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INTERNATIONAL BUSINESS MACHINES CORP (IBM) Form 10-Q — Jul 22, 2026

$IBMForm 10-QFiled Jul 22, 2026, 6:14 PM ET0000051143-26-000078Original filing

IBM reported revenue of $33.1 billion for the six months ended June 30, 2026, an increase of 5.0% year-over-year, with net income from continuing operations of $3.4 billion. Diluted earnings per share from continuing operations was $3.55 as reported, while operating (non-GAAP) EPS rose 10.0% to $4.84, reflecting the impact of acquisition-related amortization. The company completed the acquisition of Confluent, Inc. on March 17, 2026, for a total purchase price of $11.6 billion, which has been integrated into the Software segment.

Key figures

Eps
3.55
Revenue
33079000000
Net Income
3381000000
Cash Position
7217000000
Software Arr
24600000000
Free Cash Flow
4800000000
Operating Eps
4.84
Consulting Backlog
30800000000
Confluent Acquisition Price
11602000000

Price after filing

1 day: -1.2%7 days: +6.3%30 days: +9.7%

Close on the filing date to close N calendar days later (from $213.00). Historical, not a forecast.

AI analysis

Red flags3 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    INTERNATIONAL BUSINESS MACHINES CORP (IBM) Form 10-Q — Jul 22, 2026: AI Analysis | Signal8