异动解读 | Lyft盘前大涨5.18%,Q4指引强劲超预期

异动解读
Nov 06, 2025

网约车巨头Lyft(LYFT)今日盘前大涨5.18%,投资者对公司第四季度的乐观展望反应积极。尽管第三季度财报未能达到分析师预期,但公司的未来前景依然光明。

根据Lyft公布的财报,第三季度调整后每股收益为0.11美元,低于分析师预期的0.28美元。营收为16.9亿美元,同比增长10.7%,创历史新高,但略低于市场预期的17.1亿美元。然而,公司在多个关键指标上表现亮眼:总预订额达到创纪录的48亿美元,同比增长16%;活跃乘客数达到2870万,同比增长18%;乘车次数增长15%至2.488亿次。

投资者对Lyft股价做出积极反应,主要是因为公司提供了强劲的第四季度指引。Lyft预计第四季度总预订额将达到50.1亿美元至51.3亿美元,同比增长17%至20%,高于分析师平均预期的49.8亿美元。此外,公司还在扩大自动驾驶汽车计划,宣布与Waymo在纳什维尔建立合作伙伴关系,这些举措进一步增强了市场对Lyft长期增长潜力的信心。

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