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Lenovo Group (LNVGY)
:LNVGY
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Lenovo Group (LNVGY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
TBA (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
0.66
Last Year’s EPS
1.07
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Nov 19, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance with record-breaking revenue and growth in AI-related segments, supported by strategic initiatives and innovation in AI infrastructure and solutions. However, there were concerns about noncash financial impacts and potential challenges from rising component costs.
Company Guidance
During Lenovo's fiscal year 2026 second-quarter earnings call, the company highlighted its impressive financial performance, reporting group revenue of USD 20.5 billion, a 14.6% year-on-year increase, and a 25% rise in adjusted net income to USD 512 million. AI-related revenues now account for 30% of the group's total, with AI servers seeing high double-digit growth and AI PCs, smartphones, and services achieving triple-digit growth. The Intelligent Devices Group (IDG) reported revenue of USD 15.1 billion, with a 12% year-on-year growth, and the Infrastructure Solutions Group (ISG) saw a 24% increase in revenue to USD 4.1 billion. The Solutions and Services Group (SSG) achieved an 18% year-on-year growth in revenue, marking its 18th consecutive quarter of double-digit expansion. Lenovo emphasized its strategic focus on AI democratization, highlighting plans for its upcoming Tech World event, where it will unveil further developments in its Personal AI strategy. The company underscored the resilience of its supply chain and its strategic partnerships, aiming to sustain growth and profitability amidst rising memory costs and component price challenges.
Record-Breaking Revenue and Growth
Lenovo's group revenue reached an all-time high of USD 20.5 billion, growing at almost 15% year-on-year, with adjusted net income increasing more than 25% year-on-year.
AI-Related Revenue Surge
AI-related revenues reached 30% of the group total, increasing by 13 percentage points year-on-year.
Intelligent Devices Group Success
IDG's revenue exceeded USD 15 billion with a 12% year-on-year growth. PC market share exceeded 25% for the first time, and AI PCs accounted for 33% of shipments, solidifying a #1 position in the global Windows AI PC market.
Infrastructure Solutions Group Performance
ISG's revenue grew 24% year-on-year to exceed USD 4 billion, with strong growth in AI infrastructure and a 154% year-on-year increase in Neptune liquid-cooling technology sales.
Solutions and Services Group Growth
SSG achieved 18% year-on-year revenue growth, marking its 18th consecutive quarter of double-digit expansion, with operating margin over 22%.
Strong Cash Flow and Financial Management
Operating cash flow of USD 1.5 billion and free cash flow climbed to USD 1.1 billion, driven by robust operational cash and effective working capital management.

Lenovo Group (LNVGY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

LNVGY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2026 (Q3)
0.66 / -
1.07
Nov 19, 2025
2026 (Q2)
0.59 / 0.50
0.556-9.35% (-0.05)
Aug 13, 2025
2026 (Q1)
0.53 / 0.73
0.38490.10% (+0.35)
May 22, 2025
2025 (Q4)
0.33 / 0.15
0.404-63.86% (-0.26)
Feb 20, 2025
2025 (Q3)
0.57 / 1.07
0.528102.65% (+0.54)
Nov 14, 2024
2025 (Q2)
0.57 / 0.56
0.39839.70% (+0.16)
Aug 15, 2024
2025 (Q1)
0.38 / 0.38
0.29629.73% (+0.09)
May 23, 2024
2024 (Q4)
0.35 / 0.40
0.19112.63% (+0.21)
Feb 22, 2024
2024 (Q3)
0.49 / 0.53
0.73-27.67% (-0.20)
Nov 16, 2023
2024 (Q2)
0.41 / 0.40
0.846-52.96% (-0.45)
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

LNVGY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 19, 2025
$24.73$24.98+1.01%
Aug 13, 2025
$29.35$27.65-5.79%
May 22, 2025
$25.08$23.74-5.34%
Feb 20, 2025
$31.40$29.41-6.34%
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 (LNVGY) report earnings?
Lenovo Group (LNVGY) is schdueled to report earning on Feb 19, 2026, TBA (Confirmed).
    What is Lenovo Group (LNVGY) earnings time?
    Lenovo Group (LNVGY) earnings time is at Feb 19, 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 LNVGY EPS forecast?
          LNVGY EPS forecast for the fiscal quarter 2026 (Q3) is 0.66.
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