分部
来源:公司分部披露(经标准化)。金额单位:亿美元。第四季度为推导值(全年 − 前三季度)。
FY2026Q3 收入拆分按产品/服务类型
季度复盘中的分部点评 →收入拆分(季度,亿)
iPhone服务Mac可穿戴、家居及配件iPad
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| 23Q4 | 24Q1 | 24Q2 | 24Q3 | 24Q4 | 25Q1 | 25Q2 | 25Q3 | 25Q4 | 26Q1 | 26Q2 | 26Q3 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| iPhone | 438.1 | 697.0 | 459.6 | 393.0 | 462.2 | 691.4 | 468.4 | 445.8 | 490.2 | 852.7 | 569.9 | 542.5 |
| 服务 | 223.1 | 231.2 | 238.7 | 242.1 | 249.7 | 263.4 | 266.4 | 274.2 | 287.5 | 300.1 | 309.8 | 307.4 |
| Mac | 76.1 | 77.8 | 74.5 | 70.1 | 77.4 | 89.9 | 79.5 | 80.5 | 87.3 | 83.9 | 84.0 | 103.5 |
| 可穿戴、家居及配件 | 93.2 | 119.5 | 79.1 | 81.0 | 90.4 | 117.5 | 75.2 | 74.0 | 90.1 | 114.9 | 79.0 | 78.8 |
| iPad | 64.4 | 70.2 | 55.6 | 71.6 | 69.5 | 80.9 | 64.0 | 65.8 | 69.5 | 86.0 | 69.1 | 61.9 |
收入拆分同比
iPhone服务Mac可穿戴、家居及配件
查看数据表
| 23Q4 | 24Q1 | 24Q2 | 24Q3 | 24Q4 | 25Q1 | 25Q2 | 25Q3 | 25Q4 | 26Q1 | 26Q2 | 26Q3 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| iPhone | 2.8% | 6.0% | -10.5% | -0.9% | 5.5% | -0.8% | 1.9% | 13.5% | 6.1% | 23.3% | 21.7% | 21.7% |
| 服务 | 16.3% | 11.3% | 14.2% | 14.1% | 11.9% | 13.9% | 11.6% | 13.3% | 15.1% | 13.9% | 16.3% | 12.1% |
| Mac | -33.8% | 0.6% | 3.9% | 2.5% | 1.7% | 15.5% | 6.7% | 14.8% | 12.7% | -6.7% | 5.7% | 28.7% |
| 可穿戴、家居及配件 | -3.4% | -11.3% | -9.6% | -2.3% | -3.0% | -1.7% | -4.9% | -8.6% | -0.3% | -2.2% | 5.0% | 6.5% |
分部营业利润与利润率按报告分部
金额单位亿美元;带 * 的第四季度为推导值(全年 − 前三季度)分部营业利润(季度,亿美元)
AmericasEuropeGreater ChinaRest of Asia PacificJapan
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| 24Q4 | 25Q1 | 25Q2 | 25Q3 | 25Q4 | 26Q1 | 26Q2 | 26Q3 | |
|---|---|---|---|---|---|---|---|---|
| Americas | 170.2 | 215.1 | 167.7 | 165.1 | 176.9 | 239.5 | 193.7 | 217.0 |
| Europe | 99.2 | 146.1 | 103.2 | 105.0 | 123.2 | 177.9 | 130.5 | 134.4 |
| Greater China | 62.0 | 81.6 | 66.3 | 58.2 | 63.1 | 117.9 | 91.9 | 74.1 |
| Rest of Asia Pacific | 30.7 | 45.8 | 29.9 | 32.4 | 37.7 | 56.9 | 41.3 | 41.8 |
| Japan | 29.6 | 43.1 | 34.3 | 28.7 | 33.4 | 46.1 | 38.4 | 30.0 |
分部营业利润利润率
AmericasEuropeGreater ChinaRest of Asia PacificJapan
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| 24Q4 | 25Q1 | 25Q2 | 25Q3 | 25Q4 | 26Q1 | 26Q2 | 26Q3 | |
|---|---|---|---|---|---|---|---|---|
| Americas | 40.8% | 40.9% | 41.6% | 40.1% | 40.0% | 40.9% | 43.0% | 47.4% |
| Europe | 39.8% | 43.1% | 42.2% | 43.7% | 42.9% | 46.6% | 46.5% | 45.7% |
| Greater China | 41.2% | 44.1% | 41.4% | 37.9% | 43.5% | 46.2% | 44.8% | 39.4% |
| Rest of Asia Pacific | 41.5% | 44.5% | 41.0% | 42.3% | 44.7% | 46.8% | 45.2% | 47.1% |
