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Company Research7 May 2024
Companies That Had Their IPO in 1994: A Cautious Market
An overview of the year 1994 in the stock and IPO market, as the interest rates soared and the bond market collapsed.
Lenovo Group (992) investor relations material
Lenovo Group Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary20 Nov, 2025
Executive summary
Achieved record quarterly revenue of $20.5 billion, up 14.6–15% year-on-year, with all business groups and geographies delivering double-digit growth.
Adjusted net income rose 25% year-on-year to $512 million, with margin expansion to 2.5%.
AI-related revenues now comprise 30% of total, up 13 percentage points year-on-year, with triple-digit growth in AI PCs, smartphones, and services.
Strong operational execution, supply chain resilience, and hybrid AI strategy supported growth and profitability.
Financial highlights
Group revenue reached $20.5 billion (+14.6–15% YoY); adjusted net income was $512 million (+25% YoY); adjusted net margin 2.5%.
Operating cash flow was $1.5–1.54 billion; free cash flow reached $1.1 billion.
Gross profit: $3.15 billion (+13% YoY); operating profit (adjusted): $756 million (+9% YoY).
Adjusted net finance costs reduced by 31% year-on-year.
Basic EPS: 2.77 US cents (-5% YoY); Diluted EPS: 2.52 US cents (-9% YoY).
Outlook and guidance
Confident in sustaining double-digit growth in PC and infrastructure businesses for the next two quarters.
Expect mid-single digit market growth for PCs in 2026, with company outpacing the market.
Continued focus on hybrid AI opportunities and AI democratization for individuals and enterprises.
Reaffirmed previous outlook and guidance, with strong order levels and volume tracking.
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Next Lenovo Group earnings date
Q3 202619 Feb, 2026
Next Lenovo Group earnings date
Q3 202619 Feb, 2026
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Frequently asked questions
Lenovo Group Limited is a multinational technology company from China, widely recognized for its extensive range of consumer electronics and IT equipment. The company specializes in the design, manufacture, and marketing of a diverse array of products, including personal computers, laptops, tablets, smartphones, servers, and workstations. The company is headquartered in Quarry Bay, Hong Kong, and its shares are listed on the Hong Kong Stock Exchange.
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