"Under Cook, Apple has beaten EPS estimates in eight consecutive quarters, averaging 4.2% above consensus. Q2 2025 crushed estimates by nearly 10%. Revenue grew 7.9% year-over-year with operating margins at 31.7% and profit margins at 26.9%. The company generates $416 billion in annual revenue with a 171% return on equity. These aren't the numbers of a CEO who "hasn't done a thing.""
"Analyst consensus remains 64% buy/strong buy with a $287 average target, though 42% rate it hold or sell. The tension is clear: exceptional profitability meets modest 7.9% revenue growth. That's the real question for investors: Is Apple optimizing yesterday's business or building tomorrow's? Cook's track record says he delivers results. Whether those results justify a $3.8 trillion valuation in an AI-first world is what earnings today will reveal."
Apple reports Q1 FY2026 earnings with analysts expecting $2.67 EPS and $138.5 billion in revenue. Under Tim Cook, Apple has beaten EPS estimates eight consecutive quarters, averaging 4.2% above consensus and delivering operating margins of 31.7% and profit margins of 26.9%. Revenue grew 7.9% year-over-year and the company generates $416 billion annually with a 171% return on equity. The stock is down 5.7% year-to-date. A Google partnership for Gemini-powered AI features highlights concerns about a late AI entry. Analyst consensus is 64% buy/strong buy with a $287 average target.
Read at 24/7 Wall St.
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