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Lennox International (LII)
NYSE:LII
Earnings Data
Report Date
Apr 23, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
3.28Last Year’s EPS
3.47Same Quarter Last Year
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Jan 29, 2025
|% Change Since: -15.64%
|Next Earnings Date:Apr 23, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mix of positive and negative aspects. While the company has achieved growth in revenue and successful product transitions, it faces challenges with declining segment margins, BCS revenue decline, and increased cost inflation due to tariffs. The sentiment is balanced with both achievements and challenges.Company Guidance
During Lennox's Q1 2025 earnings call, the company provided detailed guidance and updated their full-year financial expectations. Lennox achieved a 2% revenue growth, despite challenges like a 140 basis point drop in segment margin, resulting in operating cash usage of $36 million, typical for the season. Adjusted earnings per share (EPS) for the quarter were reported at $3.37. The company has adjusted its full-year EPS guidance to a range of $22.25 to $23.50, in light of tariff impacts and other economic factors. Lennox anticipates a 9% total cost inflation due to tariffs, up from a previous 3% estimate, and has implemented price increases to counteract these costs, expecting price gains to reach 7%. The Home Comfort Solutions segment saw a 7% sales increase, while Building Climate Solutions faced a 6% revenue decline, partly due to destocking and product transitions. Lennox continues to focus on strategic initiatives like the emergency replacement growth and mitigating tariff impacts through pricing adjustments and supply chain enhancements.Revenue Growth
The company reported a 2% growth in revenue for the first quarter, driven by favorable mix initiatives from the new R-454B products.
Successful Transition to New Products
Approximately 50% of equipment sales in the quarter were the new R-454B product, with price yields in line with the 10% expectation.
Strong Financial Position
The company maintained a strong balance sheet with net debt to adjusted EBITDA at 0.8 times, an improvement from 1.4 times in the prior year quarter.
Emergency Replacement Initiative Progress
The emergency replacement initiative is showing steady progress, driving growth in the Building Climate Solutions segment.
Resilient Profit Margins
Continued efforts to expand profit margins through pricing, productivity, and mix optimization.
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LII Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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LII Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Jan 29, 2025 | $662.59 | $604.33 | -8.79% |
| Oct 23, 2024 | $593.26 | $608.60 | +2.59% |
| Jul 24, 2024 | $567.06 | $539.11 | -4.93% |
| Apr 24, 2024 | $473.86 | $465.10 | -1.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Lennox International (LII) report earnings?
Lennox International (LII) is schdueled to report earning on Apr 23, 2025, TBA Not Confirmed.
What is Lennox International (LII) earnings time?
Lennox International (LII) earnings time is at Apr 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LII EPS forecast?
LII EPS forecast for the fiscal quarter 2025 (Q1) is 3.28.
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