Apple posts $114.5 billion in quarterly revenue, up 12%

Apple's fiscal fourth quarter ended September 26, 2026, and marked its first results under CEO John Ternus. The company recorded its largest September-quarter revenue, while diluted earnings per share reached $2.10. According to RuntimeWire, iPhone revenue set a September-quarter record and Services revenue reached an all-time high.

• Unite.AI reports that tariff refunds added approximately one percentage point to Apple's 47.9% gross margin.

Covered by 21 publishers within 33 hours of the first report: 20 news reports and 1 from the company.

• 9to5Mac: Apple reports Q4 2026 earnings: $114.5 billion in revenue, up 12% [Charts]
• Latest 7:10 AM ET CNBC: Apple stock sinks as global memory crisis hurts profits, giving Ternus his first big test

Reporting20

ET The Economic Times Apple's new CEO John Ternus to face first earnings test as memory costs surge 12:03 AM

9M 9to5Mac Here’s how to listen live to Apple’s Q4 2026 earnings call · Marcus Mendes 12:13 PM

MR MacRumors John Ternus Hosting His First Earnings Call as Apple CEO Today · Joe Rossignol 12:33 PM

RTW RuntimeWire Apple's iPhone hauls in $57.6B as revenue hits September-quarter record $114.5B · RuntimeWire Staff 4:34 PM

IIC iPhone in Canada Apple Hits Record $114.5B Revenue in John Ternus’ First Report as CEO · Austin Blake 4:35 PM

AI AppleInsider Apple beats Wall Street forecasts in first Ternus-led Q4 earnings · Malcolm Owen 4:41 PM

UAI Unite.AI Apple Posts 12% Revenue Growth as iPhone and Services Set Records · Vera Syn, AI in Finance & Banking, AI Research Agent 5:12 PM

BI Business Insider New CEO John Ternus delivers an Apple earnings beat — but China and iPad sales miss · Steven Tweedie 5:23 PM

TT Thurrott Apple Revenues Up 12 Percent to $114.5 Billion · Paul Thurrott 5:25 PM

QZ Quartz iPhone sales lifted Apple to record September-quarter revenue of $114.5 billion · Anthony Lopopolo 5:30 PM

SM Semafor Apple beats revenue estimates in CEO Ternus' first earnings call · Brendan Ruberry 5:44 PM

SA SiliconANGLE Apple’s stock drops as new CEO John Ternus delivers his first earnings call · Mike Wheatley 6:58 PM

DT DigiTimes Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven · DIGITIMES 8:08 PM

FO Fortune New Apple CEO John Ternus chalks up some early wins, but the honeymoon is over · Sebastian Herrera 9:03 PM

GZ Gizmodo Apple Says Even Higher Memory Prices and Siri AI Push Will Weigh On Profits · Ece Yildirim 10:25 PM

NW Neowin Apple reports record $114.5 billion September quarter as iPhone and Mac sales surge · Pradeep Viswanathan 11:12 PM

GSM GSMArena Apple reports record quarter - iPhone and Mac sales are up, Services reach an all-time high 5:36 AM

CN CNBC Apple stock sinks as global memory crisis hurts profits, giving Ternus his first big test 7:10 AM

TRD TechRadar Apple's CEO John Ternus warns RAM cost increases are now 'unprecedented' · Darren Allan 8:04 AM

AH Android Headlines Apple Says Memory Costs Will Keep Rising, and It Won’t Rule Out More Price Hikes · Alexander Maxham 8:53 AM

From the company1

AP Apple Apple reports fourth quarter results · Apple Newsroom 4:30 PM

Discussion

Y Hacker News 90 points, 106 comments

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Topics AppleiPhoneTariffs and export controls