Lennox International (LII) reported $1.43 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 4.8%. EPS of $6.98 for the same period compares to $6.68 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.47 billion, representing a surprise of -2.66%. The company delivered an EPS surprise of +4.33%, with the consensus EPS estimate being $6.69.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

Group 1 - Lennox International reported revenue of $1.5 billion for the quarter ended June 2025, reflecting a 3.4% increase year-over-year [1] - The company's EPS was $7.82, up from $6.83 in the same quarter last year, indicating a strong performance [1] - Revenue exceeded the Zacks Consensus Estimate of $1.48 billion by 1.35%, and EPS surpassed the consensus estimate of $6.90 by 13.33% [1] Group 2 - Key metrics indicate that Lennox's shares have returned +8.9% over the past month, outperforming the Zacks S&P 500 composite's +5.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Group 3 - Net Sales for Building Climate Solutions were reported at $491.6 million, exceeding the average estimate of $477 million by analysts, representing a 4.9% year-over-year increase [4] - Net Sales for Home Comfort Solutions matched the estimated $1.01 billion, showing a 2.8% increase compared to the previous year [4] - Segment Profit for Building Climate Solutions was $122.5 million, surpassing the average estimate of $111.22 million, while Home Comfort Solutions reported a profit of $255.2 million against an estimate of $232.77 million [4]

Financial Performance - Revenue increased by 2% year-over-year to $1.1 billion[8] - Segment profit decreased by 7% year-over-year to $156 million[8] - Adjusted earnings per share (EPS) decreased by 3% year-over-year to $3.37[8] - Operating cash flow was negative $36 million, a decrease of $13 million year-over-year[8] Segment Results - Home Comfort Solutions revenue increased by 7% to $721 million, while segment profit increased to $117 million[21, 22] - Building Climate Solutions revenue decreased by 6% to $351 million, and segment profit decreased to $54 million[26, 27] Financial Position - Net debt to adjusted EBITDA ratio decreased to 0.8x[8] - Free cash flow conversion is above 90%[32] - Net Debt was $926.5 million[47] Guidance - The company anticipates approximately 2% revenue growth[39] - The company expects approximately $35 million in interest expenses[39] - The company expects approximately 20% tax rate[39] - The company expects adjusted EPS to be in the range of $22.25 to $23.50[8, 41]