NASDAQ$DASH

DoorDash Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

DoorDash reported Q1 2026 revenue of $4.04B (+33% YoY) with net income attributable to shareholders of $184M ($0.42 EPS).

DoorDash reported $4.04 billion of revenue for the quarter ended March 31, 2026, up 33% from $3.03 billion, including Deliveroo. Net income attributable to common shareholders was $184 million, or $0.42 per diluted share, versus $193 million and $0.44. Marketplace GOV growth and net revenue margin trends were discussed in MD&A.

  • DoorDash reported Q1 2026 revenue of $4.
  • Quarter ended 2026-03-31; filing date 2026-05-06.
  • Revenue of about $4036.0M in the quarter.
  • Diluted EPS $0.42.
  • MD&A focuses on GOV growth, take rate, and international integration; no formal EPS guide in 10-Q.…

Headline financials

Total Revenue

$4.04B

Previous: $3.03B+33.1%
EPS (adj)

$0.42

Previous: -$0.06+800.0%
Capital Expenditures

-$57M

Previous: -$74M+23.0%
Free Cash Flow

$537M

No prior period
Net Income

$184M

Previous: $193M-4.7%
Operating Income

$151M

Previous: $155M-2.6%
Gross Profit

-$1.99B

Previous: $1.48B-234.8%
Cash & Equivalents

$4.58B

No prior period
Total Assets

$19.7B

No prior period

Revenue & EPS history

DoorDash · Revenue · Quarterly

$4.04B

Q1 2026+33.1%vs Q1 2025
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

MD&A focuses on GOV growth, take rate, and international integration; no formal EPS guide in 10-Q.

Tailwinds

  • Revenue growth above 30% YoY.
  • Profitable on GAAP net income basis.
  • Advertising and membership monetization rising.

Headwinds

  • Deliveroo integration costs and margin dilution.
  • Consumer promo sensitivity.
  • Regulatory risk for gig workers.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.3%

Avg return

Earnings day

+1.3%

Avg return

5 days after

-0.0%

Avg return

30 days after

56%

14 / 25 earnings

Positive

+24.9%

Q1 2021

Best reaction

-17.4%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%-5.8%-5.6%
Q4 2025-0.6%-5.2%-9.7%
Q3 2025-17.4%-15.7%-5.5%
Q2 2025+5.0%+2.4%-4.4%
Q1 2025-7.5%-10.7%+5.1%
Q4 2024+4.0%+10.5%-5.0%
Q3 2024+1.0%+1.3%+16.3%
Q2 2024+5.9%+10.8%+16.2%
Q1 2024-11.6%-9.0%-14.8%
Q4 2023-3.3%-3.8%+8.8%
Q3 2023+17.1%+18.8%+28.9%
Q2 2023-1.3%-2.6%-2.9%
Q1 2023+0.9%+7.9%+8.9%
Q4 2022-9.3%-14.8%-12.5%
Q3 2022+14.3%+20.9%+22.3%
Q2 2022+1.0%-8.1%-26.8%
Q1 2022-11.7%-16.1%-16.7%
Q4 2021+3.2%-5.5%+5.4%
Q3 2020+18.4%+26.4%-17.7%
Q3 2021+10.9%+27.3%-14.6%
Q2 2020-0.3%+1.8%+11.8%
Q2 2021+2.2%-2.5%+10.4%
Q1 2021+24.9%+22.6%+36.4%
Q4 2019-11.1%-9.5%-11.2%
Q4 2020-3.9%-8.9%-24.0%

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