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

Net income · Q3 2025
$246M
EX-99 · Oct 22, 2025
Operating income · Q3 2025
$310M
EX-99 · Oct 22, 2025
Adjusted net income · Q3 2025
$246M
EX-99 · Oct 22, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue5%——
Adjusted EPS4%——
Operating income$310 million——
Growthup 2%——
Net income$246 million——
Adjusted net income$246 million——

EX-99 · Oct 22, 2025

Guidance · company-stated

Revenue

“is now anticipated to decrease by approximately 1%”

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.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Net capex$35M

Net capital expenditures were $35 million compared to $40 million in the prior-year quarter.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Filings

32 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Lennox International are held in this edition of the library.

Transcripts

0 documents

No transcripts for Lennox International are held in this edition of the library.

Mentioned by

2 companies

Other 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.

See also the earnings calendar for every tracked company’s next earnings date.