Fool - Investing News·1d ago
These 4 Stocks Are Tied to the Smartphone in Your PocketWhich of these four businesses is still earning more money from your phone?
Apple's latest quarter delivered $114.5B in revenue with a 31.1% operating margin and $25.9B of free cash flow, reflecting a durable pricing and profitability base even as revenue growth decelerated from 16.4% to 11.7% year over year.
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Revenue of $114.5B with a 47.9% gross margin and 31.1% operating margin suggests pricing discipline is intact, though operating margin compressed from 35.4% in the first quarter as R&D rose to $11.7B.
Apple reported a record-breaking March quarter with revenues of $111.2 billion, a 17% year-over-year increase, and earnings per share of $2.01, up 22%.
Demand for the iPhone 17 has been described as 'unprecedented' and 'extraordinary,' particularly in Greater China, indicating strong revenue growth.
Apple's Services segment revenue grew 16% to $31 billion in the March quarter, showcasing its high-margin profit potential.
Competitors like Microsoft and Amazon are generating significant AI revenue, while Apple's AI strategy is still in early stages.
Ongoing regulatory challenges, particularly regarding App Store commissions, pose risks to Apple's Services growth.
Increased competition from domestic brands like Huawei could pressure iPhone market share and gross margins in China.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $2.05+3.0% vs $1.99 | $114.5B+0.9% vs $113.4B |
Q3 2026 Jul 30, 2026 | $2.02+6.9% vs $1.89 | $109.4B+0.3% vs $109.0B |
Q2 2026 Apr 30, 2026 | $2.01+3.1% vs $1.95 | $111.2B+1.6% vs $109.5B |
Q1 2026 Jan 29, 2026 | $2.85+6.7% vs $2.67 | $143.8B+3.9% vs $138.4B |
Which of these four businesses is still earning more money from your phone?
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
"It's a very light-touch form of censorship," said researcher Derik Kauffman. "But at the scale that Apple is operating, it only takes a light touch to have a big impact.
Artificial intelligence (AI) stocks are plunging following the results of the midterm elections.
Benchmark AAPL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Apple Inc. (AAPL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $342.37 | $5.03T | 37.90 | 15.06% | 27.6% | 127.61% | 0.31% | |
| $530.61 | $3.94T | 27.70 | 17.79% | 41.17% | 33.21% | 0.67% | |
| $284.78 | $3.45T | 14.94 | 15.09% | 50.03% | 42.62% | 0.29% | |
| $259.30 | $2.79T | 21.03 | 12.38% | 16.9% | 26.71% | — | |
| $610.15 | $1.55T | 20.86 | 22.17% | 31.15% | 30.27% | 0.34% | |
| $27.00 | $159.77B | -114.21 | 3.7% | -1.75% | -2.62% | 0.53% |
Apple Inc. (AAPL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Apple Inc. (AAPL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 2, 2026·SEC
Jul 30, 2026·SEC
Apr 30, 2026·SEC
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Apple Inc. (AAPL) stock FAQ — growth, dividends, profitability & financials explained
Apple Inc. (AAPL) reported $478.83B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 6662% more than the $7.08B of fiscal year 1997.
Apple Inc. (AAPL) grew revenue by 15.1% over the trailing twelve months, compared with the twelve months before.
Yes. Apple Inc. (AAPL) earned $132.18B in net income over the trailing twelve months (a 27.6% net margin).
Yes. Apple Inc. (AAPL) pays a dividend that yields 0.31% at the current price, a small yield.
Apple Inc. (AAPL) had a return on equity (ROE) of 127.6% over the trailing twelve months. That is well above the market's typical 10-15%.
Apple Inc. (AAPL) generated $136.06B in free cash flow over the trailing twelve months.
