In its upcoming report, Lennox International (LII) is predicted by Wall Street analysts to post quarterly earnings of $4.76 per share, reflecting a decline of 15% compared to the same period last year. Revenues are forecasted to be $1.27 billion, representing a year-over-year decrease of 5.6%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections dur ...

Core Insights - The Lennox® L40 Smart Thermostat has been awarded "Smart Thermostat of the Year" at the IoT Breakthrough Awards, highlighting its innovative connected features [1][2]. Product Features - The L40 Smart Thermostat includes Smart Away® geo-fencing, which utilizes a homeowner's smartphone GPS to adjust temperature settings based on their location [3]. - It offers system alerts, maintenance reminders, and remote diagnostics to help identify potential issues promptly [3]. - The thermostat features guided prompts for setup, allowing easy Wi-Fi connection, account creation, and thermostat pairing [4]. - Homeowners can customize schedules, alerts, and utilize the One-Touch Away Mode for preset heating and cooling settings [4]. Integration and Compatibility - The L40 is managed through the Lennox Home app, enabling remote adjustments of temperature settings, schedule management, and system status monitoring [5]. - It supports integration with major smart home platforms, including Samsung SmartThings, Apple HomeKit, Amazon Alexa, and Google Assistant, thanks to built-in Matter compatibility [6]. Company Overview - Lennox (NYSE: LII) is recognized as a leader in energy-efficient climate-control solutions, focusing on sustainability and creating comfortable environments for both residential and commercial customers [8].

Core Insights - Lennox is investing in its commercial HVAC business to enhance product availability, expand distribution capacity, and improve customer experience [1] Group 1: Distribution Enhancements - Lennox has opened its largest Regional Distribution Center in Edgerton, Kansas, covering 763,000 square feet, which significantly increases distribution capacity and supports faster fulfillment of commercial products [2] - Ongoing production in Stuttgart, Arkansas, and the fully operational factory in Saltillo, Mexico, strengthens supply reliability, allowing Lennox to deliver over 90% of commercial rooftop units and accessories within one day [3] Group 2: Digital Tools and Customer Experience - The company has relaunched the Commercial Quick Quote tool on LennoxPros, enabling contractors to quote and order emergency replacement rooftop units quickly, with features like instant quotes and real-time local inventory [4] - Feedback from contractors has led to enhancements in the Commercial Quick Quote tool, making it user-friendly and comparable to leading e-commerce platforms [4][5] Group 3: Strategic Acquisitions - Lennox is expanding its availability of commercial parts and accessories through the acquisition of Duro Dyne and Supco, providing customers with broader access to essential components for installation and service [5] Group 4: Long-term Growth Strategy - The investments in distribution and digital capabilities are aimed at positioning Lennox's Commercial business for long-term growth, facilitating easier access for customers and more effective support from the company [6]

Core Viewpoint - Lennox will report its fourth quarter and full year 2025 financial results on January 28, 2026, and provide guidance for FY 2026 [1] Group 1: Financial Results Announcement - The financial results will be reported before the market opens on January 28, 2026 [1] - An earnings conference call and webcast will take place on the same day at 8:30 a.m. Central Time [1] - CEO Alok Maskara and CFO Michael Quenzer will summarize the financial results and outlook during the call [1] Group 2: Participation Details - To participate in the earnings conference call, a call to 800-267-6316 (U.S.) or +1 203-518-9783 (international) is required at least 10 minutes prior to the start time [2] - The conference call will be webcast live on the company's investor relations website [2] - A replay of the conference call will be available until February 4, 2026 [2] Group 3: Company Overview - Lennox is a leader in energy-efficient climate-control solutions, focusing on sustainability and creating comfortable environments for customers [3] - The company's portfolio includes cooling, heating, indoor air quality, and refrigeration systems, along with HVAC parts and services [3]

Company Overview - Lennox International Inc. (LII) has a market cap of $17.7 billion and is a global provider of climate control and refrigeration solutions, serving residential, commercial, and industrial markets. The company is headquartered in Richardson, Texas, and focuses on energy efficiency, sustainability, and advanced climate technologies [1] Earnings Expectations - For fiscal 2025 Q4, analysts expect LII to report a profit of $4.81 per share, which represents a decline of 14.1% from $5.60 per share in the same quarter last year. However, the company has exceeded bottom-line projections in all of the past four quarters [2] - For the entire fiscal 2025, analysts anticipate a profit of $22.99, reflecting a 1.8% increase from $22.58 in fiscal 2024. Additionally, EPS is projected to grow by 8.2% year over year to $24.87 in fiscal 2026 [3] Stock Performance - LII stock has decreased by 17.4% over the past 52 weeks, underperforming the Industrial Select Sector SPDR Fund's (XLI) 20.6% increase and the S&P 500 Index's (SPX) 17% rise during the same period [4] Product Launch - On January 8, Lennox announced the launch of the Dave Lennox Signature® SLP99VK Gas Furnace, a high-efficiency heating system that features an integrated Refrigerant Detection System (RDS). This innovation reduces installation complexity and costs by eliminating the need for a separate kit, achieving up to 99% efficiency and dual-fuel compatibility [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for LII's stock. Among 19 analysts, six recommend "Strong Buy," 11 suggest "Hold," one advises "Moderate Sell," and one suggests "Strong Sell." The mean price target of $566.47 indicates a potential upside of 9.6% from current market prices [6]

