Financial Performance - Revenue decreased by 5% year-over-year to $1.4 billion[8] - Segment profit increased by 2% year-over-year to $310 million[8] - Adjusted EPS increased by 4% year-over-year to $6.98[8] - Operating cash flow was $301 million, a decrease of $151 million year-over-year[8] Segment Results - Home Comfort Solutions revenue decreased by 12% to $913 million[18], and segment profit decreased to $203 million[18] - Building Climate Solutions revenue increased by 10% to $514 million[23], and segment profit increased to $134 million[23] Guidance and Outlook - Full year adjusted EPS guidance is $22.75 - $23.25[8] - 2025 Capital Expenditures are expected to be approximately $150 million[34] - Net Debt to Adjusted EBITDA ratio is 0.8x[8] Strategic Initiatives - The company is focused on ROI-focused investments for growth[32] - Share repurchases year-to-date totaled approximately $350 million[33] - The company acquired Duro Dyne and Supco for approximately $550 million[10]

Core Viewpoint - Lennox International Inc. has lowered its adjusted earnings and revenue growth guidance for the full-year 2025 due to ongoing industry volume pressures and consumer confidence trends [1]. Financial Guidance - For fiscal 2025, the company now projects adjusted earnings in a range of $22.75 to $23.25 per share, reflecting a revenue decline of about 1 percent [1]. - Previously, the company had expected adjusted earnings in a range of $23.25 to $24.25 per share with a revenue growth of about 3 percent [2]. Analyst Expectations - Analysts polled expect the company to report earnings of $23.30 per share on a revenue growth of 0.54 percent, translating to approximately $5.37 billion for the year [3].

Core Insights - Carrier Global Corporation, a leader in intelligent climate and energy solutions, will announce its Q3 2025 earnings on October 28, 2025, and will host a conference call at 7:30 a.m. ET [1][2] Company Overview - Carrier Global Corporation is dedicated to innovations that enhance comfort, safety, and sustainability, focusing on advancements in climate solutions such as temperature control and air quality [3] - The company has a long history, having invented modern air conditioning in 1902, and continues to prioritize customer-centric solutions through its inclusive workforce [3]

Core Insights - Lennox International Inc. (LII) is a leading player in the HVACR solutions market with a market cap of $19.3 billion, offering a variety of climate control products under well-known brands [1] - The company is set to release its fiscal Q3 2025 earnings on October 22, with analysts expecting an EPS of $7.26, reflecting an 8.7% increase from the previous year [2] - For fiscal 2025, LII is projected to achieve an EPS of $23.92, a 5.9% rise from fiscal 2024, with further growth anticipated in fiscal 2026 [3] Financial Performance - In Q2 2025, LII reported a revenue increase of 3% to $1.5 billion and an operating income rise of 11% to $354 million, resulting in an EPS of $7.82, surpassing analyst expectations [5] - Management has raised the full-year 2025 guidance, forecasting a revenue growth of 3% and an adjusted EPS range of $23.25 to $24.25 [6] Stock Performance and Analyst Ratings - LII stock has seen a decline of 6.6% over the past 52 weeks, underperforming compared to the S&P 500 Index's 17.2% return and the Industrial Select Sector SPDR Fund's 14.5% gain [4] - The consensus rating for LII stock is cautious, with an overall "Hold" rating from analysts; the average price target is $652.27, indicating a potential upside of 17.6% [6]

Core Insights - Carrier Global Corporation has been recognized on Fortune's 2025 Change the World list for its positive impact through business strategies [1] Company Overview - Carrier Global Corporation is a global leader in intelligent climate and energy solutions [1]

Company Overview - Carrier has undergone significant transformation over the past few years, focusing on a balanced portfolio and exposure to enduring secular trends [2] - The company is positioned as a market leader in key verticals and geographies globally [2] Financial Performance - Earnings per share (EPS) has grown at a compound annual growth rate (CAGR) of 17% since 2022, with a more than 25% increase in the first half of the current year [3] - Sales in the first half of the year were up in the mid-teens percentage-wise, despite flat volume compared to the previous year [3] Market Challenges - The North American residential market is currently facing challenges, with a noted weakening in demand during June and July [3] - As a result, the company has revised its Q3 volume forecast to a decrease of 15% compared to the previous year, expecting significantly lower volume in Q3 [3]

