Lennox International (LII) Q2 2025 10-Q Quarterly Report
Filed: Jul 23, 2025Period ending Jun 30, 2025
Industrials
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig EquipSEC EDGAR Lennox International (LII) 10-Q quarterly report for Q2 2025, filed with SEC EDGAR on Jul 23, 2025 for the fiscal period ending Jun 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Lennox International Q2 2025 10-Q Analysis
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
Lennox International Q2 2025 Quarterly FinancialsXBRL
Revenue
$1.5B
▲ +3.4% YoY▲ +39.9% QoQ
Net Income
$278M
▲ +12.9% YoY▲ +130.8% QoQ
Gross Margin
34.8%
▲ +117bp YoY▲ +419bp QoQ
Operating Margin
23.6%
▲ +153bp YoY▲ +908bp QoQ
Net Margin
18.5%
▲ +155bp YoY▲ +728bp QoQ
EPS (Diluted)
$7.81
▲ +13.7% YoY▲ +131.8% QoQ
Operating Cash Flow
$87M
▼ -52.8% YoY▲ +342.5% QoQ
Source: XBRL data from Lennox International Q2 2025 10-Q filing on SEC EDGAR. All figures in USD.
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