Lenovo Group Limited (HK:0992)
:0992
Earnings Data
Report Date
May 21, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.16Last Year’s EPS
0.05Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes strong, broad‑based growth: record group revenue, expanding profitability, large AI revenue acceleration (now ~1/3 of sales), market share gains in PCs, record ISG and SSG performance, and sizable product and partnership momentum. Key risks acknowledged include steep memory and silicon cost inflation, supply shortages, a $285M restructuring charge tied to ISG transformation, and modeled unit declines for PCs and mobile. On balance, the positives (record results, AI-driven revenue surge, market leadership, and clear turnaround actions with targeted savings) substantially outweigh the headwinds, though management flags near‑term cost pressures and the need for execution against the ISG restructuring.Company Guidance
Record Group Revenue and Double-Digit Growth
Group revenue reached a record $22.2 billion, up 18% year‑on‑year with double‑digit revenue growth across all business groups.
Strong Profitability Expansion
Adjusted operating income was $903 million, up 28% year‑on‑year; adjusted net income was $589 million and adjusted net margin expanded to 2.7%. Excluding one‑time items, adjusted net income increased ~36% YoY.
Rapid AI Revenue Expansion
AI‑related revenue grew ~72% year‑on‑year and now represents ~32% (nearly one‑third) of total group revenue, positioning AI as a leading growth engine.
IDG — Market Leadership in PCs and Devices
Intelligent Devices Group revenue grew ~14% YoY to nearly $16 billion; PC revenue grew ~17% YoY; global PC market share reached 25.3% (up 1 percentage point YoY) and PC volume growth outpaced the market for 10 consecutive quarters.
ISG — Hypergrowth in Infrastructure
Infrastructure Solutions Group delivered record revenue of $5.2 billion, up ~31% YoY; AI Server business delivered high double‑digit growth with a $15.5 billion pipeline; Neptune liquid cooling revenue grew ~300% YoY.
SSG — High Margin, Consistent Growth
Solutions & Services Group grew revenue 18% YoY with operating margin ~22.5%; Managed Services and Project & Solutions comprised ~59.9% of SSG revenue; SSG 4‑year CAGR cited at 23.9%.
Product Innovation and Ecosystem Momentum
Major product and platform launches (Qira AI super agent, new AI‑native PCs, Motorola premium devices, xIQ, Agentic AI) and an announced AI Cloud Gigafactory (NVIDIA partnership) with Qira devices slated to ship next quarter.
Brand & Recognition at CES Tech World
Lenovo won 200+ awards (including 3 CTA Official Best of CES awards), drew ~14,000 attendees at the Sphere and broad partner engagement, showcasing hybrid AI leadership.
Operational and Sustainability Achievements
Announced targeted restructuring savings (> $200 million annualized over 3 years) and sustainability recognition (Global Lighthouse Network Award; Mexico site added).
HK:0992 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
HK:0992 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | HK$9.43 | HK$9.00 | -4.56% |
Nov 19, 2025 | HK$9.55 | HK$9.63 | +0.93% |
Aug 13, 2025 | HK$11.42 | HK$10.74 | -5.99% |
May 22, 2025 | HK$9.74 | HK$9.21 | -5.44% |
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 Limited (HK:0992) report earnings?
Lenovo Group Limited (HK:0992) is schdueled to report earning on May 21, 2026, TBA (Confirmed).
What is Lenovo Group Limited (HK:0992) earnings time?
Lenovo Group Limited (HK:0992) 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 Limited stock?
The P/E ratio of Lenovo Group is N/A.
What is HK:0992 EPS forecast?
HK:0992 EPS forecast for the fiscal quarter 2026 (Q4) is 0.16.