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13:30
Jul 29 ◎
Alok Maskara CEO, Lennox International, Inc. LII Q2 FY26 call
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.
OC
MED

About OC Analyst Coverage

Buzzberg tracks OC (Owens Corning) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Alok Maskara.