Lennox International Inc. · LII · Next earnings

Lennox International Inc. reports Wednesday, Oct 28, 2026

LII reports before market open with consensus EPS at $7.48 and revenue at $1.57B. Last quarter: Lennox International Q1 2026: Revenue Beats as Building Climate Solutions Grows 26%

Reports Before market open38 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $7.48 Calendar consensus
Consensus revenue $1.57B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session Before market open 38 days away

Where LII left off: FY2026 Q1

Full report

Lennox International Q1 2026: Revenue Beats as Building Climate Solutions Grows 26%

EPS surprise +5.0% Reported $3.35 vs $3.19
Revenue surprise +6.0% Reported $1.14B vs $1.07B
Stock move +4.5% Event window
Subsequent drift -4.0% Up to 20 sessions

Revenue guidance raised from 6-7% growth to approximately 8% growth. Adjusted EPS guidance reaffirmed at $23.50-$25.00. Capital expenditure plan remains at $250 million for 2026, directed at innovation, digital capabilities, ERP modernization, and AI initiatives. The guidance sentiment improved from maintained (Q4 2025) to raised (Q1 FY2026).

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Factory under-absorption impacting margins, particularly in Home Comfort Solutions.
  • Higher input costs from inflation and Section 232 tariffs on steel, aluminum, and copper.
  • Weak new-home construction and seasonal demand variability affecting residential HVAC.
  • Potential competitive pricing pressure as tariff costs are passed through.
  • Pending legal litigation against residential HVAC manufacturers.

Questions analysts left open

  • Timing of cost inflation versus price realization -- FIFO accounting defers Section 232 tariff impact to Q3.
  • Extent of lingering under-absorption headwinds carrying into Q2.
  • Margin outlook for Home Comfort Solutions after the 130 bps decline.
  • Impact of Section 232 tariffs on the cost structure and ability to offset with pricing.
  • Contribution of mix versus price to revenue growth sustainability.

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Recent LII quarters

All LII earnings
+4.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.