---
title: "《业绩》IBM 第三季盈收高预期 惟盘后股价下跌 5%"
description: "IBM 第三季度经调整每股盈利 2.65 美元，按年增长 15%，营收增长 9% 至 163 亿美元，均高于市场预期。尽管公司上调年度指引，盘后股价仍下跌 5%。软件收入增长 10% 至 72.1 亿美元，人工智能业务规模超过 95 亿美元。预计全年收入增长超过 5%，自由现金流约 140 亿美元。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/262304702.md"
published_at: "2025-10-22T20:36:19.000Z"
---

# 《业绩》IBM 第三季盈收高预期 惟盘后股价下跌 5%

> IBM 第三季度经调整每股盈利 2.65 美元，按年增长 15%，营收增长 9% 至 163 亿美元，均高于市场预期。尽管公司上调年度指引，盘后股价仍下跌 5%。软件收入增长 10% 至 72.1 亿美元，人工智能业务规模超过 95 亿美元。预计全年收入增长超过 5%，自由现金流约 140 亿美元。

IBM(IBM.US) 公布，第三季度经调整每股盈利 2.65 美元，按年增长 15%，高於市场预期的 2.45 美元。营收增长 9% 至 163 亿美元，亦胜预期的 161 亿美元。即使公司上调年度指引，惟该股盘后股价下跌 5%。

季内软件收入增长 10%，达到 72.1 亿美元，大致符合预期。至於人工智能业务目前规模已超过 95 亿美元。

IBM 目前预计，全年收入增长将超过 5%，全年自由现金流预计约为 140 亿美元，而之前的预测为 135 亿美元。

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