Apple (GB:0R2V)
LSE:0R2V
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.87Last Year’s EPS
1.57Same Quarter Last Year
Moderate Buy
Based on 28 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operating momentum: robust revenue growth (17% YoY), record Services and EPS, expanding installed base, continued large capital returns, and meaningful product demand—notably iPhone and MacBook Neo. Offsetting these positives were supply constraints (SoC-driven), rising memory costs pressuring product margins (products gross margin down 200 bps sequentially), and higher operating expenses as Apple scales R&D and AI investments. Management provided constructive guidance for June but flagged ongoing cost and supply headwinds. Overall, the positives (broad-based growth, record metrics, cash returns, and strategic investments) materially outweigh the near-term operational and margin challenges, supporting a favorable outlook while warranting monitoring of memory cost and supply dynamics.Company Guidance
Record Quarter Revenue and Strong Top-Line Growth
Total revenue $111.2B, up 17% year-over-year and a March record; March revenue records set across every geographic segment and in both developed and emerging markets.
iPhone Outstanding Performance
iPhone revenue $57B, up 22% year-over-year and a March record; iPhone 17 family cited as the most popular lineup at launch-through-March and IDC noted market share gains; March record for iPhone upgraders and iPhone active installed base at all-time highs.
Services All-Time Revenue Record
Services revenue $31B, up 16% year-over-year and an all-time high; double-digit growth in developed and emerging markets, with transacting and paid accounts reaching new all-time highs; Services gross margin 76.7% (up 20 bps sequentially).
Earnings, Cash Flow and Capital Returns
EPS $2.10, up 22% year-over-year (March record); net income $29.6B; operating cash flow $28.7B; returned $15B to shareholders in the quarter (including $11B repurchases and $3.8B dividends) and Board authorized an additional $100B for buybacks; dividend raised 4% to $0.27/share.
Installed Base and Customer Satisfaction
Installed base exceeded 2.5 billion active devices across major product categories; multiple high customer satisfaction metrics cited (e.g., iPhone 17 family 99% US satisfaction, Mac 97% US satisfaction, iPad 98% US satisfaction, Apple Watch 96% US satisfaction).
Product Momentum Across Hardware Lines
Mac revenue $8.4B (up 6% YoY) with March records for upgraders and customers new to Mac; iPad $6.9B (up 8% YoY); Wearables, Home and Accessories $7.9B (up 5% YoY); strong reception for new products including MacBook Neo, M5 MacBook Air/Pro, M4 iPad Air, AirPods Max 2, AirPods Pro 3, and Apple Watch lineup.
Strategic Investments and Sustainability Milestones
Progress on $600B U.S. commitment with Mac mini production moving to Houston later this year and purchases of over 100M advanced chips from TSMC Arizona; sustainability milestones include 30% recycled content by weight in materials shipped in 2025, 100% recycled cobalt in batteries, 100% recycled rare earths in magnets, and elimination of plastic in packaging.
GB:0R2V Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0R2V Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $273.99 | $280.74 | +2.46% |
Jan 29, 2026 | $257.58 | $257.52 | -0.02% |
Oct 30, 2025 | $270.85 | $271.40 | +0.21% |
Jul 31, 2025 | $207.45 | $201.85 | -2.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Apple (GB:0R2V) report earnings?
Apple (GB:0R2V) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Apple (GB:0R2V) earnings time?
Apple (GB:0R2V) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Apple stock?
The P/E ratio of Apple is N/A.
What is GB:0R2V EPS forecast?
GB:0R2V EPS forecast for the fiscal quarter 2026 (Q3) is 1.87.
