苹果季度iPhone收入超预期“翻身”，但在华销售逊色，补缴税百亿拖累盈利转降

市场资讯2024-11-01

来源：华尔街见闻盘后苹果一度跌超2%。更新中在新一代iPhone刚刚上市的今年第三季度，苹果核心产品iPhone的收入恢复正增长，且增长势头超出华尔街预期，推动公司总收入创同期历史新高，但在智能手机最大市场中国，苹果的销售未能扭转下滑势头。因欧洲法院终裁要求苹果补缴上百亿欧元的税款影响，三季度苹果的盈利由增转降。盘后苹果股价继续下跌。美东时间10月31日周四美股盘后，苹果公布截至自然年2024年9...

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不计影响EPS增长12%财报显示，苹果三季度总销售收入较二季度加快增长，且增速超过分析师预期的5.4%。盈利主要受到一次性缴税打击。9月10日欧洲法院裁定，享受爱尔兰政府税收优惠的苹果公司须向爱尔兰补缴130亿欧元税款，这一最终裁决让始于2016年的苹果补缴税裁决争议画上句号。苹果三季度一次性录入补缴税款102亿美元。因此，当季EPS和净利润均受到影响。若无上述补缴税，三季度EPS本可以同比增长约12%，计入补缴税后，EPS转为大幅下降近34%，三季度净利润更是下降近36%。各业务中，苹果的服务业务三季度保持两位数的收入增长，但将近12%的增速较二季度的14%有所放缓，且放缓程度超出市场预期，分析师预计同比增长13.2%。最重要产品iPhone三季度带来惊喜，不但扭转了二季度收入下滑，转为正增长，而且5.5%的增速强于分析师预计的2.8%。iPad在各产品中收入增长最猛，尽管5月苹果开始发售新款iPad Air 和iPad Pro，三季度iPad的收入还低于预期。分析师预计增长将近10%，而苹果录得增长将近8%。责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 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