APPLE $AAPL Q4 REVENUE $114.48B BEATS, EPS $2.10 BEATS • Net sales: $114.48B vs $113.39B est, beat • EPS: $2.10 vs $1.99 est, beat, includes a favorable $0.05 from tariff refunds • iPhone: $57.58B vs $56.54B est, beat • Mac: $10.79B vs $9.61B est, beat • Services: $31.57B vs $31.58B est, in line • iPad: $6.23B vs $6.70B est, miss • Wearables, Home and Accessories: $8.30B vs $9.06B est, miss • Greater China: $17.54B vs $18.58B est, miss • Gross margin: 47.9% vs 47.5% est, beat, includes a favorable impact of about 1 percentage point from tariff refunds • Operating cash flow: $28B • Quarterly dividend: $0.27 per share CEO John Ternus says memory-chip prices rose in the September quarter from the June quarter, and that price increases on iPhone, Mac and iPad offset rising memory costs. Carrying inventory and lower costs for non-memory components also helped. He says the iPhone Duo is supply-constrained and Apple has no estimate of when it will reach supply-demand balance, per Reuters interview.(Historical earnings: For fiscal 2026FY (period ended 2026-09-03), Micron reported basic EPS of 75.38, diluted EPS of 74.33, net income of USD 84.969 billion, and revenue of USD 133.188 billion. Consensus expectations: For the next upcoming period (2026Q4, event date 2026-09-30), consensus expects EPS of 32.5625.)