AMZN · News · 20260806N
Operating Income Trends
AMAZON COM INC · 2026-08-06 · Importance 64 · Surprise 56 · No source text
Amazon’s Q2 2026 operating income increased 43% year over year to $27.5 billion. Operating margin reached 13.7%, while AWS’s 39.4% margin made the cloud segment the primary contributor to consolidated profit growth. Retail operating margins also improved through logistics efficiency, according to third-party reporting.
Key facts
- Operating income for Q2 rose to $27.5 billion, a 43% year-over-year increase, with a 13.7% operating margin. source
- Amazon reported Q2 revenue of $200.61 billion, up 19.6% year-over-year, and EPS of $5.75, beating a $1.82 consensus. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +18.1% | Amazon reported Q2 revenue of $200.61 billion, up 19.6% year-over-year, and EPS of $5.75, beating a $1.82 consensus. |
| operating_income | positive | realized | +4.6% | Operating income for Q2 rose to $27.5 billion, a 43% year-over-year increase, with a 13.7% operating margin. |