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AI brief of an SEC Form 8-K · Maplebear (CART)

Instacart Q3 profit rises 22% to $144 million; buyback raised to $2.5 billion

Positive Impact 4 of 5 earnings Written later

Maplebear (Instacart) reported third-quarter 2025 revenue of $939 million, up 10% year-over-year, and GAAP net income of $144 million, up 22%. Its board also raised the share repurchase authorization to $2.5 billion from $1 billion, and the company plans a $250 million accelerated share repurchase, which matters to shareholders as a large capital return and a sign of confidence in its cash generation.

Key points

  • Q3 2025 orders of 83.4 million, up 14% year-over-year; GTV of $9,170 million, up 10%
  • Total revenue $939 million, up 10%; GAAP gross profit $692 million, up 8%, but a lower share of GTV and revenue than in Q3 2024
  • GAAP net income $144 million, up 22%; adjusted EBITDA $278 million, up 22%
  • Q4 2025 outlook: GTV of $9,450 million to $9,600 million and adjusted EBITDA of $285 million to $295 million; $250 million accelerated share repurchase with Goldman Sachs expected to begin November 11, 2025

The filing

CompanyMaplebear (CART)
Form8-K, current report
Filed with the SECNov 10, 2025, 7:06 AM ET
Accession number0001579091-25-000095

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 10, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.