Apple Inc. 预定于 2026年10月29日发布下一份财报。日期来自 Nasdaq 财报日历，公司有时会调整。
截至 2026年6月27日 的季度，与去年同季度相比。
| 指标 | 截至该日的 3 个月2026年6月27日 | 截至该日的 3 个月2025年6月28日 | 变动 |
|---|---|---|---|
| 营业收入合计 | US$109.4B | US$94B | +16.36% |
| 利润 | US$29.8B | US$23.4B | +27.12% |
| 每股收益 | US$2.02 | US$1.57 | +28.66% |
| 自由现金流 | US$31.9B | US$24.4B | +30.77% |
这些是单季度数字，不是滚动一年——本站其他地方的数字覆盖十二个月，会大得多。季节性业务在两者之间摆动很大：ServiceNow 在十二月季度赚 20 亿美元自由现金流，在六月季度只有 5 亿。
对比对象是去年同一季度，而不是分析师预测。要说“超预期”或“不及预期”需要一致预期数据，那是我们没有的授权数据——而搞错它比不提更糟。
AAPL · Nasdaq · Technology · Consumer Electronics
下次财报：2026年10月29日
US$341.07+1.5%9月25日 收盘
Apple makes iPhone smartphones, Mac computers, iPad tablets, wearable devices, and digital services.
每场电话会的简短摘要——本季度的表现、管理层的预期，以及他们是否兑现了上次所说的话——下方附完整文字记录。
AAPL 最新一场电话会的摘要作为示例向所有人开放。此前电话会的摘要属于 Pro 内容。
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。 了解 Pro
此前电话会的摘要属于 Pro 内容。 了解 Pro
此前电话会的摘要属于 Pro 内容。 了解 Pro
June-quarter revenue set a record and Mac demand ran ahead of supply, while worsening constraints and memory costs cloud the outlook.
Revenue was $109.42 billion in Q3 FY2026, up 16.4% year over year, versus 17% growth in Q2 FY2026. Mac revenue reached $10.4 billion, up 29% year over year, and iPhone sales rose 22% to $54.252 billion in Q3 FY2026; management cited double-digit growth across geographic segments. The open question is whether Apple can meet demand as supply constraints widen and memory costs rise, with Q4 FY2026 revenue growth guided to 9%-11%.
June-quarter record; management cited double-digit growth across geographic segments.
我们的数据Q3 FY2026 电话会Earnings grew faster than revenue.
我们的数据Cash generation increased year over year.
我们的数据Product mix and tariff refunds helped; higher costs, including memory, partly offset gains.
Q3 FY2026 电话会2026年6月27日 的 10-QMacBook Neo and MacBook Pro drove growth despite significant supply constraints.
Q3 FY2026 电话会Inventory-days and channel-inventory totals were not provided.
我们的数据Q3 FY2026 电话会The filing disclosed substantial manufacturing commitments due within a year.
2026年6月27日 的 10-Q| 指标 | 展望 | 与上次展望相比 |
|---|---|---|
| Total company revenue growthQ4 FY2026, September quarter | 9%-11% year over year | — |
| iPhone reported revenue growthQ4 FY2026, September quarter | Mid-teens year over year | — |
| Gross marginQ4 FY2026, September quarter | 47%-48%, including an expected tariff-refund benefit of approximately one percentage point | — |
| Operating expensesQ4 FY2026, September quarter | $19.1 billion-$19.4 billion | — |
| Other income and expenseQ4 FY2026, September quarter | Around $350 million, excluding potential minority-investment mark-to-market effects | — |
由 AI 于 2026年9月23日 根据本场电话会的文字记录、上一场电话会、公司同期报告以及我们从美国证券交易委员会文件中得出的数据撰写。每一项都注明来源，摘要所依据的每条引述都已与原文核对——但数字仍可能有误。
这是对所述内容和所提交文件的摘要，不构成买入或卖出任何证券的建议。 摘要以英文撰写。
| Tax rateQ4 FY2026, September quarter |
| Around 16.5% |
| — |
| Foreign-exchange impact on total company growthQ4 FY2026 versus Q3 FY2026 | Sequential headwind of about 2.5 percentage points | — |
| Services reported revenue growthQ4 FY2026, September quarter | Largely similar to Q3 FY2026 after removing the negative sequential FX impact | — |
| 指标 | 指引 | 实际 | 结果 |
|---|---|---|---|
| Total company revenue growth | 14%-17% year over year for Q3 FY2026 | $109.42 billion, up 16.4% year over year in Q3 FY2026 | 区间内 |
| Gross margin | 47.5%-48.5% for Q3 FY2026 | 50.1% reported company gross margin in Q3 FY2026, including approximately two percentage points from tariff refunds; 48.1% excluding that benefit | 高于 |
| Operating expenses | $18.8 billion-$19.1 billion for Q3 FY2026 | $19.1 billion in Q3 FY2026 | 区间内 |