DoorDash reported third-quarter 2026 financial results with marketplace GOV of $33.9 billion and GAAP net income of $466 million. Additionally, the company announced a definitive agreement to acquire Instacart for $65.00 per share, representing an equity value of approximately $17 billion. DoorDash also issued financial guidance for the fourth quarter of 2026.
Total orders increased 28% year-over-year to 993 million in Q3 2026.
GAAP net income attributable to common stockholders reached $466 million in Q3 2026.
DoorDash agreed to acquire Instacart for $65.00 per share in a transaction valued at approximately $17 billion.
Q4 2026 marketplace GOV is projected to be between $35.4 billion and $36.4 billion.
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.
From DoorDash's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$13.72B
+27.9%
$2.13
+634.5%
6.8%
FY2024
$10.72B
+24.2%
$0.29
—
1.1%
FY2023
$8.63B
+31.2%
$-1.42
—
-6.5%
FY2022
$6.58B
+34.7%
$-3.68
—
-20.7%
FY2021
$4.89B
+69.4%
$-1.39
—
-9.6%
Frequently asked questions
When is DoorDash's next earnings date?
DoorDash has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did DoorDash earn last quarter?
For the quarter ended Sep 2026, DoorDash reported diluted EPS of $1.06 (+92.7% year over year) on revenue of $4.62B (+34.0%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.