Q2 FY2026 EarningsQ2 FY26 beat consensus on top-line and adjusted profitability, with revenue of $304.2M (+24% YoY) vs. $282.5M expected and Adjusted Gross Margin at 52.1% vs. the 41.7% consensus. A massive $289.1M discrete tax benefit from a valuation allowance release drove a GAAP Net Income of $295.4M, far exceeding the $96.5M expected, while Diluted GAAP EPS of $4.73 significantly beat the $(0.02) consensus. Despite strong ridership growth and the successful July IPO, Free Cash Flow remains under pressure due to heavy fleet investments and seasonality.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Neutron(LIME) the Revenue is 304.22 M (--%), Beat estimate;the EBIT is 12.81 M (--%), Miss estimate;the EPS is 4.73 (--%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.30B--
0.28B--
+0.02B--%
EBITMiss expectations
0.01B--
0.03B--
-0.02B--%
EPSExceed expectations
4.73--
-0.025--
+4.7550--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf