFT's profitability is likely to improve as the company embarks on other initiatives to reduce costs and improve revenue take-rates by reducing incentive expenses. Valuation analysis indicates LYFT is undervalued. Based on current price to sales and consensus revenue estimates, there is a potential upside of more than 30%. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
Lyft: Why ~$1.5 Billion Of FCF By 2027 Could Be Possible
Summary Lyft's Q3 2024 financials show 32% revenue growth and $242.8 million in positive free cash flow, indicating strong underlying profitability despite minimal GAAP profits. Management's 2027 targets include 15% annual gross bookings growth and a 4% Adjusted EBITDA margin, potentially generating nearly $1 billion in FCF; $1.8 billion in FCF for upside case. Autonomous vehicles are unlikely to disrupt Lyft's core business soon; the company can integrate AVs into its existing platform if needed. At $14 per share, Lyft is undervalued; I assign a "Strong Buy" rating with a base case target price of $21, highlighting significant upside potential. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
Lyft: Proving That Rideshare Is A 2-Player Market In The U.S.
Summary Lyft's Q3 earnings exceeded expectations, with 32% y/y revenue growth to $1.52 billion and 16% y/y gross bookings growth. Shares jumped ~20% in response. Importantly, the company is also guiding to potential acceleration in bookings in Q4, stoking additional enthusiasm for the stock. Its bookings strength is also coming amid cuts to promotional spending. The company struck a new partnership with DoorDash to provide rideshare discounts to DashPass subs, and also signed deals to roll out autonomous rideshare next year. LYFT stock still trades at a considerably lower revenue multiple than its chief rival, Uber, leaving plenty of room for further upside. Read the full article on Seeking AlphaSeeking Alpha • Sep 22
Lyft: Not My Favorite, But No Denying It's Cheap
Summary Lyft is undervalued at a Fwd P/S of 0.9, making it worth considering despite my preference for Uber. Q2 was strong for Lyft with record metrics, 40% YoY revenue growth, GAAP profitability, and over $250M in free cash flow. Lyft has consistently driven double-digit growth in active rides, with similar trends expected in Q3. Despite competition with Uber, Lyft's performance suggests it could deserve a higher valuation multiple. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Lyft: Buy The Dip In This Incredibly Cheap Stock, Focus On Its Profit Growth
Summary Shares of Lyft crashed nearly 20% after reporting Q2 results, primarily on a weaker bookings outlook for Q3. The company has elected to focus on profitable growth, pulling back on incentives and sales and marketing. As a result, it hit GAAP profitability for the first time. That's not to say growth is lacking: the company is also hitting new records in rides, active riders, and gross bookings. The stock is trading at an incredibly cheap ~7x adjusted EBITDA multiple. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Lyft: First Wait For The Profits, Then Brace For The Upside (Rating Upgrade)
Summary Lyft stock has underperformed this year despite strong financial performance and a high net cash position. Management has outlined ambitious 2027 targets that see the company sustaining aggressive top-line growth alongside expanding profit margins. The stock is trading at a steep discount compared to close competitor Uber, presenting high potential upside if management executes against its targets. I am upgrading the stock to buy. Read the full article on Seeking AlphaSeeking Alpha • May 15
