Insider Deck research · Earnings

IBM earnings · International Business Machines Corporation

International Business Machines Corporation (IBM) earnings history, EPS vs consensus, beat rate, forward estimates, and transcripts on Insider Deck. Latest print Q2 '26: EPS $2.93 vs consensus $2.93. Beat rate 75% across 4 prints. Next listed date 2026-10-21.

Latest EPS$2.93-0.0% surprise
Beat rate75%4 prints
Avg surprise+0.0%vs consensus
Next printOct 21, 2026EPS $2.89

Quarterly EPS vs consensus

4 quarters
Actual ConsensusLabels: beat $ · YoY %Revisions 23 up / 38 down

Earnings transcripts

Read management commentary and analyst Q&A.

No transcript dates are available yet for this ticker.

Forward estimates

Consensus expectations and estimate momentum.

PeriodEPSRevenueGrowth
0QSep 2026
$2.89$16.8B+9.0%
+1QDec 2026
$4.60$20.5B+1.8%
0YDec 2026
$12.33$70.4B+6.4%
+1YDec 2027
$13.17$73.3B+6.9%

Primary research

Recent company filings

Jump directly to earnings releases, quarterly reports, and material updates.

Frequently asked questions

When is the next IBM earnings date?

The next listed earnings date for IBM is 2026-10-21. Dates can move — confirm on the earnings desk.

What is IBM's earnings beat rate?

IBM has beaten consensus on roughly 75% of recent prints in the Insider Deck sample.

Where are IBM earnings call transcripts?

Ready transcripts appear under IBM earnings as /stocks/us/ibm/earnings/{year}/q{n}.

Where can I research IBM on Insider Deck?

International Business Machines Corporation (IBM) research covers KPIs, earnings, fundamentals, institutional ownership, 13F flow, news, and DCF valuation.