IBM Earnings Date: Jan 27, 2027 (Estimated) — International Business Machines Corporation
NYSE · Technology · Information Technology Services
Updated
When is IBM's next earnings date?
International Business Machines Corporation (IBM) is expected to report Q4 2026 earnings on Wednesday, January 27, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $4.61 on revenue of $20.47B.
How did IBM do in its last earnings report?
In its most recent report on Oct 21, 2026 (Q3 2026), International Business Machines Corporation posted EPS of $2.95 versus the $2.86 estimate, a beat of 3.1%. Revenue was $17.10B against a $16.81B estimate. The stock's 1-day post-earnings move was +0.3%.
How much does IBM stock move after earnings?
IBM beat EPS estimates in 7 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 5.3% (up or down) in the day after earnings.
About International Business Machines Corporation
International Business Machines Corporation (IBM) delivers comprehensive technology solutions and services across the globe. The company's operations are structured into four primary segments: Software, Consulting, Infrastructure, and Financing. The Software division provides hybrid cloud platforms and a range of software offerings, including Red Hat's enterprise open-source solutions. It also develops software for business automation, AIOps and management, integration, and application servers, in addition to data and artificial intelligence tools. This segment further supplies security software and services for threat, data, and identity management, and offers critical transaction processing software that supports essential on-premise workloads for industries such as banking, airlines, and retail. The Consulting arm delivers business transformation services, which encompass strategy development, business process design and operational improvements, data and analytics insights, and system integration. It additionally provides technology consulting and specialized application and cloud platform services. IBM's Infrastructure segment offers both on-premises and cloud-based server and storage solutions, specifically tailored for clients' crucial and regulated operations. It also extends support and solutions for hybrid cloud infrastructure, alongside remanufacturing and remarketing services for used equipment. The Financing segment provides various financial services, such as leasing, installment payment plans, loan financing, and short-term working capital solutions. Originally established in 1911 as the Computing-Tabulating-Recording Co., the company is now known as International Business Machines Corporation and maintains its headquarters in Armonk, New York.
🤖 AI Earnings Analysis
IBM’s software- and infrastructure-led acceleration and raised full-year free-cash-flow outlook make this a strong quarter: revenue rose 4.9% to $17.1B, beating estimates, while EPS of $2.95 topped consensus by $0.09.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-21 | Q3 2026 | 2.86 | 2.95 | +3.15% | $17.10B | ✅ Beat | +0.26% | +0.70% | — |
| 2026-07-22 | Q2 2026 | 3.02 | 2.93 | -2.98% | $17.16B | ❌ Miss | +0.43% | +10.05% | +14.39% |
| 2026-04-22 | Q1 2026 | 1.81 | 1.91 | +5.52% | $15.92B | ✅ Beat | -8.25% | -9.83% | +1.18% |
| 2026-01-28 | Q4 2025 | 4.31 | 4.52 | +4.87% | $19.69B | ✅ Beat | +5.13% | -1.74% | -17.87% |
| 2025-10-22 | Q3 2025 | 2.44 | 2.65 | +8.61% | $16.33B | ✅ Beat | -0.87% | +7.20% | +1.56% |
| 2025-07-23 | Q2 2025 | 2.65 | 2.80 | +5.66% | $16.98B | ✅ Beat | -7.63% | -7.71% | -14.54% |
| 2025-04-23 | Q1 2025 | 1.40 | 1.60 | +14.29% | $14.54B | ✅ Beat | -6.58% | -1.49% | +5.95% |
| 2025-01-29 | Q4 2024 | 3.75 | 3.92 | +4.53% | $17.55B | ✅ Beat | +12.97% | +15.16% | +11.15% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $17.10B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Software | 45.6% | $7.80B | +8.3% | $6.34B | $7.39B | $7.21B | $9.03B |
| Consulting | 31.2% | $5.33B | +0.2% | $5.07B | $5.31B | $5.32B | $5.35B |
| Infrastructure Services | 21.7% | $3.71B | +4.2% | $2.88B | $4.14B | $3.56B | $5.13B |
| Financing | 1.1% | $192.0M | -4.0% | $191.0M | $166.0M | $200.0M | $180.0M |
| Segment Reconciling Items | 0.4% | $66.0M | +73.7% | $61.0M | — | $38.0M | — |
By region
Q3 FY26 · $17.10B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Americas | 50.1% | $8.58B | +5.3% | $7.21B | $8.46B | $8.14B | $9.53B |
| E M E A | 31.7% | $5.43B | +3.3% | $4.55B | $5.41B | $5.25B | $6.97B |
| Asia Pacific | 18.1% | $3.10B | +5.6% | $2.78B | $3.10B | $2.94B | $3.18B |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.