What to Expect from Lennox Intl's Earnings
Benzinga Insights 9 months ago
Earnings
Lennox Intl (NYSE:LII) is set to give its latest quarterly earnings report on Wednesday, 2026-01-28. Here's what investors need to know before the announcement.
Analysts estimate that Lennox Intl will report an earnings per share (EPS) of $4.75.
The market awaits Lennox Intl's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
Earnings Track Record
During the last quarter, the company reported an EPS beat by $0.20, leading to a 0.39% increase in the share price on the subsequent day.
Here's a look at Lennox Intl's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 6.78 | 6.87 | 3.27 | 4.24 |
| EPS Actual | 6.98 | 7.82 | 3.37 | 5.60 |
| Price Change % | 0.00 | 1.00 | 3.00 | 0.00 |
Performance of Lennox Intl Shares
Shares of Lennox Intl were trading at $512.41 as of January 26. Over the last 52-week period, shares are down 15.43%. Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release.
Analysts' Perspectives on Lennox Intl
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Lennox Intl.
A total of 5 analyst ratings have been received for Lennox Intl, with the consensus rating being Neutral. The average one-year price target stands at $588.6, suggesting a potential 14.87% upside.
Analyzing Ratings Among Peers
In this analysis, we delve into the analyst ratings and average 1-year price targets of Carlisle Companies, Allegion and Builders FirstSource, three key industry players, offering insights into their relative performance expectations and market positioning.
- Analysts currently favor an Neutral trajectory for Carlisle Companies, with an average 1-year price target of $370.0, suggesting a potential 27.79% downside.
- Analysts currently favor an Neutral trajectory for Allegion, with an average 1-year price target of $177.5, suggesting a potential 65.36% downside.
- Analysts currently favor an Neutral trajectory for Builders FirstSource, with an average 1-year price target of $129.64, suggesting a potential 74.7% downside.
Snapshot: Peer Analysis
The peer analysis summary presents essential metrics for Carlisle Companies, Allegion and Builders FirstSource, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Lennox Intl | Neutral | -4.76% | $468.60M | 24.95% |
| Carlisle Companies | Neutral | 1.00% | $485.20M | 10.42% |
| Allegion | Neutral | 10.66% | $489.80M | 10.09% |
| Builders FirstSource | Neutral | -6.88% | $1.20B | 2.88% |
Key Takeaway:
Lennox Intl ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. For Return on Equity, Lennox Intl is at the top among its peers.
About Lennox Intl
Lennox International manufactures and distributes heating, ventilating, air conditioning, and refrigeration products to replacement (75% of sales) and new construction (25% of sales) markets. In fiscal 2024, residential HVAC was 67% of sales and commercial HVAC and Heatcraft refrigeration was 33% of sales. The company goes to market with multiple brands, but Lennox is the company's flagship HVAC brand. The Texas-based company is focused on North America after the sale of its European HVAC and refrigeration businesses in late 2023.
Lennox Intl: A Financial Overview
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Challenges: Lennox Intl's revenue growth over 3 months faced difficulties. As of 30 September, 2025, the company experienced a decline of approximately -4.76%. This indicates a decrease in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.
Net Margin: Lennox Intl's net margin is impressive, surpassing industry averages. With a net margin of 17.23%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Lennox Intl's ROE excels beyond industry benchmarks, reaching 24.95%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Lennox Intl's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 6.85% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Lennox Intl's debt-to-equity ratio is below the industry average. With a ratio of 1.28, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
To track all earnings releases for Lennox Intl visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.