Revenue

Lease Income

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.

Analysis

StatementIncome Statement
SectionRevenue
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2019
Last reportedQ1 2026Apr 23, 2026

How to read this metric

An increase reflects higher utilization of the company's equipment through leasing channels and improved profitability of the finance division.

Detailed definition

The total income recognized from leasing activities, encompassing both interest income from finance leases and rental in...

Peer comparison

Similar to interest and rental income reported by industrial peers with significant equipment financing operations.

Metric ID: cat_lease_income_total

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range$124.00M$819.00M
CAGR-12.0%
Avg YoY Growth+31.3%
Median YoY Growth+27.7%

Frequently Asked Questions

What is International Business Machines's lease income?
International Business Machines (IBM) reported lease income of $221.00M in Q1 2026.
How has International Business Machines's lease income changed year-over-year?
International Business Machines's lease income increased by 78.2% year-over-year, from $124.00M to $221.00M.
What is the long-term trend for International Business Machines's lease income?
Over 4 years (2021 to 2025), International Business Machines's lease income has grown at a 7.8% compound annual growth rate (CAGR), from $1.52B to $2.06B.
What does lease income mean?
Total income derived from all leasing and rental activities.