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% on a QoQ basis from $15.0 million in Q4 2025.

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

Lemonade (LMND) has reported Change in Receivables for 8 consecutive years, with $52.7 million the latest figure, recorded in 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 came in at $52.7 million for Q1 2026 at Lemonade, 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.
  • Average Change in Receivables over 5 years is $21.2 million, with a median of $18.3 million recorded in 2024.
  • Across the five-year window, Change in Receivables tumbled 2100.0% in 2022 and surged 633.33% in 2024, its largest moves.
  • Year by year, Change in Receivables stood at -$6.0 million in 2022, then surged by 115.0% to $900000.0 in 2023, then soared by 633.33% to $6.6 million in 2024, then soared by 127.27% to $15.0 million in 2025, then surged by 251.33% to $52.7 million in 2026.
  • According to Business Quant data, Change in Receivables over the past three periods registered $52.7 million, $15.0 million, and $53.8 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change Receivables (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn -
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn 2.25 Bn
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn 1.08 Bn
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn -
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn 434.00 Mn
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn 190.00 Mn
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - -
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn -1.00 Mn
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 48.31 Mn
10 Lemonade 5.29 Bn 4.89 Bn 146.50 Mn 52.70 Mn

Historic Data

Download Data
DateValue
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
Dec 31, 2023 900,000.00
Dec 31, 2023 900,000.00