For the quarter ended December 2025, Apple (AAPL) reported revenue of $143.76 billion, up 15.7% over the same period last year. EPS came in at $2.84, compared to $2.40 in the year-ago quarter.
The reported revenue represents a surprise of +4.32% over the Zacks Consensus Estimate of $137.81 billion. With the consensus EPS estimate being $2.65, the EPS surprise was +7%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Apple performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenue- Greater China: $25.53 billion compared to the $21.91 billion average estimate based on two analysts. The reported number represents a change of +37.9% year over year.
- Geographic Revenue- Europe: $38.15 billion versus the two-analyst average estimate of $36.59 billion. The reported number represents a year-over-year change of +12.7%.
- Geographic Revenue- Rest of Asia Pacific: $12.14 billion versus $11.39 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +18% change.
- Geographic Revenue- Japan: $9.41 billion versus the two-analyst average estimate of $9.5 billion. The reported number represents a year-over-year change of +4.7%.
- Geographic Revenue- Americas: $58.53 billion versus $58.85 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.2% change.
- Net Sales by Category- Wearables, Home and Accessories: $11.49 billion versus $12.19 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -2.2% change.
- Net Sales by Category- iPhone: $85.27 billion versus the seven-analyst average estimate of $78.03 billion. The reported number represents a year-over-year change of +23.3%.
- Net Sales- Services: $30.01 billion versus the seven-analyst average estimate of $30.01 billion. The reported number represents a year-over-year change of +13.9%.
- Net Sales by Category- Mac: $8.39 billion versus $9.07 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -6.7% change.
- Net Sales- Products: $113.74 billion versus $107.77 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +16.1% change.
- Net Sales by Category- iPad: $8.6 billion versus the seven-analyst average estimate of $8.49 billion. The reported number represents a year-over-year change of +6.3%.
- Gross margin- Services: $22.97 billion compared to the $22.7 billion average estimate based on six analysts.
View all Key Company Metrics for Apple here>>>
Shares of Apple have returned -5.7% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Apple Inc. (AAPL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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