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| Date | Value |
|---|---|
| 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 |