Lennox International (LII) Q2 2025 Earnings Call July 23, 2025 09:30 AM ET Company ParticipantsChelsey Pulcheon - Director - IRAlok Maskara - CEO & DirectorMichael Quenzer - EVP & CFOJeffrey Hammond - Managing DirectorDamian Karas - Executive DirectorRyan Merkel - Co-Group Head–IndustrialsStephen Volkmann - Managing DirectorJeffrey Sprague - Founder & Managing PartnerBrett Linzey - Executive DirectorTommy Moll - Managing DirectorChris Snyder - Executive DirectorDeane Dray - Managing DirectorJoseph O'Dea - M ...

Financial Highlights - Revenue reached $1.5 billion, a 3% year-over-year increase[8] - Segment profit increased by 11% year-over-year, totaling $354 million[8] - Adjusted Earnings Per Share (EPS) rose by 14% to $7.82[8, 16] - Operating cash flow was $87 million, a decrease of $97 million year-over-year[8] - Segment profit margin improved by 170 basis points to 23.6%[8] Segment Performance - Home Comfort Solutions revenue increased by 3% to $1.009 billion, with a segment profit of $255 million[18, 19] - Building Climate Solutions revenue increased by 5% to $492 million, with a segment profit of $123 million[23, 24] Financial Guidance - The company anticipates full-year adjusted EPS between $23.25 and $24.25[8] - The company expects approximately 3% total revenue growth[35] - The company projects free cash flow between $650 million and $800 million[35] Cash Flow and Capital Deployment - The company is targeting a full-year 2025 cash conversion rate of approximately 90%[29] - Capital expenditures for 2025 are estimated to be around $150 million[34] - Share repurchases amounted to approximately $300 million year-to-date[33]