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Side-by-side financial comparison of Lyft, Inc. (LYFT) and V F CORP (VFC). Click either name above to swap in a different company.
V F CORP is the larger business by last-quarter revenue ($2.9B vs $1.5B, roughly 1.9× Lyft, Inc.). Lyft, Inc. runs the higher net margin — 183.9% vs 10.5%, a 173.5% gap on every dollar of revenue. On growth, Lyft, Inc. posted the faster year-over-year revenue change (3.6% vs 1.5%). Over the past eight quarters, Lyft, Inc.'s revenue compounded faster (11.3% CAGR vs 10.1%).
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.
The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.
LYFT vs VFC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $2.9B |
| Net Profit | $2.8B | $300.8M |
| Gross Margin | 35.1% | 56.6% |
| Operating Margin | -12.4% | 10.1% |
| Net Margin | 183.9% | 10.5% |
| Revenue YoY | 3.6% | 1.5% |
| Net Profit YoY | 4363.0% | 79.3% |
| EPS (diluted) | $6.59 | $0.76 |
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 | $2.9B | ||
| Q3 25 | $1.5B | $2.8B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.4B | $2.8B | ||
| Q3 24 | $1.4B | $2.8B | ||
| Q2 24 | $1.3B | $1.9B | ||
| Q1 24 | $1.2B | $2.4B |
| Q4 25 | $2.8B | $300.8M | ||
| Q3 25 | $46.1M | $189.8M | ||
| Q2 25 | $40.3M | $-116.4M | ||
| Q1 25 | $2.6M | $-150.8M | ||
| Q4 24 | $61.7M | $167.8M | ||
| Q3 24 | $-12.4M | $52.2M | ||
| Q2 24 | $5.0M | $-258.9M | ||
| Q1 24 | $-31.5M | $-418.3M |
| Q4 25 | 35.1% | 56.6% | ||
| Q3 25 | 40.0% | 52.2% | ||
| Q2 25 | 36.7% | 53.9% | ||
| Q1 25 | 37.2% | 52.7% | ||
| Q4 24 | 39.5% | 56.3% | ||
| Q3 24 | 36.0% | 52.2% | ||
| Q2 24 | 38.0% | 52.0% | ||
| Q1 24 | 37.6% | 48.4% |
| Q4 25 | -12.4% | 10.1% | ||
| Q3 25 | 1.5% | 11.2% | ||
| Q2 25 | 0.2% | -4.9% | ||
| Q1 25 | -2.1% | 2.2% | ||
| Q4 24 | 1.9% | 8.0% | ||
| Q3 24 | -4.1% | 9.9% | ||
| Q2 24 | -2.1% | -12.6% | ||
| Q1 24 | -5.2% | -15.0% |
| Q4 25 | 183.9% | 10.5% | ||
| Q3 25 | 3.0% | 6.8% | ||
| Q2 25 | 2.7% | -6.6% | ||
| Q1 25 | 0.2% | -7.5% | ||
| Q4 24 | 4.3% | 5.9% | ||
| Q3 24 | -0.9% | 1.9% | ||
| Q2 24 | 0.4% | -13.6% | ||
| Q1 24 | -2.6% | -17.6% |
| Q4 25 | $6.59 | $0.76 | ||
| Q3 25 | $0.11 | $0.48 | ||
| Q2 25 | $0.10 | $-0.30 | ||
| Q1 25 | $0.01 | $-0.37 | ||
| Q4 24 | $0.16 | $0.43 | ||
| Q3 24 | $-0.03 | $0.13 | ||
| Q2 24 | $0.01 | $-0.67 | ||
| Q1 24 | $-0.08 | $-1.07 |
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 | $1.5B |
| Total DebtLower is stronger | $1.1B | $3.6B |
| Stockholders' EquityBook value | $3.3B | $1.8B |
| Total Assets | $9.0B | $10.4B |
