Lennox International (LII) Is Down 19.3% After Cutting 2026 EPS Guidance Amid Mixed Demand Trends – Has The Bull Case Changed?
Lennox International's stock (LII) dropped 19.3% after cutting its full-year 2026 EPS guidance to US$23.00–US$24.00, despite reaffirming an 8% revenue growth outlook. This guidance cut, driven by weaker residential demand contrasting with strong commercial performance, raises questions about the company's investment narrative. While the …