Earnings Previews: Boeing Still Requires Patience, While IBM's AI Book Is Growing [Seeking Alpha]
International Business Machines Corporation (IBM)
Last international business machines corporation earnings: 4/20 04:08 pm
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Source: Seeking Alpha
When IBM reports Wednesday, the sell-side consensus is expecting $1.81 in EPS, $15.6 billion in revenue, and $2.6 billion in operating income for “expected” y-o-y growth of 13%, 7%, and 16%, respectively. IBM and Boeing represent non-correlated positions from a portfolio construction standpoint. Luis Alvarez/DigitalVision via Getty Images Boeing ( BA ) has been a frustrating long, but after an 18-year-plus secular bull market in the S&P 500 (bottoming on March 9th, 2009), the primary reason it was added to client accounts was that the stock has This article was written by Quick Insights FAA production limitations prevent BA from leveraging manufacturing scale, restraining margin, EPS, and cash flow improvements despite revenue growth. IBM's AI book rose to $12.5 billion, software grew 14%, and both segments are expected to continue expanding, supporting steady EPS estimate increases. BA and IBM serve as non-correlated holdings, offering potential outperformance if mar
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IBM
Earnings
- 1/28/26 - Beat
IBM
Sec Filings
- 4/8/26 - Form DEFA14A
- 4/1/26 - Form 4
- 4/1/26 - Form 4
- IBM's page on the SEC website