Stock Analysis on Net

International Business Machines Corp. (NYSE:IBM)

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Income Statement
Quarterly Data

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International Business Machines Corp., consolidated income statement (quarterly data)

US$ in millions

Microsoft Excel
3 months ended: Mar 31, 2026 Dec 31, 2025 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
Services
Sales
Financing
Revenue
Services
Sales
Financing
Cost
Gross profit
Selling, general and administrative
Research and development
Intellectual property and custom development income
Operating income
Other income and (expense)
Interest expense
Income (loss) from continuing operations before income taxes
(Provision for) benefit from income taxes
Income (loss) from continuing operations
Income (loss) from discontinued operations, net of tax
Net income (loss)

Based on: 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 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).


Revenue exhibits a consistent upward trajectory characterized by significant quarterly seasonality. Total revenue grew from a range of 13.1 billion to 16.6 billion USD in 2021 to a range of 14.5 billion to 19.6 billion USD by 2025. A recurring pattern is observed where the fourth quarter of each fiscal year yields the highest revenue, driven primarily by a substantial surge in the Sales segment. While the Services segment provides a stable foundation of income, the Sales segment demonstrates higher volatility but contributes most heavily to the year-end peaks.

Operating Expense Trends
Selling, general, and administrative expenses remained relatively stable throughout the period, generally fluctuating between 4.3 billion and 5.4 billion USD. Conversely, Research and Development spending shows a steady and deliberate increase, rising from approximately 1.6 billion USD per quarter in 2021 to over 2.1 billion USD by early 2026, indicating a sustained strategic investment in product development.
Profitability and Operating Margins
Gross profit margins remain robust, mirroring the seasonal revenue spikes. Operating income follows a similar seasonal pattern, with Q4 results consistently outperforming other quarters. The peak operating income reached 4.5 billion USD in December 2025, compared to 3.1 billion USD in December 2021, suggesting an improvement in operational efficiency and scale.
Net Income Volatility and Non-Operating Items
Net income is subject to significant volatility due to substantial swings in other income and expenses. Notable anomalies occurred in September 2022 and September 2024, where large negative entries in other income and expenses led to net losses of 3.19 billion USD and 330 million USD, respectively. Excluding these non-recurring items, the underlying trend of income from continuing operations is positive.
Financial Obligations and Tax Impacts
Interest expenses have trended upward over the analyzed period, increasing from approximately 280 million USD per quarter in 2021 to roughly 470 million USD by 2026. Tax provisions have remained inconsistent, frequently fluctuating between benefits and provisions, which contributes to the variability in final net income figures.

Overall, the financial performance is marked by strong top-line growth and disciplined operational scaling, although the bottom line remains susceptible to significant non-operating volatility.