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Lennox International (LII) investor relations material
Lennox International Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Achieved record full-year segment margin above 20% for the first time, with adjusted EPS of $23.16, up 2% year-over-year, despite regulatory changes, softer demand, and market headwinds in 2025.
Full year 2025 revenue was $5.2B, down 3% year-over-year, with Q4 revenue at $1.2B, down 11% year-over-year.
Q4 2025 adjusted EPS was $4.45, down 22% year-over-year.
Successfully converted product portfolio to meet new low GWP requirements.
Broad residential market weakness impacted profit, but indicators suggest gradual improvement.
Financial highlights
Full-year segment margin reached 20.4%, up 90 bps year-over-year; Q4 segment margin was 17.7%, down 110 bps year-over-year.
Operating cash flow for 2025 was $758M, down due to higher inventory; free cash flow for 2025 was $640M, exceeding guidance.
Free cash flow conversion for 2025 was 95%, with net debt to adjusted EBITDA at 0.6x by year-end.
Share repurchases totaled $482M in 2025; dividend saw a double-digit increase in May 2025.
Q4 operating income was $196M, down 22% year-over-year, with a 16.4% margin.
Outlook and guidance
2026 revenue growth expected at 6–7%, with organic volumes down low single digits and growth in the second half.
Adjusted EPS guidance for 2026 is $23.50–$25.00.
Free cash flow expected between $750M and $850M in 2026.
2026 CapEx planned at $250M, focused on innovation, digital, and network optimization.
EBIT margin expansion expected for the fourth consecutive year.
What drives HCS inventory normalization by Q2 2026?
What is the purpose of the 2026 capex increase?
Detail the key drivers for 2025's 20% annual margins
Q1 absorption impact on H2 production
How is 2026 strategic CapEx ROI measured?
When does repair vs. replace shift to replacement?
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Next Lennox International earnings date
Q1 202623 Apr, 2026
Lennox International
Next Lennox International earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Lennox International Inc., designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets. The company’s products include air conditioners for residential, light commercial, and heavy-duty applications, heat exchangers for commercial HVAC systems, exhaust fans for residential and light commercial use, hybrid heat pumps for residential and light commercial use, mechanical room ventilation systems for HVAC systems, gas furnaces and boilers for residential heating applications and water heaters. It also offers replacement parts; home heating system services; installation services; installation kits; service agreements; financing programs; financing options; wireless controls software; furniture; thermostat controls that regulate the temperature of air entering or leaving an HVAC unit to provide proportional heating or cooling within individual rooms or zones of a building without manual adjustment. Lennox International Inc. is based in Richardson, Texas.
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