Amazon reports 39% AWS growth as quarterly operating income rises

Technology · First reported 29 Oct, 20:25 · Updated 21:40

Image: Wikimedia Commons · NASA Johnson Space Center · Public domain

Amazon reported third-quarter 2026 net sales of $201.9 billion and operating income of $28.1 billion. AWS sales rose 39% to about $46 billion; Amazon also reported lower net income year over year and forecast fourth-quarter sales of $240 billion to $247 billion.

Net sales rose 12% year over year to $201.9 billion, while operating income increased to $28.1 billion from $17.4 billion. Net income declined to $20.7 billion from $21.2 billion.
AWS sales increased 39% to about $46 billion, and its operating income rose to $17.8 billion. Amazon forecast fourth-quarter sales of $240 billion to $247 billion.
Amazon said free cash flow turned to a $42.4 billion outflow, driven primarily by higher property and equipment purchases that it said reflected AI investment. It expects 2026 cash capital expenditures of about $220 billion.

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Key facts

Third-quarter net sales: $201.9 billion, up 12% year over year
AWS third-quarter sales: $46.0 billion, up 39% year over year
Third-quarter operating income: $28.1 billion, compared with $17.4 billion a year earlier
Third-quarter net income: $20.7 billion, compared with $21.2 billion a year earlier
Fourth-quarter sales guidance: $240.0 billion to $247.0 billion
2026 cash capital expenditure outlook: Approximately $220 billion