IBM beats Q3 estimates on software growth, lifts free cash flow outlook; shares rise after hours
Revenue rose 5% to $17.1 billion and operating EPS was $2.95, ahead of analyst expectations, while IBM kept its revenue guidance unchanged.
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IBM
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1 story · latest Oct 21, 2026
Earnings scorecard
Compare with another companyLatest quarter: Jul to Sep 2026 (fiscal Q3 2026). From 10-Q filed October 22, 2026.
Revenue
$17.1B
+4.7% vs. year ago
Net income
$2.2B
$1.7B a year ago
Quarters labeled by the month they end. Source: IBM 10-Q and 10-K filings with the SEC. Fourth fiscal quarters are derived as the full fiscal year minus the first three quarters.
| $ billions | 2025 | 2026 | Change |
|---|---|---|---|
| Revenue | 16.3 | 17.1 | +4.7% |
| Net income | 1.7 | 2.2 | +25.6% |