Lennox

Q2 FY2026 EarningsQ2 FY2026 results were mixed relative to consensus: revenue of $1.55B was slightly below the $1.56B expected, while GAAP EPS of $7.72 was largely in-line with the $7.73 consensus mean. Strong 24% growth in Building Climate Solutions (commercial) effectively offset a 7% decline in Home Comfort Solutions (residential). However, management lowered the full-year EPS guidance range to $23.00 - $24.00, down from the previous $23.50 - $25.00, signaling persistent residential market headwinds.