earnings
confidence high
sentiment positive
materiality 0.75
Instacart Q2 2026: GTV up 14% to $10.35B, revenue up 14%, Adj. EBITDA up 19%
Maplebear Inc.
- GTV of $10,351M (+14% YoY); orders 90.3M (+9%); total revenue $1,043M (+14%).
- GAAP net income $111M (-4% YoY); Adjusted EBITDA $313M (+19%), margin 30%.
- Operating cash flow $493M (+143%); free cash flow $480M (+156%).
- Advertising & other revenue $297M (+16%), outpacing GTV growth.
- Repurchased $325M in shares; ended quarter with $1B cash.