Lennox Q4 revenue falls 11% to $1.2 billion; 2026 adjusted EPS guided $23.50-$25.00
Lennox reported fourth-quarter 2025 revenue of $1.2 billion, down 11%, and adjusted diluted EPS of $4.45, down 22%, with figures reflecting a change from LIFO to FIFO inventory accounting. The company also guided for 2026 revenue growth of about 6% to 7% and adjusted EPS of $23.50 to $25.00, which shareholders can compare with a full-year 2025 adjusted EPS of $23.16.
Key points
- Q4 2025 revenue $1.2 billion, down 11%; segment profit $212 million, down 16%
- Q4 GAAP diluted EPS $4.07 versus $5.64 a year earlier; adjusted diluted EPS $4.45 versus $5.72 restated basis, down 22%
- Full year 2025 adjusted diluted EPS $23.16, up 2%; revenue $5.2 billion, down 3%
- 2026 guidance: revenue up about 6% to 7%, adjusted EPS $23.50 to $25.00, free cash flow $750 million to $850 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 January 28, 2026.
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.