| LII |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$7.68 vs. cons $7.55 |
MEDIUM |
| LII |
Report |
Revenue |
BEAT |
pred ~$1.56B vs. cons $1.53B |
MEDIUM |
| LII |
Report |
Home Comfort Solutions segment margin |
MISS |
pred ~22.8% vs. cons 23.4% |
MEDIUM |
| LII |
Guide |
FY26 adjusted EPS midpoint |
UNCHANGED |
guide ~$24.25 vs. cons $24.30 (FY26) |
HIGH |
| LII |
Guide |
FY26 revenue growth |
UNCHANGED |
guide ~8.0% vs. cons 7.8% (FY26) |
MEDIUM |
| LII |
Guide |
FY26 free cash flow midpoint |
UNCHANGED |
guide ~$800M vs. cons $800M (FY26) |
MEDIUM |
| LII |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| LII |
Return |
5-day cumulative residual |
+0.8% (FADE) |
Day-1 residual ~2.5% should reflect an EPS/revenue beat and continued BCS strength versus a ~0.0% guide-change signal; the 5-day residual moderates to ~0.8% as unchanged FY26 EPS/FCF guidance and a ~60-bp HCS-margin miss leave out-period estimates largely unchanged and keep tariff/price-cost execution risk concentrated in 2H26. |
MEDIUM |