DoorDash第三季度营收增27%至34.5亿美元：总订单7.76亿单，完成收购Deliveroo
总部位于加利福尼亚州 San Francisco 的本地商业配送平台 DoorDash（纳斯达克：DASH）11月5日公布截至9月30日的第三季度业绩：总订单7.76亿单，同比增长21%；平台总订单额（Marketplace GOV）250亿美元，同比增长25%；营收34.46亿美元，同比增长27%。
盈利方面，归属于普通股股东的 GAAP 净利润2.44亿美元，同比增长51%；调整后 EBITDA 为7.54亿美元，同比增长41%，占总订单额的比例升至3.0%；净营收利润率由上年同期的13.5%升至13.8%。公司表示，第三季度为商户创造的销售额与为配送员创造的收入合计近240亿美元，并预计2026年这一数字将远超1,000亿美元。
国际业务是本季最大变量：DoorDash 已于10月2日完成对英国外卖平台 Deliveroo 的收购，股权价值28亿英镑。合并 Deliveroo 与 Wolt 后，公司在40多个国家和地区运营，月活跃用户超过5,000万，通过会员计划服务的消费者超过3,000万，合作商户超过100万家，年化总订单额超过1,000亿美元。美国市场方面，餐厅品类总订单额增速创三年多来最高，月活与 DashPass 付费会员的增长均超出公司年初预期。
展望方面，公司预计第四季度平台总订单额为289亿至295亿美元，调整后 EBITDA 为7.10亿至8.10亿美元，其中 Deliveroo 预计贡献约4,500万美元；公司同时表示，2026年计划在新业务与全球技术平台开发上比2025年多投入数亿美元。（来源：DoorDash）
DoorDash Q3 Revenue Jumps 27% to $3.45 Billion: 776 Million Orders, Deliveroo Acquisition Closed
DoorDash, Inc. (NASDAQ: DASH), the San Francisco, California-based local commerce delivery platform, on November 5 announced financial results for the quarter ended September 30. Total Orders increased 21% year over year to 776 million, Marketplace GOV increased 25% to $25.0 billion, and revenue increased 27% to $3.446 billion.
GAAP net income attributable to common stockholders increased 51% to $244 million, and adjusted EBITDA increased 41% to $754 million, reaching 3.0% of Marketplace GOV. Net revenue margin rose to 13.8% from 13.5% a year earlier. The company said it generated nearly $24 billion in combined sales for merchants and earnings for Dashers in the quarter, and expects to generate well over $100 billion in 2026.
The biggest change came internationally: on October 2, DoorDash closed its acquisition of UK delivery platform Deliveroo for an equity value of £2.8 billion. Including Deliveroo and Wolt, the company now serves over 50 million monthly active users, over 30 million consumers through its membership programs, and more than 1 million merchants across more than 40 countries, with annualized Marketplace GOV above $100 billion. In the U.S., restaurant-category GOV growth reached its highest year-over-year rate in more than three years.
For the fourth quarter, DoorDash expects Marketplace GOV of $28.9 billion to $29.5 billion and adjusted EBITDA of $710 million to $810 million, including an expected contribution of about $45 million from Deliveroo. The company also said it expects to invest several hundred million dollars more in new initiatives and platform development in 2026 than in 2025. (Source: DoorDash)
来源：DoorDash
发布：GSM·美国（发布链接）
图片来源：图：外卖配送员车内的餐食订单。Meanwell Packaging 摄，CC BY 2.0，经 Wikimedia Commons。 / Photo: Food orders inside a delivery driver's car. By Meanwell Packaging, CC BY 2.0, via Wikimedia Commons.
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