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NYSE: IBM INTERNATIONAL BUSINESS MACHINES CORP 10-Q

IBM's third-quarter net income rose 25.6% to $2.19B, and revenue increased 4.7% to $17.10B.

Filed October 22, 2026 · Period ending September 30, 2026 · Compared to 10-Q Oct 23, 2025 · ~1 min read

Key Changes

  • high

    Revenue increased 4.7% to $17.10B in the third quarter, with Software revenue up 8.2% as reported.

  • high

    Diluted earnings per share from continuing operations rose 25.5% to $2.31.

  • high

    The company generated $4.0 billion in cash from operations and $3.0 billion in free cash flow in the third quarter, and returned $1.6 billion to shareholders in dividends.

3 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Figures/quotes linked to EDGAR · Narrative written by AI · Oct 22, 2026 · How we verify