Lennox Q3 revenue falls 5% to $1.4 billion; profit rises 2%, EPS up 4% to $6.98
Lennox reported third-quarter 2025 revenue of $1.4 billion, down 5%, while operating income rose 2% to $310 million and diluted EPS rose 4% to $6.98. The company updated its full-year 2025 guidance to a revenue decline of about 1% and adjusted EPS of $22.75 to $23.25, citing industry volume pressures and consumer confidence. Shareholders face a mixed picture: profit grew on a lower sales base, and the filing does not state the prior EPS guidance range.
Key points
- Q3 revenue was $1.4 billion, down 5%, driven by unfavorable sales volumes; Home Comfort Solutions revenue fell 12% to $913 million.
- Building Climate Solutions revenue rose 10% to $514 million, and segment margin expanded 330 basis points to 26.1%.
- Full-year 2025 adjusted EPS guidance is $22.75 to $23.25; revenue is expected to decline about 1%.
- Free cash flow guidance is approximately $550 million, which the company says reflects temporarily elevated inventory levels; Q3 operating cash flow was $301 million versus $452 million a year earlier.
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 October 22, 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.