What is Lyft, Inc.'s ride share — concentration risk (as a percent)?

Lyft, Inc. (LYFT) reported ride share — concentration risk (as a percent) of 85% in Q1 2026.

What does ride share — concentration risk (as a percent) mean?

This metric represents the proportion of total segment revenue or volume derived from a single customer, partner, or specific geographic market. It serves as a key indicator of dependency on a limited set of sources, highlighting potential vulnerability to external disruptions or contract terminations. Monitoring this percentage helps investors assess the stability and diversification of the business model within the ride-sharing segment.

Lyft, Inc. LYFT Ride Share — Concentration risk (as a percent)

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Other financials

Income statement

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Revenue$1.7B+13.8%

Gross profit$786.3M+33.9%

Operating income-$5.3M+81.5%

Net income$14.3M+455%

EPS (diluted)$0.04+300%

Balance sheet

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Cash & equivalents$461.3M+42.3%

Total debt$1.3B+4.9%

Total equity$3.0B+261%

Total assets$8.9B+56.8%

Cash flow

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Operating cash flow$307.7M+7.1%

CapEx$9.7M-6.8%

Free cash flow$298.0M+7.6%

Valuation

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Market cap$5.47B+6.7%

Enterprise value$6.3B+4.4%

P/E1.9×-87.9×

P/S0.8×0.0×

Profitability

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Gross margin43.2%+1.1pp

Operating margin-2.5%—

Net margin43.8%+42.9pp

FCF margin18.2%+2.0pp

Returns & leverage

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Return on equity147.8%+139pp

Debt / equity0.4×-1.0×

Current ratio0.6×-0.2×

Where this comes from

Reported directly by Lyft, Inc. in its filing.

Tagged under the XBRL concept us-gaap:ConcentrationRiskPercentage1.

The official record: Lyft, Inc.’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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What is Lyft, Inc.'s ride share — concentration risk (as a percent)?: Lyft, Inc. (LYFT) reported ride share — concentration risk (as a percent) of 85% in Q1 2026.
What does ride share — concentration risk (as a percent) mean?: This metric represents the proportion of total segment revenue or volume derived from a single customer, partner, or specific geographic market. It serves as a key indicator of dependency on a limited set of sources, highlighting potential vulnerability to external disruptions or contract terminations. Monitoring this percentage helps investors assess the stability and diversification of the business model within the ride-sharing segment.