Lennox Q1 revenue up 2% to $1.1 billion, but segment profit falls 7% to $156 million
Lennox reported first-quarter 2025 revenue of $1.1 billion, up 2% year over year, while segment profit fell 7% to $156 million and diluted EPS fell to $3.37 from $3.47. The company narrowed its full-year adjusted EPS guidance to $22.25-$23.50 and kept its revenue growth forecast at about 2%, with management citing tariffs and transition costs for the Building Climate Solutions segment.
Key points
- Revenue $1.1 billion, up 2%; segment profit $156 million, down 7%; segment margin 14.5%, down 140 basis points
- Diluted EPS $3.37 versus $3.47 a year earlier; adjusted diluted EPS also $3.37, down 3%
- Full-year 2025 adjusted EPS guidance narrowed to $22.25-$23.50; revenue still expected to rise about 2%
- Repurchased $85 million of shares in the quarter; net cash used in operating activities was $36 million
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:12 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 23, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.