# AAPL — 8-K / Events Synthesis (FY26 Q2 cycle) Source: 15 Form 8-K filings (and exhibits) filed between 2025-01-03 and 2026-04-30, CIK 0000320193. ## Financial-statement filings Every quarterly-earnings 8-K in this window furnished an Exhibit 99.1 press release containing a full set of unaudited condensed consolidated financial statements (Statements of Operations, Balance Sheets, and Statements of Cash Flows): | Accession | Filing date | Period covered | Statements present | |---|---|---|---| | 0000320193-25-000007 | 2025-01-30 | Q1 FY25 (13 wks ended 2024-12-28) | Condensed Statements of Operations, Balance Sheets, Statements of Cash Flows | | 0000320193-25-000055 | 2025-05-01 | Q2 FY25 (13 wks ended 2025-03-29) | Condensed Statements of Operations, Balance Sheets, Statements of Cash Flows | | 0000320193-25-000071 | 2025-07-31 | Q3 FY25 (13 wks ended 2025-06-28) | Condensed Statements of Operations, Balance Sheets, Statements of Cash Flows | | 0000320193-25-000077 | 2025-10-30 | Q4 & FY25 (ended 2025-09-27) | Condensed Statements of Operations, Balance Sheets, Statements of Cash Flows (full-year) | | 0000320193-26-000005 | 2026-01-29 | Q1 FY26 (13 wks ended 2025-12-27) | Condensed Statements of Operations, Balance Sheets, Statements of Cash Flows | | **0000320193-26-000011** | **2026-04-30** | **Q2 FY26 (13 wks ended 2026-03-28) — the target quarter** | Condensed Statements of Operations, Balance Sheets, Statements of Cash Flows | The Q2 FY26 10-Q (accession 0000320193-26-000013, filed 2026-05-01, period 2026-03-28) is the primary/audited-basis source; the 8-K exhibit above is the same-period press-release version and can serve as a cross-check. --- ## Material events, chronological ### CEO succession — the headline item - **2026-04-20** (event date 2026-04-17), accession **0001140361-26-015711**: Apple announced **Tim Cook will transition from CEO to Executive Chair of the Board effective September 1, 2026**. The Board appointed **John Ternus** (SVP, Hardware Engineering, joined Apple 2001) as CEO and a Board member effective the same date. **Art Levinson**, current Board Chair, becomes Lead Independent Director on the transition date. The filing states Apple intended to file an 8-K/A within four business days with Item 5.02(c)(3) compensation details for Mr. Ternus. **No such amendment appears in Apple's filing history through 2026-06-17** (checked via submissions index) — flagging as ambiguous; the promised follow-on disclosure of Ternus's compensation terms was not located in the filings reviewed. ### Earnings releases (all furnished under Item 2.02, exhibit 99.1) - **2025-01-30**, accession 0000320193-25-000007 — Q1 FY25 (ended 2024-12-28): revenue $124.3B (+4% YoY), diluted EPS $2.40 (+10% YoY), all-time company revenue/EPS records. Dividend declared $0.25/share, payable 2025-02-13. - **2025-05-01**, accession 0000320193-25-000055 — Q2 FY25 (ended 2025-03-29): revenue $95.4B (+5% YoY), diluted EPS $1.65 (+8% YoY). Dividend declared $0.26/share (+4%), payable 2025-05-15. **New buyback authorization: additional $100B stock repurchase program authorized.** - **2025-07-31**, accession 0000320193-25-000071 — Q3 FY25 (ended 2025-06-28): revenue $94.0B (+10% YoY), diluted EPS $1.57 (+12% YoY), June-quarter records for revenue/iPhone/EPS. Dividend declared $0.26/share, payable 2025-08-14. - **2025-10-30**, accession 0000320193-25-000077 — Q4 & FY25 (ended 2025-09-27): revenue $102.5B (+8% YoY); diluted EPS $1.85, +13% YoY **on an adjusted (non-GAAP) basis** — the adjustment strips a one-time income-tax charge booked in Q4 FY24 tied to the reversal of the EU General Court's State Aid decision (i.e., the prior-year comparison base was adjusted, not FY25 itself). Full FY25 revenue reached $416B. Dividend declared (rate not re-quoted verbatim in excerpt; consistent with $0.26/share series). - **2026-01-29**, accession 0000320193-26-000005 — Q1 FY26 (ended 2025-12-27): revenue $143.8B (+16% YoY, "well above expectations" per Cook), diluted EPS $2.84 (+19% YoY), all-time records; iPhone and Services both hit all-time revenue highs; installed