
Lennox International Inc. (LII) Q4 2025 Earnings Call Transcript
Lennox International Inc. (LII) Q4 2025 Earnings Call Transcript
Loading news...

Lennox International Inc. (LII) Q4 2025 Earnings Call Transcript

Quarterly Revenue: Down 11% due to weak residential and commercial end markets.Quarterly Segment Margin: 17.7%, impacted by volume declines and absorption head

While the top- and bottom-line numbers for Lennox (LII) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Lennox International (LII) came out with quarterly earnings of $4.45 per share, missing the Zacks Consensus Estimate of $4.76 per share. This compares to earnings of $5.6 per share a year ago.

Q4 Highlights (All comparisons are year-over-year, unless otherwise noted)(Reflects change in accounting method from LIFO to FIFO, effective 4Q 2025) Revenue $1.2 billion, down 11% GAAP Operating Income $196 million – Segment profit down 16% to $212 million GAAP diluted EPS $4.07 – Adjusted diluted EPS down 22% to $4.45 2025 Full Year Highlights (All comparisons are year-over-year, unless otherwise noted)(Reflects change in accounting method from LIFO to FIFO, effective 4Q 2025) Revenue $5.2 billion, down 3% GAAP Operating Income $1 billion – Segment profit up 2% to $1.1 billion GAAP diluted EPS $22.79 – Adjusted diluted EPS up 2% to $23.16 DALLAS, Jan. 28, 2026 /PRNewswire/ -- Lennox (NYSE: LII), a leader in energy-efficient climate-control solutions, today reported fourth quarter financial results with $1.2 billion of revenue, $196 million of operating income, and $4.07 GAAP diluted earnings per share. Accompanying financial tables reflect the change in accounting method resulting from the transition from LIFO to FIFO accounting.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Lennox (LII), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.

Lennox (LII) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The IoT Breakthrough Awards program recognized the Lennox® L40 Smart Thermostat for its connected features, including geo-fencing, customizable schedules, guided configuration prompts, and system insight tools. DALLAS, Jan. 20, 2026 /PRNewswire/ -- Lennox (NYSE: LII) announced that the Lennox® L40 Smart Thermostat has been selected as the "Smart Thermostat of the Year" in the IoT Breakthrough Awards.

Lennox invests in distribution and digital capabilities to deliver improved product access and instant quotes for commercial customers. DALLAS, Jan. 14, 2026 /PRNewswire/ -- Lennox (NYSE: LII) is investing in its commercial HVAC business to enhance product availability, expand distribution capacity, and elevate the overall customer experience.

DALLAS, Jan. 12, 2026 /PRNewswire/ -- Lennox (NYSE: LII), a leader in energy-efficient climate control solutions, will report fourth quarter and full year 2025 financial results before the market opens on Wednesday, January 28, 2026. The company will also provide guidance for FY 2026.

The fourth quarter earnings season will begin in mid-January. Earnings growth is one of the most reliable signals of future stock price growth.

The new Dave Lennox Signature® Collection SLP99VK Gas Furnace achieves up to 99% efficiency and includes an integrated Refrigerant Detection System (RDS). DALLAS, Jan. 8, 2026 /PRNewswire/ -- Lennox Residential HVAC, a leader in energy-efficient home comfort solutions, announced today the release of the Dave Lennox Signature® SLP99VK Gas Furnace, designed to deliver high-efficiency heating with built-in refrigerant detection capability.

Shares of Lennox International, Inc. (NYSE: LII - Get Free Report) have been assigned an average recommendation of "Hold" from the fifteen ratings firms that are covering the firm, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, nine have issued a hold recommendation and four have issued a buy recommendation

The HVAC industry is facing a painful reality check. After years of robust growth driven by pandemic-era construction booms and infrastructure spending, commercial heating and cooling manufacturers are watching revenues contract and margins compress. The question for investors: which companies are positioned to weather it and emerge stronger when demand returns. We compared three HVAC... HVAC Revenues Are Contracting. We Compared Three Manufacturers to Find the Winner..

The Drucker Institute recognized Lennox for its strong financial results, customer-focused investments, and continued innovation. DALLAS , Dec. 17, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative climate control solutions, has been named to the Drucker Institute Management Top 250 for the third consecutive year.

DALLAS , Dec. 5, 2025 /PRNewswire/ -- The Lennox board of directors (NYSE: LII) approved a quarterly cash dividend of $1.30 per share of common stock, payable January 15, 2026, to stockholders of record as of December 31, 2025. The company also announces that the 2026 Lennox annual meeting of stockholders is scheduled for May 21, 2026, for stockholders of record as of March 26, 2026.

Lennox International Inc. (LII) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript

Feel The Love, sponsored by the LII Lennox Foundation, celebrates 16 years of communityimpact with the donation of HVAC equipment to homeowners and nonprofits in need. DALLAS , Nov. 19, 2025 /PRNewswire/ -- Lennox Residential HVAC donated 402 heating and cooling (HVAC) units to homeowners and nonprofits in need through its Feel The Love program sponsored by the LII Lennox Foundation.

Campbell and CO Investment Adviser LLC acquired a new position in shares of Lennox International, Inc. (NYSE: LII) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 423 shares of the construction company's stock, valued at approximately $242,000. A number of other institutional investors

Lennox International Inc (NYSE:LII) reported upbeat earnings for the third quarter, but lowered its FY25 forecast on Wednesday.