Lenovo has achieved its most successful financial quarter and fiscal year to date, propelled by its robust Hybrid AI strategy. The company announced record-breaking revenue and profitability for the fourth quarter and the full fiscal year 2025/26, underscoring a significant shift in its market position.
The tech giant's revenue for the fourth quarter of fiscal year 2025/26 reached an all-time high of $21.6 billion, marking a 27% year-on-year increase and the fastest growth rate in five years. For the full fiscal year, Lenovo posted a record revenue of $83.1 billion, up 20.3% from the previous year. Adjusted net profit also saw substantial growth, surging 42.1% year-on-year to $2 billion for the full fiscal year, and doubling year-on-year to $559 million in the fourth quarter.
A key driver of this exceptional performance has been Lenovo's AI-related business, which saw revenue skyrocket by 105% year-on-year for the full fiscal year and accounted for 38% of total group revenue in the fourth quarter. Chairman and CEO Yang Yuanqing expressed confidence in the company's trajectory, stating, "Lenovo ended its best year in history with an excellent performance in the fourth fiscal quarter. Driven by the strong momentum of all-round business, we are confident in achieving the goal of becoming a $100 billion-scale enterprise within the next two years."
All business segments contributed to this success. The Intelligent Devices Group (IDG) revenue increased by 17% year-on-year to $58.9 billion, while the Infrastructure Solutions Group (ISG) achieved a new record of $19.2 billion, up 32% year-on-year. The Solutions and Services Group (SSG) also saw significant expansion, exceeding $10 billion in annual revenue with a 19% year-on-year increase. Lenovo's strategic push into AI infrastructure and services is clearly resonating with the market, positioning the company for continued growth.
