earnings
confidence high
sentiment positive
materiality 0.60
Lennox Q1 revenue up 6% to $1.1B; GAAP EPS $3.35, down 8%; full-year guidance maintained
LENNOX INTERNATIONAL INC
2026-Q1 EPS reported
$3.35
revenue$1,135,100,000
- GAAP operating income $164M (-3%); total segment margin down 130 bps to 14.4%.
- Home Comfort Solutions revenue $650M (-10%); segment margin fell 390 bps to 13.3%.
- Building Climate Solutions revenue $485M (+38%); segment margin up 300 bps to 19.7%.
- Full-year 2026 EPS guidance reaffirmed at $23.50–$25.00; revenue growth guided ~8% including 4% from acquisitions.
- Operating cash flow $16M vs -$36M prior year; net capex $55M; share repurchases $20M.
item 2.02item 9.01