Lennox International (LII)
NYSE:LII
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Earnings Data
Report Date
Jul 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
7.59Last Year’s EPS
7.82Same Quarter Last Year
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear, tangible positives — return to company-wide revenue growth, an exceptionally strong and profitable quarter for Building Climate Solutions, successful product launches, on-track M&A integration, and maintained full-year adjusted EPS guidance — against persistent and meaningful near-term headwinds in Home Comfort Solutions, factory under-absorption pressures, and rising input costs and tariffs. Management emphasized mitigation actions (pricing, productivity, supply-chain moves) and expects much of the cost and price realization to fall in the second half, signaling cautious confidence but acknowledging ongoing uncertainty.Company Guidance
Return to Year-over-Year Revenue Growth
Revenue of $1.1 billion, up 6% year-over-year in Q1; management also increased full-year revenue guidance to approximately 8% (from 6%-7%).
Building Climate Solutions (BCS) Record Performance
BCS delivered a record quarter: organic sales up 26%, M&A growth up 12%, sales volumes +17%, and profit margins expanded ~300 basis points; price and mix contributed ~9% revenue growth in the segment.
Full-Year Adjusted EPS Guidance Reaffirmed
Company reaffirmed full-year adjusted EPS guidance of $23.50 to $25.00 despite cost and tariff headwinds; management projects free cash flow of $750M to $850M for 2026.
Successful M&A and Integration Contributions
Acquisitions (DuroDyne and Subco closed Q4 2025) contributed ~6% to Q1 revenue; M&A profit contribution cited (~$2M in HCS, ~$7M in BCS) and integration of Subco and DuroDyne is on track to strengthen parts & supplies and commercial portfolio.
Product Innovation and New Launches
Introduced new commercial Stratagos rooftop heat pump, expanded residential heat pump portfolio (including cold-climate capability and compact air handlers), and launched Lennox-branded heat pump water heaters via Ariston JV — all expected to broaden addressable market and share of wallet.
Inventory and Cash Flow Improvement vs Prior Year
Q1 free cash flow was a $39M use of cash (improved from $61M use prior-year); inventory build was $60M this quarter versus $210M prior-year, and operating cash flow (adjusted) was $16M, signaling progress toward normalization.
Pricing Actions and Improved Drop-Through
Company announced price increases and expects better price drop-through (management cited a blended incremental, presented as ~90% effective) with most price realization and cost impacts expected to materialize in the second half.
LII Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LII Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $495.52 | $517.62 | +4.46% |
Jan 28, 2026 | $497.34 | $486.06 | -2.27% |
Oct 22, 2025 | $545.94 | $490.33 | -10.19% |
Jul 23, 2025 | $614.99 | $655.49 | +6.59% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lennox International (LII) report earnings?
Lennox International (LII) is schdueled to report earning on Jul 27, 2026, Before Open (Confirmed).
What is Lennox International (LII) earnings time?
Lennox International (LII) earnings time is at Jul 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LII EPS forecast?
LII EPS forecast for the fiscal quarter 2026 (Q2) is 7.59.