DoorDash, Inc.'s results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-29. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $4,616 million (+34.0% vs a year earlier) |
| Diluted EPS (GAAP) | $1.06 |
| Full-year guidance | Next quarter only |
Guidance
DoorDash guides Q4 2026 Marketplace GOV of $35.4–36.4 billion and Adjusted EBITDA of $900 million–$1.1 billion; no full-year revenue or earnings outlook.
Why this label: Outlook table covers Q4 2026 GOV and adjusted EBITDA only; full-year items are SBC and D&A expense, not core.
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| Marketplace GOV | Q4 2026 | $35.4–36.4 billion |
| Adjusted EBITDA | Q4 2026 | $900 million–$1,100 million |
From the release
Revenue: "Revenue · $ · 3,446 · $ · 4,616"
Earnings per share: "Diluted · $ · 0.55 · $ · 1.06"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Agreed to acquire Instacart for $65.00 per share, about $17 billion equity value.
Source
DoorDash, Inc. earnings release (SEC filing), accession 0001792789-26-000062, filed 2026-10-29.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.