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🇺🇸 Apple

AAPL · NASDAQ · Technology

Full Profile
Headquarters
Cupertino, California
Founded
1976
Employees
161,000
Market cap
$3.25T
Last updated
Jun 28, 2026

Company overview

Designs and sells consumer electronics, software and services, with iPhone, services and wearables as its largest revenue lines.

Main products / services
  • iPhone
  • Mac
  • iPad
  • Wearables (Watch, AirPods)
  • Services (App Store, iCloud, Apple Pay)
Main geographic markets
  • Americas
  • Europe
  • Greater China
  • Japan
  • Rest of Asia-Pacific
Role in the domestic economy

Anchor of US large-cap technology with material weight in the S&P 500 and Nasdaq-100.

Strategic importance

Central to US semiconductor demand, software ecosystems and Asian assembly supply chains.

Main competitors
🇰🇷 Samsung Electronics🇺🇸 Microsoft🇺🇸 Alphabet

Key company metrics

Verified company data — all values are mock data

Revenue
$390B
TTM · Mock
Revenue growth
+2.1%
YoY · Mock
Net income
$98B
TTM · Mock
Operating margin
30.2%
Latest · Mock
Debt
$108B
Latest · Mock
Cash & marketable securities
$162B
Latest · Mock
Employees
161,000
Latest · Mock
Market cap
$3.25T
Latest · Mock
Export exposure
58% of revenue
Latest · Mock
Domestic revenue share
42%
Latest · Mock

Economic importance

Platform Economic Importance Score — Mock Data

Importance score
92/100
Critical
Employment
Direct: 161k US/global; indirect supply chain >1.5M
Export contribution
Largest US technology exporter category
Stock-market weight
~7% of S&P 500
Supply-chain importance
Anchor customer for global semis & assembly
Tax contribution
Top-20 US federal corporate taxpayer
Strategic relevance
Critical to US software ecosystem & AI hardware demand
Government relationship
Subject to antitrust scrutiny; no government ownership

Stock-market profile

Mock prices and timeframe placeholders. No price targets.

Price (mock)
$214.20
Daily
+0.6%
Monthly
+3.4%
YTD
+14.8%
1Y
+22.6%
Volatility
Moderate (28% annualized)
Index
S&P 500, Nasdaq-100, Dow Jones
Index weight
~7.0% S&P 500
Volume
52M shares/day
1D1W1M3MYTD1Y5Y· Timeframe controls — visual placeholder, no live data

Revenue & geographic exposure

Revenue by region
  • Americas43%
  • Europe25%
  • Greater China17%
  • Japan7%
  • Rest of Asia-Pacific8%
Revenue by segment
  • iPhone52%
  • Services24%
  • Wearables10%
  • Mac8%
  • iPad6%
Domestic vs international
42% domestic · 58% international
Main export markets
European Union, Greater China, Japan, United Kingdom, India
Main currency exposure
EUR, CNY, JPY, GBP, INR

Economic exposures

AI-assisted assessment — separated from verified data

Interest-rate sensitivity
Moderate
Driver: Consumer financing & valuation multiple
Stabilizing: Large net cash
Confidence: High · Uncertainty: Pace of Fed easing
Currency sensitivity
High
Driver: 58% non-USD revenue
Stabilizing: Natural hedge from non-USD costs
Confidence: High · Uncertainty: DXY trajectory
Commodity sensitivity
Low
Driver: Limited direct commodity input
Stabilizing: Long-term supplier contracts
Confidence: Moderate · Uncertainty: Specialty metals
Consumer-demand sensitivity
High
Driver: Discretionary device upgrade cycle
Stabilizing: Services subscription base
Confidence: High · Uncertainty: China demand
Government-spending sensitivity
Low
Driver: Education & enterprise contracts
Stabilizing: Diversified customer base
Confidence: Moderate · Uncertainty: Procurement cycles
Trade-policy sensitivity
High
Driver: China assembly footprint
Stabilizing: India & Vietnam diversification
Confidence: Moderate · Uncertainty: US-China tariff path
Regulatory sensitivity
Elevated
Driver: Antitrust in US/EU
Stabilizing: Strong legal & lobbying capacity
Confidence: Moderate · Uncertainty: App Store ruling impact
Supply-chain sensitivity
High
Driver: Asian assembly concentration
Stabilizing: Multi-region diversification underway
Confidence: Moderate · Uncertainty: Geopolitical disruption

Company risk profile

Internal platform risk view — distinct from official credit ratings

Financial risk
Low

Investment-grade balance sheet, large cash buffer.

Currency risk
Elevated

USD strength can compress reported revenue.

Regulatory risk
Elevated

Antitrust pressure in US, EU and Asia.

Political risk
Moderate

US-China relations remain a key factor.

Supply-chain risk
High

Concentration in Asian assembly.

Commodity risk
Low

Limited direct exposure.

Market risk
Moderate

High weight in major indices amplifies beta.

Country risk exposure
Elevated

Greater China revenue and assembly base.

Recent company intelligence

Facts, observed market reaction and AI-assisted assessment are kept separate

Fed holds rates at 5.25–5.50%

Jun 12, 2026 · Confidence: Moderate
Verified facts
  • Federal Funds Rate: 5.25–5.50% (unchanged)
  • Dot plot: 2 cuts in 2026
Observed market reaction

AAPL +1.2% after the decision as long-duration tech bid.

AI-assisted assessment

Lower-for-longer rates compress valuation multiple but a clearer cut path supports services.

Affected segment: Services & consumer financingOpen analysis

EU Digital Markets Act enforcement update

May 28, 2026 · Confidence: Moderate
Verified facts
  • Commission opens non-compliance proceedings on App Store rules
Observed market reaction

AAPL -1.6% intraday on the announcement.

AI-assisted assessment

Incremental risk to Services margin in Europe; manageable in aggregate.

Affected segment: Services (EU)Browse intelligence

China iPhone unit data — Q1 2026

Apr 20, 2026 · Confidence: Moderate
Verified facts
  • Reported China iPhone shipments down ~7% YoY (third-party trackers)
Observed market reaction

AAPL -2.3% on the print; recovered within a week.

AI-assisted assessment

Competitive pressure from local OEMs; offset by services growth.

Affected segment: iPhone (Greater China)Browse intelligence

Role in the national economy

Employment contribution
Direct US employment ~80k; indirect supply chain >450k.
Export relevance
Material contributor to US services & hardware exports.
Stock-market relevance
~7% of S&P 500; largest single index constituent at times.
Strategic-sector relevance
Anchor of US consumer technology and AI hardware demand.
Government revenue relevance
Top US corporate taxpayer; significant payroll tax footprint.
Supply-chain importance
Largest customer for several US and Asian semis and component vendors.
Main national economic dependencies: US-China trade policy · USD trajectory · Global consumer demand · Semiconductor supply

Competitors comparison

CompanyCountrySectorMarket capRevenueEmployeesImportanceRisk
🇰🇷 Samsung ElectronicsSouth KoreaTechnology$440B$235B270,00092Moderate
🇺🇸 MicrosoftUnited StatesTechnology$3380B$245B228,00090Low
🇺🇸 AlphabetUnited StatesCommunication Services$2100B$330B182,00088Moderate

What to watch

  • Q3 FY26 earnings — services growth & iPhone units
  • Capex on AI infrastructure
  • EU DMA compliance ruling
  • USD/CNY trajectory
  • WWDC software cadence
  • Debt maturities 2026–2027

AI-assisted company assessment

Not investment advice. No price targets.

Apple remains a cash-rich, globally-exposed franchise. Near-term risks center on China demand and EU regulation; medium-term, services and on-device AI support the multiple.

Confidence
Moderate · 78/100
Generated
Jun 28, 2026
Main uncertainty
Pace and scope of US-China trade frictions and EU regulatory rulings.
Evidence
Services growth >10% YoY (mock) · Net cash ~$54B · China share losses partially offset by India growth