AAPL · 10-Q · 2026Q2 · Full report

Geographic Revenue Shift

Apple Inc. · 2026-07-31 · Importance 47 · Surprise 48 · No source text

Apple discloses notable year-over-year regional net sales increases in the three months and first nine months of fiscal 2026: Americas +11% (three months), Europe +22% (three months) and Greater China +22% (three months); these shifts are driven primarily by higher iPhone, Services and Mac sales. The filing attributes parts of the regional changes to currency movements (e.g., favorable FX helped Europe and Greater China). These geographic shifts occurred in fiscal Q3 2026 and the first nine months of fiscal 2026 versus the same 2025 periods and materially affected total net sales (total net sales increased 16% year-over-year for the three months to $109,417 million). The company highlights region-specific currency impacts and product mix as drivers of the changes.

Key facts

• Americas net sales: $45,781 million in the three months ended June 27, 2026. source
• Europe net sales: $29,395 million in the three months ended June 27, 2026. source
• Greater China net sales: $18,816 million in the three months ended June 27, 2026. source
• Japan net sales: $6,554 million in the three months ended June 27, 2026. source
• Rest of Asia Pacific net sales: $8,871 million in the three months ended June 27, 2026. source

Impact estimates