LII Earnings

LII reported its earnings on 2026-04-29, showcasing a revenue of 1.14B against an estimate of 1.07B, resulting in a 6.08% surprise. The EPS was 3.35, surpassing the expected 3.16 by 6.01%. The stock experienced a 4.46% price change on the earnings day and a 3.9% change over the next five days, reflecting market reactions to the results.

Following LII's earnings announcement on 2026-04-29, the stock price moved by 4.46% on the day of the release. Over the subsequent five days, it saw a 3.9% change. Historically, LII's stock price tends to shift by an average of 1.28% in the 10 days leading up to earnings and 2.38% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate LII's annual revenue to reach 1.56B, while the EPS is projected at 7.80. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between LII's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LII's stock price typically moves by 1.28% in the 10 days before its earnings and 2.38% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 7.80 and revenue of 1.56B.

The earnings call reveals strong sales volume growth and margin expansion, with positive sentiment from management regarding price increases and inventory normalization. Despite some cost inflation and headwinds, guidance remains optimistic, especially for the second half. The Q&A section highlights confidence in pricing strategies and positive momentum in initiatives like the Samsung JV. Although there are some uncertainties, the overall tone is positive, suggesting a potential stock price increase in the short term.