Jun 2026 (Q2 FY26) — Aug 5, 2026
DoorDash Q2 FY26 — Strong Growth Across Core Business, International, and New Verticals
Read the full callDoorDash (DASH) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
DoorDash earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 4,454 | +35.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 3.5 | −1.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 200 | −29.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
4 of 7 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Autonomous delivery commercialization (DoorDash Dot) | Ready to commercialize autonomous delivery in 2026 | Sep 2025 | can you actually commercialize this in a way that you've seen certain robotaxi providers like Waymo actually do it with rideshare, we've been able to now do it with delivery | Achieved |
| Gas rewards program cost impact | About $50 million in Q2 2026 | Mar 2026 | no mention of the gas rewards program anywhere on the call that reported Q2 2026 | Ghosted |
| Adjusted EBITDA margin excluding Deliveroo | Up slightly versus 2025 | Sep 2025 | the core restaurant business continues to perform on all cylinders. Growth... accelerated, unit economics continue to improve. | On Track |
3 of DoorDash, Inc.'s 18 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 15 more targets are in the full ledger.
Claimed
- Grocery business is the fastest-growing part of the marketplace, on track to be gross profit positive in H2 FY26.
- Deliveroo showed accelerating performance, with volume, MAU, and subscription growth at their highest in the last couple of years.
- DashPass subscriber growth was one of the highest in the last two years, adding more subscribers in the last year than the two prior years combined.
- U.S. restaurant Gross Order Volume (GOV) accelerated from Q1 to Q2, driven by increased DashPass engagement and product improvements.
- Merchant services business grew 40% year-over-year, serving over 150,000 businesses.
Qualified
Price
$193.53 +2.32% · +$4.38
Performance −26.4% 1Y
1Y: $263.06 on 17 Oct 2025 → $193.53. High $266.06 (29 Oct 2025), low $146.6 (27 Mar 2026).
- Previous close
- $189.15
- 52-week range
- $146.6 – $266.06
- One year
- −27.07%
Overview
- Symbol
- DASH
- Sector
- Communication Services
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
4 of 7 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Autonomous delivery commercialization (DoorDash Dot) | Ready to commercialize autonomous delivery in 2026 | Sep 2025 | can you actually commercialize this in a way that you've seen certain robotaxi providers like Waymo actually do it with rideshare, we've been able to now do it with delivery | Achieved |
| Gas rewards program cost impact | About $50 million in Q2 2026 | Mar 2026 | no mention of the gas rewards program anywhere on the call that reported Q2 2026 | Ghosted |
| Adjusted EBITDA margin excluding Deliveroo | Up slightly versus 2025 | Sep 2025 | the core restaurant business continues to perform on all cylinders. Growth... accelerated, unit economics continue to improve. | On Track |
Claimed
- Grocery business is the fastest-growing part of the marketplace, on track to be gross profit positive in H2 FY26.
- Deliveroo showed accelerating performance, with volume, MAU, and subscription growth at their highest in the last couple of years.
- DashPass subscriber growth was one of the highest in the last two years, adding more subscribers in the last year than the two prior years combined.
- U.S. restaurant Gross Order Volume (GOV) accelerated from Q1 to Q2, driven by increased DashPass engagement and product improvements.
- Merchant services business grew 40% year-over-year, serving over 150,000 businesses.
