Amazon Reports Record Operating Margin as AWS Growth Accelerates

Amazon reported third-quarter 2026 net sales of $201.9 billion, up 12% from a year earlier. Operating income increased to $28.1 billion and the operating margin reached 13.9%, the company’s highest reported level.

AWS sales increased 39% to $46 billion, while North American sales grew 6% to $112.9 billion and international sales rose 5% to $43.1 billion. Net income was $20.7 billion, compared with $21.2 billion in the same quarter of 2025.

Amazon expects fourth-quarter sales of $240 billion to $247 billion and continues to forecast about $220 billion in 2026 capital expenditure. Guidance is forward-looking and remains subject to economic, demand and execution risks. Source: Amazon Investor Relations.