Earnings Call
Jul 29, 2026
Q2 FY2026
EPS Estimate
7.67
EPS Actual
7.72
Post-Earnings Close
$430.02
Earnings Reaction
-21.0%
Lennox International's second quarter results reflect a company navigating a bifurcated demand environment with discipline, even as a slower-than-expected residential recovery forces a meaningful reset to full-year earnings guidance. Adjusted EPS came in at $7.72, essentially flat year-over-year and modestly above the $7.67 consensus estimate, while revenue of approximately $1.5 billion grew 3% but fell short of the $1.56 billion estimate. The headline numbers, however, obscure a more complex story playing out across the two segments.
Report generated on Jul 30, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
Read the full LII analysis
The complete report, with key themes, analyst Q&A summary, notable quotes, and market context — is free with an account. No password, no card.