Lennox International Inc (NYSE:LII) Posts Mixed Q3 2025 Results with EPS Beat and Revenue Miss

Lennox International Inc (NYSE:LII) released its third-quarter 2025 financial results, presenting a mixed performance against analyst expectations. The heating, ventilation, and air conditioning specialist reported solid earnings per share but fell short on revenue targets, leading to a nuanced market reaction in pre-market trading.

Q3 2025 Earnings Snapshot

The company's performance relative to Wall Street forecasts for the quarter reveals a clear divergence between top-line and bottom-line results.

• Revenue: Reported $1.43 billion, falling short of the analyst estimate of $1.50 billion.
• Earnings Per Share (EPS): Reported a GAAP diluted EPS of $6.98, slightly exceeding the consensus estimate of $6.92.

Market Reaction and Recent Performance

The immediate market response to the earnings report appears cautiously optimistic, focusing on the earnings beat despite the revenue miss. In pre-market trading, LII shares have advanced by approximately 0.18%. This positive initial movement aligns with the stock's recent trajectory, which has shown modest gains over the past several weeks. The stock has posted a gain of about 3.4% over the last month and a similar 3.4% over the past week, indicating steady investor confidence leading up to the earnings announcement.

Press Release Highlights

The company's press release emphasized its core financial achievements for the third quarter, headlined by $1.4 billion in revenue, $310 million in operating income, and the reported $6.98 in GAAP diluted earnings per share. Lennox reinforced its position as a leader in energy-efficient climate-control solutions. The release did not provide a specific financial outlook for the coming quarters, leaving investors to rely on existing analyst projections for future performance.

Forward-Looking Analyst Estimates

With no formal guidance provided by the company, analyst estimates become the primary benchmark for future expectations. The market will be watching closely to see if Lennox can meet these forecasts in the next reporting period.

• Q4 2025 Revenue Estimate: $1.34 billion
• Full-Year 2025 Revenue Estimate: $5.48 billion
• Full-Year 2025 EPS Estimate: $24.10

Conclusion

Lennox International's third-quarter results paint a picture of a company that is effectively managing its profitability, as evidenced by the earnings per share beat, while facing potential headwinds in sales growth. The market's mildly positive reaction suggests that investors are currently rewarding the earnings strength. The focus now shifts to whether the company can accelerate its revenue growth to align with expectations in the final quarter of the year.

For a detailed breakdown of historical earnings, future estimates, and analyst ratings, you can review the full data here.

Disclaimer: This article is for informational purposes only and is not intended as investment advice. The analysis is based on publicly available data and should not be construed as a recommendation to buy or sell any security. All investment decisions involve risk and should be made based on your own research and financial circumstances.