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OCI Defined Benefit Plan, Net Before Tax

International Business Machines OCI Defined Benefit Plan, Net Before Tax decreased by 164.6% to -$209M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 38.4%, from -$151M to -$209M. Over 4 years (FY 2021 to FY 2025), OCI Defined Benefit Plan, Net Before Tax shows an upward trend with a -42.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementIncome Statement
SectionOther
CategoryRisk
SignalHigher is better
VolatilityVolatile
First reportedQ1 2018
Last reportedQ1 2026Apr 23, 2026

How to read this metric

An increase suggests favorable actuarial performance or plan adjustments, while a decrease indicates rising pension liabilities.

Detailed definition

The aggregate pre-tax change in the value of defined benefit plan assets and liabilities that is recorded in other compr...

Peer comparison

Comparable to 'net actuarial gain/loss' or 'pension-related OCI' at other large enterprises.

Metric ID: ibm_oci_defined_benefit_plan_net_before_tax

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-$661M-$656M-$2.96B-$486M-$468M-$6.77B-$1.2B-$130M-$134M-$230M$3.1B-$262M-$259M-$3.07B-$550M-$151M-$160M-$158M-$79M-$209M
QoQ Change+0.8%-351.7%+83.6%+3.7%<-999%+82.3%+89.1%-3.1%-71.6%>999%-108.5%+1.1%<-999%+82.1%+72.5%-6.0%+1.3%+50.0%-164.6%
YoY Change+29.2%-931.7%+59.6%+73.3%+71.4%+96.6%+358.6%-101.5%-93.3%<-999%-117.8%+42.4%+38.2%+94.9%+85.6%-38.4%
Range-$6.77B$3.1B
CAGR-21.5%
Avg YoY Growth-98.0%
Median YoY Growth+40.3%

Frequently Asked Questions

What is International Business Machines's oci defined benefit plan, net before tax?
International Business Machines (IBM) reported oci defined benefit plan, net before tax of -$209M in Q1 2026.
How has International Business Machines's oci defined benefit plan, net before tax changed year-over-year?
International Business Machines's oci defined benefit plan, net before tax decreased by 38.4% year-over-year, from -$151M to -$209M.
What is the long-term trend for International Business Machines's oci defined benefit plan, net before tax?
Over 4 years (2021 to 2025), International Business Machines's oci defined benefit plan, net before tax has grown at a -42.4% compound annual growth rate (CAGR), from -$4.97B to -$548M.
What does oci defined benefit plan, net before tax mean?
The total pre-tax impact of pension plan fluctuations recorded outside of net income.