AMAZON COM INC
CIK 0001018724
AMAZON COM INC reported Q2 FY2026. EPS came in at $5.75 against a $1.82 consensus, beat by 215.9%. Revenue was $200.6B versus $197.0B expected, beat by 1.8%. Gross margin was 52.3%, up 50 bps from last quarter.
read the full report →Amazon AMAZON COM INC reported a strong Q1 FY2026, with revenue and earnings both exceeding street estimates. Revenue came in at $181.52 billion, a 17% year-over-year increase, and EPS reached $2.78, significantly outpacing the $1.63 estimate. The company's AWS segment continues to be a key driver, with growth accelerating to 28% year-over-year, the fastest rate in 15 quarters.
read the full report →AMAZON COM INC missed EPS by -1.0% despite revenue beating by +0.9%, but the actionable read is that management is choosing AI capacity over near-term earnings optics. The market was set up for operating leverage after gross margin reached 50.8% in Q3 FY2025; the surprise is that Amazon is explicitly redirecting the upside into AWS infrastructure, custom silicon, and supply-constrained AI demand rather than allowing the model to flow through cleanly.
read the full report →The market was set up for a modest revenue beat and a cleaner EPS print; what it got was evidence that AMAZON COM INC can absorb a step-up in AI infrastructure while underlying operating income clears guidance. The variant perception is that the print should be read less as a broad e-commerce acceleration and more as a capacity-constrained AWS and custom-silicon cycle whose second-order beneficiaries are TSMC and SK Hynix, while the risk is that 2026 cash CapEx becomes the new ceiling on free cash flow.
read the full report →AMAZON COM INC cleared the quarter on revenue and EPS, but the variant view is that the market is still treating the print as a broad consumer/platform beat when the actionable signal is narrower: AWS is spending aggressively enough to protect its AI position while retail margin expansion is absorbing the near-term cost. The risk is not demand, which beat by +3.7%; it is whether $31.4 billion of quarterly cash CapEx keeps converting into AWS growth without another margin step-down.
read the full report →| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| HOWARD FINANCIAL SERVICES, LTD. | ADD | $8.8 B | 0.9% | +3,990 |
| ORG WEALTH PARTNERS, LLC | ADD | $6.9 B | 1.0% | +6,520,110 |
| ASSENAGON ASSET MANAGEMENT S.A. | TRIM | $4.3 B | 5.3% | -2,689,374 |
| SWEDBANK AB | ADD | $3.9 B | 3.4% | +576,975 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $716.9 B | $96.8 B | 13.5% | + 41.2% |
| 2024 | 2024-12-31 | $638.0 B | $68.5 B | 10.7% | + 82.5% |
| 2023 | 2023-12-31 | $574.8 B | $37.5 B | 6.5% | + 732.2% |
| 2022 | 2022-12-31 | $514.0 B | $-5.9 B | -1.2% | -115.6% |
| 2021 | 2021-12-31 | $469.8 B | $38.2 B | 8.1% | + 57.7% |
| 2020 | 2020-12-31 | $386.1 B | $24.2 B | 6.3% | + 73.3% |
| 2019 | 2019-12-31 | $280.5 B | $14.0 B | 5.0% | + 23.9% |
| 2018 | 2018-12-31 | $232.9 B | $11.3 B | 4.8% | + 196.4% |
| Form | Filed | Period | Accession # | Doc |
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| 10-Q | 2026-07-31 | 2026-06-30 |
0001018724-26-000026
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| 10-Q | 2026-04-30 | 2026-03-31 |
0001018724-26-000014
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| 10-Q | 2025-10-31 | 2025-09-30 |
0001018724-25-000123
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| 10-Q | 2025-08-01 | 2025-06-30 |
0001018724-25-000086
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| 10-Q | 2025-05-02 | 2025-03-31 |
0001018724-25-000036
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| 10-Q | 2024-11-01 | 2024-09-30 |
0001018724-24-000161
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| 10-Q | 2024-08-02 | 2024-06-30 |
0001018724-24-000130
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| 10-Q | 2024-05-01 | 2024-03-31 |
0001018724-24-000083
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| 10-Q | 2023-10-27 | 2023-09-30 |
0001018724-23-000018
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| 10-Q | 2023-08-04 | 2023-06-30 |
0001018724-23-000012
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| 10-Q | 2023-04-28 | 2023-03-31 |
0001018724-23-000008
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