Qualified
The full ledger
Open DoorDash, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 18 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
DoorDash Q1 FY26 — Record MAUs and share gains amid winter-storm and gas-rewards headwinds
Read the full callDec 2025 (Q4 FY25) — Feb 18, 2026
DoorDash Q4 FY25 — Strong Growth Across Verticals & Strategic Tech Investments
Read the full callEvery analysed call
DoorDash earnings calls (DASH)
Financials
What the filings say
Net profit, year on year: −30% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,706 | 2,873 | 3,032 | 3,284 | 3,446 | 3,955 | 4,036 | 4,454 |
| Expenses | 2,599 | 2,756 | 2,877 | 3,121 | 3,188 | 3,808 | 3,885 | 4,298 |
| Operating profit | 107 | 117 | 155 | 163 | 258 | 147 | 151 | 156 |
| Operating margin | 4.0% | 4.1% | 5.1% | 5.0% | 7.5% | 3.7% | 3.7% | 3.5% |
| Profit before tax | 155 | 176 | 198 | 271 | 248 | 222 | 191 | 207 |
| Tax rate | −3.9% | 21.0% | 3.0% | −4.8% | 2.0% | 4.0% | 4.2% | 3.9% |
| Net profit | 162 | 141 | 193 | 285 | 244 | 213 | 184 | 200 |
| EPS ($ per share) | 0.39 | — | 0.46 | 0.67 | 0.57 | — | 0.42 | 0.46 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -1,152 | -1,613 | -2,081 | -3,846 | -5,154 | -5,255 | -4,320 |
| Total liabilities | — | 550 | 1,653 | 2,142 | 3,021 | 4,026 | 5,035 | 9,613 |
| Fixed assets | — | 101 | 210 | 402 | 637 | 712 | 778 | 1,067 |
| Total assets | — | 1,732 | 6,353 | 6,809 | 9,789 | 10,839 | 12,845 | 19,659 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -159 | -467 | 252 | 692 | 367 | 1,673 | 2,132 | 2,431 |
| Cash from investing | -357 | -570 | -192 | -2,047 | -300 | -342 | -444 | -4,391 |
| Cash from financing | 666 | 1,109 | 3,996 | -483 | -375 | -752 | -204 | 2,360 |
| Net cash flow | 150 | 72 | 4,058 | -1,839 | -318 | 584 | 1,449 | 460 |
| Capital expenditure | -13 | -78 | -106 | -129 | -176 | -123 | -104 | -257 |
| Free cash flow | -172 | -545 | 146 | 563 | 191 | 1,550 | 2,028 | 2,174 |
DASH revenue by segment
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|
| Reportable | 100% | 100% | 100% | 100% | 100% | 100% | +35.6% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
DASH operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Dec 2025 Q4 FY25 | Change vs prior quarter |
|---|---|---|---|
| Monthly active platform consumers (MAPCs) | 42M+We talked about the fact that we have over 42 million monthly active users.Source: earnings call transcript | 56MWe announced our in-store business in '25 during the September dashboard product event, where we're starting to drive traffic inside the restaurants now with our 56 million MAUs or over 100 million annual customers and offering them either access or value to restaurants that they couldn't get otherwise if they were not members.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- US 78% ↓ 10 pt
- Non Us 22% ↑ 10 pt
As DASH cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
443 filings between Oct 20, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
$100.28M
13 purchases by 2 insiders
Sales
$324.59M
340 sales by 10 insiders
89% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 23
- Award — granted as compensation
- 27
- Option exercise — converted options into shares
Also filed: 35 other filings, 5 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Tang Stanley | — | $106.80M | Oct 2, 2026 |
| Lin Alfred | $100.28M | — | Nov 26, 2025 |
| Xu Tony | — | $79.54M | Sep 1, 2026 |
| Adarkar Prabir | — | $52.36M | Sep 28, 2026 |
| Fang Andy | — | $36.63M | Oct 1, 2026 |
| Inukonda Ravi | — | $27.62M | Oct 12, 2026 |
| Sherringham Tia | — | $8.80M | Aug 24, 2026 |
| Yandell Keith | — | $6.96M | Oct 1, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Option exercise 10b5-1 plan | 1,017 | $7.8K |
| Oct 12, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 1,017 | $198.3K |
| Oct 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 1,800 | $335.9K |
