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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Apple Inc. (AAPL) is 8/10.
Apple sustained its momentum with revenue up 17% year-over-year and EPS of $2.10 growing 22%, driven by iPhone 17 family strength and Services hitting an all-time quarterly record at $31 billion. Gross margin of 49.3% exceeded guidance range as operational efficiency and product mix offset rising memory costs that management flagged as a margin headwind going forward. Mac faced supply constraints from surging demand, and management guided for 14-17% year-over-year revenue growth in the June quarter.
Scored from Apple Inc.’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $94.93B | +6.1% | $0.97 | -33.6% | 46.2% | 31.2% | 15.5% | $23.90B |
| FY2025 Q1 | $124.30B | +4.0% | $2.40 | +10.1% | 46.9% | 34.5% | 29.2% | $27.00B |
| FY2025 Q2 | $95.36B | +5.1% | $1.65 |
| +7.8% |
| 47.1% |
| 31.0% |
| 26.0% |
| $20.88B |
| FY2025 Q3 | $94.04B | +9.6% | $1.57 | +12.1% | 46.5% | 30.0% | 24.9% | $24.41B |
| FY2025 Q4 | $102.47B | +7.9% | $1.85 | +90.7% | 47.2% | 31.6% | 26.8% | $26.49B |
| FY2026 Q1 | $143.76B | +15.7% | $2.84 | +18.3% | 48.2% | 35.4% | 29.3% | $51.55B |
| FY2026 Q2 | $111.18B | +16.6% | $2.01 | +21.8% | 49.3% | 32.3% | 26.6% | $26.73B |
| FY2026 Q3 | $109.42B | +16.4% | $2.03 | +29.3% | 50.1% | 32.6% | 27.2% | $38.71B |