Q1 26 EPS
$0.42
BEAT +15.19%
Est. $0.36
Q1 26 Revenue
$4.04B
MISS 2.77%
Est. $4.15B
vs S&P Since Q1 26
+23.1%
BEATING MARKET
DASH +29.4% vs S&P +6.3%
Market Reaction
Did DASH Beat Earnings? Q1 2026 Results
DoorDash delivered a strong first quarter of 2026, posting earnings of $0.42 per share on revenue of $4.04 billion, with top-line growth of 33% year-over-year powered in large part by the Deliveroo acquisition, which alone contributed $362.00 million… Read more DoorDash delivered a strong first quarter of 2026, posting earnings of $0.42 per share on revenue of $4.04 billion, with top-line growth of 33% year-over-year powered in large part by the Deliveroo acquisition, which alone contributed $362.00 million in revenue as integration across the U.K., France, and Italy progressed ahead of schedule. Marketplace Gross Order Value climbed 37% to $31.60 billion, while Total Orders reached 933 million, up 27% year-over-year, reflecting broad demand across both restaurant delivery and a grocery and retail segment that attracted more new consumers than any prior quarter. GAAP net income attributable to common stockholders edged down 5% to $184.00 million as operating expenses rose across all major cost lines, though Adjusted EBITDA grew 28% to $754.00 million. The company's recent expansion of SNAP/EBT acceptance at Kroger-family stores underscores its push deeper into grocery access. Looking ahead, DoorDash guided Q2 2026 Marketplace GOV of $32.40 billion to $33.40 billion and Adjusted EBITDA of $770.00 million to $870.00 million, while flagging over $50.00 million in Dasher gas relief costs as a near-term headwind.
Key Takeaways
- • Record membership signups and new high for monthly active users drove consumer engagement
- • Growth in number of consumers was the primary driver of Y/Y Total Orders increase
- • Y/Y growth in order rates among mature cohorts in both U.S. restaurant and U.S. grocery/retail categories
- • Deliveroo acquisition contributed $362 million in revenue and drove accelerated MAU and order growth in U.K., France, and Italy
- • Currency rates added approximately 2% to Y/Y Marketplace GOV growth
DASH YoY Financials
Q1 2026 vs Q1 2025, 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
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 MISS Includes $98 million in certain legal, tax, and regulatory settlements, reserves, and expenses; $13 million in transaction-related costs; $1 million in office lease impairment expenses; and $48 million in restructuring charges | $0.47 | $0.46 | -2.42% | $4.45B | +2.66% |
| 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% |