Apple (AAPL) official guidance
Apple (AAPL) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteAAPLApple Inc.Q4 FY2026 · ends 2026-09-26
7 metrics7 newearnings call · 2026-07-31 04:00:46 UTC
2026-07-31 04:00:46 UTC16.5%new23 bps vs Q4 FY2025
We expect OIE to be around $350 million, excluding any potential impact from the mark to market of minority investments, and our tax rate to be around 16.5%.
AAPL · transcript · Q3 FY2026
2026-07-31 04:00:00 UTCOpen source
2026-07-31 04:00:46 UTC47% – 48%new-18 bps – 82 bps vs Q4 FY2025
We expect gross margin to be between 47%-48%.
AAPL · transcript · Q3 FY2026
2026-07-31 04:00:00 UTCOpen source
2026-07-31 04:00:46 UTC$19.1B – $19.4Bnew
We expect operating expenses to be between $19.1 billion-$19.4 billion.
AAPL · transcript · Q3 FY2026
2026-07-31 04:00:00 UTCOpen source
2026-07-31 04:00:46 UTC$350Mnew
We expect OIE to be around $350 million, excluding any potential impact from the mark to market of minority investments, and our tax rate to be around 16.5%.
AAPL · transcript · Q3 FY2026
2026-07-31 04:00:00 UTCOpen source
2026-07-31 04:00:46 UTCmid-teens year-over-yearnew14% – 16% vs Q4 FY2025
Therefore, we expect the September quarter reported growth rate for iPhone to be mid-teens year-over-year.
AAPL · transcript · Q3 FY2026
2026-07-31 04:00:00 UTCOpen source
2026-07-31 04:00:46 UTClargely similar to what we reported in the June quarter after removing the negative sequential impact of about two and a half percentage points from foreign exchange that we just describednew
For services, we expect the September quarter year-over-year reported growth rate to be largely similar to what we reported in the June quarter after removing the negative sequential impact of about two and a half percentage points from foreign exchange that we just described.
AAPL · transcript · Q3 FY2026
2026-07-31 04:00:00 UTCOpen source
2026-07-31 04:00:46 UTC9% – 11%new9% – 11% vs Q4 FY2025
As a result, we expect our September quarter total company revenue to grow between 9%-11% year-over-year.
AAPL · transcript · Q3 FY2026
2026-07-31 04:00:00 UTCOpen source
AAPLApple Inc.Q3 FY2026 · ends 2026-06-27
6 metrics6 newearnings call · 2026-05-01 04:00:37 UTC
2026-05-01 04:00:37 UTC17%new60 bps vs Q3 FY2025
We expect OINE to be around $250 million, excluding any potential impact from the mark-to-market of minority investments, and our tax rate to be around 17%.
AAPL · transcript · Q2 FY2026
2026-05-01 04:00:00 UTCOpen source
2026-05-01 04:00:37 UTC47.5% – 48.5%new101 bps – 201 bps vs Q3 FY2025
We expect gross margin to be between 47.5% and 48.5%.
AAPL · transcript · Q2 FY2026
2026-05-01 04:00:00 UTCOpen source
2026-05-01 04:00:37 UTC$18.8B – $19.1Bnew
We expect operating expenses to be between $18.8 billion and $19.1 billion.
AAPL · transcript · Q2 FY2026
2026-05-01 04:00:00 UTCOpen source
2026-05-01 04:00:37 UTC$250Mnew
We expect OINE to be around $250 million, excluding any potential impact from the mark-to-market of minority investments, and our tax rate to be around 17%.
AAPL · transcript · Q2 FY2026
2026-05-01 04:00:00 UTCOpen source
2026-05-01 04:00:37 UTCa year-over-year rate similar to what we reported in the March quarter after removing the favorable year-over-year impact from foreign exchange tailwindsnew
We expect services revenue to grow at a year-over-year rate similar to what we reported in the March quarter after removing the favorable year-over-year impact from foreign exchange tailwinds.
AAPL · transcript · Q2 FY2026
2026-05-01 04:00:00 UTCOpen source
2026-05-01 04:00:37 UTC14% – 17%new14% – 17% vs Q3 FY2025
We expect our June quarter total company revenue to grow by 14%-17% year-over-year, which comprehends our best view of constrained supply.
AAPL · transcript · Q2 FY2026
2026-05-01 04:00:00 UTCOpen source
AAPLApple Inc.Q2 FY2026 · ends 2026-03-28
6 metrics6 newearnings call · 2026-01-30 05:00:36 UTC
2026-01-30 05:00:36 UTC17.5%new204 bps vs Q2 FY2025
We expect OI&E to be around $100 million, excluding any potential impact from the Mark-to-Market of minority investments and our tax rate to be around 17.5%.
AAPL · transcript · Q1 FY2026
2026-01-30 05:00:00 UTCOpen source
2026-01-30 05:00:36 UTC48% – 49%new95 bps – 195 bps vs Q2 FY2025
We expect gross margin to be between 48% and 49%.
AAPL · transcript · Q1 FY2026
2026-01-30 05:00:00 UTCOpen source
2026-01-30 05:00:36 UTC$18.4B – $18.7Bnew
We expect operating expenses to be between $18.4 billion and $18.7 billion, which is at a similar level to what we reported in the December quarter and driven by higher R&D on a year-over-year basis.
AAPL · transcript · Q1 FY2026
2026-01-30 05:00:00 UTCOpen source
2026-01-30 05:00:36 UTC$100Mnew
We expect OI&E to be around $100 million, excluding any potential impact from the Mark-to-Market of minority investments and our tax rate to be around 17.5%.
AAPL · transcript · Q1 FY2026
2026-01-30 05:00:00 UTCOpen source
2026-01-30 05:00:36 UTCat a year-over-year rate, similar to what we reported in the December quarternew
We expect services revenue to grow at a year-over-year rate, similar to what we reported in the December quarter.
AAPL · transcript · Q1 FY2026
2026-01-30 05:00:00 UTCOpen source
2026-01-30 05:00:36 UTC13% – 16%new13% – 16% vs Q2 FY2025
We expect our March quarter total company revenue to grow by 13%-16% year-over-year, which comprehends our best estimates of constrained iPhone supply during the quarter.
AAPL · transcript · Q1 FY2026
2026-01-30 05:00:00 UTCOpen source
AAPLApple Inc.Q1 FY2026 · ends 2025-12-27
1 metric1 newearnings call · 2025-10-31 04:00:55 UTC
2025-10-31 04:00:55 UTC17%new231 bps vs Q1 FY2025
We expect OI&E to be around $150 million, excluding any potential impact from the mark-to-market of minority investments, and our tax rate to be around 17%.
AAPL · transcript · Q4 FY2025
2025-10-31 04:00:00 UTCOpen source