Feed - Buzzberg

13:30
Jul 29 ◎

LII FY2026 Q2 Watch

Lennox International, Inc. (LII) FY2026 Q2 Earnings Call

005930.KS ARIS.MI OC JCI CARR ▾

Alok Maskara

Samsung partnership is part of Lennox's strategy to broaden offerings and strengthen its competitive positioning in HVAC.

"we are leaning into initiatives that strengthen our long-term competitive position, including distribution network optimization and partnerships like Samsung and Ariston"

005930.KS WATCH

Alok Maskara

Ariston partnership is part of Lennox's strategy to broaden offerings and strengthen its competitive positioning in HVAC.

"we are leaning into initiatives that strengthen our long-term competitive position, including distribution network optimization and partnerships like Samsung and Ariston"

ARIS.MI WATCH

Alok Maskara

Lennox is losing significant share in new construction by intentionally walking away from low-margin business, which is a bigger impact than originally anticipated and driving most of the one-step volume decline. — This market share forfeiture in new construction is a strategic decision that pressures near-term volumes for LII, but could create pricing power shifts for competitors in the residential new construction channel.

"It is bigger than what we had originally looked at. That market remains extremely competitive and the margins were there but just not acceptable."

OC WATCH JCI WATCH

Alok Maskara

The emergency replacement market in commercial HVAC is a strong growth area where Lennox is gaining share, indicating competitors are losing out in this high-demand, immediate-replacement segment. — Share gains in the lucrative emergency replacement channel signal a competitive advantage for LII in commercial HVAC and indicate potential share losses for rivals.

"Yes, we have definitely gained share. Within emergency replacement, our core contractor business in commercial, our referential dealers, and working through distribution, all C have gained and we are pleased with the progress there."

CARR WATCH TT WATCH

HIGH

13:30
Apr 29 ◎

LII FY2026 Q1 Watch

Lennox International, Inc. (LII) FY2026 Q1 Earnings Call

LII 005930.KS ▾

Alok Miskara

Guidance is maintained despite higher input costs and tariffs, with price actions and volume recovery expected to offset headwinds in the second half.

"We are reaffirming our full-year adjusted earnings per share guidance range of $23.50 to $25.00."

LII WATCH

Alok Miskara

Samsung ductless JV is gaining momentum, with high-quality products and dealer conversion expected to drive continued upside.

"And we are pleased with the current momentum and feel like there's a lot more upside as we take this forward. especially as we look at everybody's impacted the same way from Taryn."

005930.KS WATCH

HIGH

14:30
Jan 28 ◎

LII FY2025 Q4 Watch

Lennox International, Inc. (LII) FY2025 Q4 Earnings Call

LII ▾

Alok Miskara

Guidance implies a return to revenue growth (6-7%) but with organic volumes down low single digits for the year. The tone is cautiously optimistic, reflecting stabilizing end markets and normalized channel inventories but with headwinds expected in H1 before growth in H2.

"We are cautiously optimistic for 2026 as we expect to return to revenue growth and build on our momentum to deliver our fourth consecutive year of EBIT margin expansion."

LII WATCH

HIGH

Feed — Buzzberg