For the quarter ended September 2026, Lennox International (LII) reported revenue of $1.57 billion, up 10.2% over the same period last year. EPS came in at $6.84, compared to $6.98 in the year-ago quarter.
The reported revenue represents a surprise of +1.77% over the Zacks Consensus Estimate of $1.55 billion. With the consensus EPS estimate being $7.18, the EPS surprise was -4.74%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lennox performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Net Sales- Building Climate Solutions: $635.3 million versus $608.95 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +23.6% change.
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Net Sales- Home Comfort Solutions: $937.2 million compared to the $935.7 million average estimate based on four analysts. The reported number represents a change of +2.7% year over year.
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Segment Profit (loss)- Corporate and other: $-18.9 million compared to the $-28.35 million average estimate based on two analysts.
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Segment Profit (loss)- Building Climate Solutions: $166.5 million compared to the $163.32 million average estimate based on two analysts.
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Segment Profit (loss)- Home Comfort Solutions: $175.7 million versus $192.08 million estimated by two analysts on average.
View all Key Company Metrics for Lennox here>>>
Shares of Lennox have returned +3.3% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Lennox International, Inc. (LII) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).

