On October 22, 2025, Lennox International Inc. (LII) released its third‑quarter 2025 financial results. The company reported revenue of $1.4 billion, a 5 % decline year‑over‑year, and operating income of $310 million, up 2 % from the same period last year. GAAP and adjusted earnings per share were both $6.98, reflecting a 4 % increase in adjusted EPS from the prior quarter.
The Home Comfort Solutions segment generated $913 million in revenue, down 12 % YoY, while the Building Climate Solutions segment posted $514 million, up 10 % YoY. Segment profit totaled $310 million, and the overall segment margin was 21.7 %. Mix and pricing benefits of $118 million offset $30 million of product cost inflation, supporting the margin expansion.
Lennox updated its full‑year 2025 outlook, now expecting a 1 % decline in revenue and adjusted earnings per share in the range of $22.75 to $23.25. The company highlighted the impact of the refrigerant transition and macroeconomic headwinds, noting that the DuroDyne and Supco acquisition strengthens its parts and accessories portfolio. Operating cash flow was $301 million, down from $452 million in the prior quarter, while net capital expenditures were $35 million versus $40 million previously, and $37 million of shares were repurchased during the quarter.
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