Maplebear Inc. (CART)

Maplebear’s second fiscal quarter of 2026 was mixed versus consensus, with revenue topping estimates while EPS trailed, as reported August 6, 2026. Revenue rose 14.1% to about $1.0 billion (up from roughly $914 million a year ago), and on the consensus tape revenue of $1.043 billion topped the $1.026 billion estimate (+1.6%), while EPS of $0.45 trailed the $0.54 estimate (-17%) despite being up from $0.41 a year ago. By geography, the United States remained the core of sales, with revenue up 13.2% to roughly $994 million, while International revenue grew 33.3% to about $48 million. Profitability held at high levels, with gross margin at about 72% and operating margin at roughly 14%, alongside operating income of about $143 million. Net income slipped 4.3% year over year to about $111 million (down from roughly $116 million a year ago). The company generated operating cash flow of about $493 million and repurchased roughly $324 million of stock during the quarter. For the next period, consensus calls for EPS of $0.63 on revenue of $1.069 billion.