Uber’s Q4 EPS Miss at $0.71 with 22% Bookings Growth; Lyft Loses $0.20
Uber’s Q4 EPS of $0.71 missed the $0.79 estimate while revenue jumped 20% to $14.3 billion and gross bookings rose 22% to $54.1 billion. Lyft posted a $0.20 Q4 loss on $1.59 billion revenue, achieved 19% gross bookings growth to $5.1 billion and trades at 0.76× forward sales versus Uber’s 2.55×.
1. Uber’s Q4 Financial Results
Uber reported Q4 EPS of $0.71, missing the $0.79 consensus, as revenue increased 20% year over year to $14.3 billion and gross bookings jumped 22% to $54.1 billion. Mobility bookings reached $27.4 billion and delivery bookings hit $25.4 billion.
2. Lyft’s Q4 Performance
Lyft posted a $0.20 per share loss in Q4 on $1.59 billion revenue, up 2.7% year over year, while gross bookings climbed 19% to $5.1 billion. The company authorized an additional $1 billion share repurchase program for 2026.
3. Valuation Comparison
On a forward sales basis, Lyft trades at 0.76× compared to Uber’s 2.55×, reflecting a more favorable valuation following Lyft’s focused domestic strategy and shareholder distributions.