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