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Maplebear (CART)
NASDAQ:CART
US Market
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Maplebear (CART) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 17, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.52
Last Year’s EPS
0.53
Same Quarter Last Year
Moderate Buy
Based on 23 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 10, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Instacart's earnings call highlighted strong financial performance and growth in key areas like orders, enterprise platform, and advertising. However, challenges such as a decrease in average order value and regulatory hurdles in New York present potential obstacles. The company's confidence is underscored by an increased share repurchase program.
Company Guidance
During Instacart's Third Quarter 2025 Financial Results Conference Call, various key metrics and strategic insights were highlighted. Orders reached 83.4 million, marking a 14% year-over-year increase, while Gross Transaction Value (GTV) climbed to $9.17 billion, reflecting a 10% rise. The average order value saw a decrease of 4% due to factors like growth in restaurant orders and the introduction of a $10 basket minimum for Instacart+ members. Transaction revenue paralleled GTV growth at 10% year-over-year, maintaining a 7.3% representation of GTV. Advertising and other revenue, also up 10%, accounted for 2.9% of GTV. Instacart reported a GAAP net income of $144 million, a 22% increase, and an adjusted EBITDA of $278 million, also marking a 22% growth. Operating cash flow reached $287 million, up by $102 million year-over-year. These results were complemented by a notable increase of $1.5 billion in the share repurchase program, emphasizing confidence in future growth and shareholder value. Looking ahead to Q4, the company anticipates GTV between $9.45 billion to $9.6 billion, with advertising and other revenue expected to grow 6% to 9% year-over-year, alongside a projected Q4 adjusted EBITDA between $285 million to $295 million.
Strong Q3 Performance
Instacart delivered a strong Q3 with orders reaching 83.4 million, up 14% year-over-year, and GTV of $9.17 billion, up 10% year-over-year.
Positive Unit Economics
Instacart's unit economics are positive and continue to strengthen across all basket sizes, driven by improvements in technology and efficiency.
Enterprise Platform Growth
Instacart's enterprise platform powers over 350 e-commerce storefronts and is a key growth driver, with opportunities for international expansion.
Advertising Revenue Growth
Advertising and other revenue grew 10% year-over-year, contributing over $1 billion of ads and other revenue over the past 12 months.
Expansion of AI Solutions
Instacart launched a suite of AI products to help retailers use generative AI, with positive initial interest from retail partners.
Share Repurchase Program
Instacart increased its share repurchase program by $1.5 billion, showing confidence in the company's future growth.

Maplebear (CART) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CART Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 17, 2026
2025 (Q4)
0.52 / -
0.53
Nov 10, 2025
2025 (Q3)
0.49 / 0.51
0.4221.43% (+0.09)
Aug 07, 2025
2025 (Q2)
0.39 / 0.41
0.2105.00% (+0.21)
May 01, 2025
2025 (Q1)
0.38 / 0.37
0.43-13.95% (-0.06)
Feb 25, 2025
2024 (Q4)
0.38 / 0.53
0.4420.45% (+0.09)
Nov 12, 2024
2024 (Q3)
0.22 / 0.42
-20.86102.01% (+21.28)
Aug 06, 2024
2024 (Q2)
0.13 / 0.20
0.011900.00% (+0.19)
May 08, 2024
2024 (Q1)
-0.02 / 0.43
0
Feb 13, 2024
2023 (Q4)
-0.07 / 0.44
0.4165.77% (+0.02)
Nov 08, 2023
2023 (Q3)
-0.78 / -20.86
0
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

CART Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 10, 2025
$36.75$37.33+1.58%
Aug 07, 2025
$49.39$51.21+3.68%
May 01, 2025
$39.80$45.22+13.62%
Feb 25, 2025
$48.78$42.80-12.26%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Maplebear (CART) report earnings?
Maplebear (CART) is schdueled to report earning on Feb 17, 2026, After Close (Confirmed).
    What is Maplebear (CART) earnings time?
    Maplebear (CART) earnings time is at Feb 17, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CART EPS forecast?
          CART EPS forecast for the fiscal quarter 2025 (Q4) is 0.52.

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