Lennox International Inc. earnings overview

LII FY2026 Q1 · Calendar Q2 2026

Lennox International Inc.

Lennox International's Q1 FY2026 results exceeded consensus on both lines, with revenue of $1.14 billion (up 6% year-over-year) and adjusted EPS of $3.35. The Building Climate Solutions segment was the standout performer, posting 26% organic growth and margin expansion, bolstered by the Subco and DuroDyne acquisitions completed in Q4 2025. Home Comfort Solutions margins declined 130 basis points due to factory under-absorption, a headwind management expects to ease as channel destocking completes. The company raised full-year revenue guidance to approximately 8% growth and reaffirmed adjusted EPS guidance of $23.50-$25.00, citing new product launches and pricing actions to offset approximately 5% cost inflation from tariffs and commodity pressures. The stock posted a 4.5% abnormal return on the report day before drifting roughly 4% lower in subsequent sessions on 2.3x baseline volume.