Neutron Holdings, Inc. (LIME): Results of Operations and Financial Condition
Neutron Holdings, Inc. (LIME) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ef20079411_ex99-1.htm EX-99.1 Exhibit 99.1 Lime Announces Second Quarter 2026 Financial Results Record Second Quarter Revenue of $304 Million, Up 24% YoY Average Operational Fleet Grew 22% YoY to 407,707 Provides Strong Third Quarter and Full Year 2026 Guidance SAN FRAN
How this was made
The 30-second read
Why it matters
Traders can reprice expectations based on the quantified guidance ranges for Q3 and full-year 2026, and assess whether the reported margin and fleet growth support durable profitability.
Market read
A same-day earnings and guidance disclosure with explicit revenue, adjusted EBITDA, and capex ranges typically drives near-term positioning and options implied moves.
What to watch
The release does not provide GAAP net income outlook or a reconciliation for forward periods, and reconciling items (stock-based comp, acquisition expenses, FX) could materially change GAAP results versus the non-GAAP guidance.
Background
SEC Form 8-K Item 2.02 with Exhibit 99.1 covering Lime’s Q2 2026 results and forward guidance, plus balance-sheet updates tied to IPO proceeds and a post-quarter Canada operations acquisition.
Ticker impact
Lime reported Q2 2026 revenue of $304M (+24% YoY), adjusted EBITDA of $84M (28% margin), and issued Q3 and FY 2026 guidance ranges.
Likely positive bias if the market views the guidance ranges and unit economics as credible, with volatility around any GAAP vs non-GAAP reconciliation concerns.
This is a primary disclosure (SEC 8-K) with multiple quantified datapoints: record revenue, margin/EBITDA, fleet growth, and forward guidance for Q3 and full-year 2026.
Market effects
Shared micromobility names may see read-across from Lime’s reported unit economics, fleet growth, and profitability guidance.
Canada expansion via acquisition of Neuron Mobility’s Canadian operations could modestly affect local competitive dynamics in micromobility cities.
As a large global operator, Lime’s guidance can influence investor sentiment toward the broader e-bike/e-scooter growth and margin trajectory.
Counterpoint
GAAP net income is heavily influenced by one-time IPO-related items, so investors may discount headline profitability and focus on sustainability of adjusted EBITDA.
Key entities
- public_companyNeutron Holdings, Inc. (Lime)
Nasdaq-listed shared micromobility operator reporting Q2 2026 results and issuing Q3 and FY 2026 guidance.
- executiveWayne Ting
CEO quoted on record revenue, bottom-line performance, and execution drivers.
- executiveAnn Gugino
CFO quoted on unit economics and confidence in full-year outlook.
