Apple reports $114.5 billion September quarter revenue record

Apple on Nov. 2 announced a September-quarter revenue record of $114.5 billion, up 12 percent from a year ago, according to the company. The quarter is Apple’s fiscal 2026 fourth quarter, which ended Sept. 26, 2026. The company said iPhone revenue set a September-quarter record and Services revenue reached an all-time high.

Apple reported a gross margin of 47.9 percent for the quarter. The company said tariff refunds provided a favorable impact of about 1 percentage point to gross margin. Diluted earnings per share were $2.10, up 14 percent year over year, and included a $0.05 favorable impact from tariff refunds, according to Apple.

Apple fiscal Q4 2026 key figures and dates
Metric	Figure
Quarterly revenue	$114.5 billion
Year-over-year revenue change	up 12 percent
Gross margin	47.9 percent
Gross margin impact from tariff refunds	approximately 1 percentage point
Diluted earnings per share (EPS)	$2.10
EPS impact from tariff refunds	$0.05
Operating cash flow (quarter)	$28 billion
Capital returned to shareholders (quarter)	$28 billion
Fiscal 2026 revenue	$479 billion
Dividend per share	$0.27
Dividend payable date	November 16, 2026
Shareholder record date	November 12, 2026

Apple fiscal Q4 2026 key figures and dates

Metric

Figure

Quarterly revenue

$114.5 billion

Year-over-year revenue change

up 12 percent

Gross margin

47.9 percent

Gross margin impact from tariff refunds

approximately 1 percentage point

Diluted earnings per share (EPS)

$2.10

EPS impact from tariff refunds

$0.05

Operating cash flow (quarter)

$28 billion

Capital returned to shareholders (quarter)

$28 billion

Fiscal 2026 revenue

$479 billion

Dividend per share

$0.27

Dividend payable date

November 16, 2026

Shareholder record date

November 12, 2026

Chief Executive Officer John Ternus said the results capped “our best fiscal year ever,” citing record September-quarter iPhone revenue and an all-time high in Services. Ternus said Apple is closing the year with a lineup that includes iPhone Duo, iPhone 18 Pro, and iPhone 18 Pro Max, as well as a new generation of home hardware, Touch for Mac, and the all-new Siri AI.

Chief Financial Officer Kevan Parekh said Apple delivered September-quarter records for net income and earnings per share. He said fiscal 2026 revenue reached an all-time record of $479 billion with double-digit EPS growth. Parekh said Apple generated $28 billion in operating cash flow during the quarter and returned $28 billion to shareholders. He said the installed base of active devices reached a new all-time high across all major product categories and geographic segments.

Apple’s board of directors declared a cash dividend of $0.27 per share of common stock. The dividend is payable on Nov. 16, 2026, to shareholders of record as of the close of business on Nov. 12, 2026, the company said.

Apple said it will provide live streaming of its fiscal Q4 2026 financial results conference call beginning at 2:00 p.m. Pacific time on Nov. 2, 2026, at apple.com/investor/earnings-call. The webcast will be available for replay for approximately two weeks, according to the company.

Sources