
Overview
Amazon Q3 2025 net sales grow 13% yr/yr, beating analysts' expectations, driven by AWS and international segments
Adjusted EPS for Q3 beats consensus, reflecting strong operational performance
Company's operating income impacted by special charges, net income rises significantly
Outlook
Amazon expects Q4 2025 net sales between $206.0 bln and $213.0 bln
Company anticipates Q4 2025 operating income between $21.0 bln and $26.0 bln
Amazon's guidance includes a favorable FX impact of 190 basis points
Result Drivers
AWS GROWTH - AWS sales increased 20% yr/yr, driven by strong demand for AI and core infrastructure, according to CEO Andy Jassy
INTERNATIONAL SALES - International segment sales rose 14% yr/yr, aided by favorable foreign exchange rates
SPECIAL CHARGES - Operating income impacted by $2.5 bln legal settlement and $1.8 bln severance costs
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Net Sales | Beat | $180.17 bln | $177.75 bln (53 Analysts) |
Q3 EPS | Beat | $1.95 | $1.57 (49 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 71 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the department stores peer group is "buy"
Wall Street's median 12-month price target for Amazon.com Inc is $265.00, about 13.1% above its October 29 closing price of $230.30
Press Release: ID:nBw4nhB31a
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