Apple Inc. · 8-K EX-99.1 · 2026-07-30
Apple's fiscal Q3 2026 earnings release records double-digit revenue growth, a 50-percent gross margin, and a tariff-refund tailwind — all put on the public record in the company's own words.
1 / 5In the filing
The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year.”
The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year.
Anchors the entire filing's story by establishing the scale and pace of Apple's top-line growth for the quarter.
In context
iPhone, Mac and Services revenue set new June quarter records CUPERTINO, CALIFORNIA — Apple® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026. The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year. Company gross margin was 50.1 percent, including a favorable impact of approximately 2 percentage points from tariff refunds. Diluted earnings per share was $2.02, up 29 percent year over year, and included a favorable impact of $0.11 from tariff refunds.
Receipt
Diluted earnings per share was $2.02, up 29 percent year over year, and included a favorable impact of $0.11 from tariff refunds.
Shows shareholders that profit per share outpaced revenue growth, partly due to tariff refunds rather than organic operations alone.
In context
iPhone, Mac and Services revenue set new June quarter records CUPERTINO, CALIFORNIA — Apple® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026. The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year. Company gross margin was 50.1 percent, including a favorable impact of approximately 2 percentage points from tariff refunds. Diluted earnings per share was $2.02, up 29 percent year over year, and included a favorable impact of $0.11 from tariff refunds.
Receipt
Company gross margin was 50.1 percent, including a favorable impact of approximately 2 percentage points from tariff refunds.
Flags that margin strength carries an asterisk, alerting analysts to strip out the tariff-refund boost when modeling underlying profitability.
In context
iPhone, Mac and Services revenue set new June quarter records CUPERTINO, CALIFORNIA — Apple® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026. The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year. Company gross margin was 50.1 percent, including a favorable impact of approximately 2 percentage points from tariff refunds. Diluted earnings per share was $2.02, up 29 percent year over year, and included a favorable impact of $0.11 from tariff refunds.
Receipt
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.
Tim Cook frames a record quarter as broad-based, ruling out any single product or region as the sole driver of performance.
In context
…, 2026. The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year. Company gross margin was 50.1 percent, including a favorable impact of approximately 2 percentage points from tariff refunds. Diluted earnings per share was $2.02, up 29 percent year over year, and included a favorable impact of $0.11 from tariff refunds. “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,” said Tim Cook, Apple’s CEO. “At WWDC26, we were thrilled to introduce the all-new Siri AI, alongside all of Apple’s latest software innovations and important new child safety features.…
Receipt
Our installed base of active devices also reached a new all-time high across all major product categories and geographic segments.
Kevan Parekh extends the growth story beyond revenue to ecosystem reach, signaling a durable foundation for future Services monetization.
In context
“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,” said Tim Cook, Apple’s CEO. “At WWDC26, we were thrilled to introduce the all-new Siri AI, alongside all of Apple’s latest software innovations and important new child safety features.” “We are very pleased with our record business performance during the quarter, which set new June quarter records for both EPS and operating cash flow,” said Kevan Parekh, Apple’s CFO. “Our installed base of active devices also reached a new all-time high across all major product categories and geographic segments.”
Receipt
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