The Quarter in Brief
Apple reported its fourth quarter of fiscal 2026, the three months ended September 26, 2026, after the market closed on Monday, November 2. Revenue was $114.5 billion, up 12% from $102.5 billion a year earlier and the highest for any September quarter in the company's history. Diluted earnings per share were $2.10, up 14% from $1.85. Apple said $0.05 of that came from refunds of tariffs it had paid earlier; without them, earnings per share were $2.05, up 11%.
Both figures were ahead of what analysts had expected: about $113.4 billion of revenue and $1.99 of earnings per share. The iPhone did most of the work. Its revenue rose 17% to $57.6 billion, a record for the September quarter, and Mac revenue rose 24%, while iPad and the Wearables, Home and Accessories category both shrank. Sales in Greater China rose 21%. It was also the first report under John Ternus, who became chief executive on September 1, with Tim Cook moving to executive chair, and it closed a fiscal year in which revenue rose 15% to a record $478.8 billion.