DoorDash Q2 revenue rises 36% to $4.5 billion; GAAP net income falls 30% to $200 million
DoorDash reported second-quarter 2026 results on August 5, 2026. Revenue rose 36% year over year to $4.5 billion, and Adjusted EBITDA rose 40% to $914 million, but GAAP net income attributable to common stockholders fell 30% to $200 million; the company said excluding Deliveroo, revenue rose 24%. The company also guided to third-quarter 2026 Adjusted EBITDA of $950 million to $1.1 billion.
Key points
- Revenue rose 36% year over year to $4.5 billion; Total Orders rose 27% to 970 million, or 17% excluding Deliveroo.
- GAAP net income attributable to common stockholders fell 30% year over year to $200 million, while Adjusted EBITDA rose 40% to $914 million.
- Q3 2026 outlook: Marketplace GOV of $33.0 billion to $34.0 billion and Adjusted EBITDA of $950 million to $1.1 billion.
- As of August 5, 2026, about $3.95 billion remained under the stock repurchase authorization, after 6.8 million shares were bought year to date for $1.05 billion.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits 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 August 05, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.