-2.33%
-2.77%
-1.68%
1.53%
38.36%
108.88%
154.28%
AI Spotlight on LII
Company Description
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.It operates through three segments: Residential Heating & Cooling, Commercial Heating & Cooling, and Refrigeration.The Residential Heating & Cooling segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment and accessories, comfort control products, and replacement parts and supplies for residential replacement and new construction markets.
The Commercial Heating & Cooling segment offers unitary heating and air conditioning equipment, applied systems, controls, installation and service of commercial heating and cooling equipment, and variable refrigerant flow commercial products for light commercial markets.The Refrigeration segment offers condensing units, unit coolers, fluid coolers, air cooled condensers, air handlers, and refrigeration rack systems for preserving food and other perishables in supermarkets, convenience stores, restaurants, warehouses, and distribution centers, as well as for data centers, machine tooling, and other cooling applications; and compressor racks and industrial process chillers.The company sells its products and services through direct sales, distributors, and company-owned parts and supplies stores.
Lennox International Inc.was founded in 1895 and is headquartered in Richardson, Texas.
Market Data
| Last Price | 592.42 |
| Change Percentage | -2.33% |
| Open | 602.99 |
| Previous Close | 606.54 |
| Market Cap ( Millions) | 21104 |
| Volume | 293951 |
| Year High | 682.5 |
| Year Low | 412.09 |
| M A 50 | 640.36 |
| M A 200 | 573.4 |
Financial Ratios
| FCF Yield | 3.26% |
| Dividend Yield | 0.77% |
| ROE | 126.55% |
| Debt / Equity | 175.09% |
| Net Debt / EBIDTA | 97.44% |
| Price To Book | 24.81 |
| Price Earnings Ratio | 26.14 |
| Price To FCF | 30.68 |
| Price To sales | 3.95 |
| EV / EBITDA | 20.13 |
News
- Jan -29 - Lennox International: Outstanding 2025, But Tough Comps For 2025
- Jan -29 - Lennox International Inc. (LII) Q4 2024 Earnings Call Transcript
- Jan -29 - Lennox (LII) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
- Jan -29 - Lennox International (LII) Q4 Earnings and Revenues Top Estimates
- Jan -29 - Lennox Reports Fourth Quarter and Full Year 2024 Results; Provides Full Year 2025 Guidance
- Jan -15 - Q3 Earnings Highs And Lows: Zurn Elkay (NYSE:ZWS) Vs The Rest Of The HVAC and Water Systems Stocks
- Jan -10 - Unpacking Q3 Earnings: Northwest Pipe (NASDAQ:NWPX) In The Context Of Other HVAC and Water Systems Stocks
- Jan -07 - Lennox initiated with an Underweight at Morgan Stanley
- Jan -06 - Lennox Schedules Fourth Quarter Results and 2025 Guidance Conference Call
- Jan -06 - Lennox Schedules Fourth Quarter Results and 2025 Guidance Conference Call
- Dec -28 - These Climate Solutions Stocks Have Turned Up the Heat in 2024. Can Their Rally Continue, or Will They Cool Off in 2025?
- Dec -28 - These Climate Solutions Stocks Have Turned Up the Heat in 2024. Can Their Rally Continue, or Will They Cool Off in 2025?
- Dec -27 - Has Lennox International (LII) Outpaced Other Construction Stocks This Year?
- Dec -25 - Lennox (LII) Upgraded to Buy: Here's Why
- Dec -23 - Lennox Joins S&P 500 Index
- Dec -23 - Lennox Joins S&P 500 Index
- Dec -19 - Lennox Recognized on Wall Street Journal's 2024 List of Best-Managed Companies
- Dec -19 - Lennox Recognized on Wall Street Journal's 2024 List of Best-Managed Companies
- Dec -19 - Lennox To Join S&P 500 Index, Replacing Catalent
- Dec -18 - Lennox International Set to Join S&P 500 and BILL Holdings to Join S&P MidCap 400
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Home Comfort Solutions
Expected Growth : 5.5 %
What the company do ?
Home Comfort Solutions from Lennox International Inc. offers a range of heating, cooling, and indoor air quality products for residential and commercial spaces.
Why we expect these perspectives ?
