According to the company, Lennox International Inc. held an earnings call presentation for the second quarter of 2026.
According to the Lennox Q2 2026 presentation slides, commercial strength offset a residential slump during the quarter.
Lennox Q2 2026: Commercial Strength Offsets Residential Slump
The company's earnings call presentation highlights divergent trends across its business segments.
Zulfugar Karimov
Updates
Lennox International Inc. lowered its full-year adjusted EPS guidance to $23-$24 and refined its capital expenditure guidance downward to $225 million from $250 million. The company also reduced its productivity expectations from $75 million to $60 million as engineering resources were diverted to tariff mitigation efforts. Additionally, management attributed a 12% decline in residential unit volume to a strategic decision to exit low-margin new construction business and expects a residential demand recovery in 2027 rather than late 2026.
