INTERNATIONAL BUSINESS MACHINES CORP(IBM)— Stock Profile, AI Score & Financials
Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
INTERNATIONAL BUSINESS MACHINES CORP (IBM) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores IBM at 70.0/100 on a 32-signal composite quality model, placing it at rank #231 of 2,961 stocks — the top 10% of the AI-ranked universe. IBM scores in the top quartile across revenue scale (97.8), profitability (79.7), balance sheet strength (77.7). Shareholder dilution risk is elevated at 35.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), INTERNATIONAL BUSINESS MACHINES CORP reports quarterly revenue of $17.2B, net income of $2.2B, an operating margin of 14.4%. Top institutional holders of IBM by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. IBM trades on the NYSE exchange and files with the SEC under CIK 51143. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IBM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for INTERNATIONAL BUSINESS MACHINES CORP directly from SEC EDGAR.
AI Quality Score
70.0/100
AI Rank
#231
Revenue
$17.2B
Net Income
$2.2B
Free Cash Flow
$2.4B
Operating Margin
14.4%
IBM key financials by period
INTERNATIONAL BUSINESS MACHINES CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$67.5B
$10.6B
15.3%
FY 2024
10-K
$62.8B
$6.0B
9.2%
FY 2023
10-K
$61.9B
$7.5B
14.1%
FY 2022
10-K
$60.5B
$1.6B
1.9%
FY 2021
10-K
$57.4B
$5.7B
8.4%
FY 2020
10-K
$55.2B
$5.6B
4.7%
Institutions holding IBM
Institutional investors reporting a position in INTERNATIONAL BUSINESS MACHINES CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-23 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose just 1.1% to $17.2B as IBM Z fell 42% on a late-June client spending shift, pulling gross margin down 1.0 point to 57.7%.
Biggest Revenue Drivers
Software$7,761M+5.1% YoY
Recent acquisitions contributed strongly; ~80% recurring revenue base grew healthily
Consulting$5,327M+0.2% YoY
Demand for application modernization, data transformation and cybersecurity services
Biggest Revenue Drivers
Total revenue: $17.2B+1.1% YoY
Software$7,761M+5.1% YoY
Recent acquisitions contributed strongly; ~80% recurring revenue base grew healthily
Within Software
Data$1,782M+18.9% YoY
Reflects contribution from recent acquisitions, primarily Confluent
Consulting$5,327M+0.2% YoY
Demand for application modernization, data transformation and cybersecurity services
Infrastructure$3,835M-7.4% YoY
IBM Z shortfall against a historically strong prior-year z17 launch
Financing$186M+12.2% YoY
Increase in client financing assets
Largest Expense Items
Selling, general and administrative$4,981M-0.9% YoY
Productivity actions offset higher acquired-business expense and intangible amortization
Research and development$2,311M+10.2% YoY
Organic and inorganic investments in AI, hybrid cloud and quantum
Total cost of revenue$7,255Mn/a
Cost of sales rose to $1,854M from $1,630M on mix
Interest expense$486M-4.6% YoY
Lower average interest rates partially offset by higher average debt balances
Margins: Gross margin of 57.7% fell 1.0 point on the revenue shortfall and mix, partly offset by productivity actions. Infrastructure margin dropped 3.1 points; Software and Consulting segment margins improved.
Watch Items from the Filing
IBM Z revenue fell 42.0% as large deals failed to close in late June, with clients redirecting spend to supply-constrained servers, storage and memory.
Distributed Infrastructure revenue rose 37.3%, the strongest quarter on record, with double-digit growth in both Storage and Power.
Cash, restricted cash and marketable securities fell $6.3B to $8.2B while debt rose to $62.0B, after the $11.6B Confluent acquisition.
IRS has proposed adjustments on cross-border transactions for 2013-2014 and 2015-2016 returns; company disagrees and may pursue resolution in court.
Announced plans to invest more than $10 billion in quantum over five years, plus a $1 billion cash contribution toward the Anderon foundry.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
