LYFT to Report Q4 Earnings: Is a Beat in Store for the Stock?

Core Insights - Lyft (LYFT) is set to report its fourth-quarter 2025 results on February 10, 2026, with earnings per share (EPS) estimated at 32 cents, reflecting a 6.67% increase from the previous year, and revenues projected at $1.76 billion, indicating a 13.6% year-over-year growth [1][8]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for LYFT's fourth-quarter 2025 earnings has remained unchanged over the past 60 days at 32 cents per share, suggesting stability in expectations [1]. - The consensus for sales is currently pegged at $1.76 billion, which implies a 13.6% increase from the year-ago actual [1][8]. Group 2: Performance Drivers - Lyft's anticipated performance in the upcoming quarter is expected to be bolstered by an increase in total revenues, driven by a rise in active riders, estimated at 29.5 million, reflecting a 19.6% increase from the previous year [3]. - An increase in gross bookings, estimated at $5.08 billion, suggests an 18.7% growth compared to the fourth quarter of 2024, which may also contribute positively to the results [4]. Group 3: Historical Performance - Lyft has outperformed the Zacks Consensus Estimate in three of the last four quarters, with an average earnings beat of 1.17% [2]. - In the third quarter of 2025, Lyft reported earnings of 26 cents per share, which fell short of the consensus estimate of 30 cents, marking a 10.3% decline year-over-year, while revenues of $1.68 billion also missed expectations but showed an 11% increase year-over-year [6].