In 2025, Lennox enhanced customer experience across its residential and commercial businesses. The company opened its largest Regional Distribution Center in Edgerton, Kansas, increasing capacity and enabling faster fulfillment of commercial rooftop units, accessories, and VRF equipment. These investments equipped Lennox to deliver more than 90 percent of commercial rooftop units and accessories within one day. Lennox continued to strengthen its digital capabilities with new AI-powered support agents for de ...

Lennox International Inc. (LII), headquartered in Richardson, Texas, designs, manufactures, and markets products for the heating, ventilation, air conditioning, and refrigeration markets. Valued at $17.4 billion by market cap, the company sells its products and services through direct sales, distributors, and company-owned parts and supplies stores. Companies worth $10 billion or more are generally described as “large-cap stocks,” and LII perfectly fits that description, with its market cap exceeding thi ...

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DALLAS, Dec. 5, 2025 /PRNewswire/ -- The Lennox board of directors (NYSE: LII) approved a quarterly cash dividend of $1.30 per share of common stock, payable January 15, 2026, to stockholders of record as of December 31, 2025.The company also announces that the 2026 Lennox annual meeting of stockholders is scheduled for May 21, 2026, for stockholders of record as of March 26, 2026.About Lennox: Lennox (NYSE: LII) is a leader in energy-efficient climate-control solutions. We are committed to sustainability ...

PresentationAll right. Great. We're excited for our next session. We're here with Alok Maskara, the CEO of Lennox. Alok, thanks so much for being here today.I'm sure we have a lot to talk about. But Alok, I think you have -- you want to start with some prepared comments, and then we'll dig in.Alok MaskaraCEO, President & Director Sounds good. Thanks, Joe, for having us over. Good morning, everyone. I have a few slides. I'm going to cover that in less than 10 minutes, so we have plenty of time for Q&A. Agai ...

Summary of Lennox International (NYSE:LII) 2025 Conference Call Company Overview - **Company**: Lennox International - **CEO**: Alok Maskara - **Business Segments**: - BCS (Building Climate Solutions) - Commercial - HCS (Home Comfort Solutions) - Residential - **Performance Shift**: BCS has improved from single-digit Return on Sales (ROS) to higher ROS than HCS [3][4] Key Financial Metrics - **Return on Invested Capital (ROIC)**: Highest in the industry, indicating disciplined capital allocation [4] - **Adjusted Profit Margin**: Increased from approximately 15% to 20% over the past few years [4] Growth Initiatives 1. **Heat Pumps**: - Current sales are less than 20% compared to the industry average of one-third [5] - New product launches expected to drive growth [5] 2. **Emergency Replacement**: - New factory and sales team being established; early signs in 2025 are positive [5] - Seen as a long-term growth contributor [5] 3. **Acquisitions**: - Two small acquisitions aimed at increasing attachment rates, currently in the teens, with a target of 30%-35% [6] - Recent acquisition expected to be accretive to margins and growth [7] 4. **Joint Ventures**: - Samsung JV and Ariston JV expected to contribute to growth in 2026 and 2027 [6] Market Dynamics - **Regulatory Transition**: The company believes the end markets remain attractive despite uncertainties in 2025 [7] - **Margin Resilience**: Margins have grown even in a declining market, with expectations for continued margin growth [8] Inventory and Sales Dynamics - **Inventory Levels**: - Anticipated normalization of inventory levels by Q2 2026 [17] - Current excess inventory expected to convert into cash next year [51] - **Sales Trends**: - Anticipated volume declines in Q4, but underlying demand remains strong [13][14] - Expectation of growth in unit sales in 2026 compared to 2025 [15][16] Competitive Landscape - **Contractor Confidence**: - Issues with canister shortages affected contractor confidence, leading to more repairs than replacements [10][30] - Confidence is expected to return as training improves and canister issues are resolved [31] - **Market Share Dynamics**: - The company does not foresee significant share shifts among competitors due to strong dealer loyalty [46][48] Pricing Strategy - **Price Increases**: - Anticipated price increases due to rising costs of materials and healthcare [27] - Expectation to price above inflation in 2026 [28] Parts Business Opportunity - **Current Parts Revenue**: Just over 10% of total revenue, with a goal to increase to 30% [37] - **Strategic Acquisition**: Duro Dyne Subco acquisition aimed at enhancing parts business efficiency and sales [36][38] Conclusion - **Long-term Outlook**: The company remains confident in the attractiveness of the HVAC industry, with expectations for revenue and margin growth in 2026 [52][53]

