Lennox International Inc
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+ FollowMarket Cap$11.77B
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Earnings Call Q2 2025
July 23, 2025 - AI Summary
Strong Q2 Financial Performance: Lennox reported a 3% increase in revenue for Q2 with adjusted earnings per share of $7.82, and a segment margin reaching a record 23.6% (up 170 basis points YOY). Operating cash flow for the quarter was $87 million, indicating strong financial health amid external challenges.
Raised Full-Year Guidance: The company has increased its full-year earnings per share guidance to a range of $23.25 to $24.25, up from $22.25 to $23.50, reflecting improved performance and expectations. Revenue growth is projected at approximately 3%, an increase from the previous guidance of 2%. This indicates confidence in the company's ability to navigate challenges ahead.
Challenges in the Market: Despite the overall positive results, the company faces challenges including softness in new construction demand, refrigerant canister shortages, inflationary pressures, and a potential recession impacting consumer behavior. Sales volumes in the Home Comfort Solutions (HCS) segment are expected to decline by 8% in the second half, indicating softness in the market.
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$338.90
5.6% downside
Current Fair Value
5.6% downsideOvervalued by 5.6% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $11.77 Billion |
|---|---|
| Enterprise Value | $13.77 Billion |
| Annual dividend | $5.32 |
| Dividend yield | 1.55% |
| Earnings per Share | $22.31 |
| Beta | 1.16 |
| Outstanding Shares | 34,400,000 |
Return
| Return on Equity | 57.81% |
|---|---|
| Return on Assets | 16.50% |
| Return on Invested Capital | 33.05% |
Valuation & Multiples
| P/E Ratio | 15.91 |
|---|---|
| PEG | -158.95 |
| Price to Sales | 2.27 |
| Price to Book Ratio | 9.7 |
| Enterprise Value to Revenue | 2.53 |
| Enterprise Value to EBIT | 13.41 |
| Enterprise Value to Net Income | 18 |
| Total Debt to Enterprise | 0.15 |
| Debt to Equity | 1.58 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 28, 2026
EPS Estimate
$7.29
Consensus analyst estimateRevenue Estimate
$1.57 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 27, 2027
EPS Estimate
$3.92
Consensus analyst estimateRevenue Estimate
$1.25 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 82.95% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.82%▼ 75.26% |
|---|---|
| Total Invested | $350.65M▼ 97.74% |
| Investors Holding | 185▼ 485.00% |
About Lennox International Inc
CEO: Todd Bluedorn
