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DoorDash beats EBITDA expectations as orders and revenue surge
Second-quarter total orders rose 27% year over year to 970 million, while GAAP net income fell 30% to $200 million.
DoorDash posted second-quarter 2026 results on August 5, with growth concentrated in its marketplace and subscription loyalty offering. According to Yahoo Finance, total orders climbed 27% year over year to 970 million, marketplace gross order value rose 36% to $33.1 billion, and revenue increased 36% to $4.5 billion.
Adjusted EBITDA came in above the company’s own expectations at $914 million. However, GAAP net income declined 30% to $200 million, highlighting that profitability and revenue growth have not moved in tandem, the outlet noted.
Much of the momentum is tied to DashPass. DoorDash added more paid US members in the 12 months through the second quarter than it did over the prior two years combined, and DashPass members now account for roughly 75% of total orders in the company’s grocery and retail categories.
On the merchant and product side, DoorDash connects consumers with more than 1 million merchants across 40 countries and has signed agreements with retailers including Dollar Tree and AutoParts.com. Yahoo Finance also said digital ordering revenue rose more than 40% year over year and that new venues at SevenRooms more than doubled, while DoorDash continued expanding autonomy efforts for Dot delivery robots and earned FAA Part 135 certification to broaden drone delivery testing.
Costs also increased alongside growth. The outlet reported that GAAP net income as a share of marketplace GOV fell to 0.6% in the second quarter from 1.2% a year earlier, while R&D expense rose 52% year over year and G&A costs increased 39%.