Stock Analysis on Net

International Business Machines Corp. (NYSE:IBM)

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Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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International Business Machines Corp., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Taxes
Short-term debt
Accounts payable
Compensation and benefits
Deferred income
Current operating lease liabilities
Other accrued expenses and liabilities
Current liabilities
Long-term debt, excluding current maturities
Retirement and nonpension postretirement benefit obligations
Deferred income
Noncurrent operating lease liabilities
Other liabilities
Noncurrent liabilities
Total liabilities
Common stock, par value $0.20 per share, and additional paid-in capital
Retained earnings
Treasury stock, at cost
Accumulated other comprehensive loss
Total IBM stockholders’ equity
Noncontrolling interests
Total equity
Total liabilities and equity

Based on: 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31).


Short-term debt
Short-term debt as a percentage of total liabilities and equity exhibited a general decline from early 2020 through mid-2024, dropping from 7.59% to a low near 2.68%. However, from mid-2024 to late 2025, this figure showed a notable rebound, climbing back above 5%, suggesting a shift toward increased reliance on short-term borrowing during the final periods.
Accounts payable
Accounts payable percentages showed moderate fluctuations, ranging roughly between 2.44% and 3.18%. There was no clear long-term trend, but values tended to hover near the midpoint of this range, indicating relative stability in payables management over the observed intervals.
Compensation and benefits
Compensation and benefits steadily represented around 2.3% to 2.6% of total liabilities and equity, with some periods experiencing slight increases or decreases. The trend suggests consistent cost management related to workforce expenses over time.
Deferred income
Deferred income fluctuated mildly but remained a significant component, fluctuating mostly between 8% and 10.3%. It peaked in early 2024 at 10.34%, suggesting a buildup of revenues received but not yet earned, before slightly tapering off by late 2025.
Operating lease liabilities
Both current and noncurrent operating lease liabilities displayed gradual decreases over time. Current lease liabilities dipped from approximately 0.87% to about 0.55%, while noncurrent lease liabilities fell from roughly 2.48% to near 1.81%, implying a reduction in lease obligations or changes in lease accounting treatment.
Other accrued expenses and liabilities
The ratio for other accrued expenses and liabilities remained fairly stable around 2.5% to 3.2%, with minor variations likely related to timing differences in expense recognition.
Current liabilities
Current liabilities as a total percentage showed slight volatility without a distinct long-term trend, ranging mostly between 21.5% and 26.5%. The proportion's stability indicates consistent management of short-term obligations relative to total capitalization.
Long-term debt, excluding current maturities
Long-term debt mostly stayed between approximately 32.5% and 40%, increasing notably in 2022 and early 2023 and then fluctuating around high 30% levels. This reflects a sustained and sizable use of long-term debt financing throughout the period, with some incremental increases during 2022-2024.
Retirement and postretirement benefits obligations
These obligations steadily declined over the course of the periods, dropping from nearly 11% down to around 6.5% of total liabilities and equity by late 2025. This decrease may reflect effective liability management or changes in actuarial assumptions and funding status.
Other liabilities and noncurrent liabilities
Other liabilities slightly declined during the period from around 10.35% to just over 7.6%, while total noncurrent liabilities remained mostly stable between 55% and 61%. Together, these figures illustrate a relatively steady structure of longer-term liabilities.
Total liabilities
Total liabilities gradually decreased from about 87% of total liabilities and equity in early 2020 to near 81% by late 2025, indicating a moderate decline in overall leverage relative to the company's capitalization.
Common stock, par value and additional paid-in capital
The equity component related to common stock and additional paid-in capital increased steadily across most quarters, moving from around 36.5% up to approximately 46% by late 2022, and then fluctuating near 42-45%. This rise suggests ongoing equity infusions or retained earnings allocated to equity accounts.
Retained earnings
Retained earnings experienced a slight decline from about 106% early in 2020 to just above 100% by late 2025, with intermediate peaks above 120%. This trend may reflect dividend payments, share repurchases, or other distributions impacting accumulated profits.
Treasury stock
Treasury stock consistently represented a significant negative percentage, moving from approximately -110% to nearly -116%, indicating steady repurchases of stock that offset equity and reduced total shareholders' equity.
Accumulated other comprehensive loss
This category showed gradual improvement (a reduction in loss magnitude), moving from -19.1% to about -10.9%, suggesting reduced unrealized losses from items such as foreign currency translation, pension plans, or investments over time.
Total stockholders’ equity
Total equity increased modestly from about 13% in early 2020 to almost 19% by late 2024 and into 2025, signifying a strengthening equity base relative to total capitalization despite significant treasury stock holdings.
Overall capital structure
The data indicates a gradual reduction in total liabilities as a percentage of total liabilities and equity, accompanied by a subtle but steady increase in total equity. This shift suggests a modest deleveraging trend combined with ongoing equity accumulation. The company managed its short-term liabilities with some variability, while long-term debt remained a significant and relatively stable portion of its capital structure. Reductions in pension-related obligations and comprehensive losses hint at improvements in long-term liabilities and risk exposures. The stock repurchase activity evident from treasury stock proportions demonstrates a strategy to return value to shareholders concurrently with strengthening the equity base.