Recent Updates — LII

Lennox International Inc. reported third-quarter 2026 revenue of $1.6 billion, a 10% increase year-over-year, driven by strong growth in its Building Climate Solutions segment. GAAP diluted earnings per share were $6.41, while adjusted diluted EPS came in at $6.84, down 7%. The company cited heightened competitive pressure and persistent inflation on costs as headwinds that weighed on margins. Consequently, Lennox revised its full-year 2026 adjusted EPS guidance downward to a range of $21.00 to $21.50 from the previous estimate of $23.00 to $24.00. The firm operates in the energy-efficient building and home comfort solutions industry.

Lennox International Inc. reported second quarter 2026 financial results on July 29, 2026. The company generated $1.5 billion in revenue, a 3% increase year-over-year, driven by strong performance in its Building Climate Solutions segment which saw 24% growth. GAAP diluted earnings per share remained flat at $7.72, while operating income rose 2% to $355 million. The company updated its full-year 2026 EPS guidance range downward to $23.00–$24.00 from the previous $23.50–$25.00, though it reaffirmed approximately 8% revenue growth and $750 million–$850 million in free cash flow estimates. Share repurchases totaled $132 million during the quarter. Lennox International Inc. operates in the HVACR industry, providing energy-efficient heating, cooling, indoor air quality, refrigeration, and water heating systems for residential and commercial buildings.