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

Core Insights - Lyft reported revenue of $1.59 billion for the quarter ended December 2025, reflecting a year-over-year increase of 2.7% but falling short of the Zacks Consensus Estimate of $1.76 billion by 9.55% [1] - The company's EPS was -$0.20, a significant decline from $0.30 in the same quarter last year, resulting in an EPS surprise of -162.5% compared to the consensus estimate of $0.32 [1] Financial Performance Metrics - Gross Bookings were reported at $5.07 billion, slightly below the estimated $5.08 billion by analysts [4] - The number of rides taken was 243.5 million, which was lower than the average estimate of 256.43 million [4] - Active riders totaled 29.2 million, compared to the average estimate of 29.54 million [4] Stock Performance - Over the past month, Lyft's shares have returned -15.6%, contrasting with the Zacks S&P 500 composite, which remained unchanged [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]