Lenovo Group Limited (LNVGF)
OTHER OTC:LNVGF
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Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial picture: record quarterly and full‑year revenues, robust AI momentum, meaningful market share gains in PCs, a clear ISG inflection to revenue and quarterly profit, and accelerating recurring revenue in services. Management also flagged near‑term headwinds — component shortages, unit volume pressure and modest absolute group margins — and some metrics in the transcript were inconsistent. Overall, the positives (broad‑based revenue growth, AI pipeline and market leadership across key businesses) materially outweigh the lowlights, while execution risks and margin limitations remain areas to monitor.Company Guidance
Record Group Revenue and Strong Quarterly Results
Record Q4 revenue of $21.6 billion, up 27% year‑on‑year (highest YoY growth in the last 5 years). Full‑year revenue of $83 billion, up 20% YoY. Adjusted net income doubled YoY in Q4 and reached $559 million (adjusted net margin 2.6%). Hong Kong IFRS net income increased nearly sixfold in the quarter.
AI Momentum and Large AI Pipeline
AI-related revenue represented 38% of group revenue in the quarter. Management reported AI-related revenues grew strongly (CFO cited +84% YoY for the quarter and +105% YoY on a year basis) and highlighted a $21 billion AI server pipeline and more than 5,800 AI customer deployments. New hybrid AI solutions (with NVIDIA), Rubin-based platforms and rollout of the personal AI agent QIRA were emphasized as growth drivers.
IDG — Market Share Gains and Premiumization
Intelligent Devices Group (IDG) revenue of $14.6 billion, up 24% YoY. PC & Smart Devices revenue grew ~26% YoY; chair noted PC revenue up ~28% YoY. Record global PC market share at 24.4% in Q4 (up 1.3 pp YoY); premium PC shipments were 50% of mix and shipments up 29% YoY. IDG operating margin in Q4 was 6.9%.
ISG Turnaround — Revenue and Profit Inflection
Infrastructure Solutions Group (ISG) Q4 revenue $5.6 billion, up 37% YoY, with record quarterly operating profit of $202 million. Full‑year ISG revenue $19.2 billion, up 32% YoY, and achieved full‑year profitability with a $140 million year‑on‑year operating profit improvement. Acquisition of Infinidat (closed in April) to strengthen high‑end enterprise storage exposure and address an estimated $38 billion TAM.
SSG Growth and Recurring Revenue Mix
Solutions & Services Group (SSG) Q4 revenue $2.6 billion, up 19% YoY, with a 22.4% operating margin. Full year SSG reached a $10 billion revenue milestone and reported that 62% of revenue in the quarter came from Managed Services and Projects, demonstrating progress toward higher recurring and solution‑led revenue. TruScale subscription momentum highlighted as an important growth lever.
Motorola and Devices Product Highlights
Motorola reported record quarterly smartphone shipments and double‑digit revenue growth, with a higher premium shipment mix (19%). IDG launched new premium and AI‑oriented products (new ThinkPad, Legion gaming laptop, ThinkCentre Neo with OpenClaw) and emphasized energy‑efficient monitors and sustainability improvements.
Shareholder Returns and Capital Allocation
Basic EPS of $0.1563 for the fiscal year. Board declared final dividend HKD 0.337 plus interim HKD 0.085 for a total dividend of HKD 0.422 per share — the highest dividend ever for the company.
LNVGF 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
LNVGF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 22, 2026 | $1.68 | $2.00 | +19.05% |
Feb 12, 2026 | $1.20 | $1.20 | +0.08% |
Nov 19, 2025 | $1.22 | $1.36 | +11.48% |
Aug 13, 2025 | $1.49 | $1.34 | -10.07% |
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 (LNVGF) report earnings?
Lenovo Group Limited (LNVGF) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Lenovo Group Limited (LNVGF) earnings time?
Lenovo Group Limited (LNVGF) 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 LNVGF EPS forecast?
LNVGF EPS forecast for the fiscal quarter 2027 (Q1) is 0.04.