Lenovo Group reported record revenue of $21.6 billion for the fourth quarter of fiscal year 2025/26. Revenue climbed 27% year-on-year to beat analyst estimates of $18.7 billion. Net profit surged 479% to reach $521 million. This figure far exceeded the $271 million consensus forecast. All three core business divisions achieved profitability simultaneously for the first time in company history.
AI-related revenue grew 84% year-on-year. AI products now account for 38% of total quarterly sales. Explosive demand for AI servers and a global PC market recovery drove the performance. Lenovo shares jumped as much as 15% in Hong Kong trading following the report.