AMZN · 10-Q · 2026Q3 · Full report

FX / Currency Headwinds

AMAZON COM INC · 2026-10-30 · Importance 20 · Surprise 24

Foreign-exchange movements reduced Q3 2026 net sales by $896 million and reduced International net sales by $927 million; over the first nine months of 2026, FX increased consolidated net sales by $2.1 billion. In the nine-month period, FX increased operating expenses by $2.211 billion and reduced operating income by $155 million, based on reported operating income of $79.389 billion versus $79.544 billion at prior-year exchange rates. Amazon reports these impacts against the U.S. dollar and notes that foreign-currency balances include British pounds, Canadian dollars, euros, Indian rupees, and Japanese yen.

Key facts

• Foreign exchange rate changes reduced Amazon net sales by $896 million in Q3 2026 and increased net sales by $2.1 billion for the nine months ended September 30, 2026. source
• Foreign exchange rate changes increased North America net sales by $502 million for the nine months ended September 30, 2026 and did not significantly affect North America net sales in Q3 2026. source
• Foreign exchange rate changes reduced International net sales by $927 million in Q3 2026 and increased them by $1.5 billion for the nine months ended September 30, 2026. source
• Foreign exchange rate changes reduced Amazon cost of sales by $619 million in Q3 2026 and increased it by $1.2 billion for the nine months ended September 30, 2026. source
• Foreign exchange rate changes negatively affected International operating income by $125 million in Q3 2026 and positively affected it by $179 million for the nine months ended September 30, 2026. source
• Foreign exchange rate changes negatively affected AWS operating income by $330 million for the nine months ended September 30, 2026, and did not significantly affect it in Q3 2026. source