Apple posts record September quarter revenue of 114.5 billion dollars

Apple reported fiscal fourth quarter revenue of 114.5 billion dollars, up 12 percent year over year, with diluted earnings per share of 2.10 dollars, up 14 percent, iPhone revenue at a September quarter record and Services revenue at an all-time high.

Why it matters: The print closes a record fiscal year for the largest US technology company, with 478.8 billion dollars in full year revenue, and shows tariff refunds adding about a point to gross margin in the quarter.

Data as of Apple fiscal fourth quarter 2026 results, Form 8-K filed November 2, 2026 (accession 0000320193-26-000024), read in full from the filing's Exhibit 99.1 in this run; every figure is the company's own. The release carries no comparison with analyst expectations and no forward revenue guidance. Developing item.

Apple reported revenue of 114.5 billion dollars for its fiscal fourth quarter ended September 26, 2026, up 12 percent from 102.5 billion dollars a year earlier, with net income of 30.7 billion dollars against 27.5 billion dollars and diluted earnings per share of 2.10 dollars, up 14 percent. iPhone revenue was 57.6 billion dollars, a September quarter record, Services revenue was 31.6 billion dollars, an all-time high, Mac revenue was 10.8 billion dollars, iPad revenue was 6.2 billion dollars and Wearables, Home and Accessories revenue was 8.3 billion dollars.

Gross margin was 47.9 percent, including a favourable impact of about one percentage point from tariff refunds, which also added 0.05 dollars to diluted earnings per share. Full year revenue reached a record 478.8 billion dollars, with full year net income of 132.2 billion dollars and diluted earnings per share of 8.98 dollars. Apple declared a dividend of 0.27 dollars per share, payable November 16 to shareholders of record on November 12, and gave no forward revenue guidance in the release.

Apple posts record September quarter revenue of 114.5 billion dollars

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