中国区收入飙升38% 苹果第一财季营收创纪录、净利润增长16%

Core Viewpoint - Apple reported a record-breaking performance in Q1 of FY2026, with significant growth in revenue and net profit, driven by strong iPhone demand and service revenue growth [1][8]. Financial Performance - Total revenue reached $143.76 billion, a 16% increase from $124.30 billion year-over-year [4]. - Net profit was $42.10 billion, up 16% from $36.33 billion in the same quarter last year [5]. - Earnings per share (EPS) increased to $2.84, a 19% rise from $2.40 year-over-year [5]. Revenue Breakdown - Product revenue was $113.74 billion, a 16% increase from $97.96 billion year-over-year [4]. - Service revenue reached $30.01 billion, growing 14% from $26.34 billion year-over-year [5]. - iPhone revenue was $85.27 billion, a 23% increase from $69.14 billion year-over-year [5]. - Mac revenue decreased by 7% to $8.39 billion from $8.99 billion year-over-year [5]. - iPad revenue grew by 6% to $8.60 billion from $8.09 billion year-over-year [5]. - Wearables, home, and accessories revenue declined by 2% to $11.49 billion from $11.75 billion year-over-year [5]. Regional Performance - Revenue from Greater China surged by 38% to $25.53 billion from $18.51 billion year-over-year [5]. - Revenue from Europe increased by 13% to $38.15 billion from $33.86 billion year-over-year [6]. - Revenue from Japan grew by 5% to $9.41 billion from $8.99 billion year-over-year [6]. - Revenue from the rest of Asia-Pacific rose by 18% to $12.14 billion from $10.29 billion year-over-year [6]. Shareholder Returns - The board announced a cash dividend of $0.26 per share for shareholders of record as of February 9, 2026, payable on February 12, 2026 [7]. Executive Commentary - CEO Tim Cook highlighted the record performance and unprecedented demand for iPhones, with all global markets achieving record results [8]. - CFO Kevan Parekh noted the strong profit margins and significant cash flow, allowing for nearly $32 billion returned to shareholders [8].