← Russell 3000 cross-section

IBM INTERNATIONAL BUSINESS MACHINES CORP

Trailing twelve months to 2026-06-30 · as filed 2026-07-23, not restated
Technology

Scale

Market cap
$224.6bn
Revenue TTM
$69.1bn
Net income TTM
$10.7bn
Free cash flow
$13.8bn
Composite score
Sector rank
#53

Valuation

P / E
20.9
EV / EBITDA
EV / sales
4.0
FCF yield
6.14%
Earnings yield vs 10-yr
0.05pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
15.5%
EBITDA margin
ROE
31.1%
ROIC
Revenue growth
7.9%

Insider activity, last 90 days

Net open-market
$-5.76m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

In addition, these non-GAAP measures provide a perspective consistent with areas of interest we routinely receive from investors and analysts. Management Discussion – (continued) Financial Results Summary — Three Months Ended June 30: (1) Year-to-year revenue growth of 1 percent adjusted for currency. nm - not meaningful The following table provides the company’s operating (non-GAAP) earnings for the second quarter of 2026 and 2025. Total revenue grew 1.1 percent both as reported and adjusted for currency compared to the prior-year period. Software and Infrastructure revenue results were below our expectations, while Consulting was in-line. …INTERNATIONAL BUSINESS MACHINES CORP, 10-Q, period ended 2026-06-30, filed 2026-07-23

Read the full passage →