The earnings call outlined solid financial performance with revenue and margin growth, strategic partnerships, and raised guidance. However, challenges such as softness in new construction, refrigerant canister shortages, and inflationary pressures were noted. Overall, the positive aspects slightly outweighed the negative challenges.

Company Guidance -

Q3 2025

During the Lennox second-quarter earnings call for fiscal year 2025, the company reported a 3% increase in revenue and a record segment margin of 23.6%, up 170 basis points. Operating cash flow totaled $87 million, while adjusted earnings per share reached $7.82. Despite challenges such as new construction demand softness, refrigerant shortages, and inflationary pressures, Lennox raised its full-year outlook, anticipating adjusted EPS between $23.25 and $24.25 and revenue growth of approximately 3%. The transition to low GWP R-454B products was highlighted, with approximately 90% of refrigerant-based sales now using R-454B. The company also discussed strategic joint ventures with Samsung and Ariston aimed at portfolio expansion and future growth, with expectations for meaningful contributions from Samsung and Ariston starting in 2026 and 2027, respectively.

Revenue and Margin Growth

Revenue grew by 3% and segment margin reached a record 23.6%, with an increase of 170 basis points. Adjusted earnings per share in the second quarter was $7.82.

Home Comfort Solutions Segment Performance

HCS achieved a 3% revenue increase despite volume softness, with a 12% rise in pricing and favorable product mix.

Building Climate Solutions Segment Rebound

BCS revenue increased by 5%, supported by an 8% favorable product mix and pricing benefit, despite volume declines.

Joint Ventures and Strategic Partnerships

Joint ventures with Samsung and Ariston are expected to contribute to growth in 2026 and 2027, enhancing product offerings and customer experience.

Capital Deployment and Share Repurchase

Repurchased $300 million in shares year-to-date and received authorization for an additional $1 billion in future share repurchases.

Raised Full-Year Guidance

Full-year EPS guidance increased to $23.25 to $24.25 from $22.25 to $23.50, and revenue growth guidance raised to 3% from 2%.

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

Daily Earnings Calendar >

LII Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	7.34 / -	6.68	―	―	―
Jul 23, 2025	2025 (Q2)	6.86 / 7.82	6.83	14.49% (+0.99)
Apr 23, 2025	2025 (Q1)	3.28 / 3.37	3.47	-2.88% (-0.10)
Jan 29, 2025	2024 (Q4)	4.26 / 5.60	3.63	54.27% (+1.97)
Oct 23, 2024	2024 (Q3)	6.02 / 6.68	5.37	24.39% (+1.31)
Jul 24, 2024	2024 (Q2)	6.58 / 6.83	6.15	11.06% (+0.68)
Apr 24, 2024	2024 (Q1)	3.16 / 3.47	2.83	22.61% (+0.64)
Jan 31, 2024	2023 (Q4)	3.46 / 3.63	2.63	38.02% (+1.00)
Oct 26, 2023	2023 (Q3)	4.75 / 5.37	4.1	30.98% (+1.27)
Jul 27, 2023	2023 (Q2)	5.20 / 6.15	5	23.00% (+1.15)

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
Jul 23, 2025	$619.97	$660.80	+6.59%
Apr 23, 2025	$556.45	$506.50	-8.98%
Jan 29, 2025	$659.65	$601.65	-8.79%
Oct 23, 2024	$590.62	$605.90	+2.59%

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 Oct 27, 2025, Before Open (Confirmed).

What is Lennox International (LII) earnings time?

Lennox International (LII) earnings time is at Oct 27, 2025, 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 2025 (Q3) is 7.34.

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