LENNOX INTERNATIONAL INC is expected to release its Q3 2026 10-Q filing on October 20, 2026, before market open. Last quarter: In 2026-Q2, Lennox International Inc. (LII) achieved 3% net sales growth to $1.55B and a 1.7% increase in operating income to $355M, as strong momentum in Building Climate Solutions offset market softness in Home Comfort Solutions.
EPS Estimate
$7.95
Revenue Estimate
$1.6B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the LII page.
Drawn from management commentary in the Q2 2026 10-Q:
Building Climate Solutions net sales surged 24% YoY to $609.7M with segment profit rising 29% to $155.3M due to higher sales volumes and acquisitions, while Home Comfort Solutions net sales fell 7% to $935.6M and profit declined 12% to $221.8M due to market softness and volume headwinds.
Gross margin expanded 40 bps YoY to 34.9%, supported by $30M in tariff refunds following a Supreme Court ruling on IEEPA tariffs, which helped offset underlying product cost inflation and factory under-absorption.
For the first six months of 2026, operating cash flow reached $188.1M compared to $51.0M in the prior year period. LII allocated $151M to share repurchases, $91M to dividends, and $91M to capital expenditures.
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