Apple — 2026Q3 財報
公布於 2026-07-30
每股盈餘 $2.02，預期 $1.89 — 優於預期
次一交易日 -7.4%（收盤 2026-07-30 → 2026-07-31）
來源
新聞稿 ↗綜述
The strongest June quarter in Apple's history — revenue up 16% to $109.4 billion with records across iPhone, Mac and Services, double-digit growth in every geography, and EPS up 29% to $2.02 — though one-time tariff refunds flattered the print, adding roughly 2 points to the 50.1% gross margin and $0.11 to EPS. The call carried the bigger news: it was Tim Cook's final earnings call as CEO, with John Ternus taking over going forward. CFO Kevan Parekh guided gross margin down to 47%-48%, with only about one point of remaining tariff-refund benefit versus roughly two points in Q3, so the headline margin will normalize lower.
法說會
法說會網路直播 ↗評述
引文為原始文件中的英文原文，未經翻譯；其下一行是 TradingPilot 對它的解讀。
來自財報
Apple's fiscal Q3 2026 (ended June 27, 2026) was its strongest June quarter ever: revenue of $109.4 billion rose 16 percent year over year with June-quarter records for iPhone, Mac and Services and double-digit growth in every geographic segment, while diluted EPS of $2.02 grew 29 percent — though both gross margin (about 2 points) and EPS ($0.11) were flattered by one-time tariff refunds.
-
“The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year.”
Total revenue was a June-quarter record $109.4 billion, up 16 percent year over year.
來源 ↗ -
“Company gross margin was 50.1 percent, including a favorable impact of approximately 2 percentage points from tariff refunds.”
Gross margin reached 50.1 percent, but roughly 2 percentage points of that came from one-time tariff refunds.
來源 ↗ -
“Diluted earnings per share was $2.02, up 29 percent year over year, and included a favorable impact of $0.11 from tariff refunds.”
Diluted EPS of $2.02 grew 29 percent year over year, including a favorable $0.11 impact from tariff refunds.
來源 ↗ -
““Today, Apple is proud to report our strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services, and in every geographic segment,” said Tim Cook, Apple’s CEO.”
CEO Tim Cook called it Apple's strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services and in every geographic segment.
來源 ↗ -
“Apple’s board of directors has declared a cash dividend of $0.27 per share of the Company’s common stock. The dividend is payable on August 13, 2026, to shareholders of record as of the close of business on August 10, 2026.”
The board declared a cash dividend of $0.27 per share, payable August 13, 2026 to holders of record as of August 10, 2026.
來源 ↗
來自法說會
The July 30 call was Tim Cook's final earnings call as CEO, with John Ternus taking over the calls going forward; alongside the record June quarter, CFO Kevan Parekh guided gross margin down to 47%-48% — including only about one point of remaining tariff-refund benefit versus roughly two points in Q3.
-
“Today, Apple is pleased to report $109.4 billion in revenue, up 16% from a year ago and a June quarter record.”
CEO Tim Cook opened by reporting $109.4 billion in revenue, up 16% from a year ago and a June quarter record.
來源 ↗ -
“As you know, this will be my final earnings call, and John will lead these calls going forward.”
Tim Cook confirmed this was his final earnings call as CEO, with incoming CEO John Ternus leading future calls.
來源 ↗ -
“We expect gross margin to be between 47%-48%. This includes an expected benefit of approximately one percentage point related to tariff refunds.”
CFO Kevan Parekh guided gross margin to 47%-48%, including roughly one percentage point of benefit from tariff refunds — down from the 50.1% just reported.
來源 ↗
截至 2026-08-10