base surpassed 2.5B active devices. ~$54B operating cash flow; ~$32B returned to shareholders in the quarter. Dividend declared $0.26/share, payable 2026-02-12. - **2026-04-30**, accession 0000320193-26-000011 — **Q2 FY26 (ended 2026-03-28, the target quarter)**: revenue $111.2B (+17% YoY), diluted EPS $2.01 (+22% YoY) — March-quarter records for total revenue, iPhone revenue, and EPS; Services revenue hit a new all-time high. iPhone 17 lineup cited as demand driver; iPhone 17e and M4 iPad Air launched in-quarter; MacBook Neo launch mentioned. >$28B operating cash flow (March-quarter record). Dividend declared **$0.27/share (+4%)**, payable 2026-05-14 to holders of record 2026-05-11. **New capital-return action: additional $100B stock repurchase program authorized** (same cadence as the year-ago Q2 announcement). ### Capital markets / debt - **2025-05-12** (underwriting agreement dated 2025-05-05), accession 0001140361-25-018400: Apple closed a **$4.5B senior unsecured notes offering** — $1.5B of 4.000% Notes due 2028, $1.0B of 4.200% Notes due 2030, $1.0B of 4.500% Notes due 2032, and $1.0B of 4.750% Notes due 2035 — issued under its existing Nov. 2024 shelf/indenture, underwritten by Goldman Sachs, Barclays, BofA Securities, and J.P. Morgan. ### Management / board changes (besides the CEO succession above) - **2025-01-03** (event 2024-12-30), accession 0001140361-25-000228: **Kevan Parekh appointed SVP & CFO effective 2025-01-01**, succeeding Luca Maestri (previously-announced transition plan). Salary set to $1M; FY25 incentive target 175% of base; prior-awarded RSU grants (36,767 performance-based + 36,767 time-based) detailed. - **2025-07-09** (event 2025-07-08), accession 0001140361-25-025275: Apple announced **Jeff Williams to step down as COO**, succeeded by **Sabih Khan** (SVP Operations), effective later in July 2025, as part of a long-planned succession; Williams to continue overseeing design/Apple Watch/Health and report to Cook until retiring later in the year; design team to report directly to Cook thereafter. - **2025-07-25** (event 2025-07-21), accession 0001140361-25-027340: **Sabih Khan formally appointed COO effective 2025-07-25**, succeeding Williams. - **2025-12-05** (event 2025-12-04), accession 0001140361-25-044561: Apple announced **Jennifer Newstead to become General Counsel effective 2026-03-01**, succeeding Katherine (Kate) Adams (GC since 2017); Newstead joins as SVP in January 2026, reporting to Cook; Adams to stay on overseeing government affairs until retiring later in 2026. - **2026-01-02** (event 2025-12-30), accession 0001140361-26-000199: **Ben Borders appointed Principal Accounting Officer effective 2026-01-01**, succeeding Chris Kondo (previously-announced transition plan). ### Governance / routine - **2025-02-25**, accession 0001140361-25-005876: 2025 Annual Meeting (Item 5.07) results — all 8 director nominees re-elected (Austin, Cook, Gorsky, Jung, Levinson, Lozano, Sugar, Wagner); Ernst & Young ratified as auditor for FY25; say-on-pay approved; four shareholder proposals (Ethical AI Data Acquisition, CSAM-software/privacy report, "cease DEI efforts," charitable-giving report) all **not approved**. - **2026-02-24**, accession 0001140361-26-006577: 2026 Annual Meeting (Item 5.07) results — all 8 directors re-elected; E&Y ratified for FY26; say-on-pay approved; **Non-Employee Director Stock Plan amended and restated** (approved, filed as Exhibit 10.1) and a related RSU award-agreement form adopted (Exhibit 10.2); shareholder proposal "China Entanglement Audit" **not approved**. --- ## Not present in the filings reviewed No 8-K in this window discloses: M&A signings/closings, restructuring charges, impairments, segment-reporting changes, going-concern/covenant issues, or adverse legal/regulatory outcomes (routine risk-factor legal exposure is discussed only in the 10-K/10-Q, not in these 8-Ks). If a widely-reported Apple legal/regulatory development (e.g., ongoing antitrust matters) occurred in this window, it is not captured here because it did not generate a standalone material 8-K in the set reviewed.