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Lyft, Inc.（LYFT）与优步（UBER）财务数据对比。点击上方公司名可切换其他公司
优步的季度营收约是Lyft, Inc.的9.6倍（$14.4B vs $1.5B），Lyft, Inc.净利率更高（183.9% vs 2.1%，领先181.9%），优步同比增速更快（20.1% vs 3.6%），过去两年优步的营收复合增速更高（19.1% vs 11.3%）
Lyft是美国仅次于优步的第二大网约车企业，在美国、加拿大提供网约车、电动滑板车及共享单车服务，还通过Free Now应用覆盖欧洲市场，目前拥有2500万活跃乘客，日均完成900万次出行订单。
优步是总部位于美国加利福尼亚州旧金山的跨国出行科技企业，核心业务涵盖网约车、快递、食品配送及货运服务，业务覆盖全球约70个国家和15000座城市，是全球规模最大的共享出行平台，月活用户超1.8亿，活跃司机及配送员超600万。
LYFT vs UBER — 直观对比
营收规模更大
UBER
是对方的9.6倍
$1.5B
营收增速更快
UBER
高出16.6%
3.6%
净利率更高
LYFT
高出181.9%
2.1%
两年增速更快
UBER
近两年复合增速
11.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $14.4B |
| 净利润 | $2.8B | $296.0M |
| 毛利率 | 35.1% | — |
| 营业利润率 | -12.4% | 12.3% |
| 净利率 | 183.9% | 2.1% |
| 营收同比 | 3.6% | 20.1% |
| 净利润同比 | 4363.0% | -95.7% |
| 每股收益（稀释后） | $6.59 | $0.16 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LYFTUBER
| Q4 25 | $1.5B | $14.4B | ||
| Q3 25 | $1.5B | $13.5B | ||
| Q2 25 | $1.5B | $12.7B | ||
| Q1 25 | $1.4B | $11.5B | ||
| Q4 24 | $1.4B | $12.0B | ||
| Q3 24 | $1.4B | $11.2B | ||
| Q2 24 | $1.3B | $10.7B | ||
| Q1 24 | $1.2B | $10.1B |
净利润LYFTUBER
| Q4 25 | $2.8B | $296.0M | ||
| Q3 25 | $46.1M | $6.6B | ||
| Q2 25 | $40.3M | $1.4B | ||
| Q1 25 | $2.6M | $1.8B | ||
| Q4 24 | $61.7M | $6.9B | ||
| Q3 24 | $-12.4M | $2.6B | ||
| Q2 24 | $5.0M | $1.0B | ||
| Q1 24 | $-31.5M | $-654.0M |
毛利率LYFTUBER
| 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% | — |
营业利润率LYFTUBER
| Q4 25 | -12.4% | 12.3% | ||
| Q3 25 | 1.5% | 8.3% | ||
| Q2 25 | 0.2% | 11.5% | ||
| Q1 25 | -2.1% | 10.6% | ||
| Q4 24 | 1.9% | 6.4% | ||
| Q3 24 | -4.1% | 9.5% | ||
| Q2 24 | -2.1% | 7.4% | ||
| Q1 24 | -5.2% | 1.7% |
净利率LYFTUBER
| Q4 25 | 183.9% | 2.1% | ||
| Q3 25 | 3.0% | 49.2% | ||
| Q2 25 | 2.7% | 10.7% | ||
| Q1 25 | 0.2% | 15.4% | ||
| Q4 24 | 4.3% | 57.6% | ||
| Q3 24 | -0.9% | 23.3% | ||
| Q2 24 | 0.4% | 9.5% | ||
| Q1 24 | -2.6% | -6.5% |
每股收益（稀释后）LYFTUBER
| Q4 25 | $6.59 | $0.16 | ||
| Q3 25 | $0.11 | $3.11 | ||
| Q2 25 | $0.10 | $0.63 | ||
| Q1 25 | $0.01 | $0.83 | ||
| Q4 24 | $0.16 | $3.21 | ||
| Q3 24 | $-0.03 | $1.20 | ||
| Q2 24 | $0.01 | $0.47 | ||
| Q1 24 | $-0.08 | $-0.32 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.8B | $7.6B |
| 总债务越低越好 | $1.1B | $10.6B |
| 股东权益账面价值 | $3.3B | $27.0B |
| 总资产 | $9.0B | $61.8B |
| 负债/权益比越低杠杆越低 | 0.32× | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资LYFTUBER
| Q4 25 | $1.8B | $7.6B | ||
