Apple Inc. 8-K
PositiveEarnings
iPhone, Mac and Services growth drove a record June quarter; tariff refunds boosted gross margin and EPS.
Filed 2026-07-30 16:30 ET
- 2.02 Results of Operations
- 9.01 Financial Statements and Exhibits
Summary
Q3 FY2026 results. Apple reported record June-quarter revenue and diluted EPS, with 16% Y/Y revenue growth across iPhone, Mac and Services and in every geographic segment. Tariff refunds added approximately 2 percentage points to gross margin and $0.11 to diluted EPS.
Key Figures
| Metric | Q3 2026 | Q3 2025 | Y/Y |
|---|---|---|---|
| Revenue | $109B | $94.0B | 16% |
| Operating income | $35.7B | $28.2B | 27% |
| Net income | $29.8B | $23.4B | 27% |
| Diluted EPS | $2.02 | $1.57 | 29% |
- Revenue records: iPhone $54.3B (+22% Y/Y), Mac $10.4B (+29%) and Services $30.7B (+12%).
- 9M net income was $101B (+20% Y/Y), alongside operating cash flow of $117B (+43%) and FCF, calculated as operating cash flow less property, plant and equipment purchases, of $110B vs $72.3B. Share repurchases were $62.1B vs $70.6B; shares outstanding declined 1.1%, to 14.61B from 14.77B at FY2025 year-end.
- Gross margin was 50.1%, including an approximately 2 percentage-point benefit from tariff refunds. At 6/27/2026, cash and cash equivalents were $39.5B and balance-sheet term debt plus commercial paper totaled $84.3B. Apple declared a $0.27-per-share cash dividend, payable 8/13/2026 to holders of record 8/10/2026.
Guidance
No guidance in this filing.
Investor Takeaways
- The next quarterly results will show whether double-digit growth in iPhone, Mac and Services continues.
The summary is written by an AI model reading the filing.
Model 005 · prompt 01d34d48e3