| AAPL |
Report |
Total revenue |
BEAT |
pred ~$110.3B vs. cons $108.6B |
MEDIUM |
| AAPL |
Report |
Diluted EPS |
BEAT |
pred ~$1.98 vs. cons $1.92 |
MEDIUM |
| AAPL |
Report |
Gross margin |
BEAT |
pred ~48.7% vs. cons 48.1% |
MEDIUM |
| AAPL |
Guide |
Total revenue growth |
BETTER |
guide ~8.0% YoY vs. cons 6.5% YoY (FY2026 Q4/September quarter) |
MEDIUM |
| AAPL |
Guide |
Gross margin |
LOWER |
guide ~46.5% vs. cons 47.6% (FY2026 Q4/September quarter) |
HIGH |
| AAPL |
Guide |
Services revenue growth |
UNCHANGED |
guide ~14.0% YoY vs. cons 14.0% YoY (FY2026 Q4/September quarter) |
MEDIUM |
| AAPL |
Guide |
Memory-cost commentary |
LOWER |
guide ~150 bps gross-margin headwind vs. cons ~90 bps headwind (FY2026 Q4/September quarter) |
HIGH |
| AAPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.8% |
— |
MEDIUM |
| AAPL |
Return |
5-day cumulative residual |
-5.6% (FOLLOW-THROUGH) |
A June-quarter revenue/EPS beat is likely outweighed by the ~$1.1-point September gross-margin guide shortfall: the implied out-period EPS math falls from roughly $2.00 to ~$1.91, prompting FY2026/FY2027 estimate cuts despite strong iPhone and Services demand. |
MEDIUM |