Core Points - Hudson Technologies, Inc. will host a panel discussion titled "Reclaiming the Future Together™- Power On the Growth of Refrigerant Reclamation" on September 22, 2025, at NASDAQ MarketSite as part of Climate Week NYC 2025 [1][2] - The panel will address the economic benefits of refrigerant reclamation, stakeholder roles in raising awareness, and the environmental impact of refrigerant recovery and reuse [3] - The event will feature industry experts, including Brian F. Coleman, CEO of Hudson Technologies, who emphasizes the importance of responsible refrigerant management [3] Company Overview - Hudson Technologies is a leading provider of sustainable refrigerant products and services, recognized as one of the largest refrigerant reclaimers in the U.S. [6] - The company has invested significantly in advanced separation technology to recover various refrigerants, restoring them to standards for reuse as certified EMERALD Refrigerants™ [6] - Hudson's services include refrigerant management, reclamation, and predictive diagnostic offerings, contributing to carbon offset projects [6] Industry Context - Climate Week NYC 2025 will take place from September 21 to 28, featuring over 600 events aimed at fostering dialogue on climate policy among global leaders [7] - The event is organized by Climate Group in partnership with the United Nations General Assembly, highlighting the importance of collaboration across sectors to address climate challenges [2][7]

Core Insights - Carrier Global Corporation will participate in the 13th Annual Morgan Stanley Laguna Conference on September 10, 2025, with Chairman & CEO David Gitlin and Senior VP & CFO Patrick Goris speaking [1] Company Overview - Carrier Global Corporation is a global leader in intelligent climate and energy solutions, focusing on innovations that enhance comfort, safety, and sustainability [2] - The company has a history of advancements in climate solutions, including temperature control, air quality, and transportation, aimed at improving lives and ensuring the safe transport of essential goods [2] - Since its inception in 1902, Carrier has been committed to enhancing the quality of life and the environment through its inclusive workforce and customer-centric approach [2]

Financial Performance - Q2 2025 net sales were $311.6 million, a decrease of 0.6% year-over-year[6, 22] - Gross profit margin was 26.6%, a decrease of 950 bps year-over-year[6] - Non-GAAP adjusted EBITDA was $46.6 million, with a margin of 14.9%, a decrease of 43.1% year-over-year[6, 22] - Non-GAAP adjusted diluted EPS was $0.22, a decrease of 64.5% year-over-year[6, 22] Segment Performance - AAON Oklahoma net sales declined by 18.0% to $185.1 million, with a gross margin of 27.5%[23, 29] - AAON Coil Products net sales increased by 86.4% to $58.5 million, with a gross margin of 22.0%[23, 32, 33] - BASX net sales increased by 20.4% to $68.0 million, with a gross margin of 27.9%[23, 36, 37] Backlog and Orders - Adjusted backlog was $1.12 billion[6] - AAON-branded backlog increased by 93.4% year-over-year and 22.4% quarter-over-quarter[14] - BASX-branded backlog increased by 58.0% year-over-year to $623.4 million[43] Balance Sheet - The company closed on a new $500.0 million credit facility in Q2[42] - The company repurchased $30.0 million of shares[42] - Expect capital expenditures of approximately $220.0 million in 2025[42] Revised Outlook - The company revised its 2025 sales growth outlook to low-teens[45] - The company revised its 2025 gross margin outlook to 28%-29%[45] - The company revised its 2025 adjusted SG&A as a percentage of sales outlook to 16.5%-17.0%[45]

Core Viewpoint - Lennox International (LII) has shown a recent downtrend, losing 8.3% over the past week, but a hammer chart pattern suggests a potential trend reversal as buying interest may be emerging to counteract selling pressure [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, with reduced selling pressure, suggesting that bulls may be regaining control [2][5]. - A hammer pattern forms when there is a small candle body with a long lower wick, indicating that the stock opened lower, made a new low, but closed near or above the opening price, reflecting buying interest [4][5]. - The effectiveness of the hammer pattern is enhanced when used alongside other bullish indicators, as its strength is dependent on its placement on the chart [6]. Fundamental Analysis - There has been a notable upward trend in earnings estimate revisions for LII, which is a bullish indicator correlated with stock price movements [7]. - The consensus EPS estimate for LII has increased by 5.2% over the last 30 days, indicating strong agreement among analysts regarding the company's potential for better earnings [8]. - LII holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9][10].