Lemonade (LMND) Change in Receivables (2019 - 2026)

Lemonade (LMND) posted quarterly Change in Receivables of $52.7 million for Q1 2026, up 149.76% year-over-year from $21.1 million in Q1 2025, and up 251.33% quarter-over-quarter from $15.0 million in Q4 2025.

Lemonade (LMND) Change in Receivables (2019 - 2026) Analysis & Trends

Lemonade's Change in Receivables history runs 8 years deep, the most recent figure standing at $52.7 million for Q1 2026.

  • In Q1 2026, Change in Receivables rose 149.76% year-over-year to $52.7 million; the TTM figure through Mar 2026 stood at $154.8 million (up 66.45% YoY), while the FY2025 annual figure was $123.2 million, up 36.59% from the prior year.
  • Change in Receivables for Q1 2026 stood at $52.7 million, up from $15.0 million in the prior quarter.
  • The five-year high for Change in Receivables was $53.8 million in Q3 2025, with the low at -$6.0 million in Q4 2022.
  • The 5-year median for Change in Receivables is $18.3 million (2024), against an average of $21.2 million.
  • The sharpest annual moves came in 2022 and 2024: Change in Receivables sank 2100.0% in 2022, then jumped 633.33% in 2024.
  • Lemonade's Change in Receivables stood at -$6.0 million in 2022, then jumped by 115.0% to $900000.0 in 2023, then surged by 633.33% to $6.6 million in 2024, then surged by 127.27% to $15.0 million in 2025, then jumped by 251.33% to $52.7 million in 2026.
  • Business Quant data shows LMND's Change in Receivables at $52.7 million in Q1 2026, $15.0 million in Q4 2025, and $53.8 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Receivables (Qtr)
1 Chubb 134.48 Bn 120.72 Bn 9.13 Bn 1.98 Bn
2 Progressive 123.71 Bn 118.71 Bn 9.04 Bn -508.00 Mn
3 Travelers Companies 79.14 Bn 55.39 Bn 4.83 Bn 961.00 Mn
4 Allstate 67.04 Bn 28.31 Bn 16.28 Bn 227.00 Mn
5 Fairfax Financial Holdings 35.29 Bn 35.29 Bn - -
6 Cincinnati Financial 26.69 Bn 24.80 Bn 2.39 Bn -
7 Loews 23.25 Bn 947.16 Mn 2.57 Bn 595.00 Mn
8 Markel 23.10 Bn 6.22 Bn 2.83 Bn -
9 Assurant 13.92 Bn 11.89 Bn 2.71 Bn -
10 Lemonade 4.07 Bn 3.68 Bn 140.40 Mn 47.60 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 47.60 Mn
Jun 30, 2026 47.60 Mn
Mar 31, 2026 52.70 Mn
Mar 31, 2026 52.70 Mn
Dec 31, 2025 15.00 Mn
Dec 31, 2025 15.00 Mn
Sep 30, 2025 53.80 Mn
Sep 30, 2025 53.80 Mn
Jun 30, 2025 33.30 Mn
Jun 30, 2025 33.30 Mn
Mar 31, 2025 21.10 Mn
Mar 31, 2025 21.10 Mn
Dec 31, 2024 6.60 Mn
Dec 31, 2024 6.60 Mn
Sep 30, 2024 40.60 Mn
Sep 30, 2024 40.60 Mn
Jun 30, 2024 24.70 Mn
Jun 30, 2024 24.70 Mn
Mar 31, 2024 18.30 Mn
Mar 31, 2024 18.30 Mn