Apple Posts Q4 Fiscal 2026 Revenue of $114.5 Billion, Up 12 Percent
Yahoo Finance ·
Apple announced its financial performance for the fourth quarter ended September 26, 2026, generating total quarterly revenue of $114.5 billion, representing a 12 percent year-over-year increase. Diluted earnings per share climbed 14 percent to $2.10. The company established September quarter records for total revenue, iPhone sales, and EPS, while the Services division achieved a new all-time high. CEO John Ternus highlighted the introduction of the innovative iPhone lineup and the new Siri AI. CFO Kevan Parekh noted that full-year fiscal 2026 revenue reached a record $479 billion alongside robust operating cash flow of $28 billion. Additionally, the board of directors declared a cash dividend of $0.27 per share, payable on November 16, 2026, to shareholders of record as of November 12, 2026.
AI 시장 분석
Apple announced its Q4 fiscal 2026 revenue reached a record high of $114.5 billion, up 12% year-over-year. Diluted earnings per share (EPS) rose 14% to $2.10, and the services division also broke all-time revenue records. This strong performance was driven by robust iPhone sales and growth in the services segment, raising expectations for the year-end holiday season.
상승 영향
- Smartphones — Apple recorded its highest-ever Q4 iPhone revenue, and earnings expansion is expected for related component suppliers driven by the successful launch of the iPhone 18 lineup.
- AI — The newly introduced Siri AI and innovative hardware lineup are having a positive impact on the year-end sales season, stimulating demand for related technologies.
DYAX 전담 분석
Apple's Q4 total revenue hit $114.5 billion, proving solid demand across both hardware and services. In particular, record-setting performance in the iPhone and services segments has a positive ripple effect across the global IT and smartphone components ecosystem, raising expectations for improved earnings among related suppliers.
The bullish scenario is continued strong sales of the new iPhone series during the year-end holiday season, while the bearish scenario involves supply chain disruptions or macroeconomic uncertainty. Investors should monitor the growth trend in active installed devices and the margin trends of the services division.
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