| Q3 FY26 | YoY | 9M FY26 | |
|---|---|---|---|
| Revenue | $70.5B1 | +11.6% | $207.4B |
| Net income | $2.2B | +15.2% | $6.2B |
| Op income | $2.8B | +11.3% | – |
| EPS (dil.) | $4.93 | – | $14.01 |
| EPS (basic) | $4.94 | +15.2% | $14.03 |
| Gross margin | 11.0% | -0.2pp | |
| Op margin | 4.0% | -0.1pp | |
| Net margin | 3.1% | +0.1pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| new_warehouse_openings | 28 net new openings | FY26 | point | New |
| new_warehouse_openings | 30 plus new openings per year | coming years | directional | New |
| capital_expenditure | $6.5 billion | full year | point | New |
| digital_sales_growth | faster pace than overall sales | future | directional | New |
| new_warehouse_openings | 30 warehouse a year goal | five to 10-year time horizon | point | New |
| new_warehouse_openings | 30 target a year | five to 10-year time horizon | point | New |
| new_warehouse_openings | just over half of those we think would be in the US | five to 10-year time horizon | directional | New |
| new_warehouse_openings | just under half would be in the rest of the world | five to 10-year time horizon | directional | New |
| gross_margin | stable and has grown slightly | last 12 to 24 months | directional | New |
| membership_fee_income_growth | seven and a half percent | Q2 | point | New |
| new_members | 5% growth range | long-term | point | New |
| renewal_rate | flat | Q2 | point | New |
| inflation | low-single digits | Q2 | directional | New |
| media_revenue | growing double digits | today | directional | New |
| retail_media_revenue | early learning stages | future | directional | New |
| AI_impact | still early days | future | directional | New |
| special_dividend | no plans that we could share at this time | next few quarters | refused | New |
| pharmacy_business_growth | faster pace than our total sales | Q2 | directional | New |
| retail_media_opportunity | significant opportunity | future | directional | New |
| China_growth | growing nicely | future | directional | New |
| Q2 FY26 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $67.3B | +8.3% |
| Net income | $2.0B | +11.3% |
| Op income | $2.5B | +12.2% |
| EPS (dil.) | $4.50 | +11.4% |
| EPS (basic) | $4.51 | +11.4% |
| Gross margin | 11.3% | +0.1pp |
| Op margin | 3.7% | +0.1pp |
| Net margin | 3.0% | +0.1pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $84.4B | +8.0% | $269.9B |
| Net income | $2.6B | +10.9% | $8.1B |
| Op income | $3.3B | +9.8% | $10.4B |
| EPS (dil.) | $5.87 | +11.0% | $18.21 |
| EPS (basic) | $5.88 | +10.9% | $18.24 |
| Op margin | 4.0% | +0.1pp | |
| Net margin | 3.1% | +0.1pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $62.0B | +8.0% | $185.5B |
| Net income | $1.9B | +13.2% | $5.5B |
| Op income | $2.5B | +15.2% | $7.0B |
| EPS (dil.) | $4.28 | +13.2% | $12.34 |
| EPS (basic) | $4.29 | +13.2% | $12.36 |
| Q2 FY25 | YoY | 6M FY25 | |
|---|---|---|---|
| Revenue | $62.5B | +9.1% | $123.5B |
| Net income | $1.8B | +2.6% | $3.6B |
| Op income | $2.3B | +12.3% | $4.5B |
| EPS (dil.) | $4.02 | +2.5% | $8.06 |
| EPS (basic) | $4.03 | +2.5% | $8.08 |
| Op margin | 3.7% | +1.0pp | |
| Net margin | 2.9% | -0.2pp |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | $61.0B | +7.5% |
| Net income | $1.8B | +13.2% |
| Op income | $2.2B | +10.7% |
| EPS (dil.) | $4.04 | +12.8% |
| EPS (basic) | $4.05 | +13.1% |
| Op margin | 3.6% | +0.1pp |
| Net margin | 3.0% | +0.1pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-07-08 | – | 3 | 0 |
| 10-Q | 2026-06-03 | – | 32 | 59 |
| 8-K | 2026-05-28 | Q2 2026 | 9 | 0 |
| 8-K | 2026-04-15 | – | 1 | 0 |
| 10-Q | 2026-03-11 | – | 31 | 75 |
| 8-K | 2026-03-05 | Q2 2026 | 8 | 0 |
| 8-K | 2026-01-21 | – | 4 | 0 |
| 10-Q | 2025-12-17 | – | 22 | 20 |
| 8-K | 2025-12-11 | Q1 2026 | 7 | 0 |
| DEF 14A | 2025-12-04 | – | 36 | 0 |
Showing the latest 10 of 65 — the full set is in the API.