Every 10-Q that Instacart, Inc.(Maplebear Inc.) (CART) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow CART and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CART filings page.
Maplebear Inc., doing business as Instacart, reported Q2 2026 revenue of $1,043 million, up 14% year over year, on Gross Transaction Value of $10,351 million and 90.3 million orders, which grew 14% and 9%, respectively. Gross profit rose to $751 million, while gross margin declined to 72%.
Net income for the quarter was $111 million, a 4% decrease, as a higher effective tax rate offset operating growth; net income represented 11% of revenue. Adjusted EBITDA increased to $313 million, up 19% year over year, with a 30% margin, and Q2 free cash flow climbed to $480 million, helped by stronger collections on accounts receivable.
Instacart ended June 30, 2026 with $757 million in cash and cash equivalents, no borrowings under a new unsecured $500 million revolving credit facility maturing in 2031, and stockholders’ equity of $2,322 million. The company repurchased and retired 17,199,917 shares for $728 million in the first half of 2026, including 7,825,070 shares for $327 million in Q2, leaving $998 million available under its share repurchase program.
Maplebear Inc. (Instacart) delivered strong Q1 2026 results with profitable growth. Revenue rose to $1.02 billion from $897 million, while Gross Transaction Value increased to $10.29 billion and orders grew 10% to 91.2 million, showing higher volumes and larger baskets.
Gross profit reached $738 million, and net income climbed 36% to $144 million, improving net margin to 14%. Adjusted EBITDA grew to $300 million with a 29% margin. Free cash flow was $253 million despite a $60 million payment under an FTC consent order.
The company ended the quarter with $758 million in cash, cash equivalents, and restricted cash. Instacart repurchased and retired about 9.37 million shares for $402 million and expanded its share repurchase authorization to $3.5 billion, with $323 million remaining. A new $500 million undrawn revolving credit facility adds further liquidity.
Maplebear Inc. (Instacart) reported solid Q3 2025 results. Revenue grew to $939 million from $852 million a year ago, driven by Transaction revenue of $670 million and Advertising and other revenue of $269 million. Gross profit reached $692 million. Net income rose to $144 million, with diluted EPS of $0.51.
For the first nine months, revenue was $2.75 billion and net income $366 million. Cash and cash equivalents increased to $1.69 billion as of September 30, 2025, supported by $788 million in operating cash flow year‑to‑date. The company repurchased $272 million of common stock year‑to‑date.
Instacart acquired Wynshop for $106 million on April 30, 2025, adding $40 million of identifiable intangibles and increasing goodwill to $392 million. Accrued legal and regulatory matters rose to $97 million. The company disclosed ongoing discussions with FTC staff regarding certain marketing and membership practices. Shares outstanding were 262,532,964 as of October 31, 2025.
Maplebear Inc. (Instacart) reported solid year-over-year operating and profitability gains for the quarter ended June 30, 2025. Revenue rose to $914 million, an 11% increase from $823 million, driven by higher orders and advertising; gross profit improved to $678 million while gross margin narrowed to 74% from 76%. Gross transaction value (GTV) grew 11% to $9.081 billion and orders increased 17% to 82.7 million, reflecting broader customer adoption and engagement. Adjusted EBITDA rose to $262 million (up 26%) and diluted EPS increased to $0.41 from $0.20.
Balance sheet and other items: Total assets were $4.433 billion with cash and cash equivalents of $1.489 billion at June 30, 2025. The company completed a $105 million acquisition of Wynshop to expand retailer-facing e-commerce tools and recorded $74 million of goodwill and $40 million of intangible assets preliminarily. The board repurchased $205 million of common stock year-to-date under a program with $357 million remaining. Legal and regulatory matters remain notable: accrued legal and regulatory liabilities increased to $98 million and the company recognized $45 million of losses related to claims in the six months ended June 30, 2025; FTC staff engaged the company in July 2025 regarding certain marketing and membership practices, and the company cannot currently estimate a loss range.