Stock Market Live June 23, 2026: S&P 500 (SPY) Futures Under Significant Pressure
Q1 25 EPS
$0.44
BEAT +14.55%
Est. $0.38
Q1 25 Revenue
$3.03B
MISS 2.02%
Est. $3.09B
vs S&P Since Q1 25
-40.7%
TRAILING MARKET
DASH -9.1% vs S&P +31.5%
Market Reaction
Did DASH Beat Earnings? Q1 2025 Results
DoorDash delivered a landmark first quarter in 2025, posting its first-ever GAAP quarterly profit and an earnings beat that redefined expectations, with EPS of $0.44 against a consensus estimate of negative $0.04, a 1,200% positive surprise, while re… Read more DoorDash delivered a landmark first quarter in 2025, posting its first-ever GAAP quarterly profit and an earnings beat that redefined expectations, with EPS of $0.44 against a consensus estimate of negative $0.04, a 1,200% positive surprise, while revenue climbed 20.6% year-over-year to $3.03 billion. The historic profitability milestone, a net income of $193 million compared to a loss of $23 million in Q1 2024, was powered by record Marketplace gross order value of $23.08 billion, 732 million total orders, and an all-time high adjusted EBITDA of $590 million, up 59% year-over-year. The quarter was equally defined by strategic ambition, as DoorDash announced a roughly £2.9 billion offer to acquire Deliveroo, expanding into nine new international markets, alongside a $1.20 billion deal for hospitality software firm SevenRooms. Looking ahead, the company guided Q2 2025 Marketplace GOV of $23.30 billion to $23.70 billion and adjusted EBITDA of $600 million to $650 million, with net revenue margin expected to improve both year-over-year and sequentially.
Key Takeaways
- • Total Orders increased 18% Y/Y to 732 million driven by growth in consumers and average consumer engagement
- • Marketplace GOV increased 20% Y/Y to $23.1 billion
- • Average order frequency reached all-time high with increasing multi-category engagement among MAUs
- • GAAP gross profit increased 31% Y/Y driven by reductions in order management and insurance costs as percentage of GOV
- • Adjusted EBITDA reached all-time high of $590 million, up 59% Y/Y
- • DashPass and Wolt+ membership growth accelerated vs. Q4 2024 exit rates
DASH YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
DASH Revenue by Segment
With YoY comparisons, source: SEC Filings
DASH Earnings Trends
DASH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DASH EPS Trend
Earnings per share: estimate vs actual
DASH Revenue Trend
Quarterly revenue: estimate vs actual
DASH Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.36 | $0.42 | +15.19% | $4.04B | -2.77% |
| Q4 25 MISS FY | $0.58 | $0.48 | -17.72% | $3.96B | -0.78% |
| FY Full Year | — | $2.13 | — | $13.72B | — |
| Q3 25 MISS | $0.68 | $0.55 | -18.72% | $3.45B | +2.67% |
| Q2 25 BEAT | $0.43 | $0.65 | +49.53% | $3.28B | +3.83% |
| Q1 25 BEAT | $0.38 | $0.44 | +14.55% | $3.03B | -2.02% |