--- title: "Amazon | 8-K: FY2026 Q3 Revenue: USD 201.94 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/303622542.md" datetime: "2026-10-29T20:14:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/303622542.md) - [en](https://longbridge.com/en/news/303622542.md) - [zh-HK](https://longbridge.com/zh-HK/news/303622542.md) generator: "portal-rs" --- # Amazon | 8-K: FY2026 Q3 Revenue: USD 201.94 B Revenue: As of FY2026 Q3, the actual value is USD 201.94 B, compared to the market estimate of USD 202.26 B. EPS: As of FY2026 Q3, the actual value is USD 1.89, compared to the market estimate of USD 1.9594. EBIT: As of FY2026 Q3, the actual value is USD 28.58 B. #### Third Quarter 2026 Financial Highlights - **Net Sales**: - Total net sales for Amazon.com, Inc. increased 12% year-over-year to $201.9 billion in the third quarter of 2026, up from $180.2 billion in the third quarter of 2025. Excluding the unfavorable impact from foreign exchange rates, net sales increased 13% year-over-year . - North America Segment sales increased 6% year-over-year to $112.9 billion . - International Segment sales increased 5% year-over-year to $43.1 billion, or 8% excluding changes in foreign exchange rates . - AWS Segment sales increased 39% year-over-year to $46.0 billion, reaching a $184 billion annualized revenue run rate . - **Operating Income**: - Operating income rose to $28.1 billion in the third quarter of 2026, up from $17.4 billion in the third quarter of 2025 . - North America Segment operating income was $8.7 billion, compared with $4.8 billion in the prior year period . - International Segment operating income was $1.6 billion, compared with $1.2 billion in the prior year period . - AWS Segment operating income was $17.8 billion, compared with $11.4 billion in the prior year period . - **Net Income**: - Net income decreased to $20.7 billion in the third quarter of 2026, or $1.89 per diluted share, from $21.2 billion, or $1.95 per diluted share, in the third quarter of 2025 . - This decline was primarily due to pre-tax gains of $9.5 billion in the third quarter of 2025 from investments in Anthropic . #### Cash Flow (Trailing Twelve Months Ended September 30, 2026) - **Operating Cash Flow**: Increased 29% to $168.3 billion, compared with $130.7 billion for the trailing twelve months ended September 30, 2025 . - **Free Cash Flow**: Decreased to an outflow of - $42.4 billion, compared to an inflow of $14.8 billion for the trailing twelve months ended September 30, 2025 . This was mainly driven by a $94.8 billion year-over-year increase in purchases of property and equipment, net of proceeds from sales and incentives, reflecting investments in artificial intelligence . Free cash flow is calculated as cash flow from operations reduced by “Purchases of property and equipment, net of proceeds from sales and incentives” . #### Operational Metrics and Business Highlights - **Employees**: Total employees (full-time and part-time) were 1,638,000, representing a 4% year-over-year increase . - **Worldwide Shipping Costs**: Increased 11% year-over-year to $28,295 million . - **Worldwide Paid Units**: Grew 12% year-over-year . - **AWS Growth**: AWS net sales growth of 39.3% in Q3 . Fortune 500 companies’ spending on Amazon Bedrock increased nearly 7x year-over-year, with total token volume growing nearly 17x year-over-year . - **Amazon Now**: The ultra-fast delivery service is available in over 450 towns and cities, with the number of items ordered up 10x year-over-year . - **Grocery Business**: Fresh groceries and everyday essentials grew approximately 3x faster than the rest of the store, accounting for about half of all units sold in Q3 . - **Alexa for Shopping**: Used by over 400 million customers in the last 12 months, with customer interactions up 570% year-over-year . - **Amazon Pharmacy**: Saw a more than 60% year-over-year increase in customers, with repeat customers up over 50% year-over-year, and now offers 3-hour prescription delivery in over 350 cities . - **Zoox**: Began offering paid rides to customers in autonomous robotaxis in Las Vegas and started testing in San Diego and Houston, now operating in 12 U.S. cities . #### Outlook / Guidance Amazon.com, Inc. expects Q4 2026 net sales to range between $240.0 billion and $247.0 billion, representing 12% to 16% growth year-over-year, with advertising revenue projected to grow in the high teens . Operating income for Q4 2026 is anticipated to be between $28.5 billion and $33.5 billion, and the company maintains its expectation for 2026 cash capital expenditures to be approximately $220 billion . Furthermore, Amazon.com, Inc. projects AWS revenue growth rates of over 40% in both 2027 and 2028 . ### Related Stocks - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [AMZD.US](https://longbridge.com/en/quote/AMZD.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) - [AMZZ.US](https://longbridge.com/en/quote/AMZZ.US.md) - [AMZY.US](https://longbridge.com/en/quote/AMZY.US.md) - [AMZP.US](https://longbridge.com/en/quote/AMZP.US.md) - [AMZO.US](https://longbridge.com/en/quote/AMZO.US.md) - [AMZW.US](https://longbridge.com/en/quote/AMZW.US.md) ## Related News & Research - [Amazon Stock Could Have Nearly 50% Upside, JPMorgan Says, as AWS Eyes a $1 Trillion Future](https://longbridge.com/en/news/303763101.md) - [Amazon Just Burned $42 Billion in Cash Chasing AI Growth. 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