Apple Inc. (AAPL) Earnings History

Apple Inc. - Q2 2026 EarningsBeat

Filed at: Apr 30, 2026, 4:30 PM EDT|Read from source

EXECUTIVE SUMMARY

Apple reported a strong second quarter with record revenue and double-digit growth across all geographic segments, driven by exceptional demand for the iPhone 17 lineup and record Services revenue. The company also announced a new $100 billion share repurchase authorization and a 4% increase in its quarterly dividend.

POSITIVE HIGHLIGHTS

  • •

    Total net sales reached $111.2 billion, up 17 percent year over year, setting a new March quarter record.

    positive
  • •

    Diluted earnings per share was $2.01, up 22 percent year over year, also a new March quarter record.

    positive
  • •

    iPhone revenue set a new March quarter record, fueled by strong demand for the iPhone 17 lineup.

    positive
  • •

    Services revenue achieved a new all-time record.

    positive
  • •

    All geographic segments experienced double-digit growth year over year.

    positive

CONCERNS & RISKS

  • •

    Inventories increased to $6.747 billion from $5.718 billion in the prior year, a 17.9% increase, outpacing the 17% revenue growth.

    attention
  • •

    While overall operating expenses increased by 23.5% year-over-year ($18.896B vs $15.278B), R&D expenses grew by 33.5% ($11.419B vs $8.550B), indicating a significant investment in future products.

    attention
  • •

    Mac revenue saw a slight decrease of 0.9% year-over-year ($8.399B vs $7.949B in the prior year's six-month period, but a slight increase from $7.949B to $8.399B for the quarter).

    attention

FINANCIAL METRICS

Revenue
Quarterly
$111.18B
N/A
Net Income
Quarterly
$29.58B
+19.4%
Prior year: $24.78B
Annual (YTD)
$71.67B
N/A
Prior year: $61.11B
EPS (Diluted)
Quarterly
$2.01
+21.8%
Prior year: $1.65
Operating Income
Quarterly
$35.88B
N/A
EPS (Basic)
Quarterly
$2.02
+22.4%
Prior year: $1.65

MARGIN ANALYSIS

Gross Margin
Current Quarter
49.3%
Prior Year
47.0%
YoY Change
+222 bps
Operating Margin
Current Quarter
32.3%
Prior Year
31.0%
YoY Change
+124 bps
Net Margin
Current Quarter
26.6%
Prior Year
26.0%
YoY Change
+61 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q2 2026 2026

VISUAL OVERVIEW

|
Americas
0.0%
N/A
Europe
0.0%
N/A
Greater China
0.0%
N/A
Japan
0.0%
N/A
Rest of Asia Pacific
0.0%
N/A
iPhone
0.0%
N/A
Mac
0.0%
N/A
iPad
0.0%
N/A
Wearables, Home and Accessories
0.0%
N/A
Services
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Americas
N/A———
Europe
N/A———
Greater China
N/A———
Japan
N/A———
Rest of Asia Pacific
N/A———
iPhone
N/A———
Mac
N/A———
iPad
N/A———
Wearables, Home and Accessories
N/A———
Services
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

EARNINGS CALL —

Call date
2026-04-30
Tone
N/A
Hedge density
N/A
Deflection rate
N/A

MANAGEMENT COMMENTARY

Apple reported its best March quarter ever with record revenue and double-digit growth across all geographic segments.

— Apple Inc., Q2 2026 2026 Earnings Call

iPhone 17 lineup showed extraordinary demand, driving a March quarter revenue record.

— Apple Inc., Q2 2026 2026 Earnings Call

Services achieved yet another all-time record, highlighting the growing importance of this segment.

— Apple Inc., Q2 2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Installed Base Active Devices
new all-time high
devices

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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