The EPS beat is modest and revenue was in line, so the initial reaction may be muted. Watch for any guidance updates or commentary at the Oppenheimer conference on Aug 12 for further direction.
Price Chart
Executive Summary
Lemonade reported Q2 2026 EPS of -$0.56, beating consensus of -$0.60 by 7%, while revenue of $322.5M matched estimates. The EPS beat signals improving underwriting or cost control, but the lack of guidance or revenue upside tempers the bullish read.
Key Financial Metrics
Key Facts
- EPS -$0.56 vs consensus -$0.60 (7% beat)
- Revenue $322.5M in line with consensus
- CFO Tim Bixby to present at Oppenheimer conference on Aug 12, 2026
Financial Impact
EPS beat of $0.04 (7%) vs consensus; revenue in line at $322.5M
Risk Factors
- No guidance provided; forward outlook unclear
- Revenue growth trajectory not disclosed; insurance margin sustainability uncertain
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302846360 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | Press Release | $43.15 | awaiting T+20 | — | $45.08 (+4.47%) |
Oct 15, 2026 11d ago | 8-K/A | $44.20 | awaiting T+20 | — | $45.08 (+1.99%) |
Sep 8, 2026 6w ago | Insider Cluster | $49.22 $46.83 | ▼ −4.86% | ▼ −6.80% | $45.08 (−8.41%) |
Sep 3, 2026 7w ago | 144 | $55.08 $45.14 | ▼ −18.05% | ▼ −16.93% | $45.08 (−18.16%) |
Aug 7, 2026 11w ago | Press Release | $52.68 $50.55 | ▼ −4.04% | ▼ −3.13% | $45.08 (−14.43%) |
Jul 16, 2026 14w ago | Press Release | $67.18 $52.64 | ▼ −21.64% | ▼ −26.09% | $45.08 (−32.90%) |
Jul 9, 2026 15w ago | Insider Cluster | $70.33 $51.86 | ▲ +26.26% | ▲ +28.50% | $45.08 (+35.90%) |
Jun 12, 2026 19w ago | Institutional Cluster | $57.49 $70.51 | ▲ +22.65% | ▲ +20.87% | $45.08 (−21.59%) |
Jun 9, 2026 19w ago | Press Release | $53.58 $77.59 | ▲ +44.81% | ▲ +43.37% | $45.08 (−15.86%) |
Jun 5, 2026 20w ago | Insider Cluster | $52.97 $78.70 | ▲ +48.57% | ▲ +46.94% | $45.08 (−14.90%) |
US Market Status
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