earnings
confidence high
sentiment negative
materiality 0.80
Lennox Q2 EPS flat at $7.72; cuts FY2026 EPS guidance to $23.00-$24.00
LENNOX INTERNATIONAL INC
- Revenue $1.5B, up 3% YoY; GAAP operating income $355M, up 2%.
- GAAP diluted EPS flat at $7.72; adjusted EPS also flat at $7.72.
- Home Comfort Solutions revenue down 7% to $936M; segment margin down 130bps to 23.7%.
- Building Climate Solutions revenue up 24% to $610M; segment margin up 100bps to 25.5%.
- Full-year EPS guidance cut to $23.00-$24.00 from $23.50-$25.00; revenue growth reaffirmed at ~8%.