LII · Lennox International Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Lennox cut its 2026 adjusted EPS guidance to $23.00–$24.00 from $23.50–$25.00 and pushed the expected residential demand recovery into 2027, as Home Comfort Solutions revenue outlook fell to ~1% growth from ~4%, while Building Climate Solutions revenue outlook was raised to ~20% from ~16%.
- + Building Climate Solutions full-year revenue outlook was raised to ~20% growth from prior ~16%
- + Home Comfort Solutions revenue decline of 7% improved from the prior quarter's 21% volume drop, with two-step volumes flat
- + Balance sheet remains strong with net debt to adjusted EBITDA at 1.3x and ~$130M of shares repurchased in Q2
- − Home Comfort Solutions full-year revenue outlook was cut to ~1% growth from prior ~4%
- − Residential demand recovery pushed into 2027 rather than the back half of 2026
- − One-step residential volumes declined in the mid-teens with revenues down approximately 30% due to weak residential new construction
- − Interest expense guidance was raised to ~$70M and M&A amortization to ~$25M following the Comfort-Aire/Century acquisition
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Building Products & Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LII
this stock
Lennox International Inc
|
$13.01B | -25.8% | -2.7% | 16.6 | 6.2% |
|
TT
Trane Technologies plc
|
$99.99B | +17.1% | +5.6% | 34.4 | 1.5% |
|
JCI
Johnson Controls International plc
|
$91.64B | +24.8% | -4.2% | 27.2 | 1.6% |
|
CARR
CARRIER GLOBAL Corp
|
$46.00B | +4.8% | -3.3% | 36.2 | 1.9% |
|
CODGF
Compagnie De Saint Gobain
|
$37.80B | -23.2% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LII | -3.1% | -5.9% | -24.7% | -5.9% | -25.8% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -1.9% | -5.5% | -37.7% | -5.5% | -37.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.