Lennox InternationalLIIEarnings & Financial Report
Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.
LII Q4 FY2025 Key Financial Metrics
Revenue
$1.2B
Gross Profit
$415.2M
Operating Profit
$221.7M
Net Profit
$162.1M
Gross Margin
34.7%
Operating Margin
18.6%
Net Margin
13.6%
YoY Growth
-11.2%
EPS
$4.62
Lennox International Q4 FY2025 Financial Summary
Lennox International reported revenue of $1.2B (down 11.2% YoY) for Q4 FY2025, with a net profit of $162.1M (down 18.0% YoY) (13.6% margin). Cost of goods sold was $779.8M, operating expenses totaled $193.5M.
Key Financial Metrics
| Total Revenue | $1.2B |
|---|---|
| Net Profit | $162.1M |
| Gross Margin | 34.7% |
| Operating Margin | 18.6% |
| Report Period | Q4 FY2025 |
Revenue Breakdown
Lennox International Q4 FY2025 revenue of $1.2B breaks down across 2 segments, led by Residential Heating And Cooling at $699.8M (58.6% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Residential Heating And Cooling | $699.8M | 58.6% |
| Commercial Heating And Cooling | $495.2M | 41.4% |
Lennox International Revenue by Segment — Quarterly Trend
Lennox International revenue by segment across the last 4 reported quarters, showing how each business line (such as Residential Heating And Cooling and Commercial Heating And Cooling) has evolved quarter over quarter.
| Segment | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 |
|---|---|---|---|---|
| Residential Heating And Cooling | $699.8M | $912.9M | $1.0B | $721.4M |
| Commercial Heating And Cooling | $495.2M | $513.9M | $491.6M | $351.2M |
Lennox International Annual Revenue by Year
Lennox International annual revenue history includes year-by-year totals (for example, 2025 revenue was $5.2B).
Lennox International Quarterly Revenue & Net Profit History
Lennox International results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q4 FY2025 | $1.2B | -11.2% | $162.1M | 13.6% |
| Q3 FY2025 | $1.4B | -4.8% | $245.8M | 17.2% |
| Q2 FY2025 | $1.5B | +3.4% | $277.6M | 18.5% |
| Q1 FY2025 | $1.1B | +2.4% | $120.3M | 11.2% |
| Q4 FY2024 | $1.3B | +16.5% | $197.7M | 14.7% |
| Q3 FY2024 | $1.5B | +9.6% | $239.0M | 16.0% |
| Q2 FY2024 | $1.5B | +2.8% | $245.9M | 16.9% |
| Q1 FY2024 | $1.0B | -0.2% | $124.3M | 11.9% |
Income Statement
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.05B | $1.45B | $1.50B | $1.34B | $1.07B | $1.50B | $1.43B | $1.20B |
| YoY Growth | -0.2% | 2.8% | 9.6% | 16.5% | 2.4% | 3.4% | -4.8% | -11.2% |
Balance Sheet
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $2.99B | $3.22B | $3.31B | $3.47B | $3.46B | $3.65B | $3.52B | $4.08B |
| Liabilities | $2.62B | $2.64B | $2.56B | $2.62B | $2.60B | $2.75B | $2.45B | $2.92B |
| Equity | $368.8M | $577.4M | $754.0M | $850.2M | $852.5M | $900.5M | $1.07B | $1.16B |
Cash Flow
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $-22.8M | $184.0M | $452.1M | $332.4M | $-35.8M | $86.8M | $300.7M | $405.9M |