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DoorDash (DASH) guidance and outlook
DoorDash (DASH) raised some and lowered other parts of its guidance on Oct 29, 2026: EBITDA $35.4B–$36.4B for FY2026; Stock-based compensation $1.2B for FY2026; Depreciation & amortization $1.2B for FY2026; Free cash flow $700M–$800M for FY2026. DoorDash's 10-Q filed Oct 30, 2026 makes 14 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EBITDA | FY2026 | $35.4B–$36.4B | raised |
| Stock-based compensation | FY2026 | $1.2B | lowered |
| Depreciation & amortization | FY2026 | $1.2B | raised |
| Free cash flow | FY2026 | $700M–$800M | reaffirmed |
| Revenue | FY2026 | $3.4B | raised |
| Revenue | FY2026 | +13.8% | raised |
| Net income | FY2026 | $244M | lowered |
| Operating cash flow | FY2026 | $871M | raised |
| Free cash flow | FY2026 | $723M | raised |
From the earnings release filed Oct 29, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Oct 30, 2026
- Our historical results are not necessarily indicative of the results that may be expected for any period in the future.
- 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 Marketplaces also offer our consumer membership programs, DashPass, Wolt+, and Deliveroo Plus, which aim to lower transactional friction by reducing the delivery and service fees we charge, while providing additional membership benefits.
- As we grow our business and expand our offerings, our success and the financial performance of our business will be dependent upon many factors.
- We expect to maintain these valuation allowances until it becomes more-likely-than-not that the benefit of our deferred tax assets will be realized by way of expected future taxable income in the U.S., the U.K., and Finland.
- These excluded costs and expenses consist of (i) certain legal costs primarily related to worker classification matters, and our historical Dasher pay model and pay practices, (ii) reserves and settlements or other resolutions for or related to the collection of sales, indirect, and other taxes that we do not expect to incur on a recurring basis, and (iii) expenses related to supporting various policy matters,…
- We believe it is appropriate to exclude the foregoing matters from our calculation of adjusted general and administrative expense because (1) the timing and magnitude of such expenses are unpredictable and thus not part of management’s budgeting or forecasting process, and (2) with respect to worker classification matters, management currently expects such expenses will not be material to our results of…
- It is not a financial measure of total company profitability and it is neither intended to be used as a proxy for total company profitability nor imply profitability for our business.
- We believe it is appropriate to exclude the foregoing matters from our calculation of Adjusted EBITDA because (1) the timing and magnitude of such expenses are unpredictable and thus not part of management’s budgeting or forecasting process, and (2) with respect to worker classification matters, management currently expects such expenses will not be material to our results of operations over the long term as a…
- We intend to use the net proceeds from the 2030 Notes for general corporate purposes.
- We have entered into, and may, from time to time, enter into, Rule 10b5-1 plans to facilitate repurchases of our Class A common stock under this authorization.
- We will have the right to elect to settle conversions either in cash or in a combination of cash and shares of our Class A common stock, provided that, at least the principal amount of the 2030 Notes being converted will be paid in cash, which could adversely affect our liquidity.
DoorDash's latest quarter
DoorDash, Q3 2026: revenue $4.6B (+34% year over year), operating margin 9.6%, net earnings $465M, operating cash flow $994M. The chart follows the revenue to costs, profit and cash.
Questions
Did DoorDash raise or lower its guidance?
DoorDash (DASH) raised some and lowered other parts of its guidance on Oct 29, 2026: EBITDA $35.4B–$36.4B for FY2026; Stock-based compensation $1.2B for FY2026; Depreciation & amortization $1.2B for FY2026; Free cash flow $700M–$800M for FY2026.
What does DoorDash expect?
Our historical results are not necessarily indicative of the results that may be expected for any period in the future. 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 Marketplaces also offer our consumer membership programs, DashPass, Wolt+, and Deliveroo Plus, which aim to lower transactional friction by reducing the delivery and service fees we charge, while providing additional membership benefits.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.