US food delivery service Doordash Inc. (Doordash) has increased revenue by 38% and net income by more than 1.5 times in the fourth quarter of 2025, at the same time both figures were weaker than market forecasts.
According to the company’s press release, net income for the October-December quarter was $213 million, or $0.48 per share, compared to $141 million, or $0.33 per share, for the same period a year earlier.
DoorDash’s quarterly revenue increased to $3.96 billion from $2.87 billion a year earlier. Total orders were up 39% to $29.68bn.
Analysts polled by FactSet on average estimated the company’s earnings at $0.59 per share, revenue at $3.99 billion, and orders at $29.17 billion.
For 2025, DoorDash had revenue of $13.72 billion, compared to $10.72 billion in 2024. Net income jumped to $935 million from $123 million.
The company forecast total orders of $31-31, 8 billion in the first quarter, with analysts expecting the figure to be $30.75 billion.
DoorDash shares jumped 14.1% in additional trading on Wednesday. Since the beginning of the year, the company’s capitalisation has fallen 23.5% to about $70 billion.