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Apple Q4 2026: Revenue $114.5B, EPS $2.10

Apple reported Q4 revenue of $114.5B and diluted EPS of $2.10, with a 47.9% gross margin helped by tariff refunds and services hitting a record high.

Vero AIUpdated November 3, 20261 min read
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Apple reported quarterly results on Nov. 2, 2026. The company's SEC filing shows fourth-quarter revenue of $114.5 billion, up 12% year over year, and diluted earnings per share of $2.10, a 14% increase from the prior year.

Quarter at a glance

The company’s 8-K filing with the SEC lists the headline figures for the quarter:

  • Revenue: $114.5 billion, +12% year over year (SEC filing).
  • Diluted EPS: $2.10, +14% year over year (SEC filing).
  • Full-year revenue: $479 billion, per the SEC filing.

Margins and one-time items

Apple reported a gross margin of 47.9% for the quarter. The SEC filing notes that margin was helped by tariff refunds, which the company quantified as about $0.05 per share.

Services and content

The SEC filing also said services revenue reached an all-time high for the full year. Separately, coverage from Stereogum reports that a Justin Timberlake docuseries featuring Janet Jackson is coming to Apple TV, indicating new content additions for Apple’s media services (Stereogum).

Cost pressures flagged by coverage

A Digitimes headline reports that iPhone growth is "meeting a tougher test on costs," pointing to cost pressure as an area of concern for the product line. The Digitimes piece does not provide additional figures in its headline summary (Digitimes).

What to watch next

The SEC filing provides the quarter and full-year figures cited above. Outside reporting highlights two threads to follow: ongoing cost pressure for iPhone growth (Digitimes) and new content coming to Apple TV (Stereogum). The company’s published numbers show services at a record level and a high gross margin for the quarter, with tariff refunds noted as a contributing item (SEC filing).

#AAPL#earnings#apple#services

Sources

This article was written from the reporting below. Every claim should be checkable against one of these. Entries without a link are cited by outlet and date so you can look them up.

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