Sign In
Buy LNVGF
Lenovo Group Earnings Calls
| Release date | May 21, 2026 |
| EPS estimate | $0.0261 |
| EPS actual | $0.0432 |
| EPS Surprise | 65.58% |
| Revenue estimate | 19.268B |
| Revenue actual | 21.588B |
| Revenue Surprise | 12.04% |
| Release date | Feb 11, 2026 |
| EPS estimate | $0.0358 |
| EPS actual | $0.0390 |
| EPS Surprise | 9.00% |
| Revenue estimate | 20.584B |
| Revenue actual | 22.204B |
| Revenue Surprise | 7.87% |
| Release date | Nov 19, 2025 |
| EPS estimate | $0.0306 |
| EPS actual | $0.0229 |
| EPS Surprise | -25.07% |
| Revenue estimate | 20.644B |
| Revenue actual | 20.452B |
| Revenue Surprise | -0.93% |
| Release date | Aug 13, 2025 |
| EPS estimate | $0.0260 |
| EPS actual | $0.0365 |
| EPS Surprise | 40.60% |
| Revenue estimate | 19.487B |
| Revenue actual | 18.83B |
| Revenue Surprise | -3.37% |
Last 4 Quarters for Lenovo Group
Below you can see how LNVGF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 13, 2025 |
| Price on release | $1.50 |
| EPS estimate | $0.0260 |
| EPS actual | $0.0365 |
| EPS surprise | 40.60% |
| Date | Price |
|---|---|
| Aug 07, 2025 | $1.41 |
| Aug 08, 2025 | $1.49 |
| Aug 11, 2025 | $1.42 |
| Aug 12, 2025 | $1.51 |
| Aug 13, 2025 | $1.50 |
| Aug 14, 2025 | $1.35 |
| Aug 15, 2025 | $1.47 |
| Aug 18, 2025 | $1.50 |
| Aug 19, 2025 | $1.37 |
| 4 days before | 6.72% |
| 4 days after | -8.67% |
| On release day | -10.00% |
| Change in period | -2.53% |
| Release date | Nov 19, 2025 |
| Price on release | $1.24 |
| EPS estimate | $0.0306 |
| EPS actual | $0.0229 |
| EPS surprise | -25.07% |
| Date | Price |
|---|---|
| Nov 13, 2025 | $1.39 |
| Nov 14, 2025 | $1.34 |
| Nov 17, 2025 | $1.29 |
| Nov 18, 2025 | $1.39 |
| Nov 19, 2025 | $1.24 |
| Nov 20, 2025 | $1.32 |
| Nov 21, 2025 | $1.28 |
| Nov 24, 2025 | $1.36 |
| Nov 25, 2025 | $1.30 |
| 4 days before | -11.09% |
| 4 days after | 5.19% |
| On release day | 6.80% |
| Change in period | -6.47% |
| Release date | Feb 11, 2026 |
| Price on release | $1.20 |
| EPS estimate | $0.0358 |
| EPS actual | $0.0390 |
| EPS surprise | 9.00% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $1.10 |
| Feb 06, 2026 | $1.10 |
| Feb 09, 2026 | $1.10 |
| Feb 10, 2026 | $1.10 |
| Feb 11, 2026 | $1.20 |
| Feb 12, 2026 | $1.26 |
| Feb 13, 2026 | $1.16 |
| Feb 17, 2026 | $1.21 |
| Feb 18, 2026 | $1.22 |
| 4 days before | 9.09% |
| 4 days after | 1.67% |
| On release day | 5.33% |
| Change in period | 10.91% |
| Release date | May 21, 2026 |
| Price on release | $1.68 |
| EPS estimate | $0.0261 |
| EPS actual | $0.0432 |
| EPS surprise | 65.58% |
| Date | Price |
|---|---|
| May 15, 2026 | $1.56 |
| May 18, 2026 | $1.65 |
| May 19, 2026 | $1.61 |
| May 20, 2026 | $1.69 |
| May 21, 2026 | $1.68 |
| May 22, 2026 | $1.99 |
| May 26, 2026 | $2.32 |
| May 27, 2026 | $2.41 |
| May 28, 2026 | $2.53 |
| 4 days before | 7.69% |
| 4 days after | 50.60% |
| On release day | 18.45% |
| Change in period | 62.19% |
Lenovo Group Earnings Call Transcript Summary of Q1 2026
Lenovo reported a record fiscal Q1: group revenue rose 22% YoY to $18.8B and non-HKFRS net income grew 22% YoY (HKFRS net income rose 108% YoY to $505M driven by noncash warrant revaluation). All major businesses delivered double-digit revenue growth. Key highlights: IDG (devices) revenue $13.5B, PC revenue +19% YoY with a record global PC share (24.6%) and >30% share in Windows AI PCs; smartphone revenue +14% YoY with outsized share gains in several markets and growth in premium models. ISG (infrastructure) revenue grew 36% YoY and AI infrastructure revenue doubled YoY, with Neptune liquid-cooling revenue +30% YoY, but ISG reported a short-term operating loss due to strategic investments. SSG (solutions & services) hit record quarterly revenue ($2.3B), 20% YoY growth and 22% operating margin with strong traction in as-a-service offerings (TruScale, DaaS). Lenovo increased R&D ~10% YoY to $524M and expanded technical headcount to ~20,000. Cash flow and liquidity strengthened (operating cash flow $1.2B; free cash flow $751M; cash $4.5B). Management emphasized focusing on non-HKFRS metrics because of ongoing noncash warrant/convertible bond items, continued investment to capture AI opportunity (Hybrid AI strategy, agent-native devices, AI model factory, next-gen LLM training servers later in 2025), and confidence in sustaining share gains via an ODM+ global-local manufacturing model despite tariff/geopolitical volatility.
