Neutron (NASDAQ:LIME) Announces Earnings Results, Beats Estimates By $4.74 EPS

Neutron (NASDAQ:LIME) issued its quarterly earnings results on Tuesday. The company reported $4.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.01) by $4.74, Zacks reports.

Here are the key takeaways from Neutron’s conference call:

• Lime reported record Q2 revenue of $304.2 million, up 23.6% year over year, with average fleet and monthly active users each growing approximately 22%.
• Management projected full-year revenue of $1.04 billion–$1.10 billion and adjusted EBITDA of $265 million–$285 million, implying the company’s first year above $1 billion in revenue and continued EBITDA growth.
• LimePrime adoption exceeded expectations, reaching a double-digit percentage of the user base and increasing rider engagement; management believes subscriptions can improve retention, lifetime value, vehicle utilization, and long-term cash flow.
• Adjusted gross margin fell to 52.1% from 55.7% a year earlier, while adjusted EBITDA margin declined to 27.7% from 31%, primarily due to investments in LimePrime and newer mega-city markets.
• Following the IPO, Lime repaid its $115 million senior secured term loan and converted its notes, leaving the company with no long-term debt; however, Q2 net income was boosted by a one-time $289.1 million deferred-tax benefit and affected by IPO-related share-based compensation.

Neutron Stock Performance

NASDAQ:LIME traded up $2.65 on Tuesday, reaching $31.08. 721,461 shares of the stock traded hands, compared to its average volume of 320,542. Neutron has a 12 month low of $23.87 and a 12 month high of $32.87.

Insider Buying and Selling

In related news, Director Zhoujia Bao sold 73,397 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $25.00, for a total transaction of $1,834,925.00. Following the completion of the sale, the director owned 668,859 shares of the company’s stock, valued at $16,721,475. This trade represents a 9.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Wayne Hsing-Yuan Ting sold 99,115 shares of the business’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $25.00, for a total transaction of $2,477,875.00. Following the completion of the transaction, the chief executive officer owned 433,351 shares of the company’s stock, valued at approximately $10,833,775. The trade was a 18.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 3.80% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on LIME. William Blair started coverage on shares of Neutron in a research note on Monday, July 27th. They set an “outperform” rating for the company. Wall Street Zen raised Neutron to a “hold” rating in a research report on Sunday, July 12th. Citigroup initiated coverage on Neutron in a research note on Monday, July 27th. They issued a “market outperform” rating on the stock. Zacks Research raised Neutron to a “hold” rating in a research report on Tuesday, July 28th. Finally, Citizens Jmp began coverage on Neutron in a research note on Monday, July 27th. They set a “market outperform” rating and a $45.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $38.29.

About Neutron

Lime is the largest global shared micromobility business. We are on a mission to build a future where transportation is shared, affordable, and carbon-free. Lime provides convenient and reliable short-term rentals of e-scooters and e-bikes at an affordable price. As of December 31, 2025, we operated in approximately 230 cities(1) across 29 countries(2). In 2025, we delivered a seamless rider experience to approximately 19 million riders. Our market leadership and scale have made Lime a widely recognized brand — valued by riders for our availability and trusted by cities for our operating track record.