| Japan | 49.9% | 48.0% | 47.1% | 49.7% | 50.3% | 49.0% | 45.7% | 45.8% |
季度
| 分部 | FY2024Q4 | FY2025Q1 | FY2025Q2 | FY2025Q3 | FY2025Q4 | FY2026Q1 | FY2026Q2 | FY2026Q3 | |
|---|---|---|---|---|---|---|---|---|---|
| Americas AMERICAS | 收入 | 416.6* | 526.5 | 403.2 | 412.0 | 441.9* | 585.3 | 450.9 | 457.8 |
| 营业利润 | 170.2* | 215.1 | 167.7 | 165.1 | 176.9* | 239.5 | 193.7 | 217.0 | |
| 利润率 | 40.8%* | 40.9% | 41.6% | 40.1% | 40.0%* | 40.9% | 43.0% | 47.4% | |
| Europe EUROPE | 收入 | 249.2* | 338.6 | 244.5 | 240.1 | 287.0* | 381.5 | 280.6 | 294.0 |
| 营业利润 | 99.2* | 146.1 | 103.2 | 105.0 | 123.2* | 177.9 | 130.5 | 134.4 | |
| 利润率 | 39.8%* | 43.1% | 42.2% | 43.7% | 42.9%* | 46.6% | 46.5% | 45.7% | |
| Greater China GREATER_CHINA | 收入 | 150.3* | 185.1 | 160.0 | 153.7 | 144.9* | 255.3 | 205.0 | 188.2 |
| 营业利润 | 62.0* | 81.6 | 66.3 | 58.2 | 63.1* | 117.9 | 91.9 | 74.1 | |
| 利润率 | 41.2%* | 44.1% | 41.4% | 37.9% | 43.5%* | 46.2% | 44.8% | 39.4% | |
| Rest of Asia Pacific REST_OF_ASIA_PACIFIC | 收入 | 73.8* | 102.9 | 72.9 | 76.7 | 84.4* | 121.4 | 91.4 | 88.7 |
| 营业利润 | 30.7* | 45.8 | 29.9 | 32.4 | 37.7* | 56.9 | 41.3 | 41.8 | |
| 利润率 | 41.5%* | 44.5% | 41.0% | 42.3% | 44.7%* | 46.8% | 45.2% | 47.1% | |
| Japan JAPAN | 收入 | 59.3* | 89.9 | 73.0 | 57.8 | 66.4* | 94.1 | 84.0 | 65.5 |
| 营业利润 | 29.6* | 43.1 | 34.3 | 28.7 | 33.4* | 46.1 | 38.4 | 30.0 | |
| 利润率 | 49.9%* | 48.0% | 47.1% | 49.7% | 50.3%* | 49.0% | 45.7% | 45.8% | |
| 未分摊项(公司层面) UNALLOCATED | 营业利润 | -95.6* | -103.4 | -105.5 | -107.5 | -109.9* | -129.8 | -137.0 | -140.4 |
年度
| 分部 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Americas AMERICAS | 收入 | 1,696.6 | 1,625.6 | 1,670.4 | 1,783.5 |
| 营业利润 | 626.8 | 605.1 | 676.6 | 724.8 | |
| 利润率 | 36.9% | 37.2% | 40.5% | 40.6% | |
| Europe EUROPE | 收入 | 951.2 | 942.9 | 1,013.3 | 1,110.3 |
| 营业利润 | 352.3 | 361.0 | 417.9 | 477.4 | |
| 利润率 | 37.0% | 38.3% | 41.2% | 43.0% | |
| Greater China GREATER_CHINA | 收入 | 742.0 | 725.6 | 669.5 | 643.8 |
| 营业利润 | 311.5 | 303.3 | 270.8 | 269.2 | |
| 利润率 | 42.0% | 41.8% | 40.4% | 41.8% | |
| Rest of Asia Pacific REST_OF_ASIA_PACIFIC | 收入 | 293.8 | 296.2 | 306.6 | 337.0 |
| 营业利润 | 115.7 | 120.7 | 130.6 | 145.9 | |
| 利润率 | 39.4% | 40.7% | 42.6% | 43.3% | |
| Japan JAPAN | 收入 | 259.8 | 242.6 | 250.5 | 287.0 |
| 营业利润 | 122.6 | 118.9 | 124.5 | 139.6 | |
| 利润率 | 47.2% | 49.0% | 49.7% | 48.6% | |
| 未分摊项(公司层面) UNALLOCATED | 营业利润 | -334.6* | -365.9 | -388.3 | -426.3 |
报告引用写法:利润率 35.6%[数据 AAPL <期间> SEG_MARGIN_<分部代码>],营业利润用 SEG_OI_,分部收入用 SEG_REV_。