Short answer
Lemonade, Inc. (LMND) filed its Q2 2026 10-Q quarterly report on Aug 4, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $294M (up 79.4% year over year) with net income of −$43M.
Q2 2026 key financials · XBRL
- Revenue
- $294M
- +79.4% YoY · +14.1% QoQ
- Net income
- −$43M
- +1.1% YoY · −21.2% QoQ
- EPS (diluted)
- −$0.56
- +5.1% YoY · −19.1% QoQ
Source: XBRL data from the Lemonade, Inc. (LMND) Q2 2026 10-Q on SEC EDGAR. USD.
Lemonade, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $294.4M, up $130.3M from $164.1M YoY
- Gross profit margin 38% vs 39% YoY; adjusted margin 39% vs 40%
- Net loss $43.4M vs $43.9M; adjusted EBITDA loss $18.7M vs $40.9M
- Customers 3.31M vs 2.69M; in-force premium $1,434.3M vs $1,083.4M
- New Hannover Re financing up to $250M; tariff-driven claims-cost inflation and rate-adjustment delays as headwinds
Risk Factors
- No material risk-factor changes from the most recent 10-K
- Reinsurance dependence, with new quota-share contracts effective July 1, 2026
- New-business financing exposure, under agreement with Hannover Re dated June 22, 2026
- Insider trading compliance, with 22,500 shares subject to a Rule 10b5-1 plan expiring August 31, 2027
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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