Apple reported fiscal fourth-quarter revenue of $114.5 billion for the period ended September 26, 2026, up 12 percent year over year and a September-quarter record. Gross margin was 47.9 percent, including an estimated one-percentage-point boost from tariff refunds. Diluted earnings per share rose 14 percent to $2.10, with tariff refunds contributing about five cents. iPhone revenue reached a September-quarter record, while Services revenue hit a new all-time high. The quarter capped Apple’s strongest fiscal year to date, with annual revenue of $479 billion and double-digit growth in earnings per share.
Apple said it generated $28 billion in operating cash flow during the quarter and returned the same amount to shareholders. Its board declared a quarterly dividend of $0.27 per share, payable November 16 to shareholders of record November 12. The company also reported record active-device numbers across major product categories and regions, attributing customer loyalty to high satisfaction. CEO John Ternus highlighted new products intended to support the holiday season, including iPhone Duo, iPhone 18 Pro models, new home hardware, touch-enabled Mac, and an updated Siri AI. Apple cautioned that future performance may be affected by economic and geopolitical conditions, product-development and supply-chain challenges, technology and data-security problems, and legal or regulatory risks.
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