Lennox International Inc. (LII)

Lennox International Inc.’s fiscal second quarter of 2026, reported July 29, paired a 0.7% EPS beat with a revenue miss: EPS of $7.72 topped the $7.67 estimate, while revenue of roughly $1.6 billion came in below the $1.56 billion consensus, about -1%. Revenue rose 3% from about $1.5 billion a year ago, while operating income came to about $355 million and gross margin held near 35% with operating margin around 23%. Net income was about $269 million, down 3.1% from $277.6 million a year earlier, and EPS of $7.72 was down 1.3% from $7.82. Operating cash flow was about $172 million, Lennox repurchased about $133 million of stock and paid about $45 million in dividends, and consensus for the next period calls for EPS of $7.94 on revenue of $1.59 billion.