Apple (AAPL) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Apple reported a revenue of $143.76 billion for the quarter ended December 2025, marking a 15.7% increase year-over-year and exceeding the Zacks Consensus Estimate by 4.32% [1] - The earnings per share (EPS) for the quarter was $2.84, up from $2.40 in the same quarter last year, representing a surprise of 7% over the consensus estimate of $2.65 [1] Revenue Performance - Greater China revenue reached $25.53 billion, surpassing the average estimate of $21.91 billion, with a year-over-year increase of 37.9% [4] - Europe generated $38.15 billion, exceeding the estimate of $36.59 billion, reflecting a 12.7% year-over-year growth [4] - Revenue from the Rest of Asia Pacific was $12.14 billion, above the estimated $11.39 billion, showing an 18% increase year-over-year [4] - Japan's revenue was $9.41 billion, slightly below the estimate of $9.5 billion, with a year-over-year growth of 4.7% [4] - The Americas contributed $58.53 billion, slightly below the estimate of $58.85 billion, with an 11.2% year-over-year increase [4] Sales by Category - iPhone sales amounted to $85.27 billion, significantly exceeding the estimate of $78.03 billion, with a year-over-year increase of 23.3% [4] - Services generated $30.01 billion, matching the average estimate, and reflecting a 13.9% year-over-year growth [4] - Wearables, Home and Accessories sales were $11.49 billion, below the estimate of $12.19 billion, showing a decline of 2.2% year-over-year [4] - Mac sales were $8.39 billion, below the estimate of $9.07 billion, representing a decrease of 6.7% year-over-year [4] - iPad sales reached $8.6 billion, slightly above the estimate of $8.49 billion, with a year-over-year increase of 6.3% [4] - Total net sales for products were $113.74 billion, exceeding the estimate of $107.77 billion, with a year-over-year increase of 16.1% [4] Market Performance - Over the past month, Apple's shares have returned -5.7%, while the Zacks S&P 500 composite has increased by 0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]