| Debt / EquityLower = less leverage | 0.32× | 1.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $1.5B | ||
| Q3 25 | $2.0B | $419.1M | ||
| Q2 25 | $1.8B | $642.4M | ||
| Q1 25 | $2.2B | $429.4M | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $1.9B | $492.2M | ||
| Q2 24 | $1.8B | $637.4M | ||
| Q1 24 | $1.7B | $674.6M |
| Q4 25 | $1.1B | $3.6B | ||
| Q3 25 | $1.1B | $3.5B | ||
| Q2 25 | $573.2M | $3.6B | ||
| Q1 25 | $979.9M | $3.4B | ||
| Q4 24 | $995.0M | $3.9B | ||
| Q3 24 | $1.0B | $4.0B | ||
| Q2 24 | $1.0B | $3.9B | ||
| Q1 24 | $971.5M | $4.7B |
| Q4 25 | $3.3B | $1.8B | ||
| Q3 25 | $573.0M | $1.5B | ||
| Q2 25 | $732.7M | $1.3B | ||
| Q1 25 | $838.1M | $1.5B | ||
| Q4 24 | $767.0M | $1.7B | ||
| Q3 24 | $655.8M | $1.4B | ||
| Q2 24 | $577.6M | $1.4B | ||
| Q1 24 | $491.3M | $1.7B |
| Q4 25 | $9.0B | $10.4B | ||
| Q3 25 | $5.9B | $10.6B | ||
| Q2 25 | $5.4B | $10.2B | ||
| Q1 25 | $5.7B | $9.4B | ||
| Q4 24 | $5.4B | $10.6B | ||
| Q3 24 | $5.3B | $12.2B | ||
| Q2 24 | $5.0B | $11.5B | ||
| Q1 24 | $4.8B | $11.6B |
| Q4 25 | 0.32× | 1.99× | ||
| Q3 25 | 1.85× | 2.40× | ||
| Q2 25 | 0.78× | 2.76× | ||
| Q1 25 | 1.17× | 2.30× | ||
| Q4 24 | 1.30× | 2.31× | ||
| Q3 24 | 1.53× | 2.86× | ||
| Q2 24 | 1.74× | 2.84× | ||
| Q1 24 | 1.98× | 2.84× |
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 | $1.0B |
| Free Cash FlowOCF − Capex | — | $977.9M |
| FCF MarginFCF / Revenue | — | 34.0% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | 0.09× | 3.36× |
| TTM Free Cash FlowTrailing 4 quarters | — | $357.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $246.2M | $1.0B | ||
| Q3 25 | $291.3M | $-227.0M | ||
| Q2 25 | $343.7M | $-145.5M | ||
| Q1 25 | $287.2M | $-171.1M | ||
| Q4 24 | $153.4M | $918.1M | ||
| Q3 24 | $264.0M | $-301.6M | ||
| Q2 24 | $276.2M | $19.8M | ||
| Q1 24 | $156.2M | — |
| Q4 25 | — | $977.9M | ||
| Q3 25 | — | $-253.5M | ||
| Q2 25 | — | $-173.7M | ||
| Q1 25 | — | $-193.0M | ||
| Q4 24 | — | $899.7M | ||
| Q3 24 | — | $-322.4M | ||
| Q2 24 | — | $-5.4M | ||
| Q1 24 | — | — |
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | -9.0% | ||
| Q2 25 | — | -9.9% | ||
| Q1 25 | — | -9.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | -11.7% | ||
| Q2 24 | — | -0.3% | ||
| Q1 24 | — | — |
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | — |
| Q4 25 | 0.09× | 3.36× | ||
| Q3 25 | 6.32× | -1.20× | ||
| Q2 25 | 8.53× | — | ||
| Q1 25 | 111.89× | — | ||
| Q4 24 | 2.48× | 5.47× | ||
| Q3 24 | — | -5.78× | ||
| 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.
VFC
| Outdoor | $1.9B | 67% |
| Sales Channel Through Intermediary | $813.4M | 28% |
| Other | $136.3M | 5% |
