Lennox International Inc. Earnings Recaps
Q3 2025
Oct 22, 2025
Lennox International Inc. reported solid third-quarter results, achieving record adjusted EPS of $6.98 despite a 5% decline in revenue driven by soft market conditions, while maintaining high segment margins.
Key takeaways
- Achieved record segment margin of 21.7%, reflecting operational discipline amidst challenging market dynamics.
- Adjusted EPS increased 4% year-over-year, highlighting strong cost management and pricing strategies.
- Home Comfort Solutions segment faced a 12% revenue decline due to reduced sales volume and industry headwinds, while Building Climate Solutions segment posted 10% revenue growth.
- Recent acquisitions aimed at enhancing the attachment rate for parts and accessories are expected to drive further growth and synergies in 2026.
- Full-year sales outlook revised to a 1% decline, with adjusted EPS projected at $22.75.