Lennox (LII) Q1 FY26 earnings call

Lennox delivered a mixed first quarter, with overall revenue growth driven by strong performance in Building Climate Solutions, while Home Comfort Solutions showed signs of stabilization. The company is navigating increased cost inflation and new tariffs through pricing actions and productivity initiatives, reaffirming its full-year adjusted EPS guidance. Management highlighted ongoing product innovation and strategic acquisitions as key differentiators, with a focus on inventory normalization and operational efficiency.