HVAC and Water Systems Q2 Earnings: Trane Beats, AAON and Lennox Diverge

Earnings
โดย Yahoo Finance·US·Read original
Summary · why it matters

In the second quarter, the nine HVAC and water systems companies tracked by StockStory reported revenues that beat analyst consensus estimates by 4.7% as a group, though their shares have since fallen 5.8% on average. Trane Technologies reported revenues of $6.35 billion, up 10.6% year on year, exceeding expectations by 2.3%, and raised its full-year EPS guidance above analyst forecasts; its stock is up 1.3% since reporting. AAON posted the strongest results, with revenues of $627 million, up 101% year on year, beating estimates by 24.6%, yet its shares dropped 20% after the report. Lennox was the weakest, with revenues of $1.55 billion, up 3% year on year, missing expectations by 1%, and its stock fell 24.9%. CSW reported revenues of $350.7 million, up 33%, beating by 2.4%, and Advanced Drainage reported revenues of $1.00 billion, up 20.6%, beating by 2%, though it gave the weakest full-year guidance among peers.

Impact on stocks 5

Climate Adaptation & Water± Mixed · 4 stocks
AAON Inc
AAON
▼ NegativeCapitalrelevance

Revenues beat estimates by 24.6% but shares dropped 20% after the report, likely due to profit-taking or guidance concerns.

Trane Technologies plc
TT
▲ PositiveCapitalrelevance

Revenues beat expectations by 2.3% and raised full-year EPS guidance above forecasts.

Industrials▲ · 1 stocks
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