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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeff Sprague | Vertical Research Partners | 13 questions · 38% challenging |
| Jeff Hammond | KeyBanc Capital Markets | 13 questions · 15% challenging |
| Chris Snyder | Morgan Stanley | 12 questions · 50% challenging |
| Ryan Merkel | William Blair | 12 questions · 8% challenging |
| Deane Dray | RBC Capital Markets | 12 questions · 0% challenging |
| Tommy Moll | Stephens | 12 questions · 8% challenging |
| Noah Kaye | Oppenheimer | 12 questions · 0% challenging |
| Nigel Coe | Wolfe Research | 12 questions · 25% challenging |
| Joe O'Dea | Wells Fargo | 12 questions · 0% challenging |
| Brett Linzey | Mizuho Securities | 10 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| KeyBanc Capital Markets | 1 analyst | 13 questions · 15% challenging |
| Vertical Research Partners | 1 analyst | 13 questions · 38% challenging |
| Wolfe Research | 1 analyst | 12 questions · 25% challenging |
| Morgan Stanley | 1 analyst | 12 questions · 50% challenging |
| Oppenheimer | 1 analyst | 12 questions · 0% challenging |
| RBC Capital Markets | 1 analyst | 12 questions · 0% challenging |
| Stephens | 1 analyst | 12 questions · 8% challenging |
| Wells Fargo | 1 analyst | 12 questions · 0% challenging |
No 8-K events recorded for this window.
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.
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| 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% | $6.98 | +4.5% | 32.8% | 21.7% | 17.2% | $265M |
| FY2025 Q4 | $1.20B | -11.2% | $4.07 | -26.3% | 32.6% | 16.4% | 11.9% | $377M |
| FY2026 Q1Selected | $1.14B | +5.8% | $3.35 | -7.7% | 30.9% | 14.4% | 10.3% | $-39M |
| FY2026 Q2 | $1.55B | +3.0% | $7.72 | +0.1% | 34.9% | 23.0% | 17.4% | $136M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Demand | Pricing | Competitive Dynamics | Inventory | Margin | Guidance Reliability | Trade Tariffs | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 1 | 4 | 1 | 2 | 1 | 2 | 5 |
| 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 | 1 | 4 |
| 2026Q1 | 8 | 5 | 8 | 5 | 5 | 6 | 7 | 2 |
| '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 |
| Trade Tariffs | 2 | 4 | 3 | 1 | 7 | |
| Revenue Growth | 5 | 3 | 3 | 4 | 2 |
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +5.83% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Lennox International (LII), FY2026 Q1: 6/10. Scores: Lennox International’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: LII daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What LII said about other companies on its FY2026 Q1 call, and what other companies said about LII on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“On the Samsung joint venture, you know, we talked last year that the meaningful impact's gonna be this year”
Lennox expects meaningful contribution this year from its Samsung ductless joint venture as products flow through the channel, indicating growing traction for the partnership.
“extending our presence within the home through high-efficiency Lennox heat pump water heaters via our Ariston joint venture.”
Lennox is launching heat pump water heaters through its Ariston joint venture, expanding into water heating alongside HVAC.
“the integration of Duro Dyne parts and supplies, is expanding our commercial portfolio”
Lennox's acquisition of DuroDyne is being integrated and expanding its commercial (Building Climate Solutions) parts-and-supply portfolio.
“the on-track integration of Supco parts and supplies strengthens our attachment rate growth”
Lennox reports its acquisition of Supco (parts and supplies) is integrating on track and strengthening attachment-rate growth in Home Comfort Solutions.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| LIILennox International | 6 | +5.8% | Return to Revenue Growth Driven by BCS and M&A | |
| BLDRBuilders FirstSource | 1 | -10.1% | Builders FirstSource Q1 FY2026 saw revenue decline 10% to $3.3 billion as the Middle East conflict undermined what had been a promising spring selling season, pushing mortgage rates higher and sapping private builder confidence | |
| CARRCarrier Global | 4 | +2.4% | Data center orders surge over 500% with strong backlog | |
| JCIJohnson Controls | 9 | +8.2% | Johnson Controls posted Q2 FY2026 with organic revenue growing 6% and adjusted EPS of $1.19, up 45% year-over-year, as data center orders surged driving 30% total order growth and a record $20 billion backlog | |
| MASMasco | 6 | +6.5% | Strong Q1 with 20% EPS growth and margin expansion | |
| TTTrane Technologies | 7 | +6.0% | Record Commercial HVAC Bookings and Backlog |
Return to Revenue Growth Driven by BCS and M&A
Builders FirstSource Q1 FY2026 saw revenue decline 10% to $3.3 billion as the Middle East conflict undermined what had been a promising spring selling season, pushing mortgage rates higher and sapping private builder confidence
Johnson Controls posted Q2 FY2026 with organic revenue growing 6% and adjusted EPS of $1.19, up 45% year-over-year, as data center orders surged driving 30% total order growth and a record $20 billion backlog
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| LII | 9 | 5 | 9 | 3 | 3 | 6 |
| BLDR | 3 | 1 | 1 | 4 | 3 | 1 |
| CARR | 8 | 7 | 7 | 1 | 3 | 4 |
| JCI | 9 | 8 | 8 | 8 | 9 | 9 |
| MAS | 6 | 1 | 3 | 2 | 4 | 6 |
| TT | 9 | 8 | 6 | 6 | 7 | 7 |