Core Insights - Lennox Residential HVAC has launched the Dave Lennox Signature SLP99VK Gas Furnace, achieving up to 99% efficiency and featuring an integrated Refrigerant Detection System (RDS) [1][3][4] Product Features - The SLP99VK Gas Furnace includes an integrated RDS, which simplifies installation and reduces overall costs for dealers [2][4] - It offers dual-fuel compatibility, allowing pairing with an electric heat pump to optimize comfort and efficiency in varying weather conditions [4] - The unit is compatible with the Lennox S40 Smart Thermostat for advanced control, remote monitoring, and system diagnostics [5] Market Availability - The SLP99VK Gas Furnace is now available through Lennox dealers in North America [6]

Core Viewpoint - UBS analyst Amit Ahrotra has resumed coverage of Lennox (LII) with a Neutral rating and a price target of $530, reduced from $560, indicating a cautious outlook on the company's near-term performance [1] Group 1: Analyst Insights - Conversations with 20 Multi-Industry companies suggest that Q4 reporting is unlikely to serve as a major catalyst for Lennox, as full-year expectations are already well calibrated [1] - December commentary from the company limits the potential for surprises in the upcoming earnings report, indicating a stable outlook [1] Group 2: Future Guidance - Initial guidance for 2026 may be conservative, suggesting that there could be upside opportunities later on as the year progresses [1]

Core Insights - Lennox has been recognized by the Drucker Institute as part of the Management Top 250 for the third consecutive year, highlighting its strong financial results, customer-focused investments, and ongoing innovation [1][2] Financial Performance - Lennox ranked among the top 50 companies for financial strength and the top 100 for customer satisfaction in the Drucker Institute's annual ranking [1] Customer Experience Enhancements - In 2025, Lennox improved customer experience by opening its largest Regional Distribution Center in Edgerton, Kansas, which increased capacity and enabled faster fulfillment of commercial rooftop units and accessories, achieving over 90% delivery within one day [2] - The company introduced AI-powered support agents to enhance digital capabilities, providing faster access to troubleshooting and product support for dealers, technicians, and homeowners [3] Product and Service Expansion - Lennox expanded its parts and supplies portfolio through the acquisition of Duro Dyne and Supco brands, enhancing its ability to meet customer needs throughout the installation, service, and maintenance lifecycle [3] Industry Recognition - In 2025, Lennox received several industry awards, including HVAC All-Star Awards for the Xion rooftop unit and the Lennox ON AIR podcast, as well as a GOOD DESIGN® Award for the EL297V Gas Furnace [4] Community Engagement - The LII Lennox Foundation continued its commitment to community service, with over 3,700 employees participating in volunteer events globally, contributing more than 6,500 service hours during the second annual Lennox Days of Good initiative [4]

Core Viewpoint - Lennox International Inc. (LII) is experiencing significant stock underperformance due to soft demand in the HVAC market and other operational challenges, despite having a strong brand and market position [2][5]. Company Overview - Lennox International Inc. is headquartered in Richardson, Texas, and specializes in products for heating, ventilation, air conditioning, and refrigeration markets, with a market cap of $17.4 billion [1]. - The company operates primarily in North America, focusing on direct sales, distributors, and company-owned parts and supplies stores, which reinforces its market position and brand recognition [2]. Stock Performance - LII's stock has declined 28.6% from its 52-week high of $689.44, reached on July 23, and has underperformed the S&P 500 Index, with a 10.5% decline over the past three months compared to the index's 2.9% gain [3][4]. - Over a six-month period, LII shares dipped 9.5% and fell 26.3% over the past 52 weeks, significantly underperforming the S&P 500's gains of 12.7% and 12% respectively [4]. Market Challenges - The company is facing challenges due to soft demand in both residential and commercial HVAC markets, characterized by declining industry shipments and inventory destocking among distributors and dealers [5]. - Regulatory changes, tariff exposure concerns, and a market shift towards repairs rather than replacements are additional factors negatively impacting LII [5]. Financial Results - In Q3, LII reported an EPS of $6.98, exceeding Wall Street expectations of $6.69, but its revenue of $1.4 billion fell short of forecasts of $1.5 billion [6]. - The company anticipates a full-year EPS in the range of $22.75 to $23.25 [6].

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