Lennox International Inc.

Lennox International Inc. ( LII ) Q3 2026 Earnings Call October 28, 2026 9:30 AM EDT Company Participants Chelsey Pulcheon - Director of Investor Relations Alok Maskara - CEO, President & Director Michael Quenzer - Executive VP & CFO Conference Call Participants Jeffrey Hammond - KeyBanc Capital Markets Inc., Research Division Ryan Merkel - William Blair & Company L.L.C., Research Division Noah Kaye - Oppenheimer & Co. Inc., Research Division Thomas Moll - Stephens Inc., Research Division Nigel Coe - Wolfe Research, LLC Stephen Volkmann - Jefferies LLC, Research Division Luke McCollester - Goldman Sachs Group, Inc., Research Division Joseph O'Dea - Vertical Research Partners, LLC Amit Mehrotra - UBS Investment Bank, Research Division Charles Stephen Tusa Nicole DeBlase - Deutsche Bank AG, Research Division Tobenna Okwara - Morgan Stanley, Research Division Presentation Operator Welcome to the Lennox 2026 Third Quarter Earnings Call.

Lennox International NYSE: LII reported third-quarter revenue growth of 10.2% to $1.6 billion, supported by commercial-equipment demand, acquisitions and improving residential sales volumes. However, total segment profit declined about 2% to $323 million and adjusted earnings per share fell 7% to $6.84 as competitive pricing conditions and higher tariff-related costs weighed on margins.

Although the revenue and EPS for Lennox (LII) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Lennox International (LII) came out with quarterly earnings of $6.84 per share, missing the Zacks Consensus Estimate of $7.18 per share. This compares to earnings of $6.98 per share a year ago.