IBM reports third-quarter results on Wednesday

International Business Machines Corporation will report its third-quarter financial results on Wednesday, October 21, 2026, after the market close. The company confirmed the reporting date.

The consensus estimate calls for earnings of 2.89 USD per share on revenue of 16.98 billion USD for the third quarter of 2026. Across the prior four quarters, IBM beat earnings estimates three times before missing consensus by 2.3% in the most recent period.

Since its previous earnings release, the company completed several corporate and product initiatives. On September 24, IBM announced the acquisition of UK-based cybersecurity consultancy Logiq Consulting, which employs more than 235 specialists. On September 29, the firm launched an on-premises deployment of Digital Asset Haven for regulated institutions and reached operational quantum wafer production alongside Anderon LLC. Effective October 1, Siris Capital co-founder and Managing Partner Frank Baker joined IBM's board of directors, and the company introduced a self-hosted option for its IBM Bob software development platform. On October 6, IBM and Red Hat said their Lightwell initiative fixed more than 400 vulnerabilities in Java libraries. On October 7, IBM progressed to Stage C of DARPA's Quantum Benchmarking Initiative and announced that Volumetric Building Companies cut operational cycle times by 50% using IBM Ready for SAP Solutions. On October 8, 11:11 Systems acquired select IBM VMware Cloud Service Provider enterprise customers for an undisclosed amount.

Zacks Investment Research compiled a third-quarter consensus earnings estimate of 2.89 USD per share and projected revenue of 16.82 billion USD. EarningsWatcher reported that options pricing as of October 7 implied an earnings-day share price move of 8.5%.