International Business Machines Corp. (IBM) reported stronger-than-expected sales for the quarter ended September 30, 2026, marking a 5% increase to $17.1 billion. The company attributed this growth to the recovery of infrastructure deals that were delayed earlier in the year. IBM's infrastructure unit, which includes mainframe servers, saw a 4% expansion to $3.7 billion, surpassing analysts' projections.
The results, announced on Wednesday, October 21, 2026, indicate a positive turnaround for IBM's infrastructure segment. Both the overall sales and the infrastructure unit's performance exceeded the average estimates compiled by Bloomberg. The company's ability to regain delayed deals has contributed significantly to its financial recovery.