Apple's broad-based strength across hardware and services, combined with record operating cash flow, reinforces its fundamental momentum. With no guidance provided, the market will focus on sustainability of iPhone demand and any tariff headwinds in coming quarters. The stock should see a positive reaction given the magnitude of the EPS beat.
Price Chart
Executive Summary
Apple reported a record June quarter with revenue of $109.4B (+16% YoY) and diluted EPS of $2.02 (+29% YoY), both above consensus estimates. Growth was broad-based across iPhone, Mac, Services, and all geographic segments, though gross margin benefited from ~2pp of tariff refunds. No forward guidance was provided.
Key Financial Metrics
Key Facts
- Revenue $109.4B, up 16% YoY, a June quarter record
- Diluted EPS $2.02, up 29% YoY, a June quarter record
- Gross margin 50.1% including ~2pp favorable impact from tariff refunds
- iPhone revenue $54.3B, Mac $10.4B, Services $30.7B — all set June quarter records
- All geographic segments (Americas, Europe, Greater China, Japan, Rest of Asia Pacific) grew double-digits YoY
- Dividend declared at $0.27 per share, payable August 13, 2026
Financial Impact
Revenue beat consensus by ~$0.4B (0.4%); EPS beat by $0.14 (7.5%) vs $1.88 consensus. Tariff refunds contributed ~$0.11 to EPS.
Risk Factors
- Tariff refunds are one-time; future tariff policy could pressure margins
- No forward guidance limits visibility into demand trends for the December quarter
- Macroeconomic headwinds or supply chain disruptions could impact growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000320193-26-000018 |
| Document: aapl-20260730.htm | 0000320193-26-000018 |
| Document: 0000320193-26-000018-index-headers.html | 0000320193-26-000018 |
| Document: 0000320193-26-000018-index.html | 0000320193-26-000018 |
| Document: 0000320193-26-000018.txt | 0000320193-26-000018 |
| 8-K Data (Synthetic) | 0000320193-26-000018 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 5w ago | Court Ruling | $332.27 $336.64 | ▲ +1.32% | ▼ −0.55% | $343.46 (+3.37%) |
Sep 10, 2026 5w ago | Court Ruling | $326.57 $340.42 | ▲ +4.24% | ▲ +2.12% | $343.46 (+5.17%) |
Sep 9, 2026 5w ago | Court Ruling | $315.34 $336.67 | ▲ +6.76% | ▲ +4.82% | $343.46 (+8.92%) |
Sep 8, 2026 5w ago | Court Ruling | $316.22 $333.63 | ▲ +5.51% | ▲ +3.79% | $343.46 (+8.61%) |
Sep 3, 2026 6w ago | Court Ruling | $328.21 $333.69 | ▼ −1.67% | ▼ −2.86% | $343.46 (−4.65%) |
Sep 1, 2026 6w ago | 8-K/A | $325.13 $333.09 | ▲ +2.45% | ▲ +2.34% | $343.46 (+5.64%) |
Aug 31, 2026 7w ago | Court Ruling | $316.85 $329.53 | ▲ +4.00% | ▲ +4.37% | $343.46 (+8.40%) |
Aug 27, 2026 7w ago | Court Ruling | $314.58 $341.07 | ▼ −8.42% | ▼ −8.39% | $343.46 (−9.18%) |
Aug 27, 2026 7w ago | Court Ruling | $314.58 $341.07 | ▲ +8.42% | ▲ +8.39% | $343.46 (+9.18%) |
Aug 26, 2026 7w ago | Court Ruling | $313.45 $335.92 | ▲ +7.17% | ▲ +7.03% | $343.46 (+9.57%) |
US Market Status
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