TD, MAR, LII and RL just raised dividends, offering income stability as markets remain volatile amid trade tensions and rate cut uncertainty.
Lennox International Inc. is well-positioned with strong replacement demand in HCS and BCS segments, benefiting from higher-priced low-GWP (R-454B) products despite near-term new construction headwinds. The company's margins faced temporary pressures from tariffs and factory inefficiencies, but are expected to improve with pricing increases and reduced China cost exposure. LII stock trades at a discount to historical averages, with favorable near and long-term growth prospects.
Lennox International Inc. (NYSE:LII ) Q1 2025 Earnings Conference Call April 23, 2025 9:30 AM ET Company Participants Chelsey Pulcheon - IR Alok Maskara - CEO Michael Quenzer - CFO Conference Call Participants Ryan Merkel - William Blair Tommy Moll - Stephens Jeff Hammond - KeyBanc Joe O'Dea - Wells Fargo Joe Ritchie - Goldman Sachs Nigel Coe - Wolfe Research Julian Mitchell - Barclays Jeff Sprague - Vertical Research Noah Kaye - Oppenheimer Chris Snyder - Morgan Stanley Brett Linzey - Mizuho Deane Dray - RBC Capital Markets Nicole DeBlase - Deutsche Bank Steve Tusa - JPMorgan Damian Karas - UBS Operator Welcome to the Lennox First Quarter 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.
The headline numbers for Lennox (LII) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Lennox International (LII) came out with quarterly earnings of $3.37 per share, beating the Zacks Consensus Estimate of $3.25 per share. This compares to earnings of $3.47 per share a year ago.
Lennox (LII) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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.
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.
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.
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.
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.
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.