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Apple Q4 2026 Results: $114.5B Revenue Beat

Hacker News •
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Apple reported fiscal 2026 fourth‑quarter results on November 2, 2026, posting quarterly revenue of $114.5 billion, up 12 percent year over year, and a record September‑quarter performance. The Company posted gross margin of 47.9 percent, including a favorable impact of roughly 1 percentage point from tariff refunds.

John Ternus, Apple’s CEO, highlighted iPhone revenue reaching a September‑quarter record and Services hitting an all‑time high, while noting the upcoming iPhone Duo, iPhone 18 Pro and iPhone 18 Pro Max, plus a new generation of home hardware and Touch on Mac. Diluted earnings per share was $2.10, up 14 percent, and included a $0.05 benefit from tariff refunds.

Kevan Parekh, CFO, reported net income and EPS records, $28 billion in operating cash flow, and a $28 billion return to shareholders. Apple declared a $0.27 per share dividend payable on November 16, 2026, to shareholders of record as of November 12, 2026. The company also noted an all‑time high installed base across all major product categories and geographic segments.

The results were streamed live at 2:00 p.m. PT on apple.com/investor/earnings‑call and will be available for replay for approximately two weeks thereafter. Apple’s board approved the dividend, and the fiscal year closed with record revenue of $479 billion.

Source: Hacker News · Summarized by HeadlinesBriefing