Lennox Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • Lennox cut 2026 adjusted EPS guidance to $21-$21.50, citing weaker price realization and a higher expected tax rate.
  • CEO Alok Maskara and CFO Michael Quenzer addressed analysts during the October 28 third-quarter earnings call.
  • Revenue growth guidance fell to approximately 6% from 8%, primarily reflecting a lower contribution from price and mix.
  • Quarterly revenue rose 10.2% to $1.6 billion, while adjusted EPS declined 7% to $6.84 as pricing failed to offset cost pressures.
  • Management plans an early 2027 price increase exceeding the traditional 1%-2% range to recover tariff and inflation costs.


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