Lennox (LII) Q2 2025 Earnings Call Transcript

Image source: The Motley Fool.Need a quote from one of our analysts? Email pr@fool.comLennox International (NYSE:LII) management signaled successful execution in navigating the R454B refrigerant transition, reporting that about 90% of refrigerant-based product sales used R454B in Q2 FY2025. Channel inventories are moving toward more typical levels, with some normalization still expected in the third quarter. The joint ventures with Samsung and Ariston are positioned as key portfolio growth levers, with clear timelines for meaningful impact—Samsung is expected to contribute to growth in 2026, followed by Ariston in 2027—and strong initial dealer feedback, especially for water heater integration. Distribution investment efforts, including expanding emergency replacement inventory and piloting commercial offerings in residential stores, are broadening market reach and enhancing service responsiveness.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool