Question

Kayla05
AppendixA1.pdf

Powered by Clearbit

Apple Inc (NMS: AAPL)

Company Financials

Income Statement

Exchange rate used is that of the Year End

reported date

As Reported Annual Income Statement

Report Date 09/26/2020 09/28/2019

Currency USD USD

Audit Status Not Qualified Not Qualified

Consolidated Yes Yes

Scale Thousands Thousands

Products 220,747,000$ 213,883,000$

Services 53,768,000$ 46,291,000$

Net sales 274,515,000$ 260,174,000$

Cost of sales - products 151,286,000$ 144,996,000$

Cost of sales - services 18,273,000$ 16,786,000$

Cost of sales 169,559,000$ 161,782,000$

Gross margin 104,956,000$ 98,392,000$

Research & development expense 18,752,000$ 16,217,000$

Selling, general & administrative expense 19,916,000$ 18,245,000$

Total operating expenses 38,668,000$ 34,462,000$

Operating income (loss) 66,288,000$ 63,930,000$

Interest & dividend income 3,763,000$ 4,961,000$

Interest expense 2,873,000$ 3,576,000$

Other income (expense), net (87,000)$ 422,000$

Other income/(expense), net 803,000$ 1,807,000$

Income (loss) before provision for income taxes 67,091,000$ 65,737,000$

Current federal income tax expense (benefit) 6,306,000$ 6,384,000$

Deferred federal income tax expense (benefit) (3,619,000)$ (2,939,000)$

Total federal income tax expense (benefit) 2,687,000$ 3,445,000$

Current state income tax expense (benefit) 455,000$ 475,000$

Deferred state income tax expense (benefit) 21,000$ (67,000)$

Total state income tax expense (benefit) 476,000$ 408,000$

Current foreign income tax expense (benefit) 3,134,000$ 3,962,000$

Deferred foreign income tax expense (benefit) 3,383,000$ 2,666,000$

Total foreign income tax expense (benefit) 6,517,000$ 6,628,000$

Provision for (benefit from) income taxes 9,680,000$ 10,481,000$

Net income (loss) 57,411,000$ 55,256,000$

Weighted average shares outstanding - basic 17,352,119 18,471,336

Weighted average shares outstanding - diluted 17,528,214 18,595,652

Year end shares outstanding 16,976,763 17,772,944

Net earnings (loss) per share - basic 3.31$ 2.99$

Net earnings (loss) per share - diluted 3.28$ 2.97$

Cash dividends declared per share 0.80$ 0.75$

Number of full time employees 147000 137000

Number of common stockholders 22797 23233

Foreign currency translation adjustments 88000 -408000

Balance Sheet

Exchange rate used is that of the Year End

reported date

As Reported Annual Balance Sheet

Report Date 09/26/2020 09/28/2019

Currency USD USD

Audit Status Not Qualified Not Qualified

Consolidated Yes Yes

Scale Thousands Thousands

Cash & cash equivalents 38,016,000$ 48,844,000$

Marketable securities 52,927,000$ 51,713,000$

Accounts receivable, net 16,120,000$ 22,926,000$

Inventories 4,061,000$ 4,106,000$

Vendor non-trade receivables 21,325,000$ 22,878,000$

Other current assets 11,264,000$ 12,352,000$

Total current assets 143,713,000$ 162,819,000$

Marketable securities 100,887,000$ 105,341,000$

Land & buildings 17,952,000$ 17,085,000$

Machinery, equipment, & internal-use software 75,291,000$ 69,797,000$

Leasehold improvements 10,283,000$ 9,075,000$

Gross property, plant & equipment 103,526,000$ 95,957,000$

Accumulated depreciation & amortization 66,760,000$ 58,579,000$

Property, plant & equipment, net 36,766,000$ 37,378,000$

Other non-current assets 42,522,000$ 32,978,000$

Total non-current assets 180,175,000$ 175,697,000$

Total assets 323,888,000$ 338,516,000$

Accounts payable 42,296,000$ 46,236,000$

Deferred revenue 6,643,000$ 5,522,000$

Other current liabilities 42,684,000$ 37,720,000$

Commercial paper 4,996,000$ 5,980,000$

Term debt 8,773,000$ 10,260,000$

Current portion of long-term debt - -

Total current liabilities 105,392,000$ 105,718,000$

Deferred revenue - -

Floating & fixed-rate notes 106,078,000$ 101,679,000$

Total debt 106,078,000$ 101,679,000$

Unamortized discount (314,000)$ (224,000)$

Hedge accounting fair value adjustments 1,676,000$ 612,000$

Less: current portion of long-term debt 8,773,000$ 10,260,000$

Term debt 98,667,000$ 91,807,000$

Long-term taxes payable 28,170,000$ 29,545,000$

Deferred tax liabilities - -

Other non-current liabilities 26,320,000$ 20,958,000$

Other non-current liabilities 54,490,000$ 50,503,000$

Total non-current liabilities 153,157,000$ 142,310,000$

Total liabilities 258,549,000$ 248,028,000$

Common stock 50,779,000$ 45,174,000$

Retained earnings 14,966,000$ 45,898,000$

Cumulative foreign currency translation (1,375,000)$ (1,463,000)$

