Lenovo Group Limited, headquartered in Hong Kong, has started the 2025/26 fiscal year with impressive financial results, surpassing market expectations. The technology company reported revenues of $18.8 billion, a 22% increase over the previous year, and a net profit of $505 million, more than double that of the same period in the prior year.
Adjusting these results to exclude the non-monetary effects of its alliance with Alat, net income stands at $389 million, marking a 22% year-over-year increase, which underscores the strength of its operating performance.
Lenovo's diversification is reflected in its three main divisions, highlighting the growth of each division. The Intelligent Devices Group (IDG) leads with revenues of 13.5 billion dollars, 18% higher than the previous year, driven by its strong presence in the PC market. The Infrastructure Solutions Group (ISG) also experienced notable growth of 36%, reaching $4.3 billion, thanks to its emphasis on artificial intelligence and liquid cooling infrastructures. For its part, the Solutions and Services Group (SSG) posted revenues of $2.3 billion, marking its 17th consecutive quarter of growth with a margin above 22%.
These results are significant, since 47% of Lenovo's revenues now come from segments other than the traditional PC business, reducing its historical dependence on this sector.
The group has also made significant advances in technology and innovation. In the PC market, Lenovo has consolidated its global leadership with a market share of 24.6% and has integrated artificial intelligence capabilities in more than 30% of its devices. Its smartphone brand, Motorola, reached revenues of 2.2 billion dollars and maintains a dominant position in the foldable phones market.
In the area of infrastructure, the AI solutions business doubled its revenues, and liquid cooling technologies grew by 30%, positioning Lenovo as a key provider for energy-efficient data centers.
The company continues to bet on innovation and sustainability. It has increased its investment in research and development by more than 10%, and maintains its commitment to the goal of net-zero emissions by 2050. Additionally, it has been recognized with high ratings in sustainability.
In market terms, Lenovo has improved its position in the Fortune Global 500 ranking and has been highlighted in Gartner's Top 25 for Global Supply Chains. It has a market capitalization of around $15 billion, listed on both Hong Kong and the United States. UU.
The CEO, Yuanqing Yang, has expressed that Lenovo's future strategy will focus on the expansion of artificial intelligence in PCs and smartphones, the increase in AI infrastructure, and the consolidation of the SSG services business.
Despite competitive challenges and margin pressure, analysts consider that Lenovo is well positioned to capitalize on the growing investment in artificial intelligence, which could redefine its risk profile and valuation in the coming years.
In summary, Lenovo has managed to transform artificial intelligence into a key growth engine, opening new opportunities in all its lines of business and positioning itself for a future of sustained expansion in a complex global environment.
