DoorDash, Inc.: EPS $1.06 vs $0.811 expected; revenue $4.62B vs $4.56B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.060 | 0.811 | +30.7% | 0.550 |
| Revenue (USD bn) | 4.620 | 4.560 | +1.2% | 3.450 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q3 FY2026 | 1.06 | 0.8110 | +30.7% | 4.62 | 4.56 | +1.2% |
| Aug 5, 2026 | Q2 FY2026 | 0.46 | 0.4681 | −1.7% | 4.45 | 4.34 | +2.6% |
| May 6, 2026 | Q1 FY2026 | 0.42 | 0.3628 | +15.8% | 4.04 | 4.15 | −2.8% |
| Feb 18, 2026 | Q4 FY2025 | 0.48 | 0.5900 | −18.6% | 3.96 | 4.00 | −1.0% |
| Nov 5, 2025 | Q3 FY2025 | 0.55 | 0.6830 | −19.5% | 3.45 | 3.35 | +2.7% |
| Aug 6, 2025 | Q2 FY2025 | 0.65 | 0.4384 | +48.3% | 3.28 | 3.16 | +3.9% |
| May 6, 2025 | Q1 FY2025 | 0.44 | 0.3914 | +12.4% | 3.03 | 3.10 | −2.1% |
| Feb 11, 2025 | Q4 FY2024 | 0.33 | 0.3372 | −2.1% | 2.87 | 2.84 | +1.1% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
DoorDash, Inc. results: EPS $1.06 vs $0.811 expected; revenue $4.62B vs $4.56B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 30.7%; revenue above the estimate by 1.2%.
Revenue was up 34.0% from $3.45 billion a year earlier (Q3 FY2025). EPS was up 92.7% from $0.55 a year earlier. On its record, EPS topped analysts' estimates in 3 of 7 earlier comparable reports.
What the results mean
DoorDash, Inc. connects merchants, consumers, and delivery personnel through a logistics platform. Understanding its performance requires examining its ability to attract demand and facilitate delivery while helping merchants reach customers and manage their operations.
The company combines marketplaces with subscriptions, merchant-branded delivery fulfillment, and ordering and payment tools. This mix makes repeat consumer use and the depth of merchant adoption important business drivers, while fulfillment efficiency and the cost of serving orders remain central to understanding profitability.
What to watch on the earnings call: Listen for management's comments on demand, repeat usage, and the role of subscriptions in customer retention, alongside merchant adoption of ordering, payment, and delivery services. Discussion of operational efficiency, fulfillment costs, and customer acquisition spending will also help explain the relationship between platform activity and profitability.
For the full analysis of DoorDash, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.