Company Dossier · Consumer Discretionary
DoorDash
- S&P 500
- Nasdaq-100
- Russell 1000
What DoorDash is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $15.9 billion, up 34% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $2.60 billion, up 31% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.24 billion, up 20% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $2.72 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.75 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 1 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 18, 2026): 6 risk factors added, 6 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $106 million on the open market.SEC Form 4
- 1,050 institutional managers reported a position at June 30, 2026 (+32 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 248 (201 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 14, of which 3 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What DoorDash is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Hedging
Expanding ↔ Retrenching
Steady
- Capital spending55th pct
- Debt raised—
- Buybacks vs capex28th pct
- Hiring filings20th pct
- Deals and private raises48th pct
- Patent publications90th pct
Confident ↔ Hedging
Hedging
- Call sentiment52nd pct
- Call confidence49th pct
- Guidance changes12th pct
- Risk factors added12th pct
- Insider open-market trades67th pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver83rd pct
- Stress filings50th pct
Credit
How these are built →No bond term sheets or tagged debt on file for DoorDash yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
DoorDash: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name DoorDash, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralDoorDash (DASH) Trails the Market by Wide Margin: Time to Buy the Dip?
insidermonkey.com · via Marketaux · Oct 9, 2026
- NeutralDoorDash Inc (DASH) Insider Sell: International COO Keith Yandell Offloads 2,183 Shares
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralConsumer Discretionary Growth Spotlight: DoorDash (DASH) Among 11 A+ Growth Stocks as Q4 2026 Nears
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralI run an AI company with a workforce of 34 AI agents. My days are powered by Diet Coke, DoorDash, and 'Claude walks' — here's my routine.
businessinsider.com · via Marketaux · Oct 2, 2026
- NeutralDoorDash Enhances Ordering Experience with New AI Integration
gurufocus.com · via Marketaux · Oct 1, 2026
- PositiveDoorDash Launches DashOS, Expanding Local Commerce Role Amid POS Competition (DASH)
gurufocus.com · via Marketaux · Oct 1, 2026
- PositiveDoorDash launches text-to-order AI agent
Palanor Wire · Oct 1, 2026
- NeutralDoorDash (DASH) President and COO Prabir Adarkar Sells 8,738 Shares
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralDoorDash’s drone strategy started on the ground
DoorDash unveiled the six-propeller aircraft that will be used in its new drone delivery business at its annual Dash Forward 2026 event.
TechCrunch · Sep 30, 2026
- NeutralDoorDash now has a text-to-order option as AI agents like Instinct are taking off
businessinsider.com · via Marketaux · Sep 30, 2026
- PositiveDoorDash launches an AI agent you can text to order food
By launching an AI agent for food ordering, DoorDash is looking to gain an edge over rivals Uber Eats and Grubhub.
TechCrunch · Sep 30, 2026
- NeutralDoorDash says its delivery drone is lighter and quieter than Amazon's
businessinsider.com · via Marketaux · Sep 30, 2026
- NeutralYou’ll soon be able to order DoorDash by text message
The Verge · Sep 30, 2026
- NeutralAmazon wades into India’s fast delivery battleground: ‘DoorDash on steroids’
FT Companies · Sep 27, 2026
- PositiveWonder scores a $425 million partnership with DoorDash as it builds its food empire
Founded by veteran e-commerce entrepreneur Marc Lore, Wonder is slowly building a massive portfolio of restaurants and delivery companies.
TechCrunch · Sep 15, 2026
- NeutralDoorDash is going airborne with new drone delivery division
The Verge · Jul 29, 2026
- NeutralDoorDash is building its own drone delivery business
DoorDash has received FAA approval to operate a commercial drone delivery service in the United States.
TechCrunch · Jul 29, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (DOORDASH, INC.)third_quarter 2026 · $0.6 million
- Oct 20, 2026LobbyingLobbying report (CONWAY CAPITOL CONSULTING LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (STEWART STRATEGIES AND SOLUTIONS, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.0 million
- Oct 16, 2026LobbyingLobbying report (S-3 GROUP)third_quarter 2026 · $0.1 million
- Oct 14, 2026LobbyingLobbying report (HOGAN LOVELLS US LLP)third_quarter 2026
- Oct 13, 2026LobbyingLobbying report (DCI GROUP, L.L.C.)third_quarter 2026 · $0.1 million
- Oct 7, 2026LobbyingLobbying report (D&P CREATIVE STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Sep 15, 2026Patent
- Aug 18, 2026Patent
- Aug 11, 20268-KShareholder vote resultsItem 5.07
- Jul 29, 2026Trademark
- Jul 7, 2026Patent
- Jun 16, 2026Trademark
- Jun 12, 20268-KShareholder vote resultsItem 5.07
- Jun 9, 2026Patent
- May 12, 2026Patent
- Apr 23, 2026Trademark
- Apr 22, 2026Trademark
- Mar 20, 2026Trademark
- Feb 18, 202610-KAnnual report (10-K)6 risk factors added, 6 removed
- Jan 20, 20268-KDirector or officer changeItem 5.02
- Jun 26, 20258-KShareholder vote resultsItem 5.07
- Jun 2, 20258-KMaterial agreement signedItem 1.01
- May 6, 20258-KMaterial agreement signedItem 1.01
- Feb 14, 202510-KAnnual report (10-K)0 risk factors added, 6 removed
- Feb 20, 202410-KAnnual report (10-K)2 risk factors added, 5 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Service Corporation International SCI | $4.4B | $0.6B | Jun 30, 2026 |
| H&R Block HRB | $4.0B | $0.8B | Jun 30, 2026 |
| Tractor Supply TSCO | $15.8B | $0.3B | Jun 27, 2026 |
| Expedia Group EXPE | $15.7B | $4.5B | Jun 30, 2026 |
| PulteGroup PHM | $16.4B | $1.5B | Jun 30, 2026 |
| Gap Inc. GAP | $15.3B | $1.0B | Aug 1, 2026 |
| Whirlpool Corporation WHR | $14.9B | −$0.2B | Jun 30, 2026 |
| Flutter Entertainment FLUT | $17.2B | $1.2B | Jun 30, 2026 |