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Red Flags Detected

  • Restructuring Charges of $51 Million (new) — The company recorded $51 million in restructuring charges related to exiting operations in certain countries, reflecting a strategic pullback.
NASDAQ: DASH DoorDash, Inc. 10-Q

DoorDash Q3 revenue +34% to $4.6B, net income +91% to $466M; Instacart deal set at $17B

Filed October 30, 2026 · Period ending September 30, 2026 · Compared to 10-Q Nov 6, 2025 · ~1 min read

Key Changes

  • high

    Revenue rose 34.0% to $4.62B, with net income up 91.0% to $466.0M and diluted EPS up 92.7% to $1.06.

    MD&A: Results verify on EDGAR →
  • high

    Adjusted EBITDA grew to $1.1 billion from $754 million, driven by higher Contribution Profit.

    MD&A: Adjusted EBITDA verify on EDGAR →
  • high

    Free cash flow improved to $787 million from $723 million, with operating cash flow of $994 million.

    MD&A: Cash Flow verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Figures/quotes linked to EDGAR · Narrative written by AI · Nov 2, 2026 · How we verify