ozgurdonmaz/iStock Unreleased via Getty Images Thesis Apple ( AAPL ) stock has proven to be one of the greatest long-term investments in the modern markets and just crushed its Q2 FY2026 earnings. With impressive revenue growth across all segments, expanding margins, and new leadership on the way, Apple appears to be at the top of the list of stocks to buy. While my long-term sentiment on Apple re...
ozgurdonmaz/iStock Unreleased via Getty Images Thesis Apple ( AAPL ) stock has proven to be one of the greatest long-term investments in the modern markets and just crushed its Q2 FY2026 earnings. With impressive revenue growth across all segments, expanding margins, and new leadership on the way, Apple appears to be at the top of the list of stocks to buy. While my long-term sentiment on Apple remains bullish, I currently have a short-term hold rating on the stock. Let's dive in. A Look at 2Q FY2026 Earnings Apple's latest earnings report was exciting to see. The company managed to produce iPhone, Mac, iPad, Wearables, Home and Accessories, and Services YoY revenue growth of 21.67%, 5.66%, 8%, 5.04%, and 16.25%, respectively. It's worth noting that Apple's two highest revenue-generating segments, iPhones and Services, were the ones with the most growth. Apple 2Q FY2026 10Q Pg.9 Another key takeaway from the earnings report was the expanding margins. Apple's total gross margins increased by 2.2% YoY, coming in at 49.3%. Services margins grew by 1% YoY, and product margins grew by 2.8% YoY. The product margin growth is particularly impressive here, as that segment is far more susceptible to memory and hardware cost increases. Apple 2Q FY2026 10Q Pg.19 In short, Apple's 2Q FY2026 earnings were quite impressive, as all segments produced reasonable to high growth rates with expanding margins. Where Apple's 2Q FY2026 Earnings Shine The results above are impressive on multiple fronts. Growth and margin expansion are impressive as such, but let's look at why it's particularly impressive. A large portion of the total revenue growth was a result of expanding sales in Greater China, Japan, and the rest of the Asia Pacific. Net sales grew by 28%, 15%, and 25% YoY for those regions, respectively. Net sales in the Americas and Europe grew by 11.9% and 14.7% YoY, respectively. While the growth rates in the Americas and Europe weren't bad, the growth exhibited in Asia was generall...
Hong Kong lawmakers have called for a rethink of a government scheme to develop homes for the elderly, days after the city’s second largest public housing provider revealed it would stop building homes targeting senior residents for the coming 10 years. Lawmaker Andrew Lam Siu-lo of the Legislative Council’s housing panel said on Monday that the government had not been proactive enough in formulat...
Hong Kong lawmakers have called for a rethink of a government scheme to develop homes for the elderly, days after the city’s second largest public housing provider revealed it would stop building homes targeting senior residents for the coming 10 years. Lawmaker Andrew Lam Siu-lo of the Legislative Council’s housing panel said on Monday that the government had not been proactive enough in formulating a comprehensive elderly housing policy, urging authorities to provide new incentives for...