LIILennox International
The financials
Lennox International by the numbers
Lennox International (LII) reported revenue of $1.57B in Q3 2026 (quarter ended Sep 30, 2026), up 10% from the same quarter a year earlier. That came with a gross margin of 32% and net income of $221M (14% of revenue). For the full year FY2025, revenue was $5.20B (−2.7% year on year) and net income $806M. Its largest segment in Q2 2026 (quarter ended Jun 30, 2026) was Residential Heating And Cooling at $936M, 61% of the disclosed total, well ahead of Commercial Heating And Cooling at 39%. The next results filing is expected around Jan 27, 2027, the same week as a year ago.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $1.57B | $1.43B | +10% |
| Gross profit | $497M | $487M | +2.1% |
| Operating income | $312M | $329M | −5.1% |
| Net income | $221M | $260M | −15% |
| Diluted EPS | $6.41 | $7.38 | −13% |
| Operating | Revenue | Share |
|---|---|---|
| Residential Heating And Cooling | $936M | 61% |
| Commercial Heating And Cooling | $610M | 39% |
Over its last three fiscal years Lennox International booked income tax of 19.3% of its pretax profit, below the 21.3% median for US companies in our tax study.
Business segments
Revenue split by operating segment, from SEC XBRL filings.
- Residential Heating And Cooling$935.6M$935.6Mvs last quarter +44%vs a year ago -7.3%+44%-7.3%
- Commercial Heating And Cooling$609.7M$609.7Mvs last quarter +26%vs a year ago +24%+26%+24%
Building Products & Equipment
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