INTERNATIONAL BUSINESS MACHINES CORP — Form 8-K
Filed October 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
IBM reported Q3 2026 revenue of $17.1B (up 5% YoY, 6% constant currency), with Software segment revenue at $7.8B (up 8%), Consulting $5.3B (flat), and Infrastructure $3.7B (up 4%). Net income from continuing operations reached $2.2B ($2.31 diluted EPS). The company raised full-year 2026 free cash flow guidance to increase by more than $1B year-over-year; YTD 9M FCF was $7.8B (up $0.6B YoY). Operating (non-GAAP) pre-tax margin expanded 70 bps to 19.3%. Board approved $1.69/share quarterly dividend (135th consecutive year). No major counterparties, acquisitions, or material one-time events disclosed.
Why this rating
Modest revenue growth (5%) and FCF guidance raise are inline with strategic narrative; immaterial relative to $274.5B market cap. No M&A, no restructuring, no material risk disclosed.
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