The earnings call presented a mix of strong financial performance and strategic progress, offset by challenges such as industry destocking, refrigerant shortages, and softness in new construction demand. Despite these challenges, the company raised its full-year guidance, indicating confidence in its strategic initiatives.

Company Guidance

During the Lennox second quarter earnings call for fiscal year 2025, the company provided updated guidance reflecting strong performance and strategic execution despite challenging market conditions. Lennox reported a 3% revenue growth and a record segment margin of 23.6%, up 170 basis points. The company raised its full-year outlook, expecting adjusted earnings per share to range from $23.25 to $24.25 and revenue growth of approximately 3%. The guidance accounts for anticipated cost inflation of 6%, down from a prior estimate of 9%, due to successful tariff mitigation efforts. The company expects continued margin expansion, with full-year margins projected to increase by 50 basis points. Lennox emphasized its strategic focus on enhancing product offerings through joint ventures, notably with Samsung and Ariston, to drive future growth. The guidance reflects confidence in overcoming headwinds, such as industry destocking and R-454B refrigerant shortages, with the expectation of improved conditions in the second half of the year.

Revenue and Margin Growth

Revenue grew by 3%, and segment margin reached a record 23.6%, an increase of 170 basis points, highlighting the company's strong performance amid challenging conditions.

Successful Product Transition

The transition to R-454B refrigerant products was successful, with about 90% of refrigerant-based product sales containing the new refrigerant, contributing positively to both revenue and profit growth.

Increased Financial Guidance

The company raised its full-year guidance, now expecting adjusted earnings per share between $23.25 and $24.25, and revenue growth of approximately 3%.

Strategic Partnerships

Joint ventures with Samsung and Ariston are expected to enhance the product portfolio and drive growth in future years, with Samsung contributing meaningfully in 2026 and Ariston in 2027.

Improved Factory Productivity

BCS segment showed improved factory productivity for the first time in several quarters, helping to offset inflationary pressures.

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

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LII Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	7.33 / -	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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