美股异动丨Doordash夜盘跌近10%,Q3净利润逊于预期+明年扩大开发支出

中金财经
Nov 06, 2025

  外送平台Doordash(DASH.US)夜盘跌近10%,报214.22美元。消息面上,Doordash公布第三季度业绩,营收同比增长27%至34.5亿美元,高于市场预期的33.6亿美元;净利润同比增长51%至2.4亿美元,合每股盈利为55美仙,则低于预期的69美仙。期内订单总量同比增长21%至7.76亿笔,略高于市场预期。公司预计第四季度调整后EBITDA将介于7.1亿至8.1亿美元之间,低于市场预期。此外,DoorDash预计将在2026年投入数亿美元用于开发,该公司正推进一个全新的全球技术平台。该平台原计划于2025年达成重要进展,现预计将在2026年加速推动。(格隆汇)   

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