OpenNashEarnings

Internet & Mobility · Nasdaq: DASH

DoorDash earnings: results, call transcripts & KPI history

2 quarters · fiscal year ends December · next results expected around 17 Feb 2027

Investor relations ↗SEC filings ↗KPIs as CSV

Latest: Q3 2026

DoorDash reported Q3 2026 revenue up 34% Y/Y to $4.6 billion, GAAP net income attributable to common stockholders up 91% Y/Y to $466 million, and Adjusted EBITDA up 41% Y/Y to $1,060 million.

DoorDash had a record third quarter. Total Orders rose 28% to 993 million and Marketplace GOV rose 36% to $33.9 billion. Revenue grew 34% to $4.6 billion, and GAAP net income more than doubled to $466 million from $244 million a year earlier. Part of the growth came from the Deliveroo acquisition: excluding it, revenue grew 23%. Management also announced a deal to acquire Instacart for $65.00 per share, an equity value of about $17 billion.

Read the Q3 2026 summary →

Quarters

KPI history

Revenue$4.6B+34.0% y/yQ3 2026
Q4 2024: $2.9B (worked out from the annual figure)Q4 ’24$2.9BQ1 2025: $3.0BQ1 ’25$3.0BQ2 2025: $3.3BQ2 ’25$3.3BQ3 2025: $3.4BQ3 ’25$3.4BQ4 2025: $4.0B (worked out from the annual figure)Q4 ’25$4.0BQ1 2026: $4.0BQ1 ’26$4.0BQ2 2026: $4.5BQ2 ’26$4.5BQ3 2026: $4.6BQ3 ’26$4.6B

Fourth quarter worked out from the annual figure.

Data
Q4 2024$2.9B *
Q1 2025$3.0B
Q2 2025$3.3B
Q3 2025$3.4B
Q4 2025$4.0B *
Q1 2026$4.0B
Q2 2026$4.5B
Q3 2026$4.6B
Diluted EPS (GAAP)$1.06+92.7% y/yQ3 2026
Q1 2025: $0.44Q1 ’25$0.44Q2 2025: $0.65Q2 ’25$0.65Q3 2025: $0.55Q3 ’25$0.55Q1 2026: $0.42Q1 ’26$0.42Q2 2026: $0.46Q2 ’26$0.46Q3 2026: $1.06Q3 ’26$1.06
Data
Q1 2025$0.44
Q2 2025$0.65
Q3 2025$0.55
Q1 2026$0.42
Q2 2026$0.46
Q3 2026$1.06

Fourth-quarter EPS appears once the press release is read; filings report it only for the full year.

Operating margin9.6%+2.1 pts y/yQ3 2026
Q4 2024: 4.1%Q4 ’244.1%Q1 2025: 5.1%Q1 ’255.1%Q2 2025: 5.0%Q2 ’255.0%Q3 2025: 7.5%Q3 ’257.5%Q4 2025: 3.7%Q4 ’253.7%Q1 2026: 3.7%Q1 ’263.7%Q2 2026: 3.5%Q2 ’263.5%Q3 2026: 9.6%Q3 ’269.6%
Data
Q4 20244.1%
Q1 20255.1%
Q2 20255.0%
Q3 20257.5%
Q4 20253.7%
Q1 20263.7%
Q2 20263.5%
Q3 20269.6%
Free cash flow$904.0M+11.9% y/yQ3 2026
Q4 2024: $486.0MQ4 ’24$486.0MQ1 2025: $561.0MQ1 ’25$561.0MQ2 2025: $438.0MQ2 ’25$438.0MQ3 2025: $808.0MQ3 ’25$808.0MQ4 2025: $367.0MQ4 ’25$367.0MQ1 2026: $537.0MQ1 ’26$537.0MQ2 2026: $883.0MQ2 ’26$883.0MQ3 2026: $904.0MQ3 ’26$904.0M
Data
Q4 2024$486.0M
Q1 2025$561.0M
Q2 2025$438.0M
Q3 2025$808.0M
Q4 2025$367.0M
Q1 2026$537.0M
Q2 2026$883.0M
Q3 2026$904.0M

Operating cash flow minus capital expenditure, from cash flow statements.

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Revenue$2.9Bd$3.0B$3.3B$3.4B$4.0Bd$4.0B$4.5B$4.6B
Operating income$117.0Md$155.0M$163.0M$258.0M$147.0Md$151.0M$156.0M$442.0M
Operating margin4.1%5.1%5.0%7.5%3.7%3.7%3.5%9.6%
Net income$141.0Md$193.0M$285.0M$244.0M$213.0Md$184.0M$200.0M$466.0M
Diluted EPS—$0.44$0.65$0.55—$0.42$0.46$1.06
Operating cash flow$518.0Md$635.0M$504.0Md$871.0Md$421.0Md$594.0M$944.0Md$994.0Md
Capital expenditure$32.0Md$74.0M$66.0Md$63.0Md$54.0Md$57.0M$61.0Md$90.0Md
Free cash flow$486.0M$561.0M$438.0M$808.0M$367.0M$537.0M$883.0M$904.0M
R&D expense$297.0Md$306.0M$351.0M$355.0M$419.0Md$398.0M$535.0M$499.0M

From XBRL data in 10-Q and 10-K filings. d derived: a fourth quarter is the full year minus the first nine months, and cash flows are year-to-date figures differenced.

10-Q and 10-K filings