Lennox International Stock Price, News & Analysis

Lennox (NYSE: LII) has received multiple accolades in ACHR News' inaugural HVAC All-Star Awards. The company's Xion™ Rooftop Units won in the Commercial Products category, while the Lennox ON AIR podcast secured top honors in the Podcaster/Influencer category.

The Xion™ RTUs feature the Lennox® CORE Lite Controller and app-based diagnostics, offering 24-hour emergency replacement availability. The Lennox ON AIR podcast, launched in 2022, has achieved over 33,000 plays across 80+ episodes. Additionally, the Armstrong Air® & AirEase® Pro Series™ All Climate Heat Pump received an honorable mention in the Residential Products category.

Lennox (NYSE: LII) reported strong Q2 2025 financial results, with revenue increasing 3% to $1.5 billion and operating income rising 11% to $354 million. The company achieved a significant segment margin expansion of 170 basis points to 23.6%, while adjusted diluted EPS grew 14% to $7.82.

The Home Comfort Solutions segment saw 3% revenue growth with a 200 basis point margin expansion, while the Building Climate Solutions segment posted 5% revenue growth. Due to strong performance, Lennox raised its full-year 2025 guidance, now expecting 3% revenue growth and adjusted EPS of $23.25 to $24.25. The company also reported $210 million in share repurchases during the quarter.

Lennox (NYSE: LII), a leader in energy-efficient climate control solutions, has scheduled its second quarter 2025 financial results announcement for Wednesday, July 23, 2025, before market opens.

The company will host an earnings conference call and webcast at 8:30 a.m. Central Time on the same day, featuring CEO Alok Maskara and CFO Michael Quenzer. The call will include a financial results summary, outlook discussion, and Q&A session.

Investors can access the call via phone or webcast at www.investor.lennox.com, with replay available until July 30, 2025.

Lennox has launched the Elite Series EL18KSLV Side Discharge Heat Pump, a space-efficient heating solution designed for compact and zero-lot-line homes. The unit features a narrow cabinet design and variable-capacity operation, achieving efficiency ratings up to 19.00 SEER2 and 10.00 HSPF2. Operating at just 54 decibels, comparable to an electric toothbrush, the heat pump is compatible with Lennox smart thermostats and various smart home platforms. The product qualifies for the Energy Efficient Home Improvement Credit and may be eligible for additional regional incentives. This launch represents Lennox's commitment to providing all-electric solutions for homeowners with space constraints while maintaining high efficiency standards.

Lennox (NYSE: LII) and Ariston Group have formed a joint venture called Ariston Lennox Water Heating North America to launch residential water heaters in the United States and Canada. The partnership combines Lennox's distribution network and customer relationships with Ariston's water heating technology and manufacturing expertise. Ariston USA will own 50.1% of the venture, while Lennox will hold 49.9%.

Starting in 2026, water heater products under Lennox brands will be distributed through Lennox stores, direct-to-dealer network, and distributor channels. Ariston Group will continue serving existing customers under its brands through its USA subsidiary. The joint venture aims to strengthen both companies' market presence and drive innovation in North American residential water heating.

Lennox (NYSE: LII) has appointed Tracy Embree to its board of directors, effective May 22, 2025. Embree, the former President of Otis Americas, brings extensive experience in industrial strategy, emerging technologies, and sustainable solutions. Her background includes leadership roles at Otis Worldwide Corporation, where she managed New Equipment and Service businesses across the Americas, and a 23-year tenure at Cummins Inc., where she served as President of the Distribution Business.

Embree holds a chemical engineering degree from MIT and an MBA from Harvard Business School. She previously served on the Louisiana-Pacific Corporation Board for 10 years until May 2025 and is a founding member of Extraordinary Women on Boards (EWOB).

Lennox (NYSE: LII) has announced two significant shareholder-friendly initiatives. The company's board approved a 13% increase in quarterly dividend from $1.15 to $1.30 per share, payable July 15, 2025, to stockholders of record as of June 30, 2025. Additionally, the board authorized a $1 billion increase to its stock repurchase program, supplementing the approximately $290 million remaining from previous authorizations as of May 12, 2025.

CFO Michael Quenzer stated these moves reflect confidence in the company's performance and ability to generate strong, consistent cash flow. The company maintains its commitment to shareholder returns while preserving flexibility for strategic bolt-on acquisitions and maintaining disciplined leverage.

Lennox (NYSE: LII) has opened nominations for its 2025 Feel The Love program, which donates and installs HVAC systems for community heroes in partnership with its dealer network. The program, sponsored by the LII Lennox Foundation, accepts nominations through August 31, 2025 at FeelTheLove.com. The initiative has shown significant growth, with a 30% increase in dealer participation from 2023 to 2024. Since 2009, the program has installed over 2,700 heating and cooling systems, including 435 installations in the previous year. Selected recipients will receive their installations during Feel The Love Installation week, October 3-12, 2025.

Lennox (NYSE: LII) reported Q1 2025 financial results with revenue of $1.1 billion, up 2% year-over-year. GAAP operating income was $156 million, with segment profit down 7%. GAAP diluted EPS decreased to $3.37, a 3% decline.

The Home Comfort Solutions segment saw 7% revenue growth to $721 million, while Building Climate Solutions revenue decreased 6% to $351 million. The company maintains its 2% revenue guidance for 2025 and narrowed the adjusted EPS range to $22.25-$23.50.

Operating cash flow used was $36 million, with net capital expenditures of $25 million. The company repurchased $85 million in shares during the quarter. Free Cash Flow guidance remains at $650-800 million for 2025.