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International Business Machines (IBM)
NYSE:IBM
Earnings Data
Report Date
Jan 27, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
4.32Last Year’s EPS
3.92Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
IBM demonstrated strong financial performance with significant revenue growth across all segments, driven by strategic focus on AI and hybrid cloud. Despite some challenges in transaction processing and Red Hat growth, the company showcased robust free cash flow and consulting growth, indicating a positive trajectory.Company Guidance
Revenue Growth Acceleration
IBM reported a 7% revenue growth in Q3 2025, marking the highest growth in several years, with all segments accelerating sequentially.
Strong Performance in Automation and AI
Software growth accelerated to 9%, led by automation, which was up 22%. IBM's Gen AI book of business exceeded $9.5 billion, with 200 consulting projects using digital workers at scale.
Infrastructure Growth Driven by z17
Infrastructure delivered robust performance, growing 15%, driven by continued strength in z17, marking the highest third-quarter revenue in nearly two decades.
Record Free Cash Flow
IBM generated $7.2 billion of free cash flow, the highest nine-month free cash flow margin in reported history, with an expectation of about $14 billion for the year.
Consulting Return to Growth
Consulting returned to growth with revenue up 2%, reflecting solid demand for AI services and software-driven delivery models.
Significant Margin Expansion
IBM realized a 290 basis points expansion in adjusted EBITDA margin and raised full-year expectations for operating pretax margin expansion to over a point.
IBM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IBM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 22, 2025 | $287.51 | $285.00 | -0.87% |
Jul 23, 2025 | $280.12 | $258.76 | -7.63% |
Apr 23, 2025 | $242.22 | $226.28 | -6.58% |
Jan 29, 2025 | $224.10 | $253.15 | +12.96% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does International Business Machines (IBM) report earnings?
International Business Machines (IBM) is schdueled to report earning on Jan 27, 2026, After Close (Confirmed).
What is International Business Machines (IBM) earnings time?
International Business Machines (IBM) earnings time is at Jan 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IBM EPS forecast?
IBM EPS forecast for the fiscal quarter 2025 (Q4) is 4.32.
