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Lenovo Group Earnings Calls
| Release date | May 21, 2026 |
| EPS estimate | $0.543 |
| EPS actual | $0.82 |
| EPS Surprise | 51.01% |
| Revenue estimate | 19.393B |
| Revenue actual | 21.588B |
| Revenue Surprise | 11.32% |
| Release date | Feb 11, 2026 |
| EPS estimate | $0.717 |
| EPS actual | $0.84 |
| EPS Surprise | 17.15% |
| Revenue estimate | 20.65B |
| Revenue actual | 22.204B |
| Revenue Surprise | 7.53% |
| Release date | Nov 19, 2025 |
| EPS estimate | $0.600 |
| EPS actual | $0.750 |
| EPS Surprise | 25.00% |
| Revenue estimate | 20.088B |
| Revenue actual | 20.452B |
| Revenue Surprise | 1.81% |
| Release date | Aug 21, 2025 |
| EPS estimate | $0.600 |
| EPS actual | $0.730 |
| EPS Surprise | 21.67% |
| Revenue estimate | 20.188B |
| Revenue actual | 18.806B |
| Revenue Surprise | -6.85% |
Last 4 Quarters for Lenovo Group
Below you can see how LNVGY 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 21, 2025 |
| Price on release | $28.21 |
| EPS estimate | $0.600 |
| EPS actual | $0.730 |
| EPS surprise | 21.67% |
| Date | Price |
|---|---|
| Aug 15, 2025 | $27.57 |
| Aug 18, 2025 | $28.57 |
| Aug 19, 2025 | $27.95 |
| Aug 20, 2025 | $28.27 |
| Aug 21, 2025 | $28.21 |
| Aug 22, 2025 | $27.90 |
| Aug 25, 2025 | $28.30 |
| Aug 26, 2025 | $28.63 |
| Aug 27, 2025 | $28.10 |
| 4 days before | 2.32% |
| 4 days after | -0.390% |
| On release day | -1.10% |
| Change in period | 1.92% |
| Release date | Nov 19, 2025 |
| Price on release | $24.65 |
| EPS estimate | $0.600 |
| EPS actual | $0.750 |
| EPS surprise | 25.00% |
| Date | Price |
|---|---|
| Nov 13, 2025 | $27.59 |
| Nov 14, 2025 | $26.98 |
| Nov 17, 2025 | $25.55 |
| Nov 18, 2025 | $24.81 |
| Nov 19, 2025 | $24.65 |
| Nov 20, 2025 | $24.02 |
| Nov 21, 2025 | $25.18 |
| Nov 24, 2025 | $25.14 |
| Nov 25, 2025 | $25.21 |
| 4 days before | -10.66% |
| 4 days after | 2.27% |
| On release day | -2.56% |
| Change in period | -8.63% |
| Release date | Feb 11, 2026 |
| Price on release | $24.25 |
| EPS estimate | $0.717 |
| EPS actual | $0.84 |
| EPS surprise | 17.15% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $23.48 |
| Feb 06, 2026 | $24.15 |
| Feb 09, 2026 | $23.72 |
| Feb 10, 2026 | $24.06 |
| Feb 11, 2026 | $24.25 |
| Feb 12, 2026 | $22.96 |
| Feb 13, 2026 | $23.59 |
| Feb 17, 2026 | $23.81 |
| Feb 18, 2026 | $23.86 |
| 4 days before | 3.28% |
| 4 days after | -1.62% |
| On release day | -5.32% |
| Change in period | 1.61% |
| Release date | May 21, 2026 |
| Price on release | $33.92 |
| EPS estimate | $0.543 |
| EPS actual | $0.82 |
| EPS surprise | 51.01% |
| Date | Price |
|---|---|
| May 15, 2026 | $31.49 |
| May 18, 2026 | $32.32 |
| May 19, 2026 | $32.43 |
| May 20, 2026 | $33.88 |
| May 21, 2026 | $33.92 |
| May 22, 2026 | $40.16 |
| May 26, 2026 | $46.73 |
| May 27, 2026 | $48.53 |
| May 28, 2026 | $50.72 |
| 4 days before | 7.72% |
| 4 days after | 49.53% |
| On release day | 18.40% |
| Change in period | 61.07% |
Lenovo Group Earnings Call Transcript Summary of Q1 2026
Lenovo reported a very strong start to FY25/26 with record Q1 revenue of $18.8bn, up 22% year-on-year, and double-digit growth across all main businesses. Key highlights: IDG (PCs, tablets, smartphones) grew ~18% with PC revenue up ~19% and Lenovo holding a record ~24.6% global PC share and >30% share in Windows AI PCs. ISG (infrastructure) revenue rose 36% with AI server revenue more than doubling and notable momentum in liquid-cooling solutions, though ISG posted a near-term operating loss due to strategic investments. SSG (solutions & services) hit a record quarter, +20% YoY revenue with ~22% operating margin and growing as-a-service adoption (TruScale, Device-as-a-Service). Non-PC revenue is 47% of group sales. Cash flow was strong (operating cash $1.2bn; free cash flow $751m) and cash balance rose to $4.5bn. R&D spend increased ~10% to $524m and headcount includes ~20k R&D staff. Management emphasized Lenovo’s Hybrid AI strategy (One AI, Multiple Devices), ODM+ global-local manufacturing model to mitigate tariff risks, and continued investment in AI infrastructure and software/services despite short-term margin pressure. Management asked investors to focus on non-HKFRS metrics because certain non-cash warrant/convertible bond items materially affect HKFRS net income and may persist through FY2027–28.
