Business
Lennox Reports Fourth Quarter and Full Year 2025 Results; Provides Full Year 2026 Guidance
Lennox (NYSE: LII), a leader in energy-efficient climate-control solutions, today reported fourth quarter financial results with $1.2 billion of revenue, $196 million of operating income, and $4.07 GAAP diluted earnings per share. Accompanying financial tables reflect the change in accounting method resulting from the transition from LIFO to FIFO accounting.
About this update from Lennox International, Inc.
[{"type":"text","content":"Q4 Highlights(All comparisons are year-over-year, unless otherwise noted)(Reflects change in accounting method from LIFO to FIFO, effective 4Q 2025)","length":150,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Revenue $1.2 billion, down 11%","length":30,"tagName":"p"}]},{"val":[{"type":"text","content":"GAAP Operating Income $196 million – Segment profit down 16% to $212 million","length":76,"tagName":"p"}]},{"val":[{"type":"text","content":"GAAP diluted EPS $4.07 – Adjusted diluted EPS down 22% to $4.45","length":63,"tagName":"p"}]}],"tagName":"ul","bulletedList":true,"length":169,"olType":false},{"type":"text","content":"2025 Full Year Highlights (All comparisons are year-over-year, unless otherwise noted)(Reflects change in accounting method from LIFO to FIFO, effective 4Q 2025)","length":163,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Revenue $5.2 billion, down 3%","length":29,"tagName":"p"}]},{"val":[{"type":"text","content":"GAAP Operating Income $1 billion – Segment profit up 2% to $1.1 billion","length":71,"tagName":"p"}]},{"val":[{"type":"text","content":"GAAP diluted EPS $22.79 – Adjusted diluted EPS up 2% to $23.16","length":62,"tagName":"p"}]}],"tagName":"ul","bulletedList":true,"length":162,"olType":false},{"type":"text","content":"DALLAS, Jan. 28, 2026 /PRNewswire/ -- Lennox (NYSE: LII), a leader in energy-efficient climate-control solutions, today reported fourth quarter financial results with $1.2 billion of revenue, $196 million of operating income, and $4.07 GAAP diluted earnings per share. Accompanying financial tables reflect the change in accounting method resulting from the transition from LIFO to FIFO accounting.","length":398,"tagName":"p"},{"type":"text","content":"Revenue declined 11% to $1.2 billion. Segment profit decreased 16% to $212 million. Segment margin was down 110 basis points to 17.7%. Adjusted diluted earnings per share decreased 22% to $4.45.","length":194,"tagName":"p"},{"type":"text","content":""We are pleased with our performance in 2025 given industry headwinds. For the first time in its history, Lennox delivered annual margins over 20%, a particularly meaningful accomplishment driven by our cost reduction actions and mix benefits," said CEO, Alok Maskara. "This is a direct reflection of the hard work and dedication o...