Lennox reports 3% second-quarter revenue growth and lowers EPS outlook

Lennox reported second-quarter 2026 revenue of $1.545 billion, up 3% year over year, while GAAP operating income rose 2% to $355 million and diluted EPS was $7.72 versus $7.71 a year earlier. Building Climate Solutions revenue increased 24% to $610 million, offsetting a 7% decline in Home Comfort Solutions revenue to $936 million. Lennox reaffirmed approximately 8% full-year revenue growth and $750 million-$850 million of free cash flow, but lowered its 2026 EPS guidance to $23.00-$24.00 from $23.50-$25.00.