| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 4.5K | 10.4% | 35.6% |
| Total Income | 4.5K | 10.4% | 35.6% |
| Expenditure | 4.3K | 10.6% | 37.7% |
| PBT | 207.00 | 8.4% | 23.6% |
| Net Profit | 200.00 | 8.7% | 29.8% |
| OPM | 3.50% | 0.24pp | 1.46pp |
| NPM | 4.49% | 0.07pp | 4.19pp |
| EPS | 0.46 | 9.5% | 31.3% |
DoorDash Reports Q2 2026 Financial Results
06 Aug 2026 · 6 Aug, 1:52 am
Summary
DoorDash announced its financial results for the second quarter ended June 30, 2026, reporting a 36% year-over-year increase in revenue to $4.5 billion and a 36% rise in Marketplace GOV to $33.1 billion. Total Orders grew 27% year-over-year to 970 million. While GAAP net income decreased 30% to $200 million, Adjusted EBITDA saw a significant 40% increase to $914 million, surpassing expectations. Management highlighted consistent execution across marketplaces, membership programs, and monthly active users, alongside strategic progress in technology and AI features, laying foundations for future growth.
Key Highlights
- 1
DoorDash reported revenue of $4.5 billion for the second quarter of 2026, an increase of 36% year-over-year.
- 2
Total Orders increased by 27% year-over-year to 970 million in Q2 2026.
- 3
Marketplace Gross Order Value (GOV) grew 36% year-over-year to $33.1 billion in the second quarter.
- 4
GAAP net income attributable to DoorDash, Inc. common stockholders was $200 million, a decrease of 30% year-over-year.
- 5
Adjusted EBITDA increased 40% year-over-year to $914 million in Q2 2026, exceeding expectations.
- 6
The company made significant progress in strategic areas, including rolling out components of its new global technology platform and launching new AI-based features.
Management Comments
Tony Xu
We completed the first half of 2026 with consistent execution across our business, driving continued strong growth in our marketplaces, membership programs, and monthly active users (MAUs) compared to the same period in the prior year. We also made significant progress in a number of strategic areas. For example, we rolled out several components of our new global technology platform, launched new AI-based features within our products designed to help reduce friction and increase engagement, and continued to expand the scope and scale of our software and merchant services offerings. We believe these initiatives and others are establishing the foundations for our future growth, and we are excited to continue investing behind them to increase the impact we have on local commerce. We are proud of our Q2 2026 results and typically use this space to walk through our quarterly performance in more detail. Given the changes in our business over the last year, we are expanding that slightly to share more thoughts on our approach in a few areas of the business where we have been spending time. We expect to return to our previous format next quarter, but hope this is helpful. We entered 2026 with strong momentum in many existing areas of our business and several significant new projects that we believe are critical to our future. Through the first half of the year, our team has managed through the increased scope, scale, and complexity tremendously well, and the business has performed better than we expected. The more we have done, the more opportunities arise to do even more. However, we must continue to balance our ambition with discipline and execution, and earn our right to do more by proving our ability to drive outcomes for consumers, merchants, Dashers, and our shareholders. We have had a strong start to 2026 and will work hard to continue our progress through the second half of the year.
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