LENOVO GROUP(US:LNVGY) Ge Long Hui·2026-02-12 04:25Core Viewpoint - Lenovo Group reported strong financial results for the third quarter of the fiscal year 2025/26, with revenue reaching 157.5 billion RMB, a year-on-year increase of over 18%, and adjusted net profit growing by 36%, doubling the revenue growth rate [1] Financial Performance - Revenue for the IDG Intelligent Devices Group was 111.7 billion RMB, with a year-on-year growth rate of 14% and an adjusted operating profit margin increasing by over 15% [1] - The company's pre-tax profit margin for the PC business improved year-on-year, marking the tenth consecutive quarter of improvement [1] Market Position - Lenovo's global PC market share increased to 25.3%, widening the gap with the second-largest competitor by 5.2 percentage points, and achieving a record market share of 24.9% for the calendar year 2025 according to IDC statistics [1] Industry Challenges - The PC and mobile industries are facing challenges such as increased price volatility of core components, potential changes in tariff policies, and supply chain instability [1] - The industry is expected to enter a phase characterized by "demand release and supply disruption," testing manufacturers' operational capabilities and supply chain resilience [1]