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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
Revenue for the first half reached a record US$39.3 billion, up 18% year-over-year, with all business groups and geographies achieving double-digit growth.
Net income attributable to equity holders rose 40% year-over-year to US$846 million, with adjusted net income up 24% to US$901 million.
AI-related revenues surged to 29% of total, up 15 percentage points year-over-year, driven by AI devices, infrastructure, and services.
R&D spending increased 8% year-over-year, supporting AI strategy and innovation.
Net income margin expanded by 35 basis points to 2.2% for the first half, reflecting improved operational leverage and cost efficiencies.
Financial highlights
First-half revenue: US$39.3 billion (+18% YoY); profit attributable to equity holders: US$846 million (+40% YoY); adjusted profit: US$901 million (+24% YoY).
Second-quarter revenue: US$20.5 billion (+15% YoY); adjusted net income margin: 2.5%.
Gross profit margin for the first half: 15.1% (down 1.0 pt YoY); operating profit: US$1.43 billion (+25% YoY).
Free cash flow: US$1.9 billion; operating cash flow: US$2.8 billion.
Basic EPS for the first half: US6.89 cents (+US1.98 cents YoY); diluted EPS: US6.18 cents (+US1.47 cents YoY).
Outlook and guidance
Strategic focus on Hybrid AI for All, integrating on-device, edge, and enterprise AI across platforms.
Continued investment in AI innovation, R&D, and expansion of AI-powered devices and services.
Management expects sustained double-digit growth and margin expansion, leveraging operational agility and market leadership.
ISG operating loss: Detail key investment areas
Gross margin erosion: How to reverse the trend?
Hybrid AI strategy: Key monetization pathways?
ISG: Timeline for sustained profitable growth?
Alat partnership: Quantify financial contribution
SSG AI services: Specific monetization roadmap?
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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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