← Back to all articles

Articles · Earnings, Guidance Tracker

Lennox International (LII) Q3 2026 Earnings: Guidance Lowered

Q3 2026 (ended Sep 30, 2026): revenue, EPS and full-year guidance from the SEC filing

Published Nov 5, 2026

TL;DR

  • Lennox International lowered its full-year guidance; revenue +10.2% vs a year earlier.

Lennox International's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-28. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.

At a glance

ItemValue
Revenue (GAAP)$1,572 million (+10.2% vs a year earlier)
Diluted EPS (GAAP)$6.41
Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs)$6.84
Full-year guidanceLowered

Guidance

Lennox cut its 2026 adjusted EPS guidance to $21.00–21.50 from $23.00–24.00; revenue growth guidance revised to about 6%, free cash flow $700–750 million.

Why this label: Adjusted EPS guidance $21.00-21.50 'compared to the prior range of $23.00 to $24.00'; revenue growth 'revising' to ~6% with no prior or direction stated.

MetricPeriodNewPrior (as stated in the release)
adjusted EPSFY2026$21.00–21.50$23.00–24.00
revenue growthFY2026approximately 6% (including 5% from completed acquisitions)not stated
free cash flowFY2026$700–750 millionnot stated

From the release

Revenue: "Net sales · $ · 1,572.5 · $ · 1,426.8"

Earnings per share: "GAAP diluted earnings per share were $6.41, and adjusted diluted earnings per share were $6.84, down 7%."

adjusted EPS: "Adjusted earnings per share guidance has been updated to a range of $21.00 to $21.50 compared to the prior range of $23.00 to $24.00."

revenue growth: "For full year 2026, we are revising the revenue growth guidance at approximately 6% growth, including 5% benefit from completed acquisitions."

free cash flow: "Free cash flow guidance updated to $700 million to $750 million."

Quotes are copied from the filing; in table rows, cell borders are shown as “·”.

Key fact: Cut 2026 adjusted EPS guidance to $21.00–$21.50 from $23.00–$24.00.

Source

Lennox International earnings release (SEC filing), accession 0001069202-26-000094, filed 2026-10-28.

Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.

Get the Sunday Recap by email

One email a week. Every issue is published on the site too, so this is only about getting it in your inbox.

Subscribing signs you up for the free YieldTerminal Sunday recap, one email a week. Educational only, not financial advice. Unsubscribe any time.

Educational commentary, not a recommendation to buy or sell anything.