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Lenovo Group (992) investor relations material
Lenovo Group Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary14 Aug, 2025
Executive summary
Achieved record Q1 revenue of $18.8B, up 22% year-over-year, with all business segments delivering double-digit growth and non-PC revenue mix reaching 47%.
Net income attributable to equity holders (HKFRS) more than doubled year-over-year to $505M, driven by noncash fair value gain on warrants; non-HKFRS net income rose 22% to $389M.
R&D investment increased 10% year-over-year, supporting Hybrid AI innovation and technical workforce at 28% of headcount.
All geographies delivered strong year-over-year growth, validating global/local and ODM+ models.
Financial highlights
Gross profit rose 8% year-over-year to $2.77B; operating profit increased 59% to $785M.
Operating margin improved to 4.2% from 3.2% year-over-year; net margin rose to 2.7%.
Free cash flow rebounded to $751M; cash and equivalents at $4.5B, up 15% year-over-year.
Basic EPS more than doubled to 4.12 US cents; diluted EPS reached 3.65 US cents.
Non-HKFRS profit attributable to equity holders rose 22% to $389M, excluding non-cash fair value gain on warrants and notional interest on convertible bonds.
Outlook and guidance
Management remains optimistic for the fiscal year, expecting continued shipment growth, market share gains, and AI-driven opportunities.
Windows 10 to 11 transition is ongoing and expected to support PC demand for several quarters.
Focus on executing Hybrid AI strategy and leveraging global/local model to navigate uncertainties.
Assess Middle East business progress with Alat.
How did tariffs impact supply chain moves?
Explain drivers of Device/Infra-as-a-Service growth.
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Next Lenovo Group earnings date
Q2 20266 Nov, 2025
LIVEat 01:30
Next Lenovo Group earnings date
Q2 20266 Nov, 2025
LIVEat 01:30
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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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