Lennox International Inc.'s Home Comfort Solutions segment growth of 5.5% is driven by increasing demand for energy-efficient HVAC systems, rising homeownership rates, and growing consumer spending on home improvement. Additionally, the company's focus on innovative products, strategic acquisitions, and expanding distribution channels also contribute to the segment's growth.
Segment n°2 -> Building Climate Solutions
Expected Growth : 6.2 %
What the company do ?
Building Climate Solutions from Lennox International Inc. provides sustainable HVAC and refrigeration solutions for commercial and industrial buildings, enhancing energy efficiency and reducing environmental impact.
Why we expect these perspectives ?
Lennox International's Building Climate Solutions segment growth of 6.2% is driven by increasing demand for energy-efficient HVAC systems, government incentives for sustainable infrastructure, and rising adoption of smart building technologies. Additionally, the company's strategic acquisitions and investments in digitalization and innovation are contributing to its growth momentum.
Segment n°3 -> Corporate and Other
Expected Growth : 5.8 %
What the company do ?
Corporate and Other from Lennox International Inc. refers to the company's headquarters and other miscellaneous operations that do not fit into its three main business segments: Residential Heating and Cooling, Commercial Heating and Cooling, and Refrigeration.
Why we expect these perspectives ?
The 5.8% growth in Corporate and Other segment of Lennox International Inc. is driven by strategic investments in digital transformation, operational efficiency initiatives, and a favorable mix of higher-margin businesses. Additionally, the company's focus on innovation, cost savings, and effective capital allocation have contributed to this growth.
Lennox International Inc. Products
| Product Range | What is it ? |
|---|---|
| Heating and Cooling Systems | Lennox International Inc. offers a wide range of heating and cooling systems, including air conditioners, heat pumps, furnaces, and boilers, designed to provide comfort and efficiency to residential and commercial customers. |
| Indoor Air Quality Solutions | Lennox's indoor air quality solutions include air purifiers, humidifiers, and ventilation systems, designed to improve indoor air quality and promote healthier living. |
| Commercial HVAC Systems | Lennox provides commercial HVAC systems, including rooftop units, split systems, and chillers, designed to meet the unique needs of commercial buildings and institutions. |
| Refrigeration Systems | Lennox offers refrigeration systems, including walk-in coolers, freezers, and refrigeration units, designed for the foodservice and retail industries. |
| Building Automation Systems | Lennox's building automation systems integrate HVAC, lighting, and security systems, providing a single, intuitive interface for building management. |
Lennox International Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Lennox International Inc. is medium due to the presence of alternative heating and cooling solutions, but the company's strong brand reputation and product offerings mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low for Lennox International Inc. due to the company's strong distribution network and customer relationships, which reduce the negotiating power of individual customers.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium for Lennox International Inc. due to the presence of multiple suppliers for raw materials, but the company's large scale of operations and long-term contracts mitigate this power.
Threat Of New Entrants
The threat of new entrants is low for Lennox International Inc. due to the high barriers to entry in the heating and cooling industry, including significant capital requirements and regulatory hurdles.
Intensity Of Rivalry
The intensity of rivalry is high for Lennox International Inc. due to the presence of several established competitors in the heating and cooling industry, leading to intense competition for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 82.34% |
| Debt Cost | 4.58% |
| Equity Weight | 17.66% |
| Equity Cost | 9.12% |
| WACC | 5.38% |
| Leverage | 466.18% |
Lennox International Inc. : Quality Control
Lennox International Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IBP | Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation, waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors, and … |
| SSD | Simpson Manufacturing Co., Inc., through its subsidiaries, designs, engineers, manufactures, and sells wood and concrete construction products. The company offers wood construction products, including connectors, truss plates, fastening systems, fasteners … |
| BECN | Beacon Roofing Supply, Inc., together with its subsidiaries, distributes residential and non-residential roofing materials, and complementary building products to contractors, home builders, building owners, lumberyards, and retailers. It offers pitched … |
| AWI | Armstrong World Industries, Inc., together with its subsidiaries, designs, manufactures, and sells ceiling systems primarily for use in the construction and renovation of residential and commercial buildings in the United … |
| BLDR | Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Armstrong World Industries
A-Score
1-Year Total Return ->
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Installed Building Products
A-Score
1-Year Total Return ->
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Simpson Manufacturing Co
A-Score
1-Year Total Return ->
4
Lennox International
A-Score
1-Year Total Return ->
5
Builders FirstSource
A-Score
1-Year Total Return ->
6
