earnings
confidence high
sentiment neutral
materiality 0.80
Lennox Q4 adj EPS $4.45 (-22% YoY), revenue $1.2B (-11%); guides FY26 adj EPS $23.50-$25.00
LENNOX INTERNATIONAL INC
2025-FY EPS reported
$22.79
revenue$5,195,300,000
- Q4 GAAP diluted EPS $4.07; adjusted diluted EPS $4.45 down 22% YoY; revenue $1.2B down 11%.
- Full year 2025 revenue $5.2B (-3%), adjusted EPS $23.16 (+2%), segment profit margin 20.4% (+90 bps).
- Home Comfort Solutions Q4 revenue -21%, segment margin -220 bps; Building Climate Solutions revenue +8%, margin +50 bps.
- FY 2026 guidance: revenue growth ~6-7% (incl ~4% from acquisitions), adjusted EPS range $23.50-$25.00, FCF $750M-$850M.
- Accounting method changed from LIFO to FIFO effective Q4 2025.
item 2.02item 9.01