| Q3 25 | $2.0B | $9.1B | ||
| Q2 25 | $1.8B | $7.4B | ||
| Q1 25 | $2.2B | $6.0B | ||
| Q4 24 | $2.0B | $7.0B | ||
| Q3 24 | $1.9B | $9.1B | ||
| Q2 24 | $1.8B | $6.3B | ||
| Q1 24 | $1.7B | $5.8B |
总债务LYFTUBER
| Q4 25 | $1.1B | $10.6B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $573.2M | — | ||
| Q1 25 | $979.9M | — | ||
| Q4 24 | $995.0M | $9.6B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $971.5M | — |
股东权益LYFTUBER
| Q4 25 | $3.3B | $27.0B | ||
| Q3 25 | $573.0M | $28.1B | ||
| Q2 25 | $732.7M | $22.6B | ||
| Q1 25 | $838.1M | $22.0B | ||
| Q4 24 | $767.0M | $21.6B | ||
| Q3 24 | $655.8M | $14.8B | ||
| Q2 24 | $577.6M | $12.3B | ||
| Q1 24 | $491.3M | $11.1B |
总资产LYFTUBER
| Q4 25 | $9.0B | $61.8B | ||
| Q3 25 | $5.9B | $63.3B | ||
| Q2 25 | $5.4B | $56.0B | ||
| Q1 25 | $5.7B | $52.8B | ||
| Q4 24 | $5.4B | $51.2B | ||
| Q3 24 | $5.3B | $47.1B | ||
| Q2 24 | $5.0B | $41.5B | ||
| Q1 24 | $4.8B | $39.6B |
负债/权益比LYFTUBER
| Q4 25 | 0.32× | 0.39× | ||
| Q3 25 | 1.85× | — | ||
| Q2 25 | 0.78× | — | ||
| Q1 25 | 1.17× | — | ||
| Q4 24 | 1.30× | 0.44× | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.74× | — | ||
| Q1 24 | 1.98× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $246.2M | $2.9B |
| 自由现金流经营现金流 - 资本支出 | — | $2.8B |
| 自由现金流率自由现金流/营收 | — | 19.5% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 0.09× | 9.74× |
| 过去12个月自由现金流最近4个季度 | — | $9.8B |
8季度趋势，按日历期对齐
经营现金流LYFTUBER
| Q4 25 | $246.2M | $2.9B | ||
| Q3 25 | $291.3M | $2.3B | ||
| Q2 25 | $343.7M | $2.6B | ||
| Q1 25 | $287.2M | $2.3B | ||
| Q4 24 | $153.4M | $1.8B | ||
| Q3 24 | $264.0M | $2.2B | ||
| Q2 24 | $276.2M | $1.8B | ||
| Q1 24 | $156.2M | $1.4B |
自由现金流LYFTUBER
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.4B |
自由现金流率LYFTUBER
| Q4 25 | — | 19.5% | ||
| Q3 25 | — | 16.6% | ||
| Q2 25 | — | 19.6% | ||
| Q1 25 | — | 19.5% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 18.9% | ||
| Q2 24 | — | 16.1% | ||
| Q1 24 | — | 13.4% |
资本支出强度LYFTUBER
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 0.6% |
现金转化率LYFTUBER
| Q4 25 | 0.09× | 9.74× | ||
| Q3 25 | 6.32× | 0.35× | ||
| Q2 25 | 8.53× | 1.89× | ||
| Q1 25 | 111.89× | 1.31× | ||
| Q4 24 | 2.48× | 0.25× | ||
| Q3 24 | — | 0.82× | ||
| Q2 24 | 55.09× | 1.79× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LYFT
暂无分部数据
UBER
| Mobility | $8.2B | 57% |
| Delivery | $4.9B | 34% |
| Freight | $1.3B | 9% |
