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Lyft (LYFT) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

By Zacks Equity Research | February 10, 2026, 7:00 PM

For the quarter ended December 2025, Lyft (LYFT) reported revenue of $1.59 billion, up 2.7% over the same period last year. EPS came in at -$0.20, compared to $0.30 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.76 billion, representing a surprise of -9.55%. The company delivered an EPS surprise of -162.5%, with the consensus EPS estimate being $0.32.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Lyft performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Gross Bookings: $5.07 billion versus $5.08 billion estimated by eight analysts on average.
  • Rides: 243.5 million compared to the 256.43 million average estimate based on seven analysts.
  • Active Riders: 29.2 million versus the six-analyst average estimate of 29.54 million.

View all Key Company Metrics for Lyft here>>>

Shares of Lyft have returned -15.6% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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