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Side-by-side financial comparison of Lyft, Inc. (LYFT) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.5B, roughly 1.5× Lyft, Inc.). Lyft, Inc. runs the higher net margin — 183.9% vs 4.5%, a 179.5% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 3.6%). Over the past eight quarters, Lyft, Inc.'s revenue compounded faster (11.3% CAGR vs 4.3%).
Lyft, Inc. is an American company offering ride-hailing services, motorized scooters, and bicycle-sharing systems in the United States and Canada, and, via its Free Now mobile app, Europe. Lyft is the second-largest ridesharing company in the United States after Uber. It has 25 million active riders and coordinates 9 million rides per day.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
LYFT vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $2.2B |
| Net Profit | $2.8B | $96.8M |
| Gross Margin | 35.1% | 29.4% |
| Operating Margin | -12.4% | 11.0% |
| Net Margin | 183.9% | 4.5% |
| Revenue YoY | 3.6% | 10.1% |
| Net Profit YoY | 4363.0% | -14.6% |
| EPS (diluted) | $6.59 | $1.71 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.3B | $1.9B | ||
| Q1 24 | $1.2B | $2.0B |
| Q4 25 | $2.8B | $96.8M | ||
| Q3 25 | $46.1M | $51.0M | ||
| Q2 25 | $40.3M | $108.8M | ||
| Q1 25 | $2.6M | $62.6M | ||
| Q4 24 | $61.7M | $113.3M | ||
| Q3 24 | $-12.4M | $81.6M | ||
| Q2 24 | $5.0M | $99.8M | ||
| Q1 24 | $-31.5M | $97.2M |
| Q4 25 | 35.1% | 29.4% | ||
| Q3 25 | 40.0% | 26.8% | ||
| Q2 25 | 36.7% | 30.0% | ||
| Q1 25 | 37.2% | 28.0% | ||
| Q4 24 | 39.5% | 30.1% | ||
| Q3 24 | 36.0% | 28.6% | ||
| Q2 24 | 38.0% | 29.6% | ||
| Q1 24 | 37.6% | 29.0% |
| Q4 25 | -12.4% | 11.0% | ||
| Q3 25 | 1.5% | 7.5% | ||
| Q2 25 | 0.2% | 11.8% | ||
| Q1 25 | -2.1% | 9.3% | ||
| Q4 24 | 1.9% | 10.8% | ||
| Q3 24 | -4.1% | 9.5% | ||
| Q2 24 | -2.1% | 10.4% | ||
| Q1 24 | -5.2% | 9.5% |
| Q4 25 | 183.9% | 4.5% | ||
| Q3 25 | 3.0% | 2.3% | ||
| Q2 25 | 2.7% | 5.5% | ||
| Q1 25 | 0.2% | 3.2% | ||
| Q4 24 | 4.3% | 5.7% | ||
| Q3 24 | -0.9% | 4.1% | ||
| Q2 24 | 0.4% | 5.1% | ||
| Q1 24 | -2.6% | 4.9% |
| Q4 25 | $6.59 | $1.71 | ||
| Q3 25 | $0.11 | $0.91 | ||
| Q2 25 | $0.10 | $1.79 | ||
| Q1 25 | $0.01 | $1.03 | ||
| Q4 24 | $0.16 | $1.78 | ||
| Q3 24 | $-0.03 | $1.28 | ||
| Q2 24 | $0.01 | $1.53 | ||
| Q1 24 | $-0.08 | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.8B | $279.3M |
| Total DebtLower is stronger | $1.1B | $7.5B |
| Stockholders' EquityBook value | $3.3B | $3.5B |
| Total Assets | $9.0B | $13.0B |
| Debt / EquityLower = less leverage | 0.32× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $279.3M | ||
| Q3 25 | $2.0B | $176.7M | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $2.2B | $617.6M | ||
| Q4 24 | $2.0B | $872.9M | ||
| Q3 24 | $1.9B | $787.4M | ||
| Q2 24 | $1.8B | $333.8M | ||
| Q1 24 | $1.7B | $333.4M |
| Q4 25 | $1.1B | $7.5B | ||
| Q3 25 | $1.1B | $7.4B | ||
| Q2 25 | $573.2M | $7.3B | ||
| Q1 25 | $979.9M | $6.9B | ||
| Q4 24 | $995.0M | $6.9B | ||
| Q3 24 | $1.0B | $6.8B | ||
| Q2 24 | $1.0B | $6.4B | ||
| Q1 24 | $971.5M | $6.4B |
| Q4 25 | $3.3B | $3.5B | ||
| Q3 25 | $573.0M | $3.8B | ||
| Q2 25 | $732.7M | $4.0B | ||
| Q1 25 | $838.1M | $3.8B | ||
| Q4 24 | $767.0M | $3.9B | ||
| Q3 24 | $655.8M | $4.1B | ||
| Q2 24 | $577.6M | $3.9B | ||
| Q1 24 | $491.3M | $4.0B |
| Q4 25 | $9.0B | $13.0B | ||
| Q3 25 | $5.9B | $13.5B | ||
| Q2 25 | $5.4B | $13.4B | ||
| Q1 25 | $5.7B | $12.8B | ||
| Q4 24 | $5.4B | $12.8B | ||
| Q3 24 | $5.3B | $12.9B | ||
| Q2 24 | $5.0B | $12.1B | ||
| Q1 24 | $4.8B | $12.2B |
| Q4 25 | 0.32× | 2.16× | ||
| Q3 25 | 1.85× | 1.98× | ||
| Q2 25 | 0.78× | 1.84× | ||
| Q1 25 | 1.17× | 1.81× | ||
| Q4 24 | 1.30× | 1.79× | ||
| Q3 24 | 1.53× | 1.67× | ||
| Q2 24 | 1.74× | 1.62× | ||
| Q1 24 | 1.98× | 1.61× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $246.2M | $235.7M |
| Free Cash FlowOCF − Capex | — | $119.3M |
| FCF MarginFCF / Revenue | — | 5.5% |
| Capex IntensityCapex / Revenue | — | 5.4% |
| Cash ConversionOCF / Net Profit | 0.09× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | — | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $246.2M | $235.7M | ||
| Q3 25 | $291.3M | $301.3M | ||
| Q2 25 | $343.7M | $225.9M | ||
| Q1 25 | $287.2M | $160.7M | ||
| Q4 24 | $153.4M | $310.4M | ||
| Q3 24 | $264.0M | $235.4M | ||
| Q2 24 | $276.2M | $272.3M | ||
| Q1 24 | $156.2M | $249.6M |
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | — | $161.5M | ||
| Q1 24 | — | $150.9M |
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 7.5% |
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 4.9% |
| Q4 25 | 0.09× | 2.43× | ||
| Q3 25 | 6.32× | 5.91× | ||
| Q2 25 | 8.53× | 2.08× | ||
| Q1 25 | 111.89× | 2.57× | ||
| Q4 24 | 2.48× | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | 55.09× | 2.73× | ||
| Q1 24 | — | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LYFT
Segment breakdown not available.
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
