DoorDash has reported a 27 per cent rise in its revenue for the quarter to $3.4 billion year-on-year, while total orders increased 21 per cent to 776 million.
Marketplace gross order value (GOV) rose 25 per cent to $25 billion.
“In Q3 2025, we generated nearly $24 billion in combined sales for merchants and earnings for Dashers, and we expect to generate well over $100 billion in 2026,” said DoorDash in a statement.
Net income attributable to common stockholders was $244 million, up 51 per cent from the same period last year, and the company’s adjusted EBITDA rose 41 per cent to $754 million.
The company’s gross profit was $1.69 billion, up from $1.28 billion in the same quarter last year.
For the fourth quarter of the year, DoorDash expects to record about $1.1 billion in stock-based compensation and $700 million in depreciation and amortization expenses, excluding the amortization of intangible assets acquired through its recent Deliveroo transaction.
The company said the outlook included the expected impact and contributions from Deliveroo, which it plans to manage with a long-term focus.
“We plan to operate Deliveroo with deep attention to detail,” DoorDash said. “While we expect cost efficiencies over time from operating a larger global business, we believe our largest opportunity to generate long-term returns at Deliveroo will come from investing in our people and product.”
Deliveroo is expected to contribute about $45 million to DoorDash’s adjusted EBITDA in the fourth quarter of 2025 and around $200 million in 2026, in line with the expectations set during the acquisition of the company.
