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Lennox International (LII)
NYSE:LII
Earnings Data
Report Date
Apr 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.19Last Year’s EPS
3.37Same Quarter Last Year
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced material near-term challenges—sharp destocking-driven volume declines, elevated inventories and tariff/inflation headwinds—with notable execution successes: record full-year margins, modest EPS growth, strong cash generation, active capital deployment, and constructive 2026 guidance. Management emphasized that destocking should largely normalize through Q2 and outlined productivity and investment plans to support second-half recovery.Company Guidance
Record Full-Year Margin
Lennox delivered a record full-year segment margin of 20.4% (first time above 20%), reflecting structural operational improvements and pricing discipline.
Strong EPS Performance
Full-year adjusted EPS was $23.16, up 2% versus prior year ($22.70). Adjusted EPS for the quarter was $4.45. Management noted FIFO adoption increased 2025 EPS (helpful one-time accounting impact highlighted).
Robust Cash Generation and FCF Beat
Free cash flow for 2025 was $640 million (above prior guidance of $550 million). Operating cash flow was $406 million in Q4 and $758 million for the full year. 2026 FCF guidance is $750–$850 million.
Capital Deployment and Balance Sheet Actions
In 2025 the company repurchased $482 million of shares and invested $545 million in bolt-on acquisitions and joint ventures, while maintaining a healthy leverage profile and continuing M&A activity.
Building Climate Solutions (BCS) Strength
BCS delivered revenue growth (Q4 revenue +8%), with recent acquisitions contributing ~7% to revenue. Management expects BCS to grow ~15% in 2026 supported by emergency replacement, national accounts and M&A.
Productivity and Cost Actions
Management delivered more than $75 million of cost productivity in 2025 and expects approximately $75 million of additional savings in 2026 from material, factory, distribution and SG&A initiatives.
2026 Growth and Profitability Guide
Company initiated 2026 guidance calling for total revenue growth of 6%–7%, adjusted EPS of $23.50–$25.00, mid-single-digit price/mix contribution, and continued EBIT margin expansion (roughly +20 bps implied).
Strategic Investments and Product Transition Completion
Since 2022 the company deployed ~$300 million to expand capabilities (distribution, manufacturing, digital/AI). Lennox completed the product transition to meet low-GWP refrigerant requirements and addressed prior canister shortages.
LII Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LII Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $498.80 | $487.49 | -2.27% |
Oct 22, 2025 | $548.99 | $493.07 | -10.19% |
Jul 23, 2025 | $618.42 | $659.15 | +6.59% |
Apr 23, 2025 | $555.06 | $505.24 | -8.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lennox International (LII) report earnings?
Lennox International (LII) is schdueled to report earning on Apr 27, 2026, Before Open (Confirmed).
What is Lennox International (LII) earnings time?
Lennox International (LII) earnings time is at Apr 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LII EPS forecast?
LII EPS forecast for the fiscal quarter 2026 (Q1) is 3.19.