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Apple beats in John Ternus's first quarter as CEO: $114.48B revenue, $2.10 EPS, iPhone $57.58B
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Apple beats in John Ternus's first quarter as CEO: $114.48B revenue, $2.10 EPS, iPhone $57.58B

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Apple just reported fiscal Q4 2026, the first quarter with John Ternus as CEO after Tim Cook stepped down in September.

The numbers vs estimates (LSEG, via CNBC):

- Revenue: $114.48B vs $113.39B expected, up about 12% from $102.5B a year ago. Apple had guided 9% to 11%.

- EPS: $2.10 vs $1.99 expected, up from $1.85.

- iPhone: $57.58B vs $56.54B expected, with only about 8 days of iPhone 18 Pro sales in the quarter.

- iPad came in short of estimates.

The foldable iPhone Duo launched Oct 23, after the quarter ended, so it isn't in these numbers at all.

The stock closed at $338.32 (down 1.83%) and was trading around $335 after hours, roughly 1% lower, after swinging between small gains and losses.…

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