| AAPL |
Report |
Revenue (FQ3 2026) |
BEAT |
pred ~$110.2B vs. cons $108.86B |
MEDIUM |
| AAPL |
Report |
iPhone revenue (FQ3 2026) |
BEAT |
pred ~$53.8B vs. cons $53.0B |
MEDIUM |
| AAPL |
Report |
Gross margin (FQ3 2026) |
IN-LINE |
pred ~48.4% vs. cons 48.2% |
MEDIUM |
| AAPL |
Guide |
Revenue (FQ4 2026) |
BETTER |
guide ~$116.2B vs. cons $115.78B (FQ4 2026) |
MEDIUM |
| AAPL |
Guide |
Gross margin (FQ4 2026) |
LOWER |
guide ~47.2% midpoint vs. cons 47.7% (FQ4 2026) |
MEDIUM |
| AAPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.4% |
— |
MEDIUM |
| AAPL |
Return |
5-day cumulative residual |
-3.8% (FOLLOW-THROUGH) |
The likely FQ3 revenue and iPhone beats are offset by FQ4 gross-margin guidance ~50 bp below consensus; applying the lower margin to ~$116.2B of out-period revenue implies roughly ~$0.6B less gross profit than consensus, driving post-print EPS estimate cuts despite slightly better revenue guidance. |
MEDIUM |