Lenovo Reports Record Financial Results, Driven by Strong AI Growth

Lenovo Group has announced exceptional financial results for its fourth quarter and the entirety of fiscal year 2025/2026, marking the most successful year in the company's history. The tech giant saw total revenue surge to a record $21.6 billion in the fourth quarter, a significant 27% increase compared to the same period last year. This marks the highest growth rate in five years for the company.

Artificial intelligence-related revenue emerged as a primary growth engine, soaring by 84% year-over-year and constituting 38% of the Group's total Q4 revenue. For the full fiscal year, Lenovo achieved a record revenue of $83.1 billion, with adjusted net profit climbing 42% to $2 billion. All business groups demonstrated robust double-digit revenue growth annually, with the Infrastructure Solutions Group (ISG) notably reaching a record $19.2 billion in revenue.

Lenovo's President and CEO, Yuanqing Yang, expressed strong optimism for the future. "Lenovo has concluded its best year yet with an outstanding fourth quarter in which we delivered on all our promises," Yang stated. He highlighted the company's return of the ISG to a sustainable growth path and its hyper-growth by capitalizing on the AI infrastructure momentum. Yang is confident in Lenovo's ambition to become a $100 billion company within the next two years, driven by its Hybrid AI strategy and strong performance across all business segments.

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Lenovo has concluded its best year yet with an outstanding fourth quarter in which we delivered on all our promises. We have returned our Infrastructure Solutions Group to a sustainable and profitable growth path and achieved hyper-growth by capitalizing on the strong momentum of AI infrastructure. By consistently executing our Hybrid AI strategy, we are uniquely positioned to lead the new wave of AI inference and democratization. With strong momentum across all business segments, we are confident in our ambition to become a 100 billion US dollar company in the next two years, while continuing to deliver strong returns to our shareholders.