Equities Analysts Issue Forecasts for LII FY2025 Earnings

Key Points

• William Blair has revised its earnings per share forecast for Lennox International for FY2025 to $24.18, slightly down from a previous estimate of $24.21, while the consensus estimate is $22.94.
• Multiple analysts have increased their price targets for Lennox International, with Goldman Sachs raising it to $691 and Barclays to $753, reflecting varied ratings from "buy" to "underweight".
• Lennox International's recent quarterly earnings exceeded expectations by reporting $7.82 EPS, with a revenue of $1.50 billion, marking a 3.4% increase year-over-year.

Lennox International, Inc. (NYSE:LII - Free Report) - Research analysts at William Blair dropped their FY2025 EPS estimates for Lennox International in a research report issued on Monday, August 18th. William Blair analyst R. Merkel now forecasts that the construction company will post earnings per share of $24.18 for the year, down from their prior forecast of $24.21. The consensus estimate for Lennox International's current full-year earnings is $22.94 per share. William Blair also issued estimates for Lennox International's Q4 2025 earnings at $5.41 EPS, Q1 2026 earnings at $4.31 EPS and Q4 2026 earnings at $6.16 EPS.

A number of other equities analysts also recently weighed in on the stock. Barclays boosted their target price on shares of Lennox International from $696.00 to $753.00 and gave the stock an "overweight" rating in a report on Thursday, July 24th. Oppenheimer lifted their price objective on shares of Lennox International from $650.00 to $730.00 and gave the stock an "outperform" rating in a research report on Thursday, July 24th. The Goldman Sachs Group lifted their price objective on shares of Lennox International from $619.00 to $691.00 and gave the stock a "buy" rating in a research report on Tuesday, July 8th. Wells Fargo & Company lifted their price objective on shares of Lennox International from $550.00 to $675.00 and gave the stock an "underweight" rating in a research report on Thursday, July 24th. Finally, UBS Group lifted their price objective on shares of Lennox International from $570.00 to $676.00 and gave the stock a "neutral" rating in a research report on Monday, July 28th. Four investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and four have issued a Sell rating to the company's stock. Based on data from MarketBeat, Lennox International presently has an average rating of "Hold" and a consensus target price of $635.33.

Lennox International Stock Down 0.5%

LII traded down $3.06 during trading on Thursday, reaching $567.48. 91,380 shares of the stock were exchanged, compared to its average volume of 402,341. The stock has a market cap of $19.93 billion, a P/E ratio of 24.26, a price-to-earnings-growth ratio of 1.90 and a beta of 1.10. Lennox International has a twelve month low of $500.10 and a twelve month high of $689.44. The stock's 50 day moving average price is $597.51 and its two-hundred day moving average price is $581.27. The company has a debt-to-equity ratio of 0.93, a quick ratio of 0.71 and a current ratio of 1.41.

Lennox International (NYSE:LII - Get Free Report) last issued its earnings results on Wednesday, July 23rd. The construction company reported $7.82 earnings per share for the quarter, topping analysts' consensus estimates of $6.90 by $0.92. The business had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.48 billion. Lennox International had a net margin of 15.41% and a return on equity of 99.81%. The firm's revenue for the quarter was up 3.4% on a year-over-year basis. During the same period in the previous year, the company earned $6.83 earnings per share. Lennox International has set its FY 2025 guidance at 23.250-24.250 EPS.

Institutional Investors Weigh In On Lennox International

A number of institutional investors have recently modified their holdings of the business. Carter Financial Group INC. bought a new stake in shares of Lennox International in the second quarter valued at about $311,000. MUFG Securities EMEA plc bought a new stake in shares of Lennox International in the second quarter valued at about $54,000. State of Tennessee Department of Treasury lifted its position in Lennox International by 75.2% during the second quarter. State of Tennessee Department of Treasury now owns 7,082 shares of the construction company's stock worth $4,060,000 after purchasing an additional 3,039 shares during the period. Lazard Asset Management LLC lifted its position in Lennox International by 111.1% during the second quarter. Lazard Asset Management LLC now owns 18,659 shares of the construction company's stock worth $10,696,000 after purchasing an additional 9,818 shares during the period. Finally, Ameriprise Financial Inc. lifted its position in Lennox International by 296.0% during the second quarter. Ameriprise Financial Inc. now owns 71,815 shares of the construction company's stock worth $41,168,000 after purchasing an additional 53,679 shares during the period. Institutional investors own 67.07% of the company's stock.

Insider Transactions at Lennox International

In other news, EVP Daniel M. Sessa sold 2,782 shares of the business's stock in a transaction dated Wednesday, July 23rd. The shares were sold at an average price of $670.04, for a total value of $1,864,051.28. Following the completion of the sale, the executive vice president owned 31,574 shares of the company's stock, valued at approximately $21,155,842.96. The trade was a 8.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Chris Kosel sold 300 shares of the business's stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $591.86, for a total transaction of $177,558.00. Following the completion of the sale, the chief accounting officer directly owned 1,282 shares of the company's stock, valued at approximately $758,764.52. The trade was a 18.96% decrease in their position. The disclosure for this sale can be found here. Insiders own 10.40% of the company's stock.

Lennox International announced that its board has authorized a stock buyback program on Thursday, May 22nd that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the construction company to buy up to 5% of its shares through open market purchases. Shares buyback programs are usually a sign that the company's leadership believes its stock is undervalued.

About Lennox International

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. The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies; residential heating, ventilation, cooling equipment, and air conditioning; and evaporator coils and unit heaters under Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, Concord, MagicPak, Advanced Distributor Products, Allied, Elite Series, Merit Series, Comfort Sync, Healthy Climate, iComfort, ComfortSense, and Lennox Stores name.