Lyft: With Accelerating Bookings And EBITDA Gains, There's A Reason To Smile Again (Rating Upgrade)
Summary Lyft's focus on domestic operations and profitable growth has led to accelerated ridership growth and increased profitability. The rideshare company is exploring additional routes to monetization, such as Lyft Media, which will contribute to margin expansion. Lyft has strong secular tailwinds, diversified modes of transport, operational focus, and a strong balance sheet, making it a promising investment. Read the full article on Seeking AlphaSeeking Alpha • May 01
Lyft: Ready To Ride - Initiating A Buy Rating
Summary I am initiating Lyft with a buy rating ahead of earnings, expecting improved top line growth and reduced operating loss this quarter. I see a comeback moment for Lyft as the company positions itself for share expansion under CEO David Risher. Also, I see a surge in revenue per active ride and an increase in active rides in 2H24 due to initiatives like Women+ Connect and "on-time pickup promise" I share my thoughts on Lyft stock here and why I think it has more upside in 2024. Read the full article on Seeking Alpha収支内訳
収支内訳
Lyft の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 6,517 | 2,856 | 2,003 | 463 |
| 31 Dec 25 | 6,316 | 2,844 | 1,857 | 451 |
| 30 Sep 25 | 6,274 | 151 | 1,777 | 424 |
| 30 Jun 25 | 6,111 | 92 | 1,765 | 419 |
| 31 Mar 25 | 5,959 | 57 | 1,741 | 408 |
| 31 Dec 24 | 5,786 | 23 | 1,725 | 396 |
| 30 Sep 24 | 5,460 | -65 | 1,624 | 398 |
| 30 Jun 24 | 5,095 | -65 | 1,480 | 403 |
| 31 Mar 24 | 4,680 | -184 | 1,337 | 433 |
| 31 Dec 23 | 4,404 | -340 | 1,328 | 530 |
| 30 Sep 23 | 4,354 | -902 | 1,547 | 638 |
| 30 Jun 23 | 4,250 | -1,312 | 1,648 | 756 |
| 31 Mar 23 | 4,220 | -1,575 | 1,768 | 829 |
| 31 Dec 22 | 4,095 | -1,585 | 1,747 | 828 |
| 30 Sep 22 | 3,890 | -1,280 | 1,564 | 817 |
| 30 Jun 22 | 3,701 | -957 | 1,478 | 816 |
| 31 Mar 22 | 3,475 | -832 | 1,384 | 866 |
| 31 Dec 21 | 3,208 | -1,062 | 1,327 | 912 |
| 30 Sep 21 | 2,808 | -1,237 | 1,257 | 932 |
| 30 Jun 21 | 2,444 | -1,597 | 1,253 | 938 |
| 31 Mar 21 | 2,018 | -1,782 | 1,209 | 914 |
| 31 Dec 20 | 2,365 | -1,753 | 1,355 | 935 |
| 30 Sep 20 | 2,812 | -1,651 | 1,510 | 996 |
| 30 Jun 20 | 3,268 | -1,655 | 1,601 | 1,052 |
| 31 Mar 20 | 3,796 | -1,862 | 1,781 | 1,133 |
| 31 Dec 19 | 3,616 | -2,602 | 2,000 | 1,506 |
| 30 Sep 19 | 3,268 | -2,495 | 1,883 | 1,325 |
| 30 Jun 19 | 2,898 | -2,281 | 1,817 | 1,114 |
| 31 Mar 19 | 2,535 | -1,815 | 1,642 | 869 |
| 31 Dec 18 | 2,157 | -911 | 1,249 | 301 |
| 31 Dec 17 | 1,060 | -688 | 788 | 137 |
| 31 Dec 16 | 343 | -683 | 594 | 65 |
質の高い収益: LYFTには$19.9M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。
利益率の向上: LYFTの現在の純利益率 (43.8%)は、昨年(1%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: LYFT過去 5 年間で収益を上げており、収益は年間67.6%増加しています。
成長の加速: LYFTの過去 1 年間の収益成長率 ( 4920% ) は、5 年間の平均 ( 年間67.6%を上回っています。
収益対業界: LYFTの過去 1 年間の収益成長率 ( 4920% ) はTransportation業界-15.9%を上回りました。
株主資本利益率
高いROE: LYFTの 自己資本利益率 ( 94.4% ) は 傑出している と考えられます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/11 06:48 |
| 終値 | 2026/05/11 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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
Lyft, Inc. 40 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。64
| アナリスト | 機関 |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| null null | Argus Research Company |
| Ross Sandler | Barclays |