en.Wedoany.com Reported - Lenovo Group announced its full-year and fourth quarter results for the 2025/26 fiscal year on May 22. For the fiscal year ended March 31, 2026, the Group's annual revenue grew 20% year-on-year to a record US$83.1 billion; adjusted profit attributable to equity holders increased 42% year-on-year to US$2 billion.

Lenovo Chairman and CEO Yang Yuanqing stated at the earnings release: "Lenovo capped off its best year in history with an outstanding fourth quarter performance. We delivered on our promise to bring the Infrastructure Solutions Group back to a sustainable, profitable growth trajectory, and fully captured the surging demand driven by booming Artificial Intelligence infrastructure, achieving hyper-growth. By steadfastly executing our hybrid AI strategy, we have taken the lead in riding the new wave of AI reasoning, popularization, and ubiquity. Driven by strong momentum across all businesses, we are fully confident in our goal of becoming a US$100 billion enterprise within the next two years and will continue to generate substantial returns for our shareholders."

Looking at the three business groups, all achieved double-digit revenue growth.

The Intelligent Devices Group posted full-year revenue of US$58.9 billion, up 17% year-on-year, with a stable operating margin of 7.2%. Its global PC market share further expanded, with premium PC shipments reaching 50% of total shipments in the fourth quarter, achieving its highest market share lead in 15 years. The Motorola smartphone business set a quarterly shipment record since its acquisition, with double-digit revenue growth and a concurrent improvement in operating margin.

The Infrastructure Solutions Group achieved record full-year revenue of US$19.2 billion, a 32% year-on-year increase, and turned around to an annual operating profit of US$73 million. Fourth fiscal quarter revenue grew 37% year-on-year to US$5.6 billion, with operating profit reaching a record high of US$202 million. AI server revenue saw high double-digit growth for the full year, and the AI server project pipeline had expanded to US$21 billion by year-end. In April this year, Lenovo completed the acquisition of high-end enterprise storage company Infinidat, further strengthening its layout in the enterprise storage market.

The Solutions and Services Group surpassed US$10 billion in full-year revenue, up 19% year-on-year, with operating profit reaching US$2.2 billion. Operating profit has doubled over the past five years, representing a five-year compound annual growth rate of 21%.

Artificial intelligence is rapidly evolving from a business growth pole to a core revenue engine for Lenovo. Full-year AI-related revenue grew 105% year-on-year, accounting for 33% of the Group's total revenue. Among this, AI devices and AI services both recorded triple-digit year-on-year growth, while AI server revenue achieved high double-digit growth. In the fourth fiscal quarter, AI-related revenue grew 84% year-on-year, further increasing its share of total Group revenue to 38%.

From a financial performance perspective, Lenovo's total annual operating revenue reached US$83.075 billion, up 20% year-on-year; gross profit was US$12.809 billion, up 15% year-on-year; profit attributable to equity holders of the company was US$1.912 billion, up 38% year-on-year. Fourth fiscal quarter revenue reached a record high of US$21.6 billion, up 27% year-on-year, marking the fastest growth rate in five years; profit attributable to equity holders surged 479% year-on-year to US$521 million. The Board of Directors recommended a final dividend of 33.7 HK cents per share, a further increase from 30.5 HK cents last year.

Against the industry backdrop of surging demand for AI infrastructure, Lenovo, through its hybrid AI strategy, is transforming from a PC-centric device manufacturer into a full-stack AI ecosystem enterprise covering both personal and enterprise intelligence. With ISG achieving full-year profitability, AI revenue doubling, and an AI server order backlog of approximately RMB 140 billion supporting future growth, Lenovo is steadily moving closer to the US$100 billion revenue target set by Yang Yuanqing.

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