Lennox International
About: Lennox International manufactures and distributes heating, ventilating, air conditioning, and refrigeration products to replacement (75% of sales) and new construction (25% of sales) markets. In fiscal 2024, residential HVAC was 67% of sales and commercial HVAC and Heatcraft refrigeration was 33% of sales. The company goes to market with multiple brands, but Lennox is the company's flagship HVAC brand. The Texas-based company is focused on North America after the sale of its European HVAC and refrigeration businesses in late 2023.
Employees: 14,200
0
Funds holding %
of 7,363 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
63% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 60
25% more funds holding in top 10
Funds holding in top 10: 8 [Q3] → 10 (+2) [Q4]
14% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 207
12% more capital invested
Capital invested by funds: $14.3B [Q3] → $16B (+$1.68B) [Q4]
5.47% more ownership
Funds ownership: 66.76% [Q3] → 72.23% (+5.47%) [Q4]
4% more funds holding
Funds holding: 605 [Q3] → 627 (+22) [Q4]
48% less call options, than puts
Call options by funds: $15.2M | Put options by funds: $29.2M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$565
0%
upside
Avg. target
$641
13%
upside
High target
$750
32%
upside
7 analyst ratings
2 positive
29%
3 neutral
43%
2 negative
29%
Stephens & Co. Tommy Moll 46% 1-year accuracy 11 / 24 met price target | 32%upside $750 | Overweight Reiterated | 7 Mar 2025 |
Barclays Julian Mitchell 42% 1-year accuracy 50 / 120 met price target | 24%upside $702 | Overweight Upgraded | 26 Feb 2025 |
Wells Fargo Joseph O'Dea 44% 1-year accuracy 16 / 36 met price target | 2%upside $580 | Underweight Downgraded | 3 Feb 2025 |
Mizuho Brett Linzey 39% 1-year accuracy 11 / 28 met price target | 10%upside $625 | Neutral Downgraded | 30 Jan 2025 |
RBC Capital Deane Dray 38% 1-year accuracy 21 / 55 met price target | 13%upside $642 | Sector Perform Maintained | 30 Jan 2025 |
Financial journalist opinion
Based on 3 articles about LII published over the past 30 days
Neutral
PRNewsWire
2 weeks ago
Lennox Brings to Market Most Efficient Cold Climate Heat Pump Designed to Operate in Extreme Temperatures
The Lennox SL22KLV Cold Climate Heat Pump delivers precise comfort while reducing environmental impact with low global warming potential (GWP) refrigerant. RICHARDSON, Texas , Feb. 20, 2025 /PRNewswire/ -- Lennox Residential HVAC, a leader in innovative home comfort solutions, announced today the launch of the Dave Lennox Signature® Collection SL22KLV Cold Climate Heat Pump, the most precise and efficient heat pump available.
Neutral
PRNewsWire
3 weeks ago
Lennox EL297V Gas Furnace Wins Prestigious GOOD DESIGN® Award
The EL297V gas furnace, recognized for its innovative design and exceptional value, joins the legacy of award-winning products from Lennox. DALLAS , Feb. 18, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative climate control solutions, proudly announces the Elite Series EL297V Gas Furnace has been honored with a GOOD DESIGN® Award from The Chicago Athenaeum: Museum of Architecture and Design and Metropolitan Arts Press Ltd.
Positive
Market Watch
3 weeks ago
20 stocks of companies that have put up excellent numbers this earnings season, including a surprise
It's a good sign when a company can increase sales rapidly while also maintaining pricing power and improving efficiency.
Neutral
PRNewsWire
1 month ago
Lennox Debuts 'Lennox Powered by Samsung' Mini-Split and VRF Product Lineups
DALLAS , Feb. 4, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leader in climate control solutions for homes and businesses, and Samsung, a global leader in innovative HVAC technology, have united two trusted brands to deliver ductless heating and cooling solutions. As part of this collaboration, the joint venture, Samsung Lennox HVAC North America, has unveiled its first ductless heat pump offerings: the Lennox Powered by Samsung mini-split systems and the Varix™ variable refrigerant flow (VRF) lineup for Lennox customers through the Lennox sales channels.
Positive
Seeking Alpha
1 month ago
Lennox International: Outstanding 2025, But Tough Comps For 2025
Lennox International Inc. reported strong Q4 and full-year results, with significant revenue and EPS growth, but the 2025 guidance led to a nearly 9% stock drop. The company's core revenue is expected to grow by only 2% in 2025, a significant slowdown compared to the 13% growth in FY24. Margin expansion and improved profitability are positive signs, but macroeconomic factors and potential supply chain disruptions pose risks for 2025.
Neutral
Seeking Alpha
1 month ago
Lennox International Inc. (LII) Q4 2024 Earnings Call Transcript
Lennox International Inc. (NYSE:LII ) Q4 2024 Earnings Conference Call January 29, 2025 9:30 AM ET Company Participants Chelsey Pulcheon - IR Alok Maskara - CEO Michael Quenzer - CFO Conference Call Participants Ryan Merkel - William Blair Joe Ritchie - Goldman Sachs Julian Mitchell - Barclays Noah Kaye - Oppenheimer Tommy Moll - Stephens Christopher Snyder - Morgan Stanley Brett Linzey - Mizuho Joseph O'Dea - Wells Fargo Jeffrey Hammond - KeyBanc Nicole DeBlase - Deutsche Bank AG Deane Dray - RBC Capital Markets Nigel Coe - Wolfe Research Damian Karas - UBS Stephen Tusa - JPMorgan Jeff Sprague - Vertical Research Operator Welcome to the Lennox Fourth Quarter and Full Year 2024 Earnings Conference Call. All lines are currently in listen-only mode and there will be a question-and-answer session at the end of the presentation.
Positive
Zacks Investment Research
1 month ago
Lennox (LII) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Lennox (LII) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
Lennox International (LII) Q4 Earnings and Revenues Top Estimates
Lennox International (LII) came out with quarterly earnings of $5.60 per share, beating the Zacks Consensus Estimate of $4.23 per share. This compares to earnings of $3.63 per share a year ago.
Neutral
PRNewsWire
1 month ago
Lennox Reports Fourth Quarter and Full Year 2024 Results; Provides Full Year 2025 Guidance
Q4 Highlights (All comparisons are year-over-year, unless otherwise noted)(Prior-year adjusted results and core revenue exclude European operations that were divested in the 4Q 2023) Revenue $1.3 billion – Core revenue up 22%, including 1% growth from acquisitions GAAP diluted EPS $5.52 – Adjusted diluted EPS up 54% to $5.60 Net cash from operations was $332 million – Free cash flow was $273 million, up 50% 2024 Full Year Highlights (All comparisons are year-over-year, unless otherwise noted) Revenue $5.3 billion – Core revenue up 13%, including 2% growth from acquisitions GAAP diluted EPS $22.54 – Adjusted diluted EPS up 26% to $22.58 Net cash from operations was $946 million – Free cash flow was $785 million, up 61% DALLAS , Jan. 29, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leader in energy-efficient climate-control solutions, today reported fourth quarter financial results with $1.3 billion of revenue, a record $245 million of operating income and $5.52 GAAP diluted earnings per share. Core revenue grew 22% to $1.3 billion.
Positive
Zacks Investment Research
1 month ago
Lennox International (LII) Earnings Expected to Grow: Should You Buy?
Lennox (LII) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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