LENNOX INTERNATIONAL INC (LII) Form 8-K — Oct 28, 2026
Lennox International reported Q3 2026 revenue of $1.6 billion, up 10% year-over-year, but adjusted diluted EPS fell 7% to $6.84 as margins came under pressure from tariffs, inflation, and competitive price actions. The company cut its full-year 2026 adjusted EPS guidance to $21.00-$21.50 from a prior $23.00-$24.00, citing a $45 million cost-inflation headwind and share-loss-driven price adjustments in Home Comfort Solutions, where segment margin fell 490 basis points.
Key figures
- Eps
- 6.41
- Guidance
- FY2026 adjusted EPS of $21.00-$21.50 (down from prior $23.00-$24.00); revenue growth ~6% including 5% from acquisitions; free cash flow $700M-$750M
- Net Income
- 221.2
- Revenue Yoy
- 10%
- Shares Offered
- 0
- Segment margin
- 20.6%
- Adjusted eps yoy
- -7%
- Commercial paper
- 455100000
- Operating margin
- 19.8%
- Operating cash flow
- 395300000
- Adjusted diluted eps
- 6.84
- Cash and equivalents
- 43300000
- Share repurchases q3
- 151000000
- Total segment profit
- 323300000
- Gaap operating income
- 312100000
- Tariff inflation headwind
- $45 million
- Home comfort solutions margin
- 18.7% (down 490 bps)
- Home comfort solutions revenue
- 937200000
- Building climate solutions margin
- 26.2% (down 110 bps)
- Building climate solutions revenue
- 635300000
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