--- title: "Amazon | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 181.52 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/284688647.md" datetime: "2026-04-30T03:51:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284688647.md) - [en](https://longbridge.com/en/news/284688647.md) - [zh-HK](https://longbridge.com/zh-HK/news/284688647.md) generator: "portal-rs" --- # Amazon | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 181.52 B Revenue: As of FY2026 Q1, the actual value is USD 181.52 B, beating the estimate of USD 177.17 B. EPS: As of FY2026 Q1, the actual value is USD 2.78, beating the estimate of USD 1.653. EBIT: As of FY2026 Q1, the actual value is USD 23.52 B. #### Net Sales - Consolidated net sales for 亚马逊 (Amazon.com, Inc.) were $181.5 billion for the first quarter ended March 31, 2026, an increase of 17% compared to $155.7 billion in the first quarter of 2025. Excluding a $2.9 billion favorable impact from foreign exchange rates, net sales increased by 15% year-over-year. - North America segment net sales increased by 12% year-over-year to $104.1 billion. - International segment net sales grew by 19% year-over-year to $39.8 billion, or 11% excluding changes in foreign exchange rates. - AWS segment net sales increased by 28% year-over-year to $37.6 billion. - Online stores generated $64.254 billion, a 12% increase year-over-year. - Physical stores recorded $5.785 billion in net sales, up 5% year-over-year. - Third-party seller services contributed $41.578 billion, showing a 14% year-over-year increase. - Advertising services net sales reached $17.243 billion, a 24% increase year-over-year. - Subscription services net sales were $13.427 billion, up 15% year-over-year. - Other net sales generated $1.645 billion, a 25% increase year-over-year. #### Operating Income - Consolidated operating income for the first quarter of 2026 increased to $23.9 billion, compared to $18.4 billion in the first quarter of 2025. - North America segment operating income was $8.3 billion, up from $5.8 billion in the first quarter of 2025. - International segment operating income was $1.4 billion, compared to $1.0 billion in the first quarter of 2025. - AWS segment operating income was $14.2 billion, an increase from $11.5 billion in the first quarter of 2025. #### Net Income - Consolidated net income increased to $30.3 billion in the first quarter of 2026, compared to $17.1 billion in the first quarter of 2025. This included pre-tax gains of $16.8 billion from investments in Anthropic, which were included in non-operating income. #### Cash Flow (Trailing Twelve Months - TTM) - Operating cash flow increased by 30% to $148.5 billion for the trailing twelve months ended March 31, 2026, up from $113.9 billion for the trailing twelve months ended March 31, 2025. - Free cash flow decreased to $1.2 billion for the trailing twelve months ended March 31, 2026, compared to $25.9 billion for the same period ended March 31, 2025. This decrease was primarily driven by a year-over-year increase of $59.3 billion in purchases of property and equipment, net of proceeds from sales and incentives, largely reflecting investments in artificial intelligence. #### Operating Expenses (First Quarter 2026) - Cost of Sales: $87.463 billion. - Fulfillment: $27.289 billion. - Technology and Infrastructure: $29.567 billion. - Sales and Marketing: $10.314 billion. - General and Administrative: $2.587 billion. - Other Operating Expense (Income), Net: $447 million. - Total Operating Expenses: $157.667 billion. #### Stock-based Compensation Expense (First Quarter 2026) - Total stock-based compensation expense was $4.032 billion, representing a 9% year-over-year increase. - Cost of sales: $171 million. - Fulfillment: $601 million. - Technology and infrastructure: $2.286 billion. - Sales and marketing: $663 million. - General and administrative: $311 million. #### Other Key Operational Metrics - Worldwide Paid Units Growth: Increased by 15% year-over-year. - Worldwide Seller Unit Mix: Accounted for 60% of worldwide paid units. - Worldwide Shipping Costs: Totaled $25.709 billion, a 14% year-over-year increase. - Employees: The company had 1,575,000 full-time and part-time employees, a 1% year-over-year increase. #### Outlook / Guidance (Second Quarter 2026) - 亚马逊 (Amazon.com, Inc.) anticipates net sales for the second quarter of 2026 to be between $194.0 billion and $199.0 billion, representing a growth of 16% to 19% compared to the second quarter of 2025. Operating income is projected to be between $20.0 billion and $24.0 billion, compared to $19.2 billion in the second quarter of 2025. This guidance assumes Prime Day occurs in the second quarter of 2026 and no additional business acquisitions, restructurings, or legal settlements are concluded. ### Related Stocks - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) ## Related News & Research - [Poundland collapse could trigger 30,000 job losses, founder warns](https://longbridge.com/en/news/303837504.md) - [Erdogan says attacks on commercial vessels in Black Sea unacceptable](https://longbridge.com/en/news/303835969.md) - [Bekasi Asri Pemula Tax Payables Rise 155% at End-September](https://longbridge.com/en/news/303836284.md) - [FINPIPE: Q2 volume growth lifted revenue, but higher material costs weighed on EBITDA](https://longbridge.com/en/news/303835604.md) - [Oil producer NABEP to increase Venezuela fleet to 41 rigs in November](https://longbridge.com/en/news/303837077.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**