Maplebear Reports Strong Q4 Earnings

Grocery delivery service Instacart's parent company exceeds Wall Street expectations

Published on Feb. 12, 2026

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Maplebear Inc., the parent company of grocery delivery service Instacart, reported fourth-quarter net income of $81 million, or 53 cents per share after adjusting for non-recurring costs. This surpassed Wall Street expectations, with the company also posting revenue of $992 million for the quarter, beating analyst forecasts.

Why it matters

Maplebear's strong quarterly performance underscores the continued growth and demand for online grocery delivery services, especially as consumer shopping habits have shifted during the pandemic. The results indicate Instacart remains a dominant player in the competitive grocery delivery market.

The details

Maplebear, which operates the Instacart grocery delivery platform, reported net income of $81 million in the fourth quarter, or 53 cents per share after adjusting for non-recurring costs. This exceeded the average estimate of 10 analysts surveyed by Zacks Investment Research, who had projected earnings of 52 cents per share. The company also posted revenue of $992 million for the quarter, beating the $969.4 million expected by eight analysts surveyed by Zacks.

  • Maplebear reported its Q4 2026 earnings on February 12, 2026.

The players

Maplebear Inc.

The parent company of the Instacart grocery delivery service.

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The takeaway

Maplebear's strong quarterly results demonstrate the continued growth and resilience of the online grocery delivery market, with Instacart remaining a dominant player in the space despite increasing competition.