| Oct 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 3,500 | $642.2K |
| Oct 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 1,600 | $297.3K |
| Oct 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 1,500 | $273.6K |
| Oct 2, 2026 | Tang Stanley Director | Other 10b5-1 plan | 23,125 | $0 |
| Oct 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 6,326 | $1.19M |
| Oct 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 1,000 | $181.4K |
| Oct 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 3,999 | $750.6K |
| Oct 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 2,900 | $535.2K |
| Oct 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 500 | $94.6K |
| Oct 1, 2026 | Fang Andy Director | Sale 10b5-1 plan | 5,000 | $918.5K |
| Oct 1, 2026 | Yandell Keith INTERNATIONAL COO | Sale 10b5-1 plan | 2,183 | $401.0K |
| Oct 1, 2026 | Fang Andy Director | Other 10b5-1 plan | 5,000 | $0 |
| Sep 28, 2026 | Adarkar Prabir PRESIDENT AND COO | Sale 10b5-1 plan | 1,900 | $340.9K |
| Sep 28, 2026 | Adarkar Prabir PRESIDENT AND COO | Sale 10b5-1 plan | 300 | $55.1K |
| Sep 28, 2026 | Adarkar Prabir PRESIDENT AND COO | Sale 10b5-1 plan | 100 | $18.9K |
| Sep 28, 2026 | Adarkar Prabir PRESIDENT AND COO | Sale 10b5-1 plan | 1,638 | $292.4K |
| Sep 28, 2026 | Adarkar Prabir PRESIDENT AND COO | Sale 10b5-1 plan | 100 | $19.0K |
| Sep 28, 2026 | Adarkar Prabir PRESIDENT AND COO | Sale 10b5-1 plan | 1,900 | $345.1K |
| Sep 28, 2026 | Adarkar Prabir PRESIDENT AND COO | Sale 10b5-1 plan | 100 | $18.4K |
| Sep 28, 2026 | Adarkar Prabir PRESIDENT AND COO | Sale 10b5-1 plan | 1,500 | $271.0K |
| Sep 28, 2026 | Adarkar Prabir PRESIDENT AND COO | Sale 10b5-1 plan | 1,200 | $219.3K |
| Sep 17, 2026 | Yandell Keith CHIEF BUSINESS OFFICER | Sale 10b5-1 plan | 2,184 | $438.5K |
| Sep 4, 2026 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sale 10b5-1 plan | 413 | $91.5K |
| Sep 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 15,522 | $3.52M |
| Sep 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 2,265 | $508.5K |
| Sep 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 8,277 | $1.87M |
| Sep 2, 2026 | Tang Stanley Director | Other 10b5-1 plan | 30,835 | $0 |
| Sep 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 2,500 | $559.0K |
| Sep 2, 2026 | Tang Stanley Director | Sale 10b5-1 plan | 2,271 | $516.0K |
| Sep 1, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Option exercise 10b5-1 plan | 1,017 | $7.8K |
| Sep 1, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 2,827 | $638.4K |
| Sep 1, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 1,700 | $385.6K |
| Sep 1, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 3,353 | $767.4K |
| Sep 1, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 3,117 | $716.9K |
| Sep 1, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 2,647 | $603.6K |
| Sep 1, 2026 | Fang Andy Director | Sale 10b5-1 plan | 1,983 | $456.2K |
| Sep 1, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 600 | $139.3K |
| Sep 1, 2026 | Xu Tony CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 16,667 | $3.83M |
| Sep 1, 2026 | Fang Andy Director | Sale 10b5-1 plan | 1,927 | $436.9K |
| Sep 1, 2026 | Fang Andy Director | Sale 10b5-1 plan | 2,552 | $581.6K |
| Sep 1, 2026 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 1,800 | $415.5K |
| Sep 1, 2026 | Fang Andy Director | Sale 10b5-1 plan | 2,721 | $614.3K |
| Sep 1, 2026 | Fang Andy Director | Other 10b5-1 plan | 15,000 | $0 |
| Sep 1, 2026 | Fang Andy Director | Sale 10b5-1 plan | 3,900 | $892.4K |
| Sep 1, 2026 | Fang Andy Director | Sale 10b5-1 plan | 500 | $116.1K |
| Sep 1, 2026 | Xu Tony CHIEF EXECUTIVE OFFICER | Option exercise 10b5-1 plan | 16,667 | $119.3K |
| Sep 1, 2026 | Fang Andy Director | Sale 10b5-1 plan | 1,417 | $327.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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