The earnings call presented a mixed picture with strong performance in segment margins and record earnings per share, but faced significant challenges with revenue declines and inventory issues. The acquisition strategy appears promising, yet the company had to revise its full-year guidance downwards. Looking ahead, the company is optimistic about 2026, expecting market recovery and growth from acquisitions and product introductions.
Company Guidance
During the Lennox International Inc. third quarter earnings call for 2025, CEO Alok Maskara and CFO Michael P. Quenzer provided guidance amid challenging market conditions. The company experienced a 5% decline in revenue due to soft residential and commercial markets and inventory rebalancing issues, while maintaining a record segment margin of 21.7%. Operating cash flow reached $301 million, with adjusted earnings per share at $6.98, a 4% increase year-over-year. Despite a 12% revenue decline in the Home Comfort Solutions segment, the Building Climate Solutions segment achieved a 10% revenue growth, supported by share gains and strategic initiatives. The company adjusted its full-year outlook to a 1% anticipated sales decline and revised EPS guidance to a range of $22.75 to $23.25. Additionally, Lennox highlighted its recent acquisitions aimed at increasing the attachment rate for parts and accessories and anticipated significant opportunities for growth and cost synergies, contributing to an optimistic outlook for 2026.
Record Segment Margin
Lennox International Inc. achieved a segment margin of 21.7%, a record for the third quarter.
Record Adjusted Earnings Per Share
The adjusted earnings per share reached a third quarter record of $6.98, marking a 4% year-over-year increase.
BCS Segment Performance
Building Climate Solutions (BCS) segment profit margins expanded by 330 basis points, and revenue grew by 10% despite weak end markets.
Successful Acquisition Strategy
The acquisition of Durodyne and Subco, with annual revenues of approximately $225 million, is expected to be accretive in 2026 and offers strong margins and growth trajectory.
Lennox International (LII) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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%
Jan 29, 2025
$658.00
$600.15
-8.79%
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 Feb 03, 2026, Before Open (Confirmed).
What is Lennox International (LII) earnings time?
Lennox International (LII) earnings time is at Feb 03, 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.