Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Lennox International (LII) is 6/10.
Revenue returned to growth at $1.1 billion, up 6% year-over-year, driven by BCS record performance with 300 basis point margin expansion and M&A contributions. Factory under-absorption and tariff-driven commodity inflation doubled the cost headwind, pressuring segment margins down 130 basis points to 14.4%. Management reaffirmed FY2026 EPS guidance of $23.50-$25 despite higher costs, citing additional pricing actions.
Scored from Lennox International’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.34B | +16.5% | $5.52 | +36.6% | 33.9% | 18.2% | 14.7% | $272M |
| FY2025 Q1 | $1.07B | +2.4% | $3.37 | -2.9% | 30.6% | 14.5% | 11.2% | $-61M |
| FY2025 Q2 | $1.50B | +3.4% | $7.82 | +13.8% | 34.8% | 23.6% | 18.5% | $58M |
| FY2025 Q3 | $1.43B | -4.8% | $6.96 | +4.2% | 33.3% | 21.7% | 17.2% | $265M |
| FY2025 Q4 | $1.20B | -11.2% | $4.07 | -26.3% | 32.6% | 16.4% | 11.9% | $377M |
| FY2026 Q1 | $1.14B | +5.8% | $3.35 | -0.6% | 30.9% | 14.6% | 10.3% | $-39M |
| FY2026 Q2 | $1.55B | +3.0% | $7.72 | -1.3% | 34.9% | 23.0% | 17.4% | $136M |