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Lenovo Group (DE:LHL1)
OTHER OTC:LHL1
Earnings Data
Report Date
May 21, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.37Last Year’s EPS
0.12Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive tone: strong, broad‑based revenue growth, record quarter results across groups, rapid AI revenue expansion (~72% YoY to ~32% of revenue), market leadership in PCs, significant product and ecosystem launches, and clear operational plans (including >$200M annualized ISG savings) to capture AI demand. Notable headwinds include acute memory and silicon cost inflation, supply constraints, a $285M one‑time restructuring charge, modest adjusted net margin (2.7%), and management modeling unit declines for PCs and mobile. Overall, the positives — record revenues, expanding profitability, AI momentum and structural cost actions — materially outweigh the lowlights, which are being actively managed.Company Guidance
Record Group Revenue and Accelerating Profitability
Revenue reached a record $22.2 billion, up 18% year‑on‑year. Adjusted operating income was $903 million, up 28% YoY. Adjusted net income rose to $589 million and, excluding one‑time items, adjusted net income expanded 36% YoY, demonstrating operating leverage and improved profitability.
AI-Related Revenue Surge
AI-related revenue grew ~72% year‑on‑year and now represents roughly 32% (about one‑third) of total group revenue, positioning AI as a leading multi‑year growth engine across devices, infrastructure, services and solutions.
Intelligent Devices Group (IDG) Leadership
IDG revenue was ~ $16 billion, up 14% YoY. PC revenue sustained rapid growth (~17% YoY) and PC shipment volume outpaced the market for 10 consecutive quarters. Lenovo expanded global PC market share to 25.3%, up 1 percentage point YoY and the highest on record.
Infrastructure Solutions Group (ISG) Momentum
ISG delivered record revenue of $5.2 billion, up 31% YoY. AI server business achieved high double‑digit revenue growth with a $15.5 billion pipeline. Neptune liquid cooling revenue grew 300% YoY. Key infrastructure milestones include deployment of GB300 NVL72 rack‑scale solution and an AI Cloud Gigafactory partnership with NVIDIA.
Solutions & Services Group (SSG) High Margin Growth
SSG posted record revenue, up 18% YoY (19th consecutive quarter of double‑digit YoY growth), with operating margin near historical highs at 22.5%. Managed Services and Project & Solutions accounted for 59.9% of SSG revenue and SSG reported a 4‑year revenue CAGR of 23.9%.
Mobile Business Record Performance and Product Innovation
Motorola reported record volume and activations, with growth across major geographies and launches of premium devices (Moto Signature, Moto Razr Fold) signaling an improved mix and premium positioning in mobile.
Ecosystem and Product Launches; Strong Industry Recognition
Announced major product and platform launches (Qira AI super agent, xIQ, Lenovo Agentic AI) and showcased hybrid AI strategy at Tech World (CES). Received over 200 awards including 3 CTA Official Best of CES awards; ~14,000 attendees and broad partner engagement.
Operational Actions to Improve Efficiency
Announced ISG restructuring intended to optimize portfolio and go‑to‑market; expected to deliver more than $200 million annualized net savings over the next 3 years and provide a clear path to improved sustainable profitability.
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 |
|---|---|---|---|
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% |
May 22, 2025 | €21.78 | €20.82 | -4.43% |
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 May 21, 2026, TBA (Confirmed).
What is Lenovo Group (DE:LHL1) earnings time?
Lenovo Group (DE:LHL1) earnings time is at May 21, 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 2026 (Q4) is 0.37.