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 7,425 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
67% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 60
25% more funds holding in top 10
Funds holding in top 10: 8 [Q3] → 10 (+2) [Q4]
15% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 207
13% more capital invested
Capital invested by funds: $14.2B [Q3] → $16B (+$1.82B) [Q4]
6.12% more ownership
Funds ownership: 66.17% [Q3] → 72.29% (+6.12%) [Q4]
4% more funds holding
Funds holding: 605 [Q3] → 632 (+27) [Q4]
48% less call options, than puts
Call options by funds: $15.2M | Put options by funds: $29.2M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$450
21%
downside
Avg. target
$575
2%
upside
High target
$750
32%
upside
8 analyst ratings
2 positive
25%
3 neutral
38%
3 negative
38%
Barclays Julian Mitchell 43% 1-year accuracy 55 / 128 met price target | 23%upside $696 | Overweight Maintained | 24 Apr 2025 |
RBC Capital Deane Dray 44% 1-year accuracy 26 / 59 met price target | 3%upside $582 | Sector Perform Maintained | 24 Apr 2025 |
UBS Damian Karas 41% 1-year accuracy 7 / 17 met price target | 1%upside $570 | Neutral Maintained | 24 Apr 2025 |
Wells Fargo Joseph O'Dea 39% 1-year accuracy 14 / 36 met price target | 12%downside $500 | Underweight Maintained | 24 Apr 2025 |
Baird Timothy Wojs 38% 1-year accuracy 14 / 37 met price target | 6%upside $600 | Neutral Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 10 articles about LII published over the past 30 days
Neutral
PRNewsWire
5 days ago
Lennox Calls on Communities to Nominate Local Heroes for the 2025 Feel The Love® Program
Now through August 31, community members are encouraged to submit nominations for deserving individuals who could benefit from a donated HVAC system. DALLAS , May 1, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative home comfort solutions, announced that nominations are open for its Feel The Love program, sponsored by the LII Lennox Foundation.
Positive
Seeking Alpha
5 days ago
Lennox: Pricing Increases, Market Share Gains, And Easing Margin Headwinds Should Drive Upside
Lennox International Inc. is well-positioned with strong replacement demand in HCS and BCS segments, benefiting from higher-priced low-GWP (R-454B) products despite near-term new construction headwinds. The company's margins faced temporary pressures from tariffs and factory inefficiencies, but are expected to improve with pricing increases and reduced China cost exposure. LII stock trades at a discount to historical averages, with favorable near and long-term growth prospects.
Neutral
Seeking Alpha
1 week ago
Lennox International Inc. (LII) Q1 2025 Earnings Call Transcript
Lennox International Inc. (NYSE:LII ) Q1 2025 Earnings Conference Call April 23, 2025 9:30 AM ET Company Participants Chelsey Pulcheon - IR Alok Maskara - CEO Michael Quenzer - CFO Conference Call Participants Ryan Merkel - William Blair Tommy Moll - Stephens Jeff Hammond - KeyBanc Joe O'Dea - Wells Fargo Joe Ritchie - Goldman Sachs Nigel Coe - Wolfe Research Julian Mitchell - Barclays Jeff Sprague - Vertical Research Noah Kaye - Oppenheimer Chris Snyder - Morgan Stanley Brett Linzey - Mizuho Deane Dray - RBC Capital Markets Nicole DeBlase - Deutsche Bank Steve Tusa - JPMorgan Damian Karas - UBS Operator Welcome to the Lennox First Quarter 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 week ago
Lennox (LII) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Lennox (LII) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 week ago
Lennox International (LII) Q1 Earnings and Revenues Top Estimates
Lennox International (LII) came out with quarterly earnings of $3.37 per share, beating the Zacks Consensus Estimate of $3.25 per share. This compares to earnings of $3.47 per share a year ago.
Neutral
PRNewsWire
1 week ago
Lennox Reports First Quarter Results
Q1 Highlights (All comparisons are year-over-year, unless otherwise noted) Revenue $1.1 billion, up 2% GAAP Operating Income $156 million – Segment profit down 7% to $156 million GAAP diluted EPS $3.37 – Adjusted diluted EPS down 3% to $3.37 Maintaining 2% revenue guidance and narrowing the adjusted EPS range to $22.25-$23.50 DALLAS , April 23, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leader in energy-efficient climate-control solutions, today reported first quarter financial results with $1.1 billion of revenue, $156 million of operating income and $3.37 GAAP diluted earnings per share. Revenue grew 2% to $1.1 billion.
Positive
Zacks Investment Research
2 weeks ago
Will Lennox (LII) Beat Estimates Again in Its Next Earnings Report?
Lennox (LII) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Neutral
PRNewsWire
2 weeks ago
Lennox Invests in the Dallas-Fort Worth Area to Strengthen Customer Experience and Network Optimization
The essential investments will expand customer service and training capabilities and enhance distribution infrastructure. DALLAS , April 17, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leader in the HVAC industry, is making significant investments in its distribution network and customer service and training capabilities in the Dallas—Fort Worth area.
Positive
Zacks Investment Research
2 weeks ago
Lennox International (LII) Expected to Beat Earnings Estimates: 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.
Neutral
PRNewsWire
4 weeks ago
Lennox Schedules First Quarter Results
DALLAS , April 7, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leader in energy-efficient climate control solutions, will report first quarter 2025 financial results before the market opens on Wednesday, Apr 23, 2025. An earnings conference call and webcast are scheduled for the same day at 8:30 a.m.
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