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LII

Lennox·NYSE
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LII fundamentals

Lennox (LII) released its earnings on Jan 28, 2026: revenue was 1.20B (YoY -11.15%), missed estimates; EPS was 4.45 (YoY -20.54%), missed estimates.
Revenue / YoY
1.20B
-11.15%
EPS / YoY
4.45
-20.54%
Report date
Jan 28, 2026
LII Earnings Call Summary for Q4,2025
  • 2025 Record Performance: 20.4% segment margin (vs 18.8% 2024), $23.16 EPS (+2%)
  • 2026 Growth Outlook: 6-7% revenue growth, $23.5-25 EPS, 20-25% EBIT ROS expansion
  • Strategic Investments: $300M 2022-25 in AI, e-commerce, distribution; $250M 2026 capex
  • Key Drivers:
    • 2026 housing recovery, R-454B adoption, parts & services growth
    • 1-step destocking complete Q1, 2-step Q2
  • Risk Management:
    • 2.5% 2026 inflation, $75M productivity savings
    • 35% decremental margin, 200M+ inventory reduction
  • M&A Momentum: 2025 M&A spend $545M, 2026 pipeline focused on >20% ROIC
EPS
Revenue

Revenue & Expenses

LII has released its 2025 Q4 earnings report, with revenue of 1.20B, reflecting a YoY change of -11.15%, and net profit of 142.50M, showing a YoY change of -29.42%. The Sankey diagram below clearly presents LII's revenue sources and cost distribution.

Key Indicators

Lennox (LII) key financial stats and ratios, covering profitability, financial health, and leverage.
Lennox (LII)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Lennox (LII)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Lennox (LII)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Lennox (LII) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Lennox (LII) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield