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Lennox International (NYSE:LII) Q4 2025 Earnings call January 28, 2026 09:30 AM ET Company ParticipantsAlok Maskara - CEOAmit Mehrotra - Managing DirectorBrett Linzey - Managing DirectorChelsey Pulcheon - Directot of Investor RelationsChris Snyder - Executive DirectorDeane Dray - Managing DirectorJeff Hammond - Managing DirectorJeff Sprague - Founder and Managing PartnerJoe O'Dea - Managing DirectorJoe Ritchie - Managing DirectorMichael Quenzer - CFONicole DeBlase - Managing DirectorNigel Coe - Managing Dir ...

Lennox International (NYSE:LII) Q4 2025 Earnings call January 28, 2026 09:30 AM ET Company ParticipantsAlok Maskara - CEOAmit Mehrotra - Managing DirectorBrett Linzey - Managing DirectorChelsey Pulcheon - Directot of Investor RelationsChris Snyder - Executive DirectorDeane Dray - Managing DirectorJeff Hammond - Managing DirectorJeff Sprague - Founder and Managing PartnerJoe O'Dea - Managing DirectorJoe Ritchie - Managing DirectorMichael Quenzer - CFONicole DeBlase - Managing DirectorNigel Coe - Managing Dir ...

Lennox International (NYSE:LII) Q4 2025 Earnings call January 28, 2026 09:30 AM ET Speaker15Welcome to the Lennox fourth quarter earnings conference call. All lines are currently in listen-only mode, and there will be a question-and-answer session at the end of the presentation. You may enter the queue to ask a question by pressing star and one on your phone. To exit the queue, press star and two. As a reminder, this call is being recorded. I would now like to turn the call over to Chelsea Polson from Lenno ...

INTEGRITY | RESPECT | EXCELLENCE FOURTH QUARTER 2025 EARNINGS RELEASE JANUARY 28, 2026 FORWARD-LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES The statements in this presentation that are not historical statements, including statements regarding the 2026 full-year outlook and expected consolidated and segment financial results, as well as financial targets for future years, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking state ...

Lennox International (LII) came out with quarterly earnings of $4.45 per share, missing the Zacks Consensus Estimate of $4.76 per share. This compares to earnings of $5.6 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.55%. A quarter ago, it was expected that this manufacturer of furnaces, air conditioners and other products would post earnings of $6.69 per share when it actually produced earnings of $6.98, delivering a sur ...

Financial Performance - Q4 2025 revenue was $1.2 billion, a decline of 11% year-over-year, with operating income at $196 million, down 22%[2][3][8] - Adjusted diluted EPS decreased by 22% to $4.45, compared to $5.72 in the prior-year quarter[9] - For full year 2025, total revenue was $5.2 billion, down 3%, while operating income remained flat at $1 billion[14][15] - The company reported a net income of $806 million for full year 2025, or $22.79 per share, compared to $811 million, or $22.66 per share, in the prior-year[17] - Net income for the year ended December 31, 2025, was $805.8 million, slightly down from $811.1 million in 2024[31] - Earnings per share (diluted) for Q4 2025 was $4.07, down from $5.64 in Q4 2024, representing a decrease of 28.0%[31] - Adjusted net income for 2025 was $819.1 million, compared to $812.6 million in 2024[41] Segment Performance - Home Comfort Solutions segment revenue fell 21% to $700 million, with segment profit down 29% to $137 million[11] - Building Climate Solutions segment revenue grew by 8% to $495 million, with segment profit increasing by 11% to $115 million[12] - Home Comfort Solutions segment net sales decreased to $699.8 million in Q4 2025 from $887.4 million in Q4 2024, a decline of 21.2%[33] - Building Climate Solutions segment net sales increased to $495.2 million in Q4 2025 from $457.6 million in Q4 2024, an increase of 8.0%[33] Cash Flow and Liquidity - Operating cash flow for Q4 2025 was $406 million, an increase from $332 million in the prior-year quarter[10] - Net cash provided by operating activities decreased to $757.6 million in 2025 from $945.7 million in 2024[38] - Free cash flow for 2025 was $640.2 million, down from $784.6 million in 2024[42] - Total cash and cash equivalents at the end of the period dropped to $52.7 million from $415.1 million in 2024[38] - Cash and cash equivalents decreased significantly to $34.2 million in 2025 from $415.1 million in 2024, a decline of 91.8%[36] - Commercial paper borrowings increased significantly to $1,368.8 million in 2025 compared to $424.1 million in 2024[38] Assets and Liabilities - Total assets as of December 31, 2025, were $4,081.8 million, up from $3,620.0 million in 2024, reflecting a growth of 12.8%[36] - Total liabilities increased to $2,918.7 million as of December 31, 2025, compared to $2,657.9 million in 2024, an increase of 9.8%[36] Future Projections - Full year 2026 revenue is expected to increase by approximately 6% to 7%, with acquisitions contributing about 4%[22] - Adjusted EPS for 2026 is projected to be in the range of $23.50 to $25.00[23] - Capital expenditures for 2026 are projected to be approximately $250 million[23] Other Financial Metrics - Gross profit for the year ended December 31, 2025, was $1,734.8 million, down from $1,777.5 million in 2024, reflecting a gross margin of 33.4%[31] - Operating income for Q4 2025 was $195.8 million, compared to $250.2 million in Q4 2024, indicating a decline of 21.7%[33] - The company reported restructuring charges of $5.1 million for the three months ended December 2025[41] - The company incurred acquisition costs of $8.9 million in 2025[41] - Depreciation and amortization expenses rose to $112.5 million in 2025 from $95.1 million in 2024[38] - Interest paid increased to $46.5 million in 2025 from $45.2 million in 2024[38]

Core Insights - Lennox reported a decline in revenue and adjusted earnings per share for Q4 2025, with revenue at $1.2 billion, down 11%, and adjusted diluted EPS at $4.45, down 22% year-over-year [1][2] - The company achieved annual margins over 20% for the first time, attributed to cost reduction actions and favorable product mix [1] - For full year 2026, Lennox anticipates revenue growth of approximately 6% to 7%, with adjusted EPS expected to be in the range of $23.50 to $25.00 [2] Q4 2025 Financial Highlights - Revenue was $1.2 billion, down 11% due to unfavorable sales volumes [1] - GAAP operating income was $196 million, down 22%, with an operating profit margin of 16.4%, down 220 basis points [1] - Segment profit decreased 16% to $212 million, with a segment profit margin of 17.7%, down 110 basis points [1] Full Year 2025 Financial Highlights - Total revenue for 2025 was $5.2 billion, down 3% [2] - GAAP diluted EPS was $22.79, compared to $22.66 in the prior year, showing a slight increase [2] - Operating income remained flat at $1 billion, with a profit margin of 20.0%, up 50 basis points [2] Segment Performance - Home Comfort Solutions segment revenue was $700 million, down 21%, with segment profit down 29% to $137 million [1] - Building Climate Solutions segment revenue grew 8% to $495 million, with segment profit up 11% to $115 million [1] - Corporate expenses were $40 million, down from the prior year [1] Cash Flow and Capital Expenditures - Operating cash flow was $406 million, up from $332 million in the prior year [1] - Net capital expenditures were $29 million, down from $60 million in the prior year [1] - Share repurchases totaled $150 million in Q4 2025 [1] 2026 Guidance - Revenue is expected to increase by approximately 6% to 7%, with growth from completed acquisitions contributing about 4% [2] - Adjusted earnings per share is projected to be between $23.50 and $25.00 [2] - Capital expenditures are estimated at approximately $250 million, with free cash flow expected to be between $750 million and $850 million [2]

In its upcoming report, Lennox International (LII) is predicted by Wall Street analysts to post quarterly earnings of $4.76 per share, reflecting a decline of 15% compared to the same period last year. Revenues are forecasted to be $1.27 billion, representing a year-over-year decrease of 5.6%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections dur ...

Core Insights - The Lennox® L40 Smart Thermostat has been awarded "Smart Thermostat of the Year" at the IoT Breakthrough Awards, highlighting its innovative connected features [1][2]. Product Features - The L40 Smart Thermostat includes Smart Away® geo-fencing, which utilizes a homeowner's smartphone GPS to adjust temperature settings based on their location [3]. - It offers system alerts, maintenance reminders, and remote diagnostics to help identify potential issues promptly [3]. - The thermostat features guided prompts for setup, allowing easy Wi-Fi connection, account creation, and thermostat pairing [4]. - Homeowners can customize schedules, alerts, and utilize the One-Touch Away Mode for preset heating and cooling settings [4]. Integration and Compatibility - The L40 is managed through the Lennox Home app, enabling remote adjustments of temperature settings, schedule management, and system status monitoring [5]. - It supports integration with major smart home platforms, including Samsung SmartThings, Apple HomeKit, Amazon Alexa, and Google Assistant, thanks to built-in Matter compatibility [6]. Company Overview - Lennox (NYSE: LII) is recognized as a leader in energy-efficient climate-control solutions, focusing on sustainability and creating comfortable environments for both residential and commercial customers [8].