LENNOX INTERNATIONAL INC — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Lennox reported Q2 2026 revenue of $1.545B (up 3% YoY) and GAAP diluted EPS of $7.72 (flat YoY). Operating income was $355M (up 2%). Full-year 2026 EPS guidance was lowered to $23.00–$24.00 from prior range $23.50–$25.00, representing a midpoint reduction of ~3% (~$0.75/share). Home Comfort Solutions revenue declined 7% YoY; Building Climate Solutions grew 24% (15% organic, 9% from acquisitions Duro Dyne, Supco, Comfort-Aire, Century). Operating margin compressed 30 bps to 23% despite $39M in price/mix benefits, offset by volume declines, inflation, and factory underabsorption. Free cash flow for H1 was $98.3M vs. $(2.1)M prior year.
Why this rating
Guidance cut of ~$0.75 EPS midpoint (~3%) is material to company trajectory; offset partly by strong Building Climate growth and acquisition integrations. Residential market weakness, margin pressure, and lower full-year EPS justify moderate concern. Dollar magnitude modest relative to $18.2B market cap, but signals near-term headwinds.
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