Unrecognized gains (losses) on derivative instruments (877,000)$ 172,000$

Unrealized gains (losses) on marketable securities 1,846,000$ 707,000$

Accumulated other comprehensive income (loss) (406,000)$ (584,000)$

Total shareholders' equity 65,339,000$ 90,488,000$

Cash Flows

Exchange rate used is that of the Year End

reported date

As Reported Annual Cash Flow

Report Date 09/26/2020 09/28/2019

Currency USD USD

Audit Status Not Qualified Not Qualified

Consolidated Yes Yes

Scale Thousands Thousands

Net income (loss) 57,411,000$ 55,256,000$

Depreciation & amortization 11,056,000$ 12,547,000$

Share-based compensation expense 6,829,000$ 6,068,000$

Deferred income tax expense (benefit) (215,000)$ (340,000)$

Other adjustments (97,000)$ (652,000)$

Accounts receivable, net 6,917,000$ 245,000$

Inventories (127,000)$ (289,000)$

Vendor non-trade receivables 1,553,000$ 2,931,000$

Other current & non-current assets (9,588,000)$ 873,000$

Accounts payable (4,062,000)$ (1,923,000)$

Deferred revenue 2,081,000$ (625,000)$

Other current & non-current liabilities 8,916,000$ (4,700,000)$

Net cash flows from operating activities 80,674,000$ 69,391,000$

Purchases of marketable securities ########### (39,630,000)$

Proceeds from maturities of marketable securities 69,918,000$ 40,102,000$

Proceeds from sales of marketable securities 50,473,000$ 56,988,000$

Payments made in connection with business acquisitions, net(1,524,000)$ (624,000)$

Purchases of non-marketable securities (210,000)$ (1,001,000)$

Proceeds from non-marketable securities 92,000$ 1,634,000$

Payments for acquisition of property, plant & equipment(7,309,000)$ (10,495,000)$

Other cash flow from investing activities (791,000)$ (1,078,000)$

Net cash flows from investing activities (4,289,000)$ 45,896,000$

Proceeds from issuance of common stock 880,000$ 781,000$

Payments for taxes related to net share settlement of equity awards(3,634,000)$ (2,817,000)$

Payments for dividends & dividend equivalents (14,081,000)$ (14,119,000)$

Repurchases of common stock (72,358,000)$ (66,897,000)$

Proceeds from issuance of term debt, net 16,091,000$ 6,963,000$

Repayments of term debt (12,629,000)$ (8,805,000)$

Proceeds from/(repayments of) commercial paper, net (963,000)$ (5,977,000)$

Other cash flows from financing activities (126,000)$ (105,000)$

Net cash flows from financing activities (86,820,000)$ (90,976,000)$

Net increase (decrease) in cash, cash equivalents & restricted cash(10,435,000)$ 24,311,000$

Cash, cash equivalents & restricted cash, beginning balances50,224,000$ 25,913,000$

Cash, cash equivalents & restricted cash, ending balances39,789,000$ 50,224,000$

Increase (decrease) in cash & cash equivalents - -

Cash & cash equivalents, beginning of the year - -

Cash & cash equivalents, end of the year - -

Cash paid (received) for income taxes, net 9,501,000$ 15,263,000$

Cash paid for interest 3,002,000$ 3,423,000$

09/29/2018

USD

Not Qualified

Yes

Thousands

-

-

265,595,000$

-

-

163,756,000$

101,839,000$

14,236,000$

16,705,000$

30,941,000$

70,898,000$

5,686,000$

3,240,000$

(441,000)$

2,005,000$

72,903,000$

41,425,000$

(33,819,000)$

7,606,000$

551,000$

48,000$

599,000$

3,986,000$

1,181,000$

5,167,000$

13,372,000$

59,531,000$

19,821,508

20,000,436

19,019,944

3.00$

2.98$

0.68$

132000

23710

-525000

09/29/2018

USD

Not Qualified

Yes

Thousands

25,913,000$

40,388,000$

23,186,000$

3,956,000$

25,809,000$

12,087,000$

131,339,000$

170,799,000$

16,216,000$

65,982,000$

8,205,000$

90,403,000$

49,099,000$

41,304,000$

22,283,000$

234,386,000$

365,725,000$

55,888,000$

7,543,000$

32,687,000$

11,964,000$

-

8,784,000$

116,866,000$

2,797,000$

104,193,000$

104,193,000$

(218,000)$

(1,456,000)$

8,784,000$

93,735,000$

33,589,000$

426,000$

11,165,000$

45,180,000$

141,712,000$

258,578,000$

40,201,000$

70,400,000$

(1,055,000)$

810,000$

(3,209,000)$

(3,454,000)$

107,147,000$

09/29/2018

USD

Not Qualified

Yes

Thousands

59,531,000$

10,903,000$

5,340,000$

(32,590,000)$

(444,000)$

(5,322,000)$

828,000$

(8,010,000)$

(423,000)$

9,175,000$

(44,000)$

38,490,000$

77,434,000$

(71,356,000)$

55,881,000$

47,838,000$

(721,000)$

(1,871,000)$

353,000$

(13,313,000)$

(745,000)$

16,066,000$

669,000$

(2,527,000)$

(13,712,000)$

(72,738,000)$

6,969,000$

(6,500,000)$

(37,000)$

-

(87,876,000)$

-

-

-

5,624,000$

20,289,000$

25,913,000$

10,417,000$

3,022,000$