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Lennox International(LII) - 2025 Q3 - Earnings Call Presentation

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]