10-Q quarterly report · filed Jul 23, 2025

Lennox International (LII) Q2 2025 10-Q Quarterly Report

Short answer

Lennox International (LII) filed its Q2 2025 10-Q quarterly report on Jul 23, 2025 for the quarter ended Jun 30, 2025. Quarterly revenue was $1.5B (up 3.4% year over year) with net income of $278M.

Q2 2025 key financials · XBRL

Revenue
$1.5B
+3.4% YoY · +39.9% QoQ
Net income
$278M
+12.9% YoY · +130.8% QoQ
Operating margin
23.6%
Gross margin
34.8%
EPS (diluted)
$7.81
+13.7% YoY · +131.8% QoQ

Source: XBRL data from the Lennox International (LII) Q2 2025 10-Q on SEC EDGAR. USD.

Lennox International Q2 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Risk Factors

  • New regulatory risk from "One Big Beautiful Bill Act" signed July 4, 2025; company evaluating tax and regulatory impacts
  • Most material update: inflationary impacts including tariffs increased product costs by ~$17M in Q2, reducing gross margin by 230 bps
  • Legal risk: $3.9M environmental liabilities and special litigation charges YTD June 2025, down from $4.7M prior year
  • Operational risk: 8%-9% decrease in sales volumes in Q2 2025 despite 11%-12% price/mix increase, affecting near-term revenue growth
  • Financial risk: Senior unsecured notes of $300M mature August 1, 2025; liquidity includes $49.2M cash and $969M credit availability

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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