Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Lemonade, Inc. (LMND) is 9/10.
Lemonade extended its growth acceleration streak to 10 consecutive quarters with IFP reaching $1.33 billion (+32% YoY), while the QS reinsurance transition propelled revenue up 71% to $258 million and gross profit up 159% to $100 million. The adjusted EBITDA loss narrowed 64% to $17 million with adjusted free cash flow positive at $17 million, maintaining the path toward Q4 2026 EBITDA breakeven. Pet insurance crossed the $500 million IFP milestone as the largest product line, while car grew roughly 60% and already comprises about one-third of new sales. Management raised FY2026 guidance to 33% IFP growth and roughly 63% revenue growth, though stock-based comp guidance increased $20 million to $95 million due to multiyear founder equity grants.
Scored from Lemonade, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $149M | +28.8% | $-0.42 | +31.1% | -25.4% | -20.2% |
| FY2025 Q1 | $151M | +27.0% | $-0.86 | -28.4% | -40.6% | -41.3% |
| FY2025 Q2 | $164M | +34.5% | $-0.60 | +25.9% | -26.0% | -26.8% |
| FY2025 Q3 | $195M | +42.4% | $-0.51 | +46.3% | -18.7% | -19.3% |
| FY2025 Q4 | $228M | +53.3% | $-0.33 | +21.4% | -9.0% | -9.5% |
| FY2026 Q1 | $234M | +55.0% | $-0.47 | +45.3% | -14.8% | -15.3% |
| FY2026 Q2 | $294M | +79.4% | $-0.56 | +6.7% | -14.2% | -14.7% |