Every 10-Q that International Business Machines Corporation (IBM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow IBM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IBM filings page.
IBM reported third-quarter 2026 revenue of $17.103 billion, compared with $16.331 billion in the prior-year quarter. Net income was $2.190 billion, versus $1.744 billion, and diluted earnings per share were $2.30, versus $1.84. For the nine months ended September 30, 2026, revenue was $50.182 billion and net income was $5.571 billion.
Cash from operating activities for the nine months ended September 30, 2026 was $11.791 billion, compared with $9.153 billion a year earlier. IBM completed four acquisitions across Software, Infrastructure and Consulting during that period, at an aggregate total purchase price of $12.6 billion; purchase price consideration was paid primarily in cash.
At September 30, 2026, remaining performance obligations related to customer contracts were approximately $69 billion. Approximately 70 percent was expected to be recognized as revenue in the subsequent two years and approximately 27 percent in the subsequent three to five years, with the balance thereafter. Cash and cash equivalents were $9.233 billion, and long-term debt was $56.804 billion.
International Business Machines Corporation reported Q2 2026 revenue of $17,162 million, slightly above $16,977 million a year earlier. Net income was $2,165 million versus $2,194 million, with diluted EPS of $2.27. For the first six months, revenue reached $33,079 million and net income $3,381 million, both up year over year.
Software and Consulting grew, with Q2 Software revenue rising 5.1% and segment profit 8.9%, while Infrastructure revenue declined 7.4% and profit 13.4%. By region, Americas were essentially flat, and Europe/Middle East/Africa and Asia Pacific showed year-over-year revenue growth. Remaining performance obligations totaled about $68 billion, 69 percent expected to be recognized within two years.
Operating cash flow increased to $7,766 million for the first half, but $10,480 million of cash acquisitions, led by the Confluent purchase, drove a $6,423 million reduction in cash and equivalents to $7,217 million. IBM paid $11,602 million total consideration for Confluent, adding $7,238 million of goodwill and $3,834 million of identifiable intangibles, mostly assigned to the Software segment. Long-term debt rose to $56,212 million, total equity to $34,541 million, and common shares outstanding were 942,134,390 at June 30, 2026.
International Business Machines Corporation reported stronger results for the three months ended March 31, 2026. Total revenue rose to $15,917 million from $14,541 million, while net income increased to $1,216 million from $1,055 million. Diluted earnings per share from continuing operations were $1.28, up from $1.12.
Software revenue grew to $7,052 million, Consulting to $5,272 million and Infrastructure to $3,326 million, with segment profit totaling $3,300 million. Operating cash flow improved to $5,169 million, though free cash was pressured by investing outflows of $10,489 million, largely from acquisitions.
IBM completed the acquisition of Confluent, Inc., with total consideration of $11,590 million and recognized goodwill of $7,225 million and acquired intangibles of $3,834 million. At March 31, 2026, total assets were $156,229 million, long-term debt was $57,706 million and the remaining performance obligation stood at about $69 billion.
IBM reported solid Q3 2025 results with total revenue of $16.331 billion (up from $14.968 billion) and diluted EPS from continuing operations of $1.84 versus a loss last year, when results included a pension settlement charge. Gross profit reached $9.36 billion, while SG&A declined to $4.748 billion and R&D increased to $2.082 billion. A swing in other (income) and expense to $(173) million from an expense of $2.244 billion and higher interest expense of $492 million also shaped the quarter.
Segment trends were favorable: Software revenue rose 10.5%, Infrastructure 17.0%, and Consulting 3.3%, with total segment revenue up 9.3% year over year. The company recorded a one-time, non-cash income tax charge of approximately $300 million tied to U.S. H.R. 1 enacted in July. Year-to-date cash from operations was $9.153 billion; acquisition spending totaled $7.903 billion, contributing to higher debt balances. Remaining performance obligations were about $64 billion at September 30, 2025, with 68% expected to be recognized over the next two years and 29% in years three to five.