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.
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
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.
From IBM's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$67.53B
+7.6%
$11.17
+73.7%
15.7%
FY2024
$62.75B
+1.4%
$6.43
-21.0%
9.6%
FY2023
$61.86B
+2.2%
$8.14
+352.2%
12.1%
FY2022
$60.53B
+5.5%
$1.80
-71.7%
2.7%
FY2021
$57.35B
+3.9%
$6.35
+1.9%
10.0%
Frequently asked questions
When is IBM's next earnings date?
IBM has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did IBM earn last quarter?
For the quarter ended Sep 2026, IBM reported diluted EPS of $2.30 (+25.0% year over year) on revenue of $17.10B (+4.7%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.