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Tech / Retrospective report

Apple reports $114.5 billion fiscal fourth-quarter revenue as Services reaches a record

Apple said its fiscal fourth quarter ended September 26 produced record September-quarter revenue and earnings per share; the results include a disclosed tariff-refund effect.

Event / announcement date
2026-09-26
Aerial view of Apple Park, Apple headquarters in Cupertino, California.
Archival photograph of Apple Park, photographed January 22, 2025. It provides corporate context and does not depict the quarterly-results announcement. · IPhone01 (Daniel Lawrence Lu) / Wikimedia Commons / CC BY-SA 4.0 · · Image source ↗ · cc-by-sa-4.0 ↗

Apple reported fiscal 2026 fourth-quarter revenue of $114.5 billion for the quarter ended September 26, 2026, up 12% from the same quarter a year earlier. The company also reported a 47.9% gross margin and diluted earnings per share of $2.10, which Apple said rose 14% year over year. [1]

The release says the quarter included an approximately one-percentage-point benefit to gross margin and a $0.05 benefit to diluted earnings per share from tariff refunds. Those are company-reported accounting effects, so they should not be read as a measure of underlying demand without the refund adjustment. [1]

Apple said iPhone revenue reached a September-quarter record and Services reached an all-time high. The announcement does not independently break out how much of the growth came from unit volume, pricing, product mix, currency, or launch timing; those distinctions matter when readers compare headline growth with operating performance. [1]

The results cover a period ending before the company announced them on November 2. For customers, investors and suppliers, the practical takeaway is to separate this completed September quarter from later holiday-season claims: the release describes Apple’s reported results, not a guarantee of future sales or service growth. [1]

Apple also reported $479 billion in fiscal 2026 full-year revenue. Because these figures come from Apple’s own announcement, readers seeking audited detail should consult the company’s formal filings when available; this briefing does not independently verify Apple’s accounting. [1]

The source

  1. Apple: Apple reports fourth quarter results ↗
    Source date 2026-11-02 · reviewed November 2, 2026
Sources reviewed November 2, 2026. External pages may change.

About this item: Retrospective report. No first-hand reporting or independent testing is claimed. Corrections policy.

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