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Apple (AAPL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2025, Apple (AAPL - Free Report) reported revenue of $102.47 billion, up 7.9% over the same period last year. EPS came in at $1.85, compared to $1.64 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $101.2 billion, representing a surprise of +1.25%. The company delivered an EPS surprise of +6.94%, with the consensus EPS estimate being $1.73.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $14.49 billion versus the two-analyst average estimate of $16.24 billion. The reported number represents a year-over-year change of -3.6%.
  • Geographic Revenue- Europe: $28.7 billion versus the two-analyst average estimate of $26.04 billion. The reported number represents a year-over-year change of +15.2%.
  • Geographic Revenue- Rest of Asia Pacific: $8.44 billion versus $7.73 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14.3% change.
  • Geographic Revenue- Japan: $6.64 billion versus $6.53 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +12% change.
  • Geographic Revenue- Americas: $44.19 billion versus $43.94 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.1% change.
  • Net Sales by Category- Wearables, Home and Accessories: $9.01 billion compared to the $8.31 billion average estimate based on six analysts. The reported number represents a change of -0.3% year over year.
  • Net Sales by Category- iPhone: $49.03 billion versus $49.72 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +6.1% change.
  • Net Sales- Services: $28.75 billion versus $28.05 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +15.1% change.
  • Net Sales by Category- Mac: $8.73 billion versus the six-analyst average estimate of $8.5 billion. The reported number represents a year-over-year change of +12.7%.
  • Net Sales- Products: $73.72 billion versus the six-analyst average estimate of $73.4 billion. The reported number represents a year-over-year change of +5.4%.
  • Net Sales by Category- iPad: $6.95 billion versus $6.88 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a 0% change.

View all Key Company Metrics for Apple here>>>

Shares of Apple have returned +5.6% over the past month versus the Zacks S&P 500 composite's +3.6% 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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