Inferra AI / Company / LII
Lennox International
LII · Industrials
Last earnings Oct 28, 2026
Key results
Revenuequarter
5%
Revenue declined 5% to $1.4 billion.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Adjusted EPSquarter
4%
Adjusted diluted earnings per share increased 4% to $6.98.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
The Home Comfort Solutions segment revenue declined 12% in the third quarter, reflecting elevated channel destocking and a weak summer selling season.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
The Building Climate Solutions segment delivered 10% revenue growth in the third quarter, despite ongoing weakness in the light commercial industry, as higher manufacturing output and lower lead times supported emergency replacement demand.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
THIRD QUARTER 2025 FINANCIAL HIGHLIGHTS (All comparisons are year-over-year, unless otherwise noted) Revenue $1.4 billion was down 5% driven by unfavorable sales volumes.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Operating incomequarter
$310 million
Operating Income $310 million, up 2%, with operating profit margin of 21.7%, up 150 basis points.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Growthquarter
up 2%
Operating Income $310 million, up 2%, with operating profit margin of 21.7%, up 150 basis points.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Net incomequarter
$246 million
Net Income $246 million, or $6.98 per share, compared to $239 million, or $6.68 per share, in the prior-year quarter.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Adjusted net incomequarter
$246 million
Adjusted Net Income $246 million, or $6.98 per share, compared to $239 million, or $6.68 per share, in the prior-year quarter.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
AI analysis
Q3 2025 · reported Oct 22, 2025
Based on: Earnings release + parent 8-K — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 5% | — | — |
| Adjusted EPS | 4% | — | — |
| Operating income | $310 million | — | — |
| Growth | up 2% | — | — |
| Net income | $246 million | — | — |
| Adjusted net income | $246 million | — | — |
Guidance · company-stated
“is now anticipated to decrease by approximately 1%”
“guidance is now approximately $550 million”
Guidance stated in the release's Business Outlook table for full year 2025; no direction stated — figures as stated in the table.
Capital allocation
Net capital expenditures were $35 million compared to $40 million in the prior-year quarter.
Event summary
Adjusted diluted earnings per share increased 4% to $6.98
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Revenue: “Revenue is now anticipated to decrease by approximately 1%”
Free cash flow: “Free cash flow guidance is now approximately $550 million”
Revenue (“full year 2025”)
“Revenue is now anticipated to decrease by approximately 1%”
Free cash flow (“full year 2025”)
“Free cash flow guidance is now approximately $550 million”
Guidance stated in the release's Business Outlook table for full year 2025; no direction stated — figures as stated in the table.
Capital allocation
Net capital expenditures were $35 million compared to $40 million in the prior-year quarter.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
This quarter $37 million of shares were repurchased.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Strategy & priorities
During these uncertain times, the Lennox team continues to respond with agility and discipline, delivering margin expansion in both segments, said CEO, Alok Maskara.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Despite these headwinds, segment profit margins expanded by 30 basis points, as cost reduction initiatives and favorable mix price offset the impact of lower volumes and cost inflation.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Segment margins expanded by 330 basis points, as favorable mix, cost control initiatives, and pricing offset inflation.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Risks & headwinds
Recent regulatory transition and ongoing macroeconomic uncertainty continues to weigh on consumer and dealer sentiment, contributing to the shift toward repair over replacement.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Despite these headwinds, segment profit margins expanded by 30 basis points, as cost reduction initiatives and favorable mix price offset the impact of lower volumes and cost inflation.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
These statements are subject to numerous risks and uncertainties that could cause actual results to differ materially from the results expressed or implied by the statements, and investors should not place undue reliance on them.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Risks and uncertainties that could cause actual results to differ materially from such statements include risks that the North American unitary HVAC and refrigeration markets perform worse than current assumptions.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
For information concerning these and other risks and uncertainties, see LII s publicly available filings with the Securities and Exchange Commission.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
The determination of the amounts excluded is a matter of management judgment and depends upon, among other factors, the nature of the underlying expense or income amounts recognized in a given period and the high variability of certain amounts, such as unusual gains and losses, the ultimate outcome of pending litigation, fluctuations in foreign currency exchange rates, changes in environmental liabilities, the impact and timing of potential acquisitions and divestitures, future restructuring costs, and other structural changes or their probable significance.
SEC original ↗Lennox International — Earnings release (8-K exhibit)EX-99Oct 22, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KLII
Oct 28, 2026
- Q2 2026
- 8-KLII
Sep 18, 2026
- 10-QLII
Jul 29, 2026
- 8-KLII
Jul 29, 2026
- Q1 2026
- 8-KLII
May 28, 2026
- 10-QLII
Apr 29, 2026
- 8-KLII
Apr 29, 2026
- Q4 2025
- 10-KLII
Feb 17, 2026
- 8-KLII
Jan 28, 2026
- Q3 2025
- 8-KLII
Dec 5, 2025
- 10-QLII
Oct 22, 2025
- 8-KLII
Oct 22, 2025
- Q2 2025
- 10-QLII
Jul 23, 2025
- 8-KLII
Jul 23, 2025
- Q1 2025
- 8-KLII
May 27, 2025
- 8-KLII
May 14, 2025
- 10-QLII
Apr 23, 2025
- 8-KLII
Apr 23, 2025
- Q4 2024
- 8-KLII
Mar 13, 2025
- 10-KLII
Feb 11, 2025
- 8-KLII
Jan 29, 2025
- Q3 2024
- 8-KLII
Dec 6, 2024
- 10-QLII
Oct 23, 2024
- 8-KLII
Oct 23, 2024
- EX-99LII
Oct 23, 2024
- Q2 2024
- 10-QLII
Jul 24, 2024
- 8-KLII
Jul 24, 2024
- Q1 2024
- 8-KLII
May 23, 2024
- 8-KLII
May 20, 2024
- 10-QLII
Apr 24, 2024
- 8-KLII
Apr 24, 2024
- Q4 2023
- 8-KLII
Mar 18, 2024
Earnings releases
11 documentsPresentations
0 documentsNo presentations for Lennox International are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Lennox International are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Lennox International by name or ticker. A mention is counted once per document, from the document text the library holds.
“Growth Channels ▪ AMH Development (BTR) ▪ Investor-To-Investor Consolidations ➢ Restricts LII MLS Acquisitions Subject to Statutory Exceptions Average Occupied Days 95.2% 1Q26 Average Change in Rent… …Horizontal apartments, townhomes or”
“rchasing. Ms. Heminger also held various supply chain and materials management roles with Lennox International (NYSE: LII), a NYSE publicly traded designer,…”
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