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Lenovo Group (LNVGY)
OTHER OTC:LNVGY
US Market
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Lenovo Group (LNVGY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 30, 2025
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.59
Last Year’s EPS
0.56
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Aug 13, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Lenovo demonstrated strong financial performance with record-breaking revenue and market share growth, particularly in the PC and ISG segments. However, challenges such as tariff volatility and ISG profitability issues were noted. The company remains confident in its strategic investments and technological advancements.
Company Guidance
During the earnings call, Lenovo reported robust financial performance for the first quarter of the fiscal year 2025/2026, with a record group revenue of USD 18.8 billion, marking a 22% year-on-year increase. The net income on a non-Hong Kong FRS basis rose by 22% year-on-year, while on a Hong Kong FRS basis, it more than doubled, reaching USD 505 million. Lenovo's business segments experienced significant growth, with the Intelligent Device Group (IDG) achieving a revenue of USD 13.5 billion, up 18% year-on-year, and the Infrastructure Solutions Group (ISG) growing by 36% to USD 4.3 billion. The Solutions & Services Group (SSG) also delivered a record revenue, growing 20% year-on-year with a 22% operating margin. The company emphasized its strategic focus on AI, with AI-driven revenue growing significantly and AI PC penetration exceeding 30% of total PC shipments. R&D spending increased by 10% year-on-year to USD 524 million, reinforcing Lenovo's commitment to innovation and its hybrid AI strategy.
Record-Breaking Revenue and Growth
Lenovo achieved a record high first quarter revenue of USD 18.8 billion, marking a 22% year-on-year increase. Net income on a non-Hong Kong FRS basis also increased by 22% year-on-year, and on a Hong Kong FRS basis, net income more than doubled year-on-year to over USD 500 million.
PC Business Performance
The PC business delivered over 20% revenue growth, the fastest pace in 15 quarters, with a record high global market share of 24.6%. AI PC penetration now accounts for more than 30% of Lenovo's total PC shipments.
Infrastructure Solutions Group (ISG) Growth
ISG delivered a 36% year-on-year revenue growth. The AI infrastructure business doubled its revenue year-on-year, and revenue from liquid cooling solutions grew 30% year-on-year.
Solutions & Services Group (SSG) Success
SSG achieved a record high quarterly revenue, growing 20% year-on-year with more than 22% operating margin. Managed Services and Projects & Solutions businesses drove their combined mix to nearly 60% of SSG's total revenue.
Strong Global Market Performance
Revenue in the PRC surged by 36% year-on-year. In the Americas, PC market share gains were noted for the ninth consecutive quarter, and in EMEA, record bookings in Device-as-a-Service and software solutions were achieved.

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
Oct 30, 2025
2026 (Q2)
0.59 / -
0.556
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)
Aug 17, 2023
2024 (Q1)
0.40 / 0.30
0.878-66.29% (-0.58)
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
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%
Nov 14, 2024
$23.10$22.67-1.86%
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 Oct 30, 2025, TBA (Confirmed).
    What is Lenovo Group (LNVGY) earnings time?
    Lenovo Group (LNVGY) earnings time is at Oct 30, 2025, 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 (Q2) is 0.59.
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