Lennox International (LII) reported $1.43 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 4.8%. EPS of $6.98 for the same period compares to $6.68 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.47 billion, representing a surprise of -2.66%. The company delivered an EPS surprise of +4.33%, with the consensus EPS estimate being $6.69.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lennox performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Building Climate Solutions: $513.9 million versus $488.88 million estimated by 15 analysts on average. Compared to the year-ago quarter, this number represents a +10.4% change.
- Net Sales- Home Comfort Solutions: $912.9 million compared to the $1.02 billion average estimate based on 15 analysts. The reported number represents a change of -11.6% year over year.
- Segment Profit (loss)- Corporate and other: $-26.7 million compared to the $-29.29 million average estimate based on 15 analysts.
- Segment Profit (loss)- Building Climate Solutions: $134 million versus the 15-analyst average estimate of $118.82 million.
- Segment Profit (loss)- Home Comfort Solutions: $202.9 million versus $228.57 million estimated by 15 analysts on average.
View all Key Company Metrics for Lennox here>>>
Shares of Lennox have returned +3.5% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Lennox International, Inc. (LII): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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