Lennox raises 2025 EPS outlook as Q2 revenue rises 3% to $1.5 billion
Lennox reported second-quarter 2025 revenue of $1.5 billion, up 3%, and segment profit of $354 million, up 11%. The company raised its full-year 2025 earnings per share guidance to $23.25 to $24.25 and expects revenue to rise about 3%, which signals stronger expected profitability for shareholders.
Key points
- Q2 GAAP diluted EPS was $7.82, up from $6.87; adjusted diluted EPS rose 14% to $7.82
- Segment profit rose 11% to $354 million, with segment margin up 170 basis points to 23.6%
- Full-year 2025 EPS guidance is now $23.25 to $24.25; capital expenditures remain about $150 million
- Q2 operating cash flow fell to $87 million from $184 million; the company repurchased $210 million of shares in the quarter
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 July 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.