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Lennox International Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $3.16 |
| EPS actual | $3.35 |
| EPS Surprise | 6.01% |
| Revenue estimate | 1.071B |
| Revenue actual | 1.135B |
| Revenue Surprise | 5.96% |
| Release date | Jan 28, 2026 |
| EPS estimate | $4.75 |
| EPS actual | $4.45 |
| EPS Surprise | -6.32% |
| Revenue estimate | 1.268B |
| Revenue actual | 1.195B |
| Revenue Surprise | -5.78% |
| Release date | Oct 22, 2025 |
| EPS estimate | $6.82 |
| EPS actual | $6.98 |
| EPS Surprise | 2.35% |
| Revenue estimate | 1.471B |
| Revenue actual | 1.427B |
| Revenue Surprise | -3.03% |
| Release date | Jul 23, 2025 |
| EPS estimate | $6.86 |
| EPS actual | $7.82 |
| EPS Surprise | 13.99% |
| Revenue estimate | 1.471B |
| Revenue actual | 1.501B |
| Revenue Surprise | 2.03% |
Last 4 Quarters for Lennox International
Below you can see how LII performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $660.80 |
| EPS estimate | $6.86 |
| EPS actual | $7.82 |
| EPS surprise | 13.99% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $611.85 |
| Jul 18, 2025 | $609.43 |
| Jul 21, 2025 | $601.03 |
| Jul 22, 2025 | $619.97 |
| Jul 23, 2025 | $660.80 |
| Jul 24, 2025 | $664.54 |
| Jul 25, 2025 | $660.82 |
| Jul 28, 2025 | $654.42 |
| Jul 29, 2025 | $639.52 |
| 4 days before | 8.00% |
| 4 days after | -3.22% |
| On release day | 0.566% |
| Change in period | 4.52% |
| Release date | Oct 22, 2025 |
| Price on release | $493.07 |
| EPS estimate | $6.82 |
| EPS actual | $6.98 |
| EPS surprise | 2.35% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $523.94 |
| Oct 17, 2025 | $522.95 |
| Oct 20, 2025 | $534.75 |
| Oct 21, 2025 | $548.99 |
| Oct 22, 2025 | $493.07 |
| Oct 23, 2025 | $494.99 |
| Oct 24, 2025 | $496.24 |
| Oct 27, 2025 | $502.22 |
| Oct 28, 2025 | $501.16 |
| 4 days before | -5.89% |
| 4 days after | 1.64% |
| On release day | 0.389% |
| Change in period | -4.35% |
| Release date | Jan 28, 2026 |
| Price on release | $487.49 |
| EPS estimate | $4.75 |
| EPS actual | $4.45 |
| EPS surprise | -6.32% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $509.68 |
| Jan 23, 2026 | $509.76 |
| Jan 26, 2026 | $512.41 |
| Jan 27, 2026 | $498.80 |
| Jan 28, 2026 | $487.49 |
| Jan 29, 2026 | $496.11 |
| Jan 30, 2026 | $495.08 |
| Feb 02, 2026 | $495.29 |
| Feb 03, 2026 | $508.49 |
| 4 days before | -4.35% |
| 4 days after | 4.31% |
| On release day | 1.77% |
| Change in period | -0.233% |
| Release date | Apr 29, 2026 |
| Price on release | $517.62 |
| EPS estimate | $3.16 |
| EPS actual | $3.35 |
| EPS surprise | 6.01% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $493.67 |
| Apr 24, 2026 | $490.97 |
| Apr 27, 2026 | $502.24 |
| Apr 28, 2026 | $495.52 |
| Apr 29, 2026 | $517.62 |
| Apr 30, 2026 | $534.89 |
| May 01, 2026 | $526.12 |
| May 04, 2026 | $514.86 |
| May 05, 2026 | $522.20 |
| 4 days before | 4.85% |
| 4 days after | 0.88% |
| On release day | 3.34% |
| Change in period | 5.78% |
Lennox International Earnings Call Transcript Summary of Q1 2026
Lennox reported Q1 2026 revenue of $1.1 billion, up 6% year-over-year, driven by recent acquisitions (DuroDyne, Supco) and strong performance in Building Climate Solutions (BCS). Adjusted EPS was $3.35 and segment margin was 14.4%, down 130 basis points principally due to factory under‑absorption (about $15 million in the quarter). Home Comfort Solutions (HCS) remains pressured by weak new-home construction but showed sequential improvement in the 2-step channel and stabilization in repair vs. replacement demand. BCS delivered record quarterly performance with strong emergency replacement and national account momentum. Lennox reaffirmed full-year adjusted EPS guidance of $23.50–$25, raised revenue growth expectation to ~8% (HCS ~4%, BCS ~16%), and now expects cost inflation of ~5% (up from ~2%) driven by tariffs and commodity increases. Management expects most tariff- and cost-related impacts — and corresponding pricing realization — to fall in the second half of the year. Cash flow improved versus the prior year (operating cash flow was $16 million after adjusting for higher capex), free cash flow use narrowed, inventories were built selectively for peak season, capital expenditures are expected ~ $250 million for 2026 (innovation, digital, ERP, AI), and management remains focused on productivity, pricing, supply‑chain actions and disciplined M&A integration.
