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Side-by-side financial comparison of Lyft, Inc. (LYFT) and RXO, Inc. (RXO). Click either name above to swap in a different company.
Lyft, Inc. is the larger business by last-quarter revenue ($1.5B vs $1.5B, roughly 1.0× RXO, Inc.). Lyft, Inc. runs the higher net margin — 183.9% vs -3.1%, a 187.1% gap on every dollar of revenue. On growth, Lyft, Inc. posted the faster year-over-year revenue change (3.6% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 11.3%).
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.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
LYFT vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.5B |
| Net Profit | $2.8B | $-46.0M |
| Gross Margin | 35.1% | — |
| Operating Margin | -12.4% | -2.9% |
| Net Margin | 183.9% | -3.1% |
| Revenue YoY | 3.6% | -11.9% |
| Net Profit YoY | 4363.0% | -84.0% |
| EPS (diluted) | $6.59 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.3B | $930.0M | ||
| Q1 24 | $1.2B | $913.0M |
| Q4 25 | $2.8B | $-46.0M | ||
| Q3 25 | $46.1M | $-14.0M | ||
| Q2 25 | $40.3M | $-9.0M | ||
| Q1 25 | $2.6M | $-31.0M | ||
| Q4 24 | $61.7M | $-25.0M | ||
| Q3 24 | $-12.4M | $-243.0M | ||
| Q2 24 | $5.0M | $-7.0M | ||
| Q1 24 | $-31.5M | $-15.0M |
| Q4 25 | 35.1% | — | ||
| Q3 25 | 40.0% | — | ||
| Q2 25 | 36.7% | — | ||
| Q1 25 | 37.2% | — | ||
| Q4 24 | 39.5% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 38.0% | — | ||
| Q1 24 | 37.6% | — |
| Q4 25 | -12.4% | -2.9% | ||
| Q3 25 | 1.5% | -0.5% | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | -2.1% | -2.1% | ||
| Q4 24 | 1.9% | -1.4% | ||
| Q3 24 | -4.1% | -1.9% | ||
| Q2 24 | -2.1% | — | ||
| Q1 24 | -5.2% | -1.3% |
| Q4 25 | 183.9% | -3.1% | ||
| Q3 25 | 3.0% | -1.0% | ||
| Q2 25 | 2.7% | -0.6% | ||
| Q1 25 | 0.2% | -2.2% | ||
| Q4 24 | 4.3% | -1.5% | ||
| Q3 24 | -0.9% | -23.4% | ||
| Q2 24 | 0.4% | -0.8% | ||
| Q1 24 | -2.6% | -1.6% |
| Q4 25 | $6.59 | $-0.28 | ||
| Q3 25 | $0.11 | $-0.08 | ||
| Q2 25 | $0.10 | $-0.05 | ||
| Q1 25 | $0.01 | $-0.18 | ||
| Q4 24 | $0.16 | $-0.17 | ||
| Q3 24 | $-0.03 | $-1.81 | ||
| Q2 24 | $0.01 | $-0.06 | ||
| Q1 24 | $-0.08 | $-0.13 |
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 | $17.0M |
| Total DebtLower is stronger | $1.1B | $387.0M |
| Stockholders' EquityBook value | $3.3B | $1.5B |
| Total Assets | $9.0B | $3.3B |
| Debt / EquityLower = less leverage | 0.32× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $17.0M | ||
| Q3 25 | $2.0B | $25.0M | ||
| Q2 25 | $1.8B | $18.0M | ||
| Q1 25 | $2.2B | $16.0M | ||
| Q4 24 | $2.0B | $35.0M | ||
| Q3 24 | $1.9B | $55.0M | ||
| Q2 24 | $1.8B | $7.0M | ||
| Q1 24 | $1.7B | $7.0M |
| Q4 25 | $1.1B | $387.0M | ||
| Q3 25 | $1.1B | $387.0M | ||
| Q2 25 | $573.2M | $387.0M | ||
| Q1 25 | $979.9M | $387.0M | ||
| Q4 24 | $995.0M | $351.0M | ||
| Q3 24 | $1.0B | $352.0M | ||
| Q2 24 | $1.0B | $370.0M | ||
| Q1 24 | $971.5M | $351.0M |
| Q4 25 | $3.3B | $1.5B | ||
| Q3 25 | $573.0M | $1.6B | ||
| Q2 25 | $732.7M | $1.6B | ||
| Q1 25 | $838.1M | $1.6B | ||
| Q4 24 | $767.0M | $1.6B | ||
| Q3 24 | $655.8M | $1.7B | ||
| Q2 24 | $577.6M | $579.0M | ||
| Q1 24 | $491.3M | $582.0M |
| Q4 25 | $9.0B | $3.3B | ||
| Q3 25 | $5.9B | $3.2B | ||
| Q2 25 | $5.4B | $3.2B | ||
| Q1 25 | $5.7B | $3.3B | ||
| Q4 24 | $5.4B | $3.4B | ||
| Q3 24 | $5.3B | $3.4B | ||
| Q2 24 | $5.0B | $1.8B | ||
| Q1 24 | $4.8B | $1.8B |
| Q4 25 | 0.32× | 0.25× | ||
| Q3 25 | 1.85× | 0.24× | ||
| Q2 25 | 0.78× | 0.24× | ||
| Q1 25 | 1.17× | 0.24× | ||
| Q4 24 | 1.30× | 0.22× | ||
| Q3 24 | 1.53× | 0.21× | ||
| Q2 24 | 1.74× | 0.64× | ||
| Q1 24 | 1.98× | 0.60× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | — | $-9.0M |
| FCF MarginFCF / Revenue | — | -0.6% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | 0.09× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $246.2M | $7.0M | ||
| Q3 25 | $291.3M | $23.0M | ||
| Q2 25 | $343.7M | $23.0M | ||
| Q1 25 | $287.2M | $-2.0M | ||
| Q4 24 | $153.4M | $-7.0M | ||
| Q3 24 | $264.0M | $-7.0M | ||
| Q2 24 | $276.2M | $-5.0M | ||
| Q1 24 | $156.2M | $7.0M |
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M | ||
| Q1 24 | — | $-4.0M |
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% | ||
| Q1 24 | — | -0.4% |
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.2% |
| Q4 25 | 0.09× | — | ||
| Q3 25 | 6.32× | — | ||
| Q2 25 | 8.53× | — | ||
| Q1 25 | 111.89× | — | ||
| Q4 24 | 2.48× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 55.09× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LYFT
Segment breakdown not available.
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
