Apple eyes iPhone growth in first earnings report since Tim Cook's announced exit

Apple CEO Tim Cook holds up a new iPhone 17 Pro during an Apple special event at Apple headquarters in Cupertino, California, Sept. 9, 2025.

Apple reports fiscal second-quarter earnings on Thursday, its first time facing Wall Street since the announcement last week that Tim Cook will be stepping down as CEO after 15 years on the job.

Here's what investors are expecting, according to LSEG consensus estimates.

EPS: $1.95

$1.95 Revenue: $109.7 billion

Wall Street is also looking at these key areas:

iPhone revenue: $56.7 billion expected, according to StreetAccount

$56.7 billion expected, according to StreetAccount Mac revenue: $8.16 billion expected, according to StreetAccount

$8.16 billion expected, according to StreetAccount iPad revenue: $6.71 billion expected, according to StreetAccount

$6.71 billion expected, according to StreetAccount Wearables, Home and Accessories revenue: $7.8 billion expected, according to StreetAccount

... continue reading