International Business Machines (IBM)

NEW YORK STOCK EXCHANGE, INC.

Technology

股价

$214.12

+3.61%

市值

$193.4B

今日最高

$215.30

今日最低

$206.80

AI财报解读 — 2026-Q2

IBM’s Q2 FY2026 revenue grew 1.1% to $17.2B, but an IBM Z-related Infrastructure shortfall and lower gross margin contributed to a 1.3% decline in net income to $2.2B. Source: 10-Q Item 2 MD&A, pp.46-47.

营业收入: $17.16B; 同比 +1.1%
净利润: $2.17B; 同比 -1.3%
每股收益（稀释）: $2.27; 同比 -1.7%
毛利率: 57.7%; 同比 -1.0pp

关键风险:Margin pressure from rising costs relative to revenue growth

Quarterly revenue increased 1.1% to $17.2B, while cost of revenue increased 3.6% to $7.3B. As a result, gross profit declined 0.7% and gross margin fell to 57.7% from 58.8%, indicating that modest top-line growth did not fully cover higher delivery costs.

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