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AI brief of an SEC Form 8-K · IBM (IBM)

IBM Q3 revenue rises 5% to $17.1 billion; raises full-year free cash flow outlook

Positive Impact 4 of 5 earnings

IBM reported third-quarter 2026 revenue of $17.1 billion, up 5%, and GAAP diluted earnings per share of $2.31, up from $1.84 a year earlier. The company raised its full-year free cash flow expectation to an increase of more than $1 billion year over year, while keeping its 4% to 5% constant currency revenue growth forecast unchanged.

Key points

  • Revenue $17.1 billion, up 5% (6% at constant currency); Software revenue up 8%
  • GAAP diluted EPS $2.31 vs. $1.84 a year earlier; GAAP net income $2.2 billion, up 26%
  • Full-year free cash flow now expected to rise by more than $1 billion year over year; constant currency revenue growth of 4% to 5% unchanged
  • Quarterly dividend of $1.69 per share declared, payable December 10, 2026, to holders of record November 10, 2026

The filing

CompanyIBM (IBM)
Form8-K, current report
Filed with the SECOct 21, 2026, 4:19 PM ET
Accession number0000051143-26-000093

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.