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DASH earnings date & Q2 2026 results · DoorDash
US GAAP · $M · vs Q2 2025 · reported 08/05/2026
DoorDash, Inc. is an American company operating online food ordering and food delivery. · Wikipedia
More about the company
It trades under the symbol DASH. With a 56% market share, DoorDash is the largest food delivery platform in the United States. It also has a 60% market share in the convenience delivery category. As of December 31, 2020, the platform was used by 450,000 merchants, 20 million consumers, and had over one million delivery couriers.
Key growth driver: Deliveroo consolidation added materially to growth: excluding Deliveroo, revenue grew only 24% y/y (vs 36% reported) and orders grew 17% (vs 27% reported). · by the Q2 2026 report
When is DASH’s next earnings date?
Wednesday, November 4, 2026estimated
DoorDash (DASH) has not confirmed the date yet; Nov 4, 2026 is an estimate based on the company's past reporting schedule and may move once the date is announced. Consensus EPS forecast: $0.82 (10 analysts), vs $0.55 in the same quarter last year.
What time does DASH report? Usually after market close: the last 4 results releases reached the SEC at 4:12 pm, 4:10 pm, 4:08 pm, 4:09 pm ET.
Last report: Aug 5, 2026 (Q2 2026) — broken down in the Sankey chart below. Dates and consensus: Nasdaq / Zacks Investment Research; companies do reschedule. Who else reports this week →
All figures in $M.
Revenue
$4,454
+36%
Gross profit
$2,223
+38%
49.9% margin
Operating income
$156
−4.3%
3.5% margin
Net income
$200
−30%
$0.46 diluted EPS
Verdict: Revenue growth accelerated to 36% y/y on Deliveroo-fueled order growth and record Adjusted EBITDA, but heavy step-up in R&D, G&A and D&A compressed GAAP operating margin and drove GAAP net income down 30% y/y to $200M.
OCF $944M (+87% y/y); Free Cash Flow $742M (+109% y/y); repurchased 6.8M shares for $1,049M YTD through Aug 5 under $5.0B authorization ($3,951M remaining); Q3 2026 guidance: Marketplace GOV $33.0-34.0B, Adjusted EBITDA $950-1,100M.
Source and notation
* marks non-cash / ≈ estimated. Source: DoorDash press release / 10-Q (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
Heads-up
- net income fell 30% y/y in Q2 2026
Most likely because GAAP net income fell 30% y/y to $200M despite 36% revenue growth, driven by a jump in R&D (+52% y/y) and G&A (+39% y/y); G&A included $98M of legal, tax and regulatory settlement expenses, up sharply from $29M in Q2 2025; costs grew faster than revenue (r&d +52% y/y, d&a +86% y/y). Based on the Q2 2026 report.
Company filings on SEC EDGAR ↗DASH earnings history: past report dates
| Aug 5, 2026 Wed | 4:12 pmafter market close | Jun 30, 2026 | $4.5B+36% y/y | $0.46−29% y/y |
| May 6, 2026 Wed | 4:10 pmafter market close | Mar 31, 2026 | $4.0B+33% y/y | $0.42−5% y/y |
| Feb 18, 2026 Wed | 4:08 pmafter market close | Dec 31, 2025 | ≈$4.0B+38% y/y | ≈$0.49+40% y/y |
| Nov 5, 2025 Wed | 4:09 pmafter market close | Sep 30, 2025 | $3.4B+27% y/y | $0.55+45% y/y |
| Aug 6, 2025 Wed | 4:09 pmafter market close | Jun 30, 2025 | $3.3B+25% y/y | $0.65 |
| May 6, 2025 Tue | 7:24 ambefore market open | Mar 31, 2025 | $3.0B+21% y/y | $0.44 |
| Feb 11, 2025 Tue | 4:06 pmafter market close | Dec 31, 2024 | ≈$2.9B+25% y/y | ≈$0.35 |
| Oct 30, 2024 Wed | 4:06 pmafter market close | Sep 30, 2024 | $2.7B+25% y/y | $0.38 |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
DoorDash: 5-year financials
| 2025 | 13,717 | 723 | 935 | 2,174 |
| 2024 | 10,722 | −38 | 123 | 2,028 |
| 2023 | 8,635 | −579 | −558 | 1,550 |
| 2022 | 6,583 | −1,124 | −1,365 | 191 |
| 2021 | 4,888 | −452 | −468 | 563 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP).
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
1/2mixed
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Feb 2026The co-founders hold 55% of the vote (up to 63% including awards); Class B converts if Tony Xu's stake falls below 35% of his IPO-time holding or if he departs. sec.gov ↗
- Feb 2026Shares outstanding: 410.0M Class A and 24.5M Class B (Feb. 2026) versus 317.2M and 31.3M (Feb. 2022) — +24.7% in 4 years. sec.gov ↗
- Feb 2026SBC of $1.05B — 7.7% of $13.7B revenue in 2025. sec.gov ↗
- Feb 2026The Legal Proceedings section of the 2025 10-K contains no shareholder disclosure suits or SEC cases. sec.gov ↗
Scoring: 2.0 −0.5 (criterion 7: co-founders hold 55% of the vote through Class B, but with a 35% threshold tied to Xu) −0.5 (criterion 1: shares outstanding +24.7% over 2022–2026, including the stock-funded Wolt acquisition) = 1.0
- Share classes
- Class A (1 vote), Class B (20 votes) held by the co-founders — 55% of the vote; final conversion if Xu's stake falls below 35% of his IPO level or he departs → −0.5 (threshold in place).
- Dilution
- IPO in Dec. 2020 — measured from 2021: A+B 348.4M (Feb. 2022) → 434.4M (Feb. 2026), +24.7% (including the stock paid for Wolt in 2022) → −0.5; SBC 7.7% of 2025 revenue (<10%).
- Disclosure
- Full 10-K/10-Q reporting.
- Dividends
- No dividend, no policy; buybacks of $1.37B over 2022–2024.
- Lawsuits & regulators
- The 2025 10-K lists no shareholder disclosure suits or SEC cases; disputes with couriers/consumers are not a criterion.
- Related parties
- 2026 proxy: no material related-party transactions beyond the investor rights agreement and compensation.
How the score works · checked as of Sep 2026
DoorDash (DASH) earnings: FAQ
When is DASH's next earnings date?
DoorDash (DASH) has not confirmed the date yet; Nov 4, 2026 is an estimate based on its past reporting schedule.
What time does DASH report earnings?
DoorDash usually reports after market close: its latest results release was filed with the SEC at 4:12 pm ET on Aug 5, 2026.
When did DASH last report earnings?
DoorDash reported Q2 2026 results on Aug 5, 2026.
What is the EPS estimate for DASH's next earnings?
The consensus EPS forecast is $0.82 (10 analysts), vs $0.55 in the same quarter last year.
Where can I find DoorDash's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to DASH's filings; this page breaks the latest report down in a Sankey chart.
What was DASH's net income in Q2 2026?
DoorDash reported net income of $200M for Q2 2026 (−30% year over year), under US GAAP.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report. Figures checked against the filing on 08/25/2026. How we make the breakdowns · Report an error
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