10-Q 变更表

Apple Inc. (AAPL)

Fiscal Q3 2026 · 季度结束于 June 27, 2026 · 申报于 July 31, 2026
对比 FQ2 2026 10-Q (quarter ended Mar 28, 2026, filed May 1, 2026)

FQ3'26 10-Q (EDGAR)FQ2'26 10-Q (EDGAR)XBRL companyfacts

…the Company is experiencing a period of supply constraints and increasing costs for components driven by factors such as industry supply-demand imbalances for components, including advanced semiconductors, storage (NAND) and memory (DRAM)… Actions, such as price increases, that have been and may in the future be taken by the Company may not effectively mitigate these negative impacts…

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1 · Key XBRL figures — what changed

指标	本期	QoQ	YoY
Revenue	$109,417M	−1.6%	+16.4%	核对
Gross profit (margin)	$54,770M (50.1%)	+0.8 pt	+3.6 pt	核对
Inventory	$11,092M	+64.4%	+87.2%	核对

2 · Risk Factors — text changes vs last quarter

New standalone factor: component supply & “computing resources” — Apple acknowledges price increases NEW FACTOR

FQ3 promotes DRAM/NAND cost pressure to its own risk factor, states Apple “expects these trends to intensify,” and — for the first time — says the company has already taken “actions, such as price increases.”

Added in FQ3'26…the Company is experiencing a period of supply constraints and increasing costs for components driven by factors such as industry supply-demand imbalances for components, including advanced semiconductors, storage (NAND) and memory (DRAM)… Actions, such as price increases, that have been and may in the future be taken by the Company may not effectively mitigate these negative impacts…Part II, Item 1A

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