Q4 2026
not_trackedNot on the calendar yet
No implied move was quoted for this print, so it is tracked on the guidance axis only.
Q4 2026 guidance against the printed figures| Guided | Range | Printed | Verdict |
|---|
| Net sales | $240bn to $247bn | · | Outstanding |
| Operating income | $28.5bn to $33.5bn | · | Outstanding |
Issued with the third-quarter results on October 29: net sales of $240 billion to $247 billion, 12% to 16% growth, and operating income of $28.5 billion to $33.5 billion against $25.0 billion a year earlier. Both midpoints sat below the street before the print ($243.5 billion against $244.5 billion expected, and $31.0 billion against $32.99 billion), though neither consensus figure is above the top of its range.
Guidance published; the print is not on the calendar yet. The row scores when the date is confirmed and the quarter is reported.
Amazon third-quarter 2026 earnings release, Form 8-K exhibit 99.1Our October 29 UPDATE on the week-ahead hub
Q3 2026
not_trackedReported 2026-10-29 (after close) · reaction session 2026-10-30
No implied move was quoted for this print, so it is tracked on the guidance axis only.
Q3 2026 guidance against the printed figures| Guided | Range | Printed | Verdict |
|---|
| Net sales | $197bn to $202bn | $201.9bn | Inside |
Amazon guided third-quarter net sales of $197 billion to $202 billion on July 30, which was 9% to 12% growth on $180.2 billion. Its October 29 release reported $201.9 billion, up 12%: inside the range and $0.1 billion below the top. The street had modelled $202.25 billion, above the top of the guide, so this is a company that hit its own number and missed the street's. Amazon said Prime Day fell mostly in the second quarter this year and that growth would have been about 4 percentage points higher without that shift.
Amazon reported after the close on Thursday, October 29, so the reaction session is Friday, October 30. The guidance block was scored from that evening's release. No implied move is on the row because no preview on this site priced one, so the row stays not_tracked on the move axis. The site's hub reported a fall of about 6% after hours, which is an extended-hours figure and would not resolve a move in any case.
Our coverage of the print where it was issuedAmazon third-quarter 2026 earnings release, Form 8-K exhibit 99.1Our October 29 UPDATE on the week-ahead hub, with the $202.25 billion consensus
- 2026-10-31: guidance.metrics[*].actual, Filled from Amazon's October 29, 2026 release (net sales $201.9 billion, up 12%). Report date and July 30 issue date added. Tier-1 coverage of the print did not surface in search at the time of the run.