DoorDash Sees Q4 2025 EPS Soar 76% to $0.58, Revenue of $3.97B
DoorDash’s Q4 2025 EPS is forecast at $0.58 (76% yoy growth) on revenues of $3.97B (38% yoy). Marketplace GOV is estimated at $29.22B (16.8% yoy) while the Deliveroo acquisition added $200M EBITDA and boosted orders via new partnerships and DashPass subscriptions.
1. Earnings and Revenue Estimates
Analysts forecast Q4 2025 EPS of $0.58, reflecting 75.8% year-over-year growth on revenues of $3.97 billion, up 38.2% year over year. DoorDash surpassed consensus estimates in two of the past four quarters with an average surprise of 10.7%.
2. Marketplace GOV and Order Trends
Marketplace gross order value is projected at $29.22 billion, a 16.8% increase compared to the prior year and within the guided $28.9–29.5 billion range. Total orders are expected to reach 888 million, up 14.4% year over year after a 21% rise to 776 million in Q3.
3. Strategic Growth Drivers
Growth in grocery, alcohol, pets, convenience, electronics, health and beauty, and home improvement categories drove revenue gains and order frequency. Record DashPass subscriber adds in domestic and international markets and partnerships with brands like McDonald’s, Kroger and OpenAI expanded DoorDash’s reach.
4. Deliveroo Acquisition Impact and Competition
The Deliveroo acquisition contributed approximately $200 million in EBITDA, strengthening DoorDash’s global leadership in local commerce. Intense competition in food delivery logistics and pressure from local incumbents remain headwinds for top-line growth.