Lennox International Inc. Q3 2025 Earnings Recap

LII Q3 2025 October 22, 2025

Get alerts when LII reports next quarter

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.

Earnings Per Share Beat

$6.98 vs $6.82 est.

+2.3% surprise

Revenue Miss

1426800000 vs 1471398594 est.

-3.0% surprise

Market Reaction

1-Day -10.19%

5-Day -8.52%

30-Day -14.12%

See LII alongside your other holdings

Add to your portfolio — free

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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit LII on AllInvestView.