苹果 2026年季度报告

FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended December27, 2025or☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromto.Commission File Number:001-36743 Apple Inc. (Exact name of Registrant as specified in its charter) California 94-2404110 (I.R.S. Employer Identification No.) (State or other jurisdictionof incorporation or organization) (408) 996-1010(Registrant’s telephone number, including area code) Indicate by check mark whether the Registrant (1)has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the Registrant was required to file such reports), and (2)has been subject to such filingrequirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the Registrant was required to submit suchfiles). Yes☒No☐ Indicate by check mark whether the Registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐ If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). 14,681,140,000 shares of common stock were issued and outstanding as of January16, 2026. Apple Inc. Form 10-QFor the Fiscal Quarter Ended December27, 2025TABLE OF CONTENTS PagePart IItem 1.Financial Statements1Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations13Item 3.Quantitative and Qualitative Disclosures About Market Risk18Item 4.Controls and Procedures18Part IIItem 1.Legal Proceedings19Item 1A.Risk Factors20Item 2.Unregistered Sales of Equity Securities and Use of Proceeds20Item 3.Defaults Upon Senior Securities20Item 4.Mine Safety Disclosures20Item 5.Other Information21Item 6.Exhibits21 Apple Inc. Apple Inc. | Q1 2026 Form 10-Q | 1 Apple Inc. CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (Unaudited)(In millions) Apple Inc. | Q1 2026 Form 10-Q | 2 Apple Inc. Apple Inc. | Q1 2026 Form 10-Q | 3 Apple Inc. CONDENSED CONSOLIDATED STATEMENTS OF SHAREHOLDERS’ EQUITY (Unaudited)(In millions, except per-share amounts) Apple Inc. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (Unaudited)(In millions) Apple Inc. Notes to Condensed Consolidated Financial Statements (Unaudited) Note 1 – Summary of Significant Accounting Policies Basis of Presentation and Preparation The condensed consolidated financial statements include the accounts of Apple Inc. and its wholly owned subsidiaries (collectively“Apple” or the “Company”). In the opinion of the Company’s management, the condensed consolidated financial statements reflect alladjustments, which are normal and recurring in nature, necessary for fair financial statement presentation. The preparation of thesecondensed consolidated financial statements and accompanying notes in conformity with U.S. generally accepted accounting principles(“GAAP”) requires the use of management estimates. These condensed consolidated financial statements and accompanying notesshould be read in conjunction with the Company’s annual consolidated financial statements and accompanying notes included in itsAnnual Report on Form 10-K for the fiscal year ended September27, 2025 (the “2025 Form 10-K”). The Company’s fiscal year is the 52- or 53-week period that ends on the last Saturday of September. An additional week is included inthe first fiscal quarter every five or six years to realign the Company’s fiscal quarters with calendar quarters. The Company’s fiscal years2026 and 2025 span 52 weeks each. Unless otherwise stated, references to particular years, quarters, months and periods refer to theCompany’s fiscal years ended in September and the associated quarters, months and periods of those fiscal years. Note 2 – Revenue The following table shows disaggregated net sales, as well as the portion of total net sales that was previously deferred, for the threemonths ended December 27, 2025 and December28, 2024 (in millions): The Company’s proportion of net sales by disaggregated revenue source was generally consistent for each reportable segment in Note10, “Segment