Lennox International Inc

Lennox International Inc

LII

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Market Cap$18.53B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Lennox International IncLennox International Inc23.70.98%65%3.51.7

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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$586.40

Target Price by Analysts

12% upsideLennox International Target Price DetailsTarget Price
$343.12

Current Fair Value

34.5% downside

Overvalued by 34.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$18.53 Billion
Enterprise Value$20.50 Billion
Dividend Yield$5.20 (0.98%)
Earnings per Share$22.31
Beta1.19
Outstanding Shares34,800,000

Return

Return on Equity64.51%ROE
Return on Assets18.24%
Return on Invested Capital34.22%

Valuation & Multiples

P/E Ratio23.66P/E Ratio
PEG-918.18PEG
Price to Sales3.47Price to Sales
Price to Book Ratio15.4Price to Book Ratio
Enterprise Value to Revenue3.9
Enterprise Value to EBIT19.97
Enterprise Value to Net Income26
Total Debt to Enterprise0.1
Debt to Equity1.66Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$3.19
Average shareholder expectation
Revenue Estimate
$1.07 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 22, 2026
EPS Estimate
$7.60
Average shareholder expectation
Revenue Estimate
$1.55 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio2.3116▲ 82.46%
Total Calls26,700▲ 73.38%
Total Puts61,720▲ 169.52%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %75.50%▲ 2.33%
Total Invested$12.23B▼ 1.43%
Investors Holding633▼ 29.00%

ESG Score

No data

About Lennox International Inc

CEO: Todd Bluedorn

Relevant Senate Committees

Joint Committee on Taxation

Provides the technical analysis and revenue scoring for energy-related tax credits. Their assessments are critical to the continuation of subsidies that drive Lennox's high-margin product sales.

Finance

Controls tax policy, including energy-efficiency tax credits (e.g., Sections 25C and 45L) that incentivize consumers to purchase Lennox's premium high-efficiency products.

Energy and Natural Resources

The committee oversees the Department of Energy (DOE), which sets federal energy efficiency standards (SEER ratings) for residential and commercial heating and cooling equipment.

Environment and Public Works

This committee oversees the EPA, which regulates the phasedown of hydrofluorocarbons (HFCs) under the AIM Act. These regulations are a primary driver of product redesign and compliance costs for the HVAC industry.