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Lemonade Inc. (LMND) earnings date & stock reaction

Lemonade Inc. · Financials

Lemonade Inc. — this quarter's report · Schedule · results · price reaction · call summary
  1. 1When
    Thu, November 5 around 8:00 AM ET, before the open

    6 after close · 6 before open

  2. 2What's expected
    Consensus EPS $-0.58Year-ago quarter $-0.51 → -13.7%
  3. 3Usual reaction
    Avg. next-day move ±19.6% · fell after a beat 5 of 10 times · up 6 of last 12Report history ›
  4. 4Last report (Wed, 7/29)
    EPS -$0.56Revenue $294MYoY vs $164M +79.4%QoQ vs $258M +14.1%

    Next-day move -23.72% · After 5 days -12.88%

    Price around earnings
    +10%-24%D-6D-4D-2EarningsD+2D+4D+6-16.2%
    Around this report
    Overlapped an FOMC holdThe Federal Reserve announced a rate decision on the day the stock reacted. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.
  5. 5The numbers
    Right after the report
  6. 6Next-day price
    After the next trading day's close
  7. 7What they said
    Call summaries are made for featured stocks only
  8. 8Did they deliver
    This company doesn't give quarterly guidance — consensus only
  9. 95 days later
    A week after the report
  10. 10Big holders
    Holdings data is collected for featured stocks only
Full earnings calendar

Lemonade Inc. (LMND) rose the day after earnings in 6 of its last 12 reports (50%), moving ±19.6% on average.

Past earnings reactions12 reports
Up next day
6/12
50%
Fell despite growth
6/12
Good earnings ignored
Price when beating
+4.1%
avg over 10 beats
Price when missing
—
never missed
Avg earnings move
±19.6%
typical swing on earnings
Biggest single move
+47.00%
'23.11 · largest reaction

What to watch

What actually moves this stock?

What really matters here

Interest margin, plus buybacks/dividends

In finance terms · Interest margin · provisions · capital return

What to watch next report

When results drop, check the metric above vs last quarter and whether guidance beats expectations.

Did the size of the beat matter?

Comparing EPS surprises in past reports that rose or fell.

Beat consensus 12 of 12 times. Beating is the default here
Median beat +9.2%. 6 of those beats still fell the next day.
Bigger beats didn't mean bigger gains
The median EPS surprise was at least as large in the reports that fell. This does not identify the cause of the price move.

How this stock reacts to earnings

Only what stands out for this stock, compared with 1,218 analyzed stocks

Moves a lot on earnings
Average earnings-day move ±19.6% · top 1% of 1,218 stocks
Swings far beyond its usual range
Earnings-day move averages 5.5× a normal day · top 2% of 1,218 stocks
Tends to slip before reporting
Average -2.2% over the 6 trading days before · last 12 reports
Tends to beat the market on earnings day
Earnings-day move net of the S&P 500 averages +3.9% · last 12 reports
vs Financials sector avg (202 peers)
This
+3.9%
Sector
+0.4%
Avg next-day reaction

Did the stock follow the beat or miss?

Comparing EPS against consensus with the price move on the reaction day

It did not always move with the result
Beat-and-fall or miss-and-rise occurred in 5 of 10 reports (50%)
5xBeat but fell
Times it fell despite a beat
0xMissed but rose
Times it rose despite a miss
Fell despite growth6/12

watches Interest margin · provisions · capital return

Next-day reaction
  • Quarter ended Jun 2026-23.72%
  • Quarter ended Mar 2026-14.85%
  • Quarter ended Dec 2025-6.18%
  • Quarter ended Sep 2025+34.21%
  • Quarter ended Jun 2025+29.54%
  • Quarter ended Mar 2025+1.03%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-07-29
Next-day move
-23.72%
After 5 days -12.88%

This report · Fastest revenue growth in 12 quarters (+79.4%) · Beat, yet the stock fell

EPS -$0.56

Revenue $294M

YoY vs $164M +79.4%QoQ vs $258M +14.1%

Beat by +0.5% but stock -23.72%
Price around earnings
+10%-24%D-6D-4D-2EarningsD+2D+4D+6-16.2%
Around this report
Overlapped an FOMC holdThe Federal Reserve announced a rate decision on the day the stock reacted. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.

Earnings trend · last 12 quarters

EPS$-0.56YoY +26%
'23.11'26.7
Revenue$0.3BYoY +79%
'23.11'26.7

Earnings history and price reaction

Lemonade Inc. across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-07-29+0.5%-23.72%-12.88%
3/20262026-04-29+13.8%-14.85%-13.08%
12/20252026-02-19+32.6%-6.18%-21.12%
9/20252025-11-05+27.6%+34.21%+34.91%
6/20252025-08-05+0.2%+29.54%+41.54%
3/20252025-05-06+9.2%+1.03%+6.57%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point. Latest report included: 2026-07-29 · How we calculate

Frequently asked questions

When is the next Lemonade Inc. earnings date?

The next Lemonade Inc. (LMND) earnings report is expected Thu, November 5 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Lemonade Inc.'s next earnings?

Analysts expect EPS of about $-0.58 for Lemonade Inc. (LMND). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Lemonade Inc. stock keep moving after the earnings day?

Over the last 12 reports, the stock kept moving in the reaction-day direction over the next four trading days 50% of the time. Continuation like this is called post-earnings announcement drift.