Amazon reported third-quarter revenue of $201.9 billion, up 12% year over year, and operating income rose 61% to $28.1 billion, for an operating margin of 13.9%. AWS net sales reached $46.0 billion, growing 39.3%, with a backlog of $578 billion. The company spent $75.9 billion on capital expenditures in the quarter and guided full-year capex to $220 billion, with meaningful increases expected in 2027. Net income was $20.7 billion, or $1.89 per diluted share, down from $21.2 billion a year earlier, which had included a $9.5 billion pre-tax gain from its Anthropic investment. Management also cited higher fuel and line-haul transportation costs that raised fulfillment expenses during the quarter.
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/29/2026 | 244.23 |
| Change that session | -4.07% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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