Apple FQ4: tariff refunds shrink the EPS beat to 6 cents and the $1.21B China miss is bigger than the $1.09B revenue beat
Apple (AAPL) reported fiscal Q4 results after the bell Monday, John Ternus's first as CEO: revenue up 12% to $114.5B and EPS of $2.10 vs $1.99 expected.
Tariff refunds added $0.05, so the clean beat is 6 cents. Greater China missed by $1.21B, more than the whole $1.09B revenue beat. Not financial advice.
https://www.apple.com/newsroom/2026/11/apple-reports-fourth-quarter-results/
Sources: CNBC: EPS $2.10 vs $1.99, revenue $114.48B vs $113.39B (LSEG); Dec quarter growth guided 7-10% · Yahoo Finance: Greater China revenue $17.54B vs $18.75B estimate · @PenneyInvests: AAPL revenue $114.48B vs $113.39B, EPS $2.10 vs $1.99, iPhone $57.58B
Not financial advice. For informational and educational purposes only.
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