Lenovo Group (DE:LHL1)
OTHER OTC:LHL1
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Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.63Last Year’s EPS
0.63Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple sizable operational and financial wins — record quarterly and full‑year revenues, strong margin and adjusted profit expansion, clear AI acceleration across devices, infrastructure and services, ISG’s turnaround with a large AI pipeline, and material progress in premiumization and recurring services. The primary negatives were ongoing supply‑chain constraints, rising component costs, demand outpacing supply for AI infrastructure, and the need for incremental CapEx to scale ISG. On balance, the positive results, breadth of growth across business groups, and strong AI momentum outweigh the risks cited.Company Guidance
Record Quarterly Revenue and Strong Q4 Growth
Group Q4 revenue of $21.6B, up 27% year‑on‑year (the highest YoY growth in the last 5 years).
Material Profitability Expansion
Adjusted operating income grew 73% YoY in Q4; adjusted net income doubled YoY, reaching $559M for the quarter; operating margin expanded to 3.9% and adjusted net margin rose to 2.6%.
Robust Full‑Year Performance and Shareholder Returns
Fiscal year revenue of $83B, up 20% YoY; adjusted net income up 42% YoY; basic EPS $0.1563; total dividend for the year HKD 0.422 per share (highest ever).
AI Momentum and Revenue Mix Shift
AI‑related revenue became a major growth engine: AI revenue represented ~38% of group revenue in the quarter. Management reported AI‑related revenues for the quarter up ~84% YoY and full‑year AI‑related revenues more than doubled (~105% YoY), highlighting rapid AI adoption across devices, infrastructure and services.
IDG — PC Leadership and Premiumization
IDG Q4 revenue $14.6B, up 24% YoY; PC & Smart Devices revenue up ~26% YoY; record global PC market share of 24.4% in Q4 (up 1.3pp YoY); premium PC shipments ~50% of mix with premium shipments up ~29% YoY; IDG operating margin 6.9%.
ISG Turnaround — Revenue, Profit and AI Pipeline
ISG Q4 revenue $5.6B, up 37% YoY, with record quarterly operating profit of $202M. Full‑year ISG revenue $19.2B, up 32% YoY and achieved full‑year profitability (operating profit $73M). Management cited a $21B AI server pipeline and >5,800 AI customer deployments.
Infinidat Acquisition Strengthens Storage Portfolio
Completed acquisition of Infinidat in April to expand high‑end enterprise storage capabilities and address an estimated $38B enterprise storage TAM, positioning ISG for higher‐margin expansion.
SSG Growth, Recurring Revenue Mix and TruScale Momentum
SSG Q4 revenue $2.6B, up 19% YoY, with operating margin ~22.4%; SSG reached $10B full‑year revenue milestone and reported a record 62% of revenue from managed services and project & solutions, with TruScale adoption accelerating.
Motorola and Device Innovation
Motorola achieved record Q4 smartphone shipments with double‑digit revenue growth and premium shipment mix of 19%. New product launches (ThinkPad T series, Legion gaming laptop with unified memory architecture, ThinkCentre Neo 50q, ThinkVision P40WD) support premiumization, energy efficiency and AI readiness.
Sustainability and ESG Recognition
Multiple ESG accolades (CDP Corporate A‑List, Hang Seng AA+ rating, EcoVadis Platinum top 1%); commitments include net‑zero by 2050, 90% renewable electricity across operations, 100% of PC products using post‑consumer recycled materials, and reduced single‑use plastics in smartphone packaging.
DE:LHL1 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:LHL1 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | €29.20 | €33.40 | +14.38% |
Feb 12, 2026 | €19.70 | €18.80 | -4.57% |
Nov 19, 2025 | €21.03 | €21.03 | 0.00% |
Aug 13, 2025 | €25.00 | €23.41 | -6.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lenovo Group (DE:LHL1) report earnings?
Lenovo Group (DE:LHL1) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Lenovo Group (DE:LHL1) earnings time?
Lenovo Group (DE:LHL1) earnings time is at Aug 13, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Lenovo Group stock?
The P/E ratio of Lenovo Group is N/A.
What is DE:LHL1 EPS forecast?
DE:LHL1 EPS forecast for the fiscal quarter 2027 (Q1) is 0.63.