Lennox International Set to Announce Q3 2025 Earnings on October 22

Lennox International (NYSE:LII) is scheduled to announce its financial results for the third quarter of 2025 on October 22, 2025, before the market opens. Analysts anticipate the company will report earnings of $7.26 per share and revenue of $1.535 billion for the quarter. Additionally, Lennox has provided full-year guidance for 2025, projecting earnings between $23.250 and $24.250 per share.

Investors can access the latest information on the upcoming earnings call, which is set for 9:30 AM ET on the same day. In its previous earnings report on July 23, Lennox International exceeded expectations, posting earnings of $7.82 per share, surpassing the consensus estimate of $6.90 by $0.92. Revenue for that quarter reached $1.50 billion, exceeding the forecast of $1.48 billion.

The company also reported a net margin of 15.41% and a remarkable return on equity of 99.81%. Revenue increased by 3.4% year-over-year, compared to $6.83 earnings per share during the same period last year. Analysts predict an average earnings per share of $23 for the current fiscal year, with expectations rising to $26 for the next fiscal year.

Market performance indicates that Lennox International’s stock opened at $523.87 on Monday. The company boasts a market capitalization of $18.40 billion, with a price-to-earnings (P/E) ratio of 22.40 and a beta of 1.10. Its stock has fluctuated between a 12-month low of $500.10 and a high of $689.44, with a 50-day moving average of $554.77 and a 200-day moving average of $568.11.

Analyst Ratings and Price Targets

Recent evaluations from analysts have influenced perceptions of Lennox International. Oppenheimer reduced its price target for the company from $730.00 to $675.00, maintaining an “outperform” rating. Conversely, Wells Fargo upgraded the company’s rating from “underweight” to “equal weight” but lowered its price target from $675.00 to $575.00 in a report released on October 6.

Weiss Ratings reiterated a “buy (b-)” rating on the stock, while Goldman Sachs Group raised its price target from $619.00 to $691.00 with a “buy” recommendation noted in July. Mizuho adjusted their price target downwards from $650.00 to $565.00, indicating a neutral stance.

Overall, five analysts have rated the stock as a buy, five have suggested holding, and three recommended selling. According to MarketBeat.com, Lennox International currently holds an average rating of “Hold” with an average target price of $606.00.

Insider Transactions and Institutional Activity

Recent insider trading activity has also drawn attention. On July 23, Daniel M. Sessa, Executive Vice President, sold 2,782 shares at an average price of $670.04, amounting to a total transaction of approximately $1,864,051.28. Following this sale, Sessa owns 31,574 shares valued at around $21,155,842.96, representing an 8.10% decrease in ownership.

Additionally, Chief Accounting Officer Chris Kosel sold 300 shares at an average price of $591.86 on August 22, resulting in a total transaction of $177,558.00. This transaction reduced Kosel’s stake to 1,282 shares, valued at approximately $758,764.52.

Institutional investors have also been active in the market. MUFG Securities EMEA plc acquired a new position in Lennox International valued at $54,000 during the second quarter. The State of Tennessee Department of Treasury increased its stake by 75.2%, now owning 7,082 shares valued at $4,060,000. Lazard Asset Management LLC and California State Teachers Retirement System also reported significant increases in their holdings.

As of now, institutional investors own approximately 67.07% of Lennox International’s stock.

In summary, as Lennox International prepares to announce its Q3 2025 earnings, stakeholders will be closely monitoring the results, market performance, and analyst evaluations that shape the company’s outlook in the HVAC industry.