DoorDash (DASH): financials, SEC filings and peers
DoorDash (DASH) is a specialized consumer services company in the Consumer Discretionary sector of the S&P 500, headquartered in San Francisco, California.
It was founded in 2012 and joined the S&P 500 on March 24, 2025.
Its fiscal year ends in December, and its shares trade on the Nasdaq.
In its SEC filings it is classified as “Services-Business Services, NEC”.
DoorDash at a glance
- Revenue (12 months)
- $17.1B
- Revenue growth
- +35.0%
- Operating margin
- 5.3%
- Net income (12 months)
- $1.1B
- Free cash flow (12 months)
- $2.7B
- Cash
- $5.1B
- Debt
- —
- Diluted EPS (12 months)
- $2.42
Twelve months to September 30, 2026, from the 10-Q filed October 30, 2026.
Latest twelve months
Over the twelve months to September 30, 2026, DoorDash reported revenue of $17.1 billion, up a strong 35.0% from $12.6 billion a year earlier.
Its operating margin was 5.3%: for every $100 of sales, about $5 was left as operating profit.
Net income was $1.1 billion (6.2% of revenue), 23.2% higher than a year earlier.
Operating cash flow was $3.0 billion and capital spending $262 million, leaving free cash flow of $2.7 billion (15.8% of revenue).
At the end of the period it held $5.1 billion in cash and not reported in debt, a net cash position of $5.1 billion.
Five-year trend
- Revenue went from $2.9 billion in fiscal 2020 to $13.7 billion in fiscal 2025, about 36.6% a year.
- Revenue has grown for 5 fiscal years in a row.
- Operating margin widened from -15.1% to 5.3% over the same years.
- Free cash flow was positive in each of the last 6 fiscal years.
- DoorDash reported a net loss in 4 of the last 6 fiscal years.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $4.9B | $6.6B | $8.6B | $10.7B | $13.7B |
| Revenue growth | 69.4% | 34.7% | 31.2% | 24.2% | 27.9% |
| Operating margin | -9.2% | -17.1% | -6.7% | -0.4% | 5.3% |
| Net income | −$468M | −$1.4B | −$558M | $123M | $935M |
| Free cash flow | $563M | $191M | $1.6B | $2.0B | $2.2B |
| Diluted EPS | $-1.39 | $-3.68 | $-1.42 | $0.29 | $2.13 |
Fiscal years as reported in DoorDash’s 10-K filings. Free cash flow is operating cash flow minus capital spending.
Recent SEC filings
- 10-Q filed October 30, 2026 — quarterly report
- 8-K filed October 29, 2026 — Material agreement; Regulation FD disclosure
- 8-K filed October 29, 2026 — Earnings results; Regulation FD disclosure
- 8-K filed September 18, 2026 — Other event
- 8-K filed August 11, 2026 — Shareholder vote results
- 10-Q filed August 5, 2026 — quarterly report
- 8-K filed August 5, 2026 — Earnings results; Regulation FD disclosure
Companies like DoorDash
DoorDash is the only S&P 500 company in Specialized Consumer Services.
More from Consumer Discretionary
Questions about DoorDash
Is DoorDash's revenue growing?
Yes. Revenue for the twelve months to September 30, 2026 was $17.1 billion, up 35.0% from a year earlier, according to its SEC filings.
Is DoorDash profitable?
Yes. It earned $1.1 billion in net income over the twelve months to September 30, 2026, a net margin of 6.2%.
When did DoorDash last file financial results?
Its latest quarterly report (10-Q) was filed with the SEC on October 30, 2026.
Which companies are similar to DoorDash?
In the S&P 500, DoorDash is grouped in Specialized Consumer Services within the Consumer Discretionary sector.
Understand the numbers
Source: DoorDash’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved November 11, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.