Every material Form 8-K Lyft filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lyft reported third-quarter 2026 revenue of $1.8 billion, up 8% year over year, and a net loss of $9.7 million, compared with net income of $46.1 million a year earlier. The company said the loss reflects $117.9 million in legal, tax and regulatory reserve changes and settlements, while Adjusted EBITDA rose 47% to $203.9 million and the company gave fourth-quarter 2026 Adjusted EBITDA guidance of $188 million to $213 million.
Q3 2026 revenue of $1.8 billion, up 8% year over year; $69.1 million of the $117.9 million reserve impact was recorded as a reduction to revenue
Net loss of $9.7 million, or $(0.03) per share, versus net income of $46.1 million in Q3 2025
Adjusted EBITDA of $203.9 million, up 47%; Q4 2026 outlook calls for Gross Bookings of $5.74 billion to $5.94 billion and Adjusted EBITDA of $188 million to $213 million
Lyft said Michael Brous, its Head of Lyft Urban Solutions and Safety & Customer Care since November 2025, will become Chief Financial Officer effective September 28, 2026, replacing Erin Brewer, who is retiring. Brewer will advise the company through December 15, 2026, and the filing says her departure is not the result of any dispute with the company. The same day, Lyft reaffirmed its third quarter 2026 guidance for Gross Bookings, Adjusted EBITDA and Adjusted EBITDA margin, which it first gave on August 6, 2026.
Michael Brous becomes CFO effective September 28, 2026; he has been at Lyft for nearly eight years, including since 2018 through the Motivate acquisition.
Brous's employment letter sets a $650,000 annual base salary and a target annual cash bonus of 50% of base salary, subject to Board approval.
Planned equity grants include RSUs with grant date values of about $775,000 and $2,000,000, plus PSUs with a grant date value of about $775,000.
Lyft reaffirmed Q3 2026 Gross Bookings, Adjusted EBITDA and Adjusted EBITDA margin guidance and expects to report Q3 2026 earnings in November 2026.
Lyft reported second-quarter 2026 results for the period ended June 30, 2026, with revenue of $1.8 billion, up 16% year over year, and net income of $50.3 million, up from $40.3 million. The company also gave third-quarter guidance of Gross Bookings of $5.50 billion to $5.67 billion and Adjusted EBITDA of $183 million to $203 million, which together indicate continued growth for shareholders to track.
Gross Bookings were $5.5 billion, up 23% year over year, and Active Riders reached a record 30.5 million, up 17%.
Adjusted EBITDA rose 37% to $177.2 million, and free cash flow was $319.6 million compared with $329.4 million a year earlier.
Q3 2026 outlook calls for Gross Bookings up approximately 15% to 19% year over year and Adjusted EBITDA of approximately $183 million to $203 million.
Lyft's board appointed Ben Minicucci, chief executive of Alaska Air Group and Alaska Airlines, as a director effective immediately, with a term expiring at the 2027 annual meeting. The filing says the board values his public-company CEO experience, transportation safety expertise and M&A integration background, and it discloses that Lyft and Alaska have a rewards partnership under which Lyft paid Alaska $3.2 million and received $0.16 million in 2025.
Ben Minicucci appointed to Lyft's board on July 23, 2026, as a Class II director
Term expires at Lyft's 2027 Annual Meeting of Stockholders
Lyft paid Alaska $3.2 million and received $0.16 million under the Partnership Agreement in 2025
Minicucci receives standard non-employee director compensation and will sign the standard indemnification agreement
Lyft reported first-quarter 2026 results on May 7, 2026, with revenue of $1.7 billion, up 14% year over year, and net income of $14.2 million, compared with $2.6 million a year earlier. The company also gave second-quarter 2026 guidance of $5.30 billion to $5.43 billion in Gross Bookings and $160 million to $180 million in Adjusted EBITDA.
Gross Bookings of $4.9 billion, up 19% year over year; revenue of $1.7 billion, up 14%.
Net income of $14.2 million versus $2.6 million in Q1 2025; Adjusted EBITDA of $132.8 million, up 25%.
Q2 2026 outlook: Gross Bookings of $5.30 billion to $5.43 billion and Adjusted EBITDA of $160 million to $180 million.
Lyft closed its acquisition of Gett's UK business during the week of the release.
Lyft reported fourth-quarter 2025 revenue of $1.6 billion, up 3% year over year, after a $168 million impact from legal, tax and regulatory reserve changes and settlements; without that item, revenue would have been $1.8 billion. Net income of $2.8 billion was driven largely by a $2.9 billion benefit from releasing a deferred tax valuation allowance, and the board authorized up to an additional $1 billion in share repurchases. For shareholders, operating metrics grew while the reported results were shaped by one-time items, and Lyft's Q1 2026 guidance calls for gross bookings of $4.86 billion to $5.00 billion and adjusted EBITDA of $120 million to $140 million.
Q4 2025 gross bookings of $5.1 billion, up 19% year over year; adjusted EBITDA of $154.1 million, up 37%
Q4 revenue of $1.6 billion included a $168 million reserve and settlement impact; full-year 2025 revenue was $6.3 billion, up 9%
New share repurchase program authorizes up to $1 billion of Class A common stock, in addition to the 2025 program
Q1 2026 outlook: gross bookings of approximately $4.86 billion to $5.00 billion; adjusted EBITDA of approximately $120 million to $140 million
Lyft's board appointed Deborah Hersman as a Class I director, effective immediately, with a term expiring at the 2026 Annual Meeting of Stockholders. She also joined the Nominating and Corporate Governance Committee. The board said she was chosen for her autonomous vehicle industry experience, safety and regulatory expertise, and public company board experience.
Appointed January 25, 2026, effective immediately; Class I director term expires at the 2026 Annual Meeting of Stockholders
Also appointed to the Nominating and Corporate Governance Committee
Previously chief safety officer and advisor at Waymo LLC from January 2019 to February 2021, and former chair of the National Transportation Safety Board
Will receive standard non-employee director compensation and the company's standard indemnification agreement
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Lyft filing is on SEC EDGAR ↗. 8-K briefs of other companies →