Form 10-Q · Quarterly report
Lennox International 10-Q, filed Jul 29, 2026
- Filed
- CIK
- 0001069202
- Accession no.
- 0001069202-26-000087
Summary
Lennox International reported mixed second-quarter 2026 results, with net sales up 3% to $1,545 million and operating income up $6 million to $355 million, while net income was $269 million and diluted EPS was $7.72. Its Home Comfort Solutions segment posted a 7% sales decline and $30 million lower profit, offset by Building Climate Solutions' 24% sales growth and $35 million higher profit.
Key points
- Net sales rose 3% to $1,545.3 million in Q2 2026; operating income increased $6 million to $355.0 million and net income was $269 million.
- Home Comfort Solutions net sales fell 7% to $935.6 million and segment profit fell $30.2 million, driven by lower sales volumes.
- Building Climate Solutions net sales rose 24% to $609.7 million and segment profit rose $34.7 million on higher volumes, acquisitions, and favorable mix and price.
- The U.S. Supreme Court ruled against IEEPA tariffs in February 2026, while Section 232 tariffs on steel, copper, and aluminum and Section 301 tariffs on covered Chinese HVAC imports remained; the company is evaluating tariff impacts on costs and sourcing.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management's Discussion Business Overview We operate in two reportable business segments of the HVACR industry, Home Comfort Solutions and Building Climate Solutions. For more detailed information regarding our reportable segments, see Note 2 in the Notes to the Consolidated Financial Statements. Our fiscal quarterly periods are comprised of approximately 13 weeks, but the number of days per quarter may vary year-over-year. Our quarterly reporting periods usually end on the Saturday closest to the last day of March, June, and September. Our fourth quarter and fiscal year ends on December 31, regardless of the day of the week on which December 31 falls. …
An excerpt of the text as filed with the SEC, cut for length.
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