Lennox International, Inc. (LII) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the Linux 2026 second quarter earnings call. All lines are in a listen-only mode, and there will be a question and answer session at the end of the presentation. You may enter the queue to ask a question by pressing star 1 on your phone. To exit the queue, press star 2. As a reminder, this call is being recorded. I will now turn the call over to Chelsey Pulcheon from Linux Investor Relations. Chelsey, please go ahead. Thank you, Madison. Good morning, everyone. Thank you for joining us as we share our 2026 second quarter results. Joining me today is CEO Alok Maskara and CFO Michael Quenzer. Each will share their prepared remarks before we move to the Q&A session. According to slide two, a reminder that during today's call, we will be making certain forward-looking statements which are subject to numerous risks and uncertainties as outlined on this page. Thank you for joining us today. Please turn to slide 3 as I turn the call over to our CEO, Alok Maskara. Thank you, Chelsey. Good morning, everyone, and thank you for joining us today. Please turn to slide 3. The second quarter demonstrated the strength of our direct-to-dealer business model, our dedicated talent, and productive actions taken to manage the current operating environment. I want to thank our employees for improving our customer experience through enhanced digital and distribution capabilities I also want to thank our customers and channel partners for navigating a dynamic market environment alongside us. Lenox delivered a solid second quarter. Revenue increased 3% to $1.5 billion, total segment profit increased 2% to $355 million, and adjusted earnings per share were flat at $7.72. Within Home Comfort Solutions, year-over-year quarterly performance improves sequentially, though the pace of en...