
IBM Q3 2026 Earnings: $17.1B Revenue (+4.7%) as Software Carries a Tax-Boosted 26% Profit Jump
IBM Q3 2026: revenue rose 4.7% to $17.1B and net income 26%, but pre-tax income grew just 2.8% — an 11.9% tax rate did the work; Software grew 8.2%.
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IBM Q3 2026: revenue rose 4.7% to $17.1B and net income 26%, but pre-tax income grew just 2.8% — an 11.9% tax rate did the work; Software grew 8.2%.

J&J Q3 2026: $25.4B sales (+5.9%) but $0.09 EPS after a $5.5B talc charge; adjusted EPS $2.59 as guidance rises to $101.2B.

Kinder Morgan Q3 2026: net income rose 22% to a record $764M, Adjusted EBITDA 9% to $2.18B, and the backlog jumped $4.7B to $14.4B, mostly power-linked gas.

Lockheed Martin Q3 2026: sales up 11% to $20.7B and EPS 14% to $7.97 as a $52.5B PAC-3 award lifted backlog to a record $292B, yet free cash flow fell 10%.

Molina Healthcare Q3 2026: adjusted EPS fell 52% to $0.89 as the medical care ratio rose 30bp to 92.9%, yet the $5.25 guide holds on 2027 Medicaid rates.

P&G Q1 FY2027: sales rose 4% to $23.3B on 2.4% volume growth, but gross margin fell 160 bps and a $1.4B commodity headwind looms as Thorne closes.

Texas Instruments Q3 2026: revenue rose 28% to $6.06B, operating margin hit 47.5%, and TTM free cash flow reached $8.4B as capex fell 46%.

Union Pacific Q3 2026 net income hit a record $2.1B (+16%) on $7.2B revenue; fuel surcharges covered $4.21 diesel 1.4x as the Norfolk Southern deal advances.

3M earned $2.63/share in Q3 2026 (+70%) on a $281M Solventum gain, while operating cash fell 72% to $486M on $1B of settlement payments.

AT&T Q3 2026: $32.3B revenue (+5.3%, a beat) but $891M net income (-90%) as a $2.6B Mexico write-down laps the $5.5B DIRECTV gain.

BofA Q3 2026: $0.91 EPS fell 17% on a $1.2B AML settlement, but NII grew 8% and ex-charge EPS of $1.08 rose 4%.

Capital One Q3 2026: $5.61 EPS rose 16% ($6.69 adjusted) as NIM widened to 8.41% and Discover network interchange fees jumped 29%.