Lennox cuts 2026 EPS guidance to $23.00-$24.00 as Q2 profit is flat at $7.72 per share
Lennox reported second quarter 2026 revenue of $1.5 billion, up 3%, and GAAP operating income of $355 million, up 2%, but diluted earnings per share were flat at $7.72. The company lowered its full-year 2026 earnings per share guidance to $23.00-$24.00 from $23.50-$25.00 while reaffirming its revenue growth outlook of about 8%.
Key points
- Q2 2026 revenue was $1.5 billion, up 3%, with Building Climate Solutions up 24% and Home Comfort Solutions down 7%.
- Q2 GAAP diluted EPS was $7.72 versus $7.71 a year earlier; net income was $269 million versus $274 million.
- Full-year 2026 EPS guidance was updated to $23.00-$24.00 from the prior $23.50-$25.00; revenue growth guidance of about 8% was reaffirmed.
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 July 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.