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Lenovo hit record $22.2B revenue in Q3 2025/26, driven by AI demand and strong PC/smartphone growth.
Lenovo reported record third-quarter revenue of $22.2 billion for fiscal 2025/26, an 18% year-on-year increase, with all business units growing double digits.
Adjusted net income rose 36% to $589 million, driven by strong demand for AI devices and infrastructure, which accounted for 32% of revenue and surged 72% year-on-year.
The company achieved its highest global PC market share in over a decade, maintaining over 25% share, while Motorola smartphone volumes and activations hit records.
Lenovo restructured its Infrastructure Solutions Group, incurring a $285 million charge but projecting $200 million in annual savings.
At CES 2026, it unveiled new AI-powered products and launched the Lenovo AI Cloud Gigafactory with NVIDIA, emphasizing its Hybrid AI strategy for long-term growth.
Lenovo alcanzó un récord de ingresos de $ 22.2B en el tercer trimestre de 2025/26, impulsado por la demanda de IA y el fuerte crecimiento de PC / teléfonos inteligentes.