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Delivery Hero Raises Full-Year Guidance After Record Q3 Orders

Delivery Hero reported more than 1 billion orders in Q3 2026, its first time above that threshold in a quarter. It raised full-year GMV growth guidance to 10–12% and revenue growth to 18–20%, increased its adjusted EBITDA target, and expects free cash flow to exceed its prior target.

DHER

Delivery Hero SE announced its Q3 2026 financial results, highlighting that the company reached over 1 billion orders in a single quarter for the first time. Driven by this growth, the company raised its full-year guidance for the second time this year. The updated outlook projects GMV growth of 10-12% and revenue growth of 18-20%. Additionally, the company increased its adjusted EBITDA target to a range of 980 million to 1.02 billion euros and expects free cash flow to exceed 300 million euros.

These results come amidst an ongoing takeover process by Uber Technologies.