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DoorDash (DASH) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 30, 2026 · DoorDash (DASH) Q3 2026 earnings results →
Q3 2026 Revenue up 34% year over year to $4.6B · 10¢ of every $1 of revenue kept as net profit · operating margin 9.6%
DoorDash made $4.6B in Q3 2026 (+34% Y/Y). Operating margin 9.6%, net earnings $465M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $4.6B in Q3 2026, up 34% year over year and up 4% from the previous quarter.
Operating profit was $0.44B, a 9.6% margin (up 2.1 points year over year). Of the extra revenue versus Q3 2025, 16% reached operating profit, above the 7% margin then. Total costs grew 31% against revenue growth of 34%. The fastest-growing cost line was Other operating costs (+84%). Net earnings were $0.47B, up 91% year over year. The effective tax rate was 3.9%.
Operating cash flow was $1.0B (up 14% year over year), 214% of net earnings. Non-cash charges added back $0.31B of depreciation and amortization and $0.27B of share-based compensation. Working capital and other items used $0.05B. Capital expenditures of $0.09B left free cash flow of $0.90B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 30, 2026 | $4.6B | +34% | 9.6% | $465M | $994M |
| Q2 2026 | 10-Q | Aug 5, 2026 | $4.5B | +36% | 3.5% | $199M | $944M |
| Q1 2026 | 10-Q | May 6, 2026 | $4.0B | +33% | 3.7% | $183M | $594M |
| Q4 2025 | 10-K | Feb 18, 2026 | $4.0B | +38% | 3.7% | $213M | $421M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $3.4B | +27% | 7.5% | $243M | $871M |
| Q2 2025 | 10-Q | Aug 6, 2025 | $3.3B | +25% | 5.0% | $284M | $504M |
| Q1 2025 | 10-Q | May 7, 2025 | $3.0B | +21% | 5.1% | $192M | $635M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Buys from
- GOOGL · Stated in 10-K (named, share not stated) · source
- AMZN · Stated in 10-K (named, share not stated) · source
About DoorDash
Our mission is to grow and empower local economies. We aim to do this by providing services that reduce friction in local commerce and help merchants better connect with consumers in their communities. Our primary offerings include the DoorDash Marketplace, the Wolt Marketplace, and the Deliveroo Marketplace (our "Marketplaces"), and our Commerce Platform. Our Marketplaces operate in over 40 countries, including the United States, and account for the vast majority of our revenue today. Our Marketplaces serve three primary constituents: merchants, consumers, and Dashers 1 .
In its own words, from its 10-K, filed Feb 18, 2026.
DoorDash against its Services-Business Services, NEC peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +34% against the peers' median +10%. Operating margin: 9.6% against the peers' median 9.8%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| DASH DoorDash | Q3 2026 | $4.6B | +34% | 9.6% |
| ACN Accenture | Q4 FY26 | $18.7B | +6% | 15.3% |
| UBER Uber Technologies | Q3 2026 | $14.8B | +10% | 9.8% |
| V Visa | Q4 FY26 | $12.1B | +13% | 59.8% |
| MELI MercadoLibre | Q3 2026 | $10.8B | +45% | 6.3% |
| MA Mastercard | Q3 2026 | $9.8B | +14% | 59.8% |
| PYPL PayPal Holdings | Q3 2026 | $8.6B | +2% | 16.3% |
| FISV Fiserv | Q3 2026 | $5.2B | -1% | -105.7% |
| AMTM Amentum Holdings | Q3 FY26 | $3.5B | -2% | 4.9% |
Source: DoorDash 10-Q on SEC EDGAR · CIK 1792789 · Services-Business Services, NEC
Guidance and outlook
13F: who owns DASH and who is buying
More on DASH
- How DoorDash makes money: revenue by segment
- DoorDash next earnings date and what analysts expect
- DoorDash stock forecast, price target and fair value
- Who owns DoorDash stock: holders, funds and Congress trades
- DoorDash guidance and outlook
- Is DoorDash a takeover target? LBO and rumors
- DoorDash recalls, complaints and regulation
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results