Skip to content
Non-Current Assets

Allowance for credit losses

International Business Machines Allowance for credit losses increased by 4.5% to $207M in Q4 2025 compared to the prior quarter. Over 3 years (FY 2022 to FY 2025), Allowance for credit losses shows a downward trend with a -18.5% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2022
Last reportedQ4 2025Feb 24, 2026
Parent metricNet loans

How to read this metric

An increase suggests higher perceived risk in the loan portfolio or a more conservative approach to credit provisioning.

Detailed definition

This is a reserve established by a financial institution or a company with a significant lending arm to cover potential...

Peer comparison

Standard for banks and companies with significant internal financing operations; peers include major financial institutions.

Metric ID: bank_allowance_for_credit_losses

Historical Data

4 periods
 Q4 '22Q4 '23Q4 '24Q4 '25
Value$383M$305M$198M$207M
QoQ Change-20.4%-35.1%+4.5%
YoY Change-20.4%-35.1%+4.5%
Range$198M$383M
Avg YoY Growth-17.0%
Median YoY Growth-20.4%

Frequently Asked Questions

What is International Business Machines's allowance for credit losses?
International Business Machines (IBM) reported allowance for credit losses of $207M in Q4 2025.
What is the long-term trend for International Business Machines's allowance for credit losses?
Over 3 years (2022 to 2025), International Business Machines's allowance for credit losses has grown at a -18.5% compound annual growth rate (CAGR), from $383M to $207M.
What does allowance for credit losses mean?
A reserve fund set aside to cover potential losses from loans that may not be repaid.