On-demand food delivery service DoorDash (NYSE: DASH) will be reporting results this Wednesday after the bell. Here’s what you need to know.
DoorDash beat analysts’ revenue expectations by 3.8% last quarter, reporting revenues of $3.28 billion, up 24.9% year on year. It was a strong quarter for the company, with strong growth in its requests and a decent beat of analysts’ revenue estimates. It reported 761 million service requests, up 19.8% year on year.
Is DoorDash a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting DoorDash’s revenue to grow 24.1% year on year to $3.36 billion, in line with the 25% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.25 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. DoorDash has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 2.1% on average.
Looking at DoorDash’s peers in the consumer internet segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Upwork delivered year-on-year revenue growth of 4.1%, beating analysts’ expectations by 4.3%, and Carvana reported revenues up 54.5%, topping estimates by 11.1%. Carvana traded down 13.8% following the results.
Read our full analysis of Upwork’s results here and Carvana’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the consumer internet stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.2% on average over the last month. DoorDash is down 14.5% during the same time.
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