Company Dossier · Industrials
Lyft
- Russell 1000
What Lyft is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $6.77 billion, up 11% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.50 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 6, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed February 11, 2026): 1 risk factor added, 5 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.9 million on the open market.SEC Form 4
- 528 institutional managers reported a position at June 30, 2026 (−2 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 50 (57 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Lyft yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Lyft, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralLyft starts a business travel brand, escalating its Uber rivalry
businessinsider.com · via Marketaux · Oct 15, 2026
- NeutralLyft opened an 80,000-square-foot facility in Tennessee. It isn't a data center.
businessinsider.com · via Marketaux · Oct 2, 2026
- NegativeLyft is paying $272.5M to settle lawsuit over how it classified drivers
Today, gig economy drivers are classified as contractors. This settlement clears up a lingering lawsuit from 2020 when that was still an unanswered issue.
TechCrunch · Oct 1, 2026
- NeutralTechCrunch Mobility: Lyft has entered the robotaxi chat
Welcome back to TechCrunch Mobility, your hub for the future of transportation, and now, more than ever, the role AI is playing in it.
TechCrunch · Sep 13, 2026
- NeutralLyft and Baidu enter London’s robotaxi battleground as testing begins
Baidu's Apollo Go autonomous vehicles will be available on Freenow, the mobility network that Lyft acquired in 2025.
TechCrunch · Jul 28, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (LYFT)third_quarter 2026 · $0.3 million
- Oct 20, 2026LobbyingLobbying report (ALPINE GROUP PARTNERS, LLC.)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC))third_quarter 2026 · $0.0 million
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026Trademark
- Oct 13, 2026Trademark
- Oct 6, 2026Patent
- Sep 9, 20268-KDirector or officer changeItem 5.02
- Aug 25, 2026Patent
- Aug 18, 2026LobbyingLobbying report (LYFT)second_quarter 2026 · $0.1 million
- Jul 30, 2026Trademark
- Jul 30, 2026Trademark
- Jul 27, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (ALPINE GROUP PARTNERS, LLC.)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (LYFT)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)second_quarter 2026 · $0.1 million
- Jun 4, 20268-KShareholder vote resultsItem 5.07
- Feb 11, 202610-KAnnual report (10-K)1 risk factors added, 5 removed
- Jan 27, 20268-KDirector or officer changeItem 5.02
- Sep 5, 20258-KMaterial agreement signedItem 1.01
- Aug 14, 20258-KDirector or officer changeItem 5.02
- Jul 29, 20258-KDirector or officer changeItem 5.02
- Jul 2, 20258-KDirector or officer changeItem 5.02
- Jun 6, 20258-KShareholder vote resultsItem 5.07
- Jun 2, 2025Trademark
- May 23, 20258-KDirector or officer changeItem 5.02
- Mar 3, 20258-KDirector or officer changeItem 5.02
- Feb 14, 202510-KAnnual report (10-K)0 risk factors added, 2 removed
- Feb 20, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Avis Budget Group CAR | $11.8B | — | Mar 31, 2026 |
| Terex TEX | $6.7B | $0.3B | Jun 30, 2026 |
| Dycom Industries DY | $6.9B | $0.5B | Aug 1, 2026 |
| Equifax EFX | $6.6B | $1.1B | Sep 30, 2026 |
| DuPont DD | $7.0B | — | Jun 30, 2026 |
| Paychex PAYX | $6.4B | $2.0B | Aug 31, 2026 |
| StandardAero SARO | $6.3B | $0.2B | Jun 30, 2026 |
| Parsons Corporation PSN | $6.3B | $0.4B | Mar 31, 2026 |