Maplebear Inc. (CART) Q3 2026 Earnings Call

Concluded Nov 5, 2026

Nov 5, 2026

Revenue $1.09B +16.6% YoY

Diluted EPS $0.60 +17.6% YoY

Gross margin 71.8% -1.9 pp YoY

Net income $147.00M +2.1% YoY

Executive readout · one minute

What the filings say

8-K earnings release · filed Oct 29, 2026: Maplebear Inc. entered a definitive agreement to be acquired by DoorDash in a cash-and-stock transaction valued at approximately $17 billion. Third-quarter GTV was $10,528 million, up 15% year-over-year, and total revenue was $1,095 million, up 17%.
10-Q report · filed Nov 5, 2026: Maplebear Inc. agreed to merge with DoorDash, with consideration of $65.00 cash, 0.3372 DoorDash Class A shares, or $48.75 cash plus 0.0843 DoorDash Class A shares; expected close at the end of 2027 or in the first half of 2028.

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8-K earnings release Filed Oct 29, 2026 10-Q report Filed Nov 5, 2026 Company webcastOpen the original investor-relations page

How the reported period landed and where the business moved.

Transaction$764.00M +14% YoY

Advertising and Other$331.00M +23% YoY