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Market Incident

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AI compiled from Infoway · 3 analyzed stories

Apple Reports Record September-Quarter Revenue of $114.5 Billion

Apple reported record revenue of $114.5 billion for its September quarter in fiscal 2026, up 12% from a year earlier. Net income rose to $30.711 billion, and diluted earnings per share, or profit allocated to each share, increased 14% to $2.10, including a benefit from tariff refunds.

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Updated:

What happened

Apple reported fiscal fourth-quarter revenue of $114.5 billion, up 12% from a year earlier, and earnings per share of $2.10, up 14%. The figure included a $0.05 benefit per share from tariff refunds. China also approved Apple Intelligence for Apple tablets and laptops, after approving it for iPhones in July.

Global impact / market context

Revenue and earnings grew, but tariff refunds added to reported profit. Excluding that benefit gives a simple estimate of $2.05 per share. This distinction matters to investors assessing how much of the reported earnings came from the company’s business rather than refunds. The China approval covers more Apple device types.

What to watch

  1. Check Apple’s next reported revenue and its year-over-year change to see whether the growth continues.
  2. Check reported earnings per share against the $2.05 estimate excluding the tariff-refund benefit to see how much refunds contributed.
  3. Check for news that Apple Intelligence is available on Apple tablets and laptops in China, to see whether the approval is followed by availability.

Affected assets

  • AAPL

Evidence