Latest Earnings Results: Q2 '26
Estimated EPS
$0.47
Reported EPS
$0.46
Surprise
-1.74%
Estimated Rev
$4.34B
Reported Rev
$4.45B
Surprise
+2.64%
• Reported GAAP EPS of $0.46 down -31.34% YoY • Reported revenue of $4.45B up 35.63% YoY • DoorDash expects Q3 2026 Marketplace GOV between $33.0 billion and $34.0 billion, and Adjusted EBITDA between $950 million and $1,100 million, while assuming stable aggregate consumer demand and foreign currency rates.
Bullish Takeaway
DoorDash delivered strong growth in Total Orders and Marketplace GOV, achieved Adjusted EBITDA 40% above the prior year, and secured FAA certification to advance integrated drone delivery and autonomous logistics capabilities.
Bearish Takeaway
DoorDash reported a 30% year-over-year decline in GAAP net income, while management highlighted significant execution risks regarding the Deliveroo integration and heightened geopolitical and currency risks from international business expansion.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.74 | -- | -- | N/A |
Q2 '26 | $0.47 | $0.46 | -1.74% | MISSED |
Q1 '26 | $0.36 | $0.42 | 15.76% | BEAT |
Q4 '25 | $0.59 | $0.48 | -18.62% | MISSED |
Q3 '25 | $0.68 | $0.55 | -19.45% | MISSED |