Every 8-K that Lyft, Inc. (LYFT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LYFT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LYFT filings page.
Lyft, Inc. (LYFT) announced a chief financial officer transition, appointing long-time executive Michael Brous as CFO effective September 28, 2026, while current CFO Erin Brewer will retire and serve as an advisor through December 15, 2026. The company states that Brewer’s departure does not arise from any dispute with management or the board.
An at-will employment letter provides Brous with a $650,000 annual base salary and a target annual cash bonus equal to 50% of base salary, subject to performance criteria approved for Lyft’s executive team. Subject to board approval, he will receive RSU awards with grant date values of about $775,000 (2026 grant) and $2,000,000 (promotion grant), vesting in equal quarterly installments over three years, plus performance-based RSUs valued at about $775,000 tied to Lyft’s stock price performance. He will participate in Lyft’s Executive Change in Control and Severance Plan at the same level as other named executive officers (excluding the CEO) and receive a net $11,250 monthly housing and travel stipend related to work in San Francisco.
Brewer will enter a consulting agreement under which she continues to vest in outstanding equity awards during the consulting term, subject to continued service. Separately, Lyft reaffirmed its previously issued third quarter 2026 guidance for Gross Bookings, Adjusted EBITDA, and Adjusted EBITDA margin, and expects to report Q3 2026 earnings in November 2026.
Lyft, Inc. reported strong results for the quarter ended June 30, 2026, with Gross Bookings of $5.5 billion, up 23% year over year, and revenue of $1.8 billion, up 16% year over year. Net income rose 25% to $50.3 million, keeping net income at 0.9% of Gross Bookings, unchanged from the prior year quarter. Adjusted EBITDA increased 37% to $177.2 million, and Adjusted EBITDA margin improved to 3.2% of Gross Bookings from 2.9% a year earlier.
Operationally, Lyft reached a record 30.5 million Active Riders, up 17% year over year, and delivered 262 million rides, up 12% year over year. The business generated net cash provided by operating activities of $349.9 million in Q2, contributing to $1.2 billion over the trailing twelve months and free cash flow of $1.1 billion over the same period. For third quarter 2026, Lyft projects Gross Bookings of approximately $5.50 billion to $5.67 billion and Adjusted EBITDA of $183 million to $203 million, implying an Adjusted EBITDA margin of about 3.3% to 3.6%.
Lyft, Inc. appointed Ben Minicucci to its Board of Directors as a Class II director, effective July 23, 2026, with a term expiring at the 2027 Annual Meeting of Stockholders. He is Chief Executive Officer and President of Alaska Air Group, Inc. and Alaska Airlines, Inc.
Lyft highlights his operating experience as a public company CEO, transportation safety background, and track record in business development, international expansion, and M&A integration. The company notes an existing partnership with Alaska Airlines under which, for the year ended December 31, 2025, it paid $3.2 million and received $0.16 million. Other than this agreement, no related-party transactions involving him are reported. He will receive standard non-employee director compensation and enter into Lyft’s customary indemnification agreement.
Lyft, Inc. reported results from its annual stockholder meeting and related charter changes. Stockholders elected three Class I directors—David Risher, Deborah Hersman, and Dave Stephenson—to serve until the 2029 annual meeting. They also ratified PricewaterhouseCoopers LLP as Lyft’s independent auditor for the fiscal year ending December 31, 2026.
Stockholders approved, on an advisory basis, the compensation of Lyft’s named executive officers and supported holding the advisory vote on executive pay every one year. They also approved amendments to Lyft’s Restated Certificate of Incorporation to remove inoperative provisions, including references to Class B common stock, update miscellaneous provisions, and add Delaware law provisions regarding officer exculpation. Lyft filed an Amended and Restated Certificate of Incorporation in Delaware to implement these changes.
Lyft reported stronger Q1 2026 results with continued growth and profitability. Revenue reached $1.65 billion, up 14% year over year, on Gross Bookings of $4.95 billion, up 19%. Net income improved to $14.2 million from $2.6 million in Q1 2025.
Profitability and cash generation remained solid. Adjusted EBITDA rose 25% year over year to $132.8 million, and free cash flow was $287.3 million. For the trailing twelve months, free cash flow totaled $1.12 billion, described as an all-time high.
Operational metrics and outlook were also strong. Active Riders grew 17% year over year to 28.3 million, and Lyft highlighted the closing of its acquisition of Gett’s UK business and progress in autonomous vehicle initiatives. For Q2 2026, Lyft guides to Gross Bookings of $5.30–$5.43 billion and Adjusted EBITDA of $160–$180 million, implying higher margins.
Lyft reported record results for Q4 and full-year 2025 and unveiled a new $1 billion Class A share repurchase authorization. Full-year Gross Bookings reached $18.5 billion, revenue was $6.3 billion, and net income surged to $2.8 billion from $22.8 million in 2024, helped by a $2.9 billion deferred tax valuation allowance release.
Adjusted EBITDA rose to $528.8 million with a 2.9% margin on Gross Bookings, while free cash flow climbed to $1.12 billion. Rides increased 14% to 945.5 million and Q4 Active Riders grew 18% year over year to 29.2 million, reflecting strong demand and platform usage.
Lyft, Inc. announced that its Board of Directors has appointed Deborah Hersman as a director, effective January 25, 2026. She will serve as a Class I director with a term ending at Lyft’s 2026 annual meeting of stockholders and will also join the Nominating and Corporate Governance Committee.
Hersman brings extensive safety, regulatory, and transportation experience. She previously chaired the National Transportation Safety Board, led the National Safety Council, and served as Chief Safety Officer and Advisor at Waymo LLC, an autonomous driving technology company. She also serves on the boards of ONE Gas, Inc. and NiSource Inc., and has prior board experience at Velodyne Lidar, Inc.
Lyft states that she was selected for her operating experience in autonomous vehicles, safety and regulatory expertise, and public company board experience. She will receive Lyft’s standard non-employee director compensation and enter into the company’s customary indemnification agreement. The filing notes there are no special arrangements, family relationships, or related-party transactions connected to her appointment.
Lyft, Inc. furnished a Form 8-K announcing financial results for the quarter ended September 30, 2025. The company issued a press release and posted supplemental investor materials, including prepared remarks and a slide presentation, on its investor website.
The press release is attached as Exhibit 99.1. Information provided under Items 2.02 and 7.01 and Exhibit 99.1 is furnished, not filed, under the Exchange Act. Lyft also notes its use of multiple public channels, including SEC filings, its IR site, press releases, webcasts, X accounts, the CEO’s LinkedIn, and company blogs, for Regulation FD disclosures.
Lyft Inc. entered into a purchase agreement to issue and sell $500 million aggregate principal amount of 0% Convertible Senior Notes due 2030 in a private Rule 144A offering. The notes are senior unsecured, mature on September 15, 2030, and pay no regular interest.
Net proceeds were approximately $487.7 million. Lyft spent about $42.0 million on capped call transactions tied to the conversion shares and about $95.7 million to repurchase roughly 5.7 million shares of its Class A common stock in privately negotiated transactions. Remaining proceeds are earmarked for potential future repurchases, general corporate purposes, working capital, capital expenditures, and possible acquisitions or strategic deals.
The notes are convertible at an initial rate of 42.5170 shares per $1,000 principal (about $23.52 per share), subject to customary conversion triggers and adjustments. Lyft also set a capped call with an initial cap price of $33.60 per share, designed to reduce dilution or offset cash payments above principal upon conversion, subject to its terms.