LII · Lennox International Inc
$422.01
+3.70 (+0.88%)
At close · Aug 14
Market Cap
$14.65B
Shares
34.80M
Lennox International Inc Earnings Call Transcripts
Every quarterly earnings call for Lennox International Inc (LII) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲17.5%
$1.24B
$141.90M
'22 Q3
22-10-27
▲13.4%
$1.09B
$94.40M
'22 Q4
23-01-31
▲3.6%
$1.05B
$98.00M
'23 Q1
23-04-27
▲3.3%
$1.41B
$217.20M
'23 Q2
23-07-27
▲9.8%
$1.37B
$130.40M
'23 Q3
23-10-26
▲5.6%
$1.15B
$145.60M
'23 Q4
24-01-31
▼0.2%
$1.05B
$124.30M
'24 Q1
24-04-24
▲2.8%
$1.45B
$245.90M
'24 Q2
24-07-24
▲9.6%
$1.50B
$239.00M
'24 Q3
24-10-23
▲16.5%
$1.34B
$201.90M
'24 Q4
25-01-29
▲2.4%
$1.07B
$129.60M
'25 Q1
25-04-23
▲3.4%
$1.50B
$273.90M
'25 Q2
25-07-23
▼4.8%
$1.43B
$259.90M
'25 Q3
25-10-22
▼11.2%
$1.20B
$142.50M
'25 Q4
26-01-28
LATEST
▲5.8%
$1.14B
$117.20M
'26 Q1
26-04-29
Earnings call
FY26 · Q2
2026-07-29
Q2 2026 Lennox Earnings Conference Call
Cautious tone
Commercial/Building Climate Solutions strength
Residential demand weakness
M&A and bolt-on acquisitions
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-03
William Blair 46th Annual Growth Stock Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-29
Lennox International Inc Q1 FY2026 Earnings Call
Balanced tone
Inventory normalization
Tariffs, commodities, and cost inflation
Building Climate Solutions strength
Revenue
$1.14B
▲ 5.8% YoY Diluted EPS
$3.35
▼ 7.7% YoY Gross margin
30.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-28
Lennox International Inc Q4 FY2025 Earnings Call
Balanced tone
2026 outlook and quarterly cadence
Price/cost/mix dynamics
Channel destocking and end-market headwinds
Revenue
$1.20B
▼ 11.2% YoY Diluted EPS
$4.07
Gross margin
32.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-22
Lennox International Inc Q3 FY2025 Earnings Call
Cautious tone
Margin resilience and cost actions
Channel inventory rebalancing and regulatory transition
Refrigerant transition (R-454B) and product launches
Revenue
$1.43B
▼ 4.8% YoY Diluted EPS
$7.38
▲ 10.5% YoY Gross margin
34.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-23
Lennox International Inc Q2 FY2025 Earnings Call
Positive tone
Tariffs and Pricing
R-454B Product Transition
Joint Ventures (Samsung and Ariston)
Revenue
$1.50B
▲ 3.4% YoY Diluted EPS
$7.71
▲ 12.2% YoY Gross margin
34.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-23
Lennox International Inc Q1 FY2025 Earnings Call
Positive tone
Tariffs and trade environment
Building Climate Solutions performance
Guidance and outlook
Revenue
$1.07B
▲ 2.4% YoY Diluted EPS
$3.63
▲ 4.6% YoY Gross margin
31.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-29
Lennox International Inc Q4 FY2024 Earnings Call
Confident tone
Refrigerant Transition (R-410A to R-454B)
2025 Guidance
Building Climate Solutions Segment
Revenue
$1.34B*
▲ 16.5% YoY Gross margin
34.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-23
Lennox International Inc Q3 FY2024 Earnings Call
Confident tone
Refrigerant transition (R-410A to R-454B)
Share gains and competition
Building Climate Solutions and commercial factory
Revenue
$1.50B
▲ 9.6% YoY Diluted EPS
$6.68
▲ 83% YoY Gross margin
32.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-24
Lennox International Inc Q2 FY2024 Earnings Call
Confident tone
Samsung Joint Venture / Heat Pumps
Home Comfort Solutions / Destocking
Saltillo Factory Ramp-Up
Revenue
$1.45B
▲ 2.8% YoY Diluted EPS
$6.87
▲ 12.6% YoY Gross margin
