Uber Technologies vs. Lyft: Comparing Quarterly Revenue Trajectories

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John Ballard, The Motley Fool

Tue, May 26, 2026 astatine 12:08 PM CDT 4 min read

These ride-sharing leaders are making moves amid monolithic changes successful proscription driven by artificial quality (AI) and self-driving technology. Uber Technologies (NYSE:UBER) and Lyft (NASDAQ:LYFT) are posting beardown maturation for their services, but the head-to-head examination of caller maturation and gross size whitethorn springiness investors a large hint arsenic to which institution is champion positioned to win.

Uber Technologies: Recent Revenue Trends

Uber Technologies operates a planetary exertion web that connects consumers with autarkic providers for ridesharing, edifice repast delivery, and freight proscription services.

The institution announced a 21% year-over-year summation successful gross for the archetypal quarter, on with caller initiatives successful robotaxis and enlargement into edifice bookings. Uber has scaled its ridesharing level into a profitable business, with operating nett reaching $1.9 cardinal successful the quarter.

Lyft: Steady Growth

Lyft operates a multimodal proscription web that offers riders personalized, on-demand entree to ridesharing, flexible car rentals, and shared bikes crossed the United States and Canada.

The institution posted a 14% year-over-year summation successful gross successful the archetypal quarter. It precocious announced an acquisition of Gett U.K., helping Lyft grow its operations into higher-value segments of the London market. It’s not arsenic profitable arsenic Uber, reporting an operating nonaccomplishment of $5.3 cardinal past quarter.

Why Revenue Matters for Retail Investors

Revenue is the astir cardinal measurement of a company’s performance. Changes implicit time, peculiarly erstwhile comparing 2 companies successful the aforesaid industry, tin supply invaluable insights astir a company’s competitory presumption and quality to scope caller customers.

Image source: The Motley Fool.

Quarterly Revenue for Uber Technologies and Lyft

Quarter (Period End)

Uber Technologies Revenue

Lyft Revenue

Q2 2024 (June 2024)	$10.7 billion	$1.4 billion
Q3 2024 (Sept. 2024)	$11.2 billion	$1.5 billion
Q4 2024 (Dec. 2024)	$12.0 billion	$1.6 billion
Q1 2025 (March 2025)	$11.5 billion	$1.5 billion
Q2 2025 (June 2025)	$12.7 billion	$1.6 billion
Q3 2025 (Sept. 2025)	$13.5 billion	$1.7 billion
Q4 2025 (Dec. 2025)	$14.4 billion	$1.6 billion
Q1 2026 (March 2026)	$13.2 billion	$1.7 billion

Data source: Company filings. Data arsenic of May 19, 2026.

Foolish Take

There is simply a wide opposition betwixt Uber and Lyft. While Uber experiences greater quarterly gross volatility, it is increasing faster disconnected a larger gross base.

Uber benefits from greater standard and planetary reach, allowing it to make implicit $53 cardinal successful yearly revenue, compared to Lyft’s $6.5 billion.

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