DoorDash Q3 FY26: where the revenue came from and where it went
The whole income statement of DoorDash for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jul 1 – Sep 30, 2026
- Reported
- Oct 30, 2026
Revenue$4.62B
+34% year over year
Gross profit$2.45B
53% margin
Operating profit$0.44B
10% margin
Net profit$0.47B
10% margin
Net profit is larger than what operations earned, because the statement adds $0.02B below it, under Other income, net.
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 4.62 | 100% | +34% |
| US | 3.62 | 78% | +24% |
| Non US | 1.00 | 22% | +92% |
| Cost of revenue | −2.17 | 47% | |
| Gross profit | 2.45 | 53% margin | +2pp |
| R&D | −0.50 | 11% | +1pp |
| Sales & marketing | −0.77 | 16% | +0pp |
| G&A | −0.43 | 9% | −2pp |
| Other | −0.31 | 7% | |
| Operating profit | 0.44 | 10% margin | +2pp |
| Other income, net | 0.02 | ||
| Net profit | 0.47 | 10% margin | +3pp |
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