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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Joe O'Dea | Wells Fargo | 12 | 0% |
| Jeff Hammond | KeyBanc Capital Markets | 11 | 9% |
| Jeff Sprague | Vertical Research Partners | 10 | 40% |
| Tom Moll | Stephens | 10 | 10% |
| Noah Kaye | Oppenheimer | 10 | 0% |
| Nigel Coe | Wolfe Research | 10 | 30% |
| Chris Snyder | Morgan Stanley | 10 | 40% |
| Julian Mitchell | Barclays | 10 | 10% |
| Ryan Merkel | William Blair | 10 | 10% |
| Deane Dray | RBC Capital Markets | 10 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 12 | 0% |
| KeyBanc Capital Markets | 1 | 11 | 9% |
| Wolfe Research | 1 | 10 | 30% |
| Stephens |
| 1 |
| 10 |
| 10% |
| UBS | 2 | 10 | 10% |
| Vertical Research Partners | 1 | 10 | 40% |
| William Blair | 1 | 10 | 10% |
| Barclays | 1 | 10 | 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.
Demand | Pricing | Competitive Dynamics | Inventory | Margin | Guidance Reliability | Revenue Growth | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 1 | 4 | 1 | 2 | 1 | 5 | 2 |
| 2025Q1 | 6 | 5 | 2 | 2 | 1 | 1 | 4 | |
| 2025Q2 | 12 | 7 | 7 | 4 | 3 | 4 | 3 | 3 |
| 2025Q3 | 12 | 6 | 4 | 9 | 7 | 2 | 3 | |
| 2025Q4 | 11 | 6 | 3 | 6 | 6 | 5 | 4 | 1 |
| 2026Q1 | 8 | 5 | 8 | 5 | 5 | 6 | 2 | 7 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 6 | 12 | 12 | 11 | 8 |
| Pricing | 1 | 5 | 7 | 6 | 6 | 5 |
| Competitive Dynamics | 4 | 2 | 7 | 4 | 3 | 8 |
| Inventory | 1 | 2 | 4 | 9 | 6 | 5 |
| Margin | 2 | 1 | 3 | 7 | 6 | 5 |
| Guidance Reliability | 1 | 1 | 4 | 2 | 5 | 6 |
| Revenue Growth | 5 | 3 | 3 | 4 | 2 | |
| Trade Tariffs | 2 | 4 | 3 | 1 | 7 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LII Lennox International | 6 | +5.8% | |
| BLDR Builders FirstSource | 1 | -10.1% | |
| CARR Carrier Global | 4 | +2.4% | |
| JCI Johnson Controls | 9 | +8.2% | |
| MAS Masco | 6 | +6.5% | |
| TT Trane Technologies | 7 | +6.0% |