Core Insights - Lennox Residential HVAC has donated 402 HVAC units to homeowners and nonprofits through its Feel The Love program, which has been running for 16 years [2][3] - The program has provided over 3,100 HVAC systems since its inception in 2009, benefiting families in financial hardship, illness, and nonprofit organizations [3][4] - The LII Lennox Foundation, established in 2023, sponsors the Feel The Love program and other charitable initiatives [5] Program Details - Installation Week took place from October 3 to 12, with Lennox dealers volunteering across 46 U.S. states and several Canadian provinces [2] - The program aims to provide essential HVAC solutions to community heroes and organizations, enhancing comfort in homes and spaces [4][5] - Participating dealers express that the program allows them to give back to their communities in meaningful ways [4][5] Company Overview - Lennox (NYSE: LII) is recognized as a leader in energy-efficient climate-control solutions, committed to sustainability and creating healthier environments [7] - The company offers a comprehensive range of HVAC products and services, supporting the full lifecycle of customer needs [7]

Core Viewpoint - Lennox International Inc. is considered a profitable manufacturing stock, with Barclays maintaining an "Overweight" rating despite a slight reduction in the 12-month price target from $730 to $700, indicating a cooling in optimism [1][2]. Financial Performance - In Q3 2025, Lennox reported adjusted EPS of $6.98, which exceeded expectations, while revenue decreased by approximately 4.8% year-over-year to $1.43 billion [1]. Market Position and Outlook - Barclays suggests that the bottom of Lennox's cycle may not occur until early 2026, indicating that investors are focusing on the company's structural strength rather than immediate growth [2]. - The company is viewed as a "buy on beat-up" scenario due to its margin resilience despite facing volume headwinds and macroeconomic softness [2]. Company Overview - Lennox International Inc. designs, manufactures, and markets heating, ventilation, air-conditioning, and refrigeration equipment for both residential and commercial markets in the U.S., Canada, and internationally [3].

Group 1 - UBS analyst Damian Karas has lowered the price target on Lennox (LII) to $560 from $610, maintaining a Neutral rating on the shares [1] - The firm is reducing its estimates by 2%-3% due to persistent headwinds in the residential industry [1]

Core Viewpoint - Lennox International Inc reported strong earnings for Q3 but lowered its FY2025 forecast due to transitional challenges and macroeconomic conditions [1][2]. Financial Performance - The company achieved quarterly earnings of $6.98 per share, surpassing the analyst consensus estimate of $6.86 per share [1]. - Quarterly sales were reported at $1.426 billion, falling short of the analyst consensus estimate of $1.490 billion [1]. Guidance Update - Lennox adjusted its FY2025 EPS guidance from a range of $23.25-$24.25 to $22.75-$23.25, anticipating a revenue decline of 1% [1][2]. Strategic Insights - CEO Alok Maskara highlighted that 2025 is a transitional year influenced by refrigerant transitions and challenging macroeconomic conditions [2]. - The recent acquisitions of DuroDyne and Supco are expected to enhance the company's parts and accessories portfolio, positioning it for improved performance in 2026 and beyond [2]. Analyst Ratings and Price Targets - Morgan Stanley analyst Betsy Graseck maintained an Underweight rating on Lennox and reduced the price target from $535 to $475 [5]. - Barclays analyst Julian Mitchell maintained an Overweight rating while lowering the price target from $730 to $700 [5].