William Blair Has Negative Forecast 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 earnings per share estimates for shares of Lennox International in a research note issued to investors on Monday, August 18th. William Blair analyst R. Merkel now forecasts that the construction company will post earnings of $24.18 per share for the year, down from their prior estimate 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 research analysts have also commented on the company. The Goldman Sachs Group upped their price target on Lennox International from $619.00 to $691.00 and gave the company a "buy" rating in a research report on Tuesday, July 8th. Wells Fargo & Company upped their price target on Lennox International from $550.00 to $675.00 and gave the company an "underweight" rating in a research report on Thursday, July 24th. Robert W. Baird upped their price target on Lennox International from $600.00 to $668.00 and gave the company a "neutral" rating in a research report on Thursday, July 17th. Barclays upped their price target on Lennox International from $696.00 to $753.00 and gave the company an "overweight" rating in a research report on Thursday, July 24th. Finally, Royal Bank Of Canada upped their price target on Lennox International from $580.00 to $582.00 and gave the company a "sector perform" rating in a research report on Thursday, April 24th. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, Lennox International has a consensus rating of "Hold" and a consensus price target of $635.33.

Lennox International Trading Down 3.9%

LII opened at $589.6970 on Thursday. The business has a 50 day simple moving average of $595.46 and a two-hundred day simple moving average of $581.35. The firm has a market capitalization of $20.71 billion, a price-to-earnings ratio of 25.21, a PEG ratio of 1.97 and a beta of 1.10. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.41 and a quick ratio of 0.71. Lennox International has a one year low of $500.10 and a one year high of $689.44.

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

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in LII. GAMMA Investing LLC increased its position in Lennox International by 69,429.8% during the 1st quarter. GAMMA Investing LLC now owns 356,688 shares of the construction company's stock valued at $200,041,000 after buying an additional 356,175 shares in the last quarter. Captrust Financial Advisors increased its position in Lennox International by 500.0% during the 4th quarter. Captrust Financial Advisors now owns 94,086 shares of the construction company's stock valued at $57,326,000 after buying an additional 78,406 shares in the last quarter. Ameriprise Financial Inc. increased its position in Lennox International by 296.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 71,815 shares of the construction company's stock valued at $41,168,000 after buying an additional 53,679 shares in the last quarter. BNP Paribas Financial Markets increased its position in Lennox International by 227.4% during the 4th quarter. BNP Paribas Financial Markets now owns 76,149 shares of the construction company's stock valued at $46,398,000 after buying an additional 52,888 shares in the last quarter. Finally, Russell Investments Group Ltd. increased its position in Lennox International by 118.3% during the 1st quarter. Russell Investments Group Ltd. now owns 92,618 shares of the construction company's stock valued at $51,932,000 after buying an additional 50,188 shares in the last quarter. Institutional investors own 67.07% of the company's stock.

Insider Buying and Selling at Lennox International

In other Lennox International news, EVP Daniel M. Sessa sold 2,782 shares of the company's stock in a transaction that occurred on Wednesday, July 23rd. The stock was sold at an average price of $670.04, for a total transaction of $1,864,051.28. Following the transaction, the executive vice president owned 31,574 shares in the company, valued at approximately $21,155,842.96. This represents a 8.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 9.73% of the company's stock.

Lennox International declared that its board has authorized a share buyback plan on Thursday, May 22nd that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the construction company to reacquire up to 5% of its shares through open market purchases. Shares buyback plans are generally an indication that the company's leadership believes its shares are 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.

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