33.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-24
Lennox International Inc Q1 FY2024 Earnings Call
Confident tone
Low GWP Refrigerant Transition
Capacity and Demand
Building Climate Solutions / Commercial
Revenue
$1.05B
▼ 0.2% YoY Diluted EPS
$3.47
▲ 26.2% YoY Gross margin
32.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-31
Lennox International Inc Q4 FY2023 Earnings Call
Confident tone
R454B refrigerant transition
Pricing actions and realization
Residential destocking and consumer demand
Revenue
$1.15B*
▲ 5.6% YoY Gross margin
30.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Lennox International Inc Q3 FY2023 Earnings Call
Revenue
$1.37B
▲ 9.8% YoY Diluted EPS
$3.65
▼ 8.5% YoY Gross margin
31.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Lennox International Inc Q2 FY2023 Earnings Call
Revenue
$1.41B
▲ 3.3% YoY Diluted EPS
$6.10
▲ 23% YoY Gross margin
32.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Lennox International Inc Q1 FY2023 Earnings Call
Revenue
$1.05B
▲ 3.6% YoY Diluted EPS
$2.75
▲ 20.1% YoY Gross margin
29.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-31
Lennox International Inc Q4 FY2022 Earnings Call
Revenue
$1.09B
▲ 13.4% YoY Gross margin
26.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
Lennox International Inc Q3 FY2022 Earnings Call
Revenue
$1.24B
▲ 17.5% YoY Diluted EPS
$3.99
▲ 17% YoY Gross margin
26.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Lennox International Inc Q2 FY2022 Earnings Call
Revenue
$1.37B
▲ 10.3% YoY Diluted EPS
$4.96
▲ 10% YoY Gross margin
29.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-25
Lennox International Inc Q1 FY2022 Earnings Call
Revenue
$1.01B
▲ 8.9% YoY Diluted EPS
$2.29
▲ 4.1% YoY Gross margin
26.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-01
Lennox International Inc Q4 FY2021 Earnings Call
Revenue
$964.80M
▲ 5.6% YoY Gross margin
26.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-25
Lennox International Inc Q3 FY2021 Earnings Call
Revenue
$1.06B
▲ 0.5% YoY Diluted EPS
$3.41
▼ 0.3% YoY Gross margin
27.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-26
Lennox International Inc Q2 FY2021 Earnings Call
Revenue
$1.24B
▲ 31.6% YoY Diluted EPS
$4.51
▲ 73.5% YoY Gross margin
30.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-26
Lennox International Inc Q1 FY2021 Earnings Call
Revenue
$930.50M
▲ 28.6% YoY Diluted EPS
$2.20
▲ 566.7% YoY Gross margin
27.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-02
Lennox International Inc Q4 FY2020 Earnings Call
Revenue
$914.00M
▲ 3.3% YoY Diluted EPS
$2.89
▼ 1.4% YoY Gross margin
30.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-19
Lennox International Inc Q3 FY2020 Earnings Call
Revenue
$1.05B
▲ 2.1% YoY Diluted EPS
$3.42
▲ 16.3% YoY Gross margin
30.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-20
Lennox International Inc Q2 FY2020 Earnings Call
Revenue
$941.30M
▼ 14.4% YoY Diluted EPS
$2.60
▼ 7.1% YoY Gross margin
29.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-20
Lennox International Inc Q1 FY2020 Earnings Call
Revenue
$723.80M
▼ 8.4% YoY Diluted EPS
$0.33
▼ 80.9% YoY Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-04
Lennox International Inc Q4 FY2019 Earnings Call
Revenue
$885.00M
▲ 4.9% YoY Diluted EPS
$2.93
▲ 56.7% YoY Gross margin
28.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1069202
CUSIP
526107107
13F (30d)
623 filings
592 filers
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