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 (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:12 AM ET, from the text of the filing and its press-release exhibits 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 (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.