International Business Machines Lease Income decreased by 73.0% to $221.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 78.2%, from $124.00M to $221.00M. Over 4 years (FY 2021 to FY 2025), Lease Income shows an upward trend with a 7.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase reflects higher utilization of the company's equipment through leasing channels and improved profitability of the finance division.
The total income recognized from leasing activities, encompassing both interest income from finance leases and rental in...
Similar to interest and rental income reported by industrial peers with significant equipment financing operations.
cat_lease_income_total| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $406.00M | $169.00M | $485.00M | $138.00M | $715.00M | $145.00M | $655.00M | $166.00M | $284.00M | $238.00M | $748.00M | $192.00M | $404.00M | $133.00M | $356.00M | $124.00M | $806.00M | $309.00M | $819.00M | $221.00M |
| QoQ Change | — | -58.4% | +187.0% | -71.5% | +418.1% | -79.7% | +351.7% | -74.7% | +71.1% | -16.2% | +214.3% | -74.3% | +110.4% | -67.1% | +167.7% | -65.2% | +550.0% | -61.7% | +165.0% | -73.0% |
| YoY Change | — | — | — | — | +76.1% | -14.2% | +35.1% | +20.3% | -60.3% | +64.1% | +14.2% | +15.7% | +42.3% | -44.1% | -52.4% | -35.4% | +99.5% | +132.3% | +130.1% | +78.2% |