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

Lemonade (LMND) recorded quarterly Change in Receivables of $52.7 million in Q1 2026, up 251.33% quarter-over-quarter from $15.0 million in Q4 2025, and up 149.76% on a YoY basis from $21.1 million in Q1 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 was $52.7 million for Q1 2026 at Lemonade, up from $15.0 million in the prior quarter.
  • In the past five years, Change in Receivables ranged from a high of $53.8 million in Q3 2025 to a low of -$6.0 million in Q4 2022.
  • Historically, Change in Receivables has averaged $21.2 million across 5 years, with a median of $18.3 million in 2024.
  • The sharpest annual moves came in 2022 and 2024: Change in Receivables slumped 2100.0% in 2022, then surged 633.33% in 2024.
  • A 5-year view of Change in Receivables shows it 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.
  • The last three Change in Receivables figures came in at $52.7 million (Q1 2026), $15.0 million (Q4 2025), and $53.8 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Receivables (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn 1.08 Bn
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn 2.25 Bn
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn 434.00 Mn
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn 190.00 Mn
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn 48.65 Mn
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn -
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn -
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn -1.00 Mn
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn -
10 Lemonade 3.93 Bn 3.52 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