DoorDash

DoorDash (DASH) Q1 2026 Earnings

Reported May 6, 2026 at 4:10 PM ET · SEC Source

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
24/7 Wall St

DASH YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

24/7 Wall St

DASH Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 25 Q2 26