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| 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 |