image
Industrials - Construction - NYSE - US
$ 524.25
-1.33 %
$ 18.7 B
Market Cap
23.27
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LII stock under the worst case scenario is HIDDEN Compared to the current market price of 524 USD, Lennox International Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LII stock under the base case scenario is HIDDEN Compared to the current market price of 524 USD, Lennox International Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LII stock under the best case scenario is HIDDEN Compared to the current market price of 524 USD, Lennox International Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LII

image
$680.0$680.0$660.0$660.0$640.0$640.0$620.0$620.0$600.0$600.0$580.0$580.0$560.0$560.0$540.0$540.0$520.0$520.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
5.34 B REVENUE
7.21%
1.03 B OPERATING INCOME
30.97%
807 M NET INCOME
36.74%
946 M OPERATING CASH FLOW
28.46%
-174 M INVESTING CASH FLOW
45.45%
-419 M FINANCING CASH FLOW
-3.05%
1.34 B REVENUE
-10.22%
245 M OPERATING INCOME
-19.35%
198 M NET INCOME
-17.28%
332 M OPERATING CASH FLOW
-26.48%
-66.3 M INVESTING CASH FLOW
-30.26%
-91.2 M FINANCING CASH FLOW
56.38%
Balance Sheet Lennox International Inc.
image
Current Assets 1.88 B
Cash & Short-Term Investments 422 M
Receivables 661 M
Other Current Assets 801 M
Non-Current Assets 1.59 B
Long-Term Investments 0
PP&E 1.13 B
Other Non-Current Assets 460 M
12.16 %19.04 %23.07 %32.47 %13.26 %Total Assets$3.5b
Current Liabilities 1.31 B
Accounts Payable 490 M
Short-Term Debt 388 M
Other Current Liabilities 435 M
Non-Current Liabilities 1.31 B
Long-Term Debt 1.1 B
Other Non-Current Liabilities 208 M
18.69 %14.80 %16.61 %41.99 %7.92 %Total Liabilities$2.6b
EFFICIENCY
Earnings Waterfall Lennox International Inc.
image
Revenue 5.34 B
Cost Of Revenue 3.57 B
Gross Profit 1.77 B
Operating Expenses 737 M
Operating Income 1.03 B
Other Expenses 228 M
Net Income 807 M
6b6b5b5b4b4b3b3b2b2b1b1b005b(4b)2b(737m)1b(228m)807mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
33.17% GROSS MARGIN
33.17%
19.37% OPERATING MARGIN
19.37%
15.11% NET MARGIN
15.11%
94.91% ROE
94.91%
23.24% ROA
23.24%
33.00% ROIC
33.00%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Lennox International Inc.
image
800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 807 M
Depreciation & Amortization 95.1 M
Capital Expenditures -164 M
Stock-Based Compensation 28.5 M
Change in Working Capital 42.5 M
Others -65.2 M
Free Cash Flow 782 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Lennox International Inc.
image
Wall Street analysts predict an average 1-year price target for LII of $596 , with forecasts ranging from a low of $510 to a high of $675 .
LII Lowest Price Target Wall Street Target
510 USD -2.72%
LII Average Price Target Wall Street Target
596 USD 13.61%
LII Highest Price Target Wall Street Target
675 USD 28.76%
Price
Max Price Target
Min Price Target
Average Price Target
700700650650600600550550500500450450May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.19% DIVIDEND YIELD
1.15 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
5.005.004.504.504.004.003.503.503.003.002.502.502.002.001.501.501.001.000.500.500.000.000.30.360.430.510.640.770.770.921.061.10.360.430.510.640.770.770.921.061.11.151.150.360.430.510.640.770.770.921.061.11.150.361.380.431.650.511.960.642.430.772.950.773.080.923.531.064.101.14.361.154.551.152015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
Download SVG
Download PNG
Download CSV
5. COMPETITION
slide 2 of 13
6. Ownership
Insider Ownership Lennox International Inc.
image
Sold
0-3 MONTHS
1.17 M USD 2
3-6 MONTHS
2.35 M USD 7
6-9 MONTHS
22.9 M USD 11
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Sarah Martin Joins Lennox as Executive Vice President and President of Home Comfort Solutions Martin to succeed Gary Bedard, who will retire after 26 years of dedicated service DALLAS , March 31, 2025 /PRNewswire/ -- Lennox (NYSE:LII), a leading provider of innovative climate control solutions, today announced the appointment of Sarah Martin to executive vice president and president of Home Comfort Solutions, effective April 28. Martin succeeds Gary Bedard, who will retire from Lennox at the end of April after 26 years of dedicated service with the company. prnewswire.com - 2 weeks ago
Lennox Declares Quarterly Dividend DALLAS , March 21, 2025 /PRNewswire/ -- The Lennox (NYSE: LII) Board of Directors approved a quarterly cash dividend of $1.15 per share of common stock, payable May 15, 2025, to stockholders of record as of April 30, 2025. About Lennox Lennox (NYSE: LII) is a leader in energy-efficient climate-control solutions. prnewswire.com - 4 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. prnewswire.com - 1 month 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. prnewswire.com - 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. prnewswire.com - 2 months 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. seekingalpha.com - 2 months 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. seekingalpha.com - 2 months 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. zacks.com - 2 months 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. zacks.com - 2 months 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. prnewswire.com - 2 months 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. zacks.com - 2 months ago
8. Profile Summary

Lennox International Inc. LII

image
COUNTRY US
INDUSTRY Construction
MARKET CAP $ 18.7 B
Dividend Yield 0.19%
Description Lennox International Inc., together with its subsidiaries, designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. It operates through three segments: Residential Heating & Cooling, Commercial Heating & Cooling, and Refrigeration. The Residential Heating & Cooling segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment and accessories, comfort control products, and replacement parts and supplies for residential replacement and new construction markets. The Commercial Heating & Cooling segment offers unitary heating and air conditioning equipment, applied systems, controls, installation and service of commercial heating and cooling equipment, and variable refrigerant flow commercial products for light commercial markets. The Refrigeration segment offers condensing units, unit coolers, fluid coolers, air cooled condensers, air handlers, and refrigeration rack systems for preserving food and other perishables in supermarkets, convenience stores, restaurants, warehouses, and distribution centers, as well as for data centers, machine tooling, and other cooling applications; and compressor racks and industrial process chillers. The company sells its products and services through direct sales, distributors, and company-owned parts and supplies stores. Lennox International Inc. was founded in 1895 and is headquartered in Richardson, Texas.
Contact 2140 Lake Park Boulevard, Richardson, TX, 75080 https://www.lennoxinternational.com
IPO Date July 29, 1999
Employees 14200
Officers Ms. Jessica Smith Vice President of Worldwide Supply Chain & Logistics Mr. Alok Maskara Chief Executive Officer, President & Director Mr. Joseph F. Nassab Executive Vice President & President of Building Climate Solutions Mr. Prakash Bedapudi Executive Vice President & Chief Technology Officer Ms. Monica M. Brown Executive Vice President, Chief Legal Officer & Corporate Secretary Ms. Mary Ellen Mondi Vice President of Marketing & Communication Mr. Michael P. Quenzer Executive Vice President & Chief Financial Officer Mr. Chris A. Kosel Vice President, Chief Accounting Officer & Controller Mr. Daniel M. Sessa J.D. Executive Vice President & Chief HR Officer