Amazon.com's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-29. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $201,944 million (+12.1% vs a year earlier) |
| Diluted EPS (GAAP) | $1.89 |
| Full-year guidance | Reaffirmed |
Guidance
Amazon guides Q4 2026 net sales of $240–247 billion and operating income of $28.5–33.5 billion; still expects about $220 billion 2026 capex.
Why this label: Only full-year item is capex, 'continue to expect' ~$220B (non-core); revenue and operating income are guided for Q4 2026 only.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| cash capital expenditures | FY2026 | approximately $220 billion | approximately $220 billion |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| net sales | Q4 2026 | $240.0–247.0 billion (12%–16% y/y growth) |
| operating income | Q4 2026 | $28.5–33.5 billion |
From the release
Revenue: "Total net sales · 180,169 · 201,944"
Earnings per share: "Net income decreased to $20.7 billion in the third quarter, or $1.89 per diluted share, compared with $21.2 billion, or $1.95 per diluted share, in third quarter 2025."
cash capital expenditures: "We continue to expect 2026 cash capital expenditures to be approximately $220 billion."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: AWS sales grew 39% to $46.0 billion; Amazon's 13.9% operating margin was its highest ever.
Source
Amazon.com earnings release (SEC filing), accession 0001018724-26-000038, filed 2026-10-29.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.