Lennox Q1 revenue rises 6% to $1.1 billion; diluted EPS falls 8% to $3.35
Lennox reported first quarter 2026 results with revenue up 6% to $1.1 billion, driven by acquisitions, while operating income fell 3% to $164 million and diluted earnings per share fell 8% to $3.35. The company updated full-year revenue growth guidance to approximately 8% and kept its full-year earnings per share guidance of $23.50 to $25.00.
Key points
- Revenue was $1.1 billion, up 6%, with the Building Climate Solutions segment up 38% to $485 million.
- Diluted EPS was $3.35 versus $3.63 a year earlier; net income was $117 million versus $130 million.
- Home Comfort Solutions revenue fell 10% to $650 million and segment profit fell 30% to $87 million.
- Full-year 2026 revenue growth guidance is approximately 8%, including a 4% benefit from completed acquisitions; EPS guidance of $23.50 to $25.00 was maintained.
The filing
Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 29, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.