Apple Inc. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 24/100
What the filing says
Apple reported Q3 FY2026 (ended June 27, 2026) revenue of $109.4 billion, up 16% YoY from $94.0 billion. Diluted EPS was $2.02, up 29% YoY from $1.57, benefiting from ~$0.11 tariff refund impact. Gross margin was 50.1%, including ~2 percentage-point favorable tariff impact. Record June quarter results across iPhone ($54.3B), Mac ($10.4B), Services ($30.7B), and all geographic segments. Board declared $0.27/share dividend payable August 13, 2026. Nine-month operating cash flow reached record levels; active device installed base hit all-time high.
Why this rating
Strong execution and beat/raise context absent; routine quarterly report for $3.25T company. Revenue growth immaterial relative to scale (~3.4% of annual run-rate). Tariff benefit is temporary.
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