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Apple Q4: rev. $114.5B, up 12% y/y

New Street Desk · · Data as of

New Street Spotlight card: Apple Q4: revenue $114.5B, up 12% year over year. Fiscal fourth quarter ended Sept. 26, 2026. Revenue of $114.48B compared with LSEG consensus of $113.39B. Table of fiscal Q4 2026 net sales, year-over-year change computed: iPhone $57.58B, +17%; Services $31.57B, +10%; Mac $10.79B, +24%; iPad $6.23B, -10%; Wearables/Home $8.30B, -8%; total $114.48B, +12%. Diluted EPS $2.10, up 14% y/y, incl. $0.05 from tariff refunds. What to watch: iPad revenue $6.23B, down 10% y/y. New Street View: iPhone drove most of the revenue gain; tariff refunds flatter EPS growth. Sources: Apple release and Form 8-K; LSEG consensus via CNBC. Data as of 4:30 p.m. ET.

Fiscal fourth quarter ended Sept. 26, 2026. Revenue of $114.48B compared with LSEG consensus of $113.39B.[1][2][3]

Diluted EPS $2.10, up 14% y/y, incl. $0.05 from tariff refunds.[1][2]

What to watch: iPad revenue $6.23B, down 10% y/y.[2]

New Street View: iPhone drove most of the revenue gain; tariff refunds flatter EPS growth.[1][2]

Sources

  1. Apple Newsroom, Apple reports fourth quarter results
  2. Apple Inc. (SEC EDGAR), Form 8-K, Exhibit 99.1: condensed consolidated financial statements, Q4 FY2026
  3. CNBC (LSEG data), Apple beats on quarterly revenue in CEO John Ternus' first earnings report: Live updates

How to cite: New Street Desk, "Apple Q4: rev. $114.5B, up 12% y/y," New Street, Nov. 2, 2026, https://newstreet.xyz/spotlight/2026-11-02-1705-apple/.