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Apple Inc.
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · rok obrotowy: Q3 2026 · opublikowano 30 lip 2026 i 30 kwi 2026
Net income up 0.7% on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
1 · Liczby
+0,7%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 29,79 mld vs 29,58 mld
Przychody −1,6%
Dlaczego Against the same quarter last year, net income rose primarily because of double-digit growth in iPhone and Mac revenue, driven by high demand for the iPhone 17 family and the MacBook Pro and MacBook Neo.
2 · Jak mówił zarząd
Typowy
More upbeat than 60% of company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Apple established a new multi-year agreement with Broadcom as part of the American Manufacturing Program expected to exceed $30 billion.
Między wierszami
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Prognoza
Apple expects September quarter total company revenue to grow between 9% and 11% year-over-year.
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Liczba
Products revenue rose 18% year-over-year to $78.7 billion, driven by double-digit growth on iPhone and Mac, which both set new June quarter records.
Cytat ze źródła
“Products revenue was $78.7 billion, up 18% year-over-year, driven by double-digit growth on iPhone and Mac, both of which set new June quarter records.”
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Prognoza
Apple expects gross margin to be between 47% and 48% for the upcoming period.
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Liczba
Apple reported $109.4 billion in revenue, a 16% increase from a year ago, setting a new record for the June quarter.
Cytat ze źródła
“Today, Apple is pleased to report $109.4 billion in revenue, up 16% from a year ago and a June quarter record.”
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Główny temat
Apple established a new multi-year agreement with Broadcom as part of the American Manufacturing Program expected to exceed $30 billion.
Cytat ze źródła
“The new multi-year agreement with Broadcom, which is part of Apple's American Manufacturing Program, is expected to exceed $30 billion.”
3 więcej
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Główny temat
Apple will offer the product for the Mac because the Mac is not covered by the same regulations as the iPhone and the iPad.
Cytat ze źródła
“It is offered or will be offered for the Mac there, because the Mac is not covered by the same regulations as the iPhone and the iPad.”
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Liczba
Apple returned $33 billion to shareholders during the quarter.
Cytat ze źródła
“During the quarter, we returned $33 billion to shareholders.”
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Liczba
Revenue increased because the company experienced exponential increases in memory prices, which they described as a 100-year flood on memory pricing.
Cytat ze źródła
“We did it because we're in what I would characterize as a 100-year flood on the memory pricing, with exponential increases in memory prices.”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-09-27), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$336.67
zamknięcie z 2026-10-07
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+20,2% przez 10 lat
Wartość godziwa / akcję
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Zarząd oczekuje
Przychody +9% · z raportu za II kw. 2026: “Apple expects September quarter total company revenue to grow between 9% and 11% year-over-year.”
Prognoza zarządu, zwykle na rok do przodu — nie tempo wzrostu przepływów na 10 lat.
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“We saw so much excitement around the best Mac lineup we've ever had, growing a strong 29% to achieve a June quarter revenue record.”
“We also set a June quarter revenue record in developed markets and an all-time record in emerging markets with particular strength in Greater China, where we had an all-time revenue...”
“We're also looking forward to this year's Emmy Awards, where Apple has landed a record 89 nominations, leading all networks in both the major drama and comedy series categories, with...”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-27)
| Pozycja | II kw. 2026period end 2026-06-27 | I kw. 2026period end 2026-03-28 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 109,42 mld | 111,18 mld | −1,6% | 94,04 mld | +16,4% |
| Zysk brutto ze sprzedaży | 54,77 mld | 54,78 mld | ±0% | 43,72 mld | +25,3% |
| Zysk operacyjny | 35,70 mld | 35,88 mld | −0,5% | 28,20 mld | +26,6% |
| Zysk netto | 29,79 mld | 29,58 mld | +0,7% | 23,43 mld | +27,1% |
| Zysk na akcję | 2,02 | 2,01 | +0,5% | 1,57 | +28,7% |
| C/Z dziś 38,2 | 32,5 | 30,1 | +2,4 | 30,5 | +2,0 |
Tematy
Najczęściej omawiane teraz
- Services revenue was $30.7 billion, up 12% year-over-year.
- Apple looks at its gross margin change from the 49.3% it had at the total company level for the March...
- Apple continues to see enormous customer enthusiasm for its most popular lineup ever, with iPhone revenue growing 22% from a...
- Services gross margin was 75.6%, down 110 basis points sequentially, driven by a different mix.
- Keep in mind, Apple also made some changes to the App Store business model in certain countries.
Zniknęło od I kw. 2026
- Słabnie Apple set March quarter revenue records and grew double digits in every geographic segment, including strong double-digit growth in…
- Słabnie Products revenue was $80.2 billion, up 17% year-over-year, driven by double-digit growth in iPhone, setting a new March quarter record.
- Zniknęło Across the Mac lineup, customers are finding the right device...
- Zniknęło You can see the capital return piece is something very important to it.
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Results of operations · SEC 8-K
- Results of operations · SEC 8-K
- Director or officer change · SEC 8-K
- Shareholder vote results · SEC 8-K
- Results of operations · SEC 8-K
- Director or officer change · SEC 8-K
- Director or officer change · SEC 8-K
- Results of operations · SEC 8-K