Companies /Technology
Apple Inc.
NASDAQ: AAPL Consumer Electronics
$342.62
▼ $0.84 (−0.24%) today
Markets open · 12:04pm ET

Apple (AAPL) Q3 2026 Earnings

Reported Jul 30, 2026, 4:30pm ET · SEC source
$2.02
Beat +6.80%
EPS · est. $1.89
$109.4B
Beat +0.42%
Revenue · est. $109.0B
+3.3%
Beating market
AAPL vs S&P since report
10 quarters
Consecutive EPS beats

How Did AAPL Stock React to Q3 2026 Earnings?

% change · around the report
−8%−4%0Jul 30Jul 31report 4:30pm ETearnings+0.2%−5.8%
−8%−4%0Jul 30Jul 31earnings+0.2%−5.8%
AAPL −5.8%S&P 500 +0.2%
−8%−4%0Jul 30Jul 31report 4:30pm ETearnings−0.3%−5.8%
−8%−4%0Jul 30Jul 31earnings−0.3%−5.8%
AAPL −5.8%NASDAQ −0.3%
−4%0+4%Jul 29Aug 7report 4:30pm ETearnings+4.2%−1.6%
−4%0+4%Jul 29Aug 7earnings+4.2%−1.6%
AAPL −1.6%S&P 500 +4.2%
−4%0+4%Jul 29Aug 7report 4:30pm ETearnings+5.4%−1.6%
−4%0+4%Jul 29Aug 7earnings+5.4%−1.6%
AAPL −1.6%NASDAQ +5.4%
−7.35%
Day of report
−1.78%
Next session
+1.43%
One week
+5.25%
30 days

S&P 500 over the same 30 days: +1.97%.

Did AAPL Beat Earnings? Q3 2026 Results

Yes. Apple reported Q3 2026 earnings of $2.02 a share on Jul 30, 2026, beating the $1.89 consensus estimate by 6.8%. Revenue was $109.4B against a $109.0B estimate.

Apple delivered a strong fiscal third quarter of 2026, posting earnings per share of $2.02 against a Wall Street consensus of $1.89, a 6.80% beat that extended the company's streak of topping EPS estimates to nine consecutive quarters. Revenue climbed 16.4% year over year to $109.42 billion, edging past the $108.96 billion consensus by 0.42%, as iPhone remained the primary growth engine with $54.25 billion in sales compared to $44.58 billion in the year-ago period. The standout driver behind the margin story was a roughly 2-percentage-point benefit to gross margin from tariff refunds, which also contributed an estimated $0.11 to EPS, suggesting that while underlying performance was genuinely robust, one-time tailwinds amplified the headline figures. Services revenue grew to $30.74 billion from $27.42 billion, reinforcing Apple's dual-engine model, and net income rose to $29.79 billion from $23.43 billion. With competition in advanced chip packaging intensifying across the semiconductor landscape, Apple's continued R&D investment of $11.73 billion signals it intends to stay ahead of that curve.

Key Takeaways
  • Double-digit revenue growth across iPhone, Mac, and Services
  • Double-digit growth in every geographic segment
  • Installed base of active devices reached all-time highs across all major product categories and geographic segments
  • Tariff refunds provided approximately 2 percentage point benefit to gross margin and $0.11 benefit to EPS

“Today, Apple is proud to report our strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services, and in every geographic segment.”

Apple CEO, on the earnings call

AAPL YoY Financials

Q3 2026 vs Q3 2025 · SEC filings Q3 2025 Q3 2026
$0$40.0B$80.0B$120.0B$94.0B$109.4BRevenue$43.7B$54.8BGross Profit$28.2B$35.7BOperating Income$23.4B$29.8BNet Income
$0$40.0B$80.0B$120.0BRevenueGross ProfitOperating IncomeNet Income
AAPL income statement, Q3 2026 versus Q3 2025
Metric Q3 2026 Q3 2025 Year over year
Revenue $109.4B $94.0B +16.4%
Gross Profit $54.8B $43.7B +25.3%
Operating Income $35.7B $28.2B +26.6%
Net Income $29.8B $23.4B +27.1%

AAPL Revenue by Segment

iPhone$54.3B+21.7%
Services$30.7B+12.1%
Wearables, Home and Accessories$7.9B+6.5%
Mac$10.4B+28.7%
iPad$6.2B−5.9%

AAPL Revenue by Geography

Americas$45.8B+11.1%
Europe$29.4B+22.4%
Greater China$18.8B+22.4%
Rest of Asia Pacific$8.9B
Rest of World
Japan$6.6B+13.4%
Asia Pacific

When Does Apple Report Next?

Expected report date
After the close
Release timing

Figures from SEC filings and company reports. Not investment advice.