Amazon third-quarter sales rise 12 percent to $201.9 billion

Amazon.com reported a 12 per cent rise in net sales for the third quarter ended 30 September 2026. Sales reached $201.9 billion, compared with $180.2 billion a year earlier. Excluding an unfavourable foreign exchange effect of $0.9 billion, sales grew 13 per cent.

Operating income climbed 61 per cent to $28.1 billion, up from $17.4 billion in the same quarter of 2025. The company said its operating margin of 13.9 per cent was the highest it has reported. Net income, however, fell slightly to $20.7 billion from $21.2 billion. Diluted earnings per share were $1.89, against $1.95 a year earlier.

Cloud and retail growth

Amazon Web Services, its cloud computing arm, drove much of the growth. AWS revenue rose 39 per cent to $46 billion, its fastest pace in nearly five years. AWS operating income rose to $17.8 billion from $11.4 billion.

By segment, North America sales grew 6 per cent to $112.9 billion, and North America operating income more than doubled to $8.7 billion. International sales rose 5 per cent to $43.1 billion. Excluding currency movements, International sales grew 8 per cent.

Chief executive Andy Jassy said the company's AWS investment in functionality and infrastructure "is working". He pointed to newer businesses including Grocery, Pharmacy, Amazon Leo and Zoox.

Timing of Prime Day

Amazon said that net sales growth would have been about 4 percentage points higher had Prime Day fallen in the same quarter as last year. This year the sales event was held in the second quarter in most major markets. In 2025 it took place entirely in the third quarter.

Amazon has not said how it will schedule the event in future years.

Amazon's advertising business contributed to results.