DALLAS, Sept. 20, 2024 /PRNewswire/ -- The Lennox board of directors (NYSE: LII) approved a quarterly cash dividend of $1.15 per share of common stock, payable October 15, 2024, to stockholders of record as of September 30, 2024.About LennoxLennox (NYSE: LII) is a leader in energy-efficient climate-control solutions. Dedicated to sustainability and creating comfortable and healthier environments for our residential and commercial customers while reducing their carbon footprint, we lead the field in innovati ...

Have you been paying attention to shares of Lennox International (LII) ? Shares have been on the move with the stock up 6.7% over the past month. The stock hit a new 52-week high of $594.65 in the previous session. Lennox International has gained 30.4% since the start of the year compared to the 19.1% move for the Zacks Construction sector and the 25.7% return for the Zacks Building Products - Air Conditioner and Heating industry.What's Driving the Outperformance?The stock has an impressive record of positi ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

The Lennox leadership team will ring the closing bell at the NYSE on July 29, 2024, to commemorate the 25th anniversary of its initial public offering in 1999.DALLAS, July 29, 2024 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative climate solutions, marks a significant milestone at the New York Stock Exchange (NYSE) as it celebrates the 25th anniversary of its initial public offering (IPO). Lennox, a leading provider of innovative climate solutions, marks a significant milestone at the ...

Lennox Commercial HVAC, Advanced Distributor Products, and Heatcraft Refrigeration Products win gold at the 2024 Dealer Design Awards. DALLAS, July 29, 2024 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative climate solutions in the HVACR industry, won gold in three categories at the 2024 Dealer Design Awards, annual honors presented by The Air Conditioning, Heating, & Refrigeration (ACHR) News magazine. Lennox Commercial HVAC, Advanced Distributor Products, and Heatcraft Refrigeration Pro ...

财务业绩 - 第二季度净销售额为14.51亿美元，同比增长3%[120] - 营业利润为3.20亿美元，同比增长14.8%[121] - 家用舒适解决方案分部净销售额增长5%，利润增长13%[129][130] - 建筑气候解决方案分部净销售额增长15%，利润增长11%[133][134] - 公司净销售额增长1.5%，达到24.98亿美元[141] - 毛利率增加210个基点至33.2%[142] - 销售、一般及管理费用减少1000万美元至3.39亿美元[143] - 家居舒适解决方案分部净销售额增长2%，利润增长9%[150][151][152] - 建筑气候解决方案分部净销售额增长17%，利润增长26%[154][156] 财务状况 - 公司在2024年6月30日的总债务为12.88亿美元[168] - 公司建立了5亿美元的商业票据计划[169] - 公司有11.1亿美元的未使用信贷额度[170] - 公司发行了5亿美元的2028年到期的高级无担保票据[171] - 公司的高级无担保票据如果因控制权变更而导致信用评级下降至投资级以下，持有人有权要求公司以本金金额101%加上应计未付利息的价格回购全部或部分票据[172] - 公司的债务资本比率从2023年12月31日的82%下降至2024年6月30日的69%[173] - 公司的高级信用评级为Moody's的Baa2和S&P的BBB,评级展望均为稳定[174] - 公司认为现金及现金等价物、未来经营活动产生的现金流以及可用的借款额度足以满足经营、资本支出、合同义务、股票回购、股息支付等需求[175][176] - 公司的高级无担保票据由母公司和担保子公司共同无条件担保[177][178] 其他 - 欧洲业务已于2023年第四季度出售，第二季度贡献净销售额6800万美元、利润200万美元[138] - 毛利率提升120个基点至33.6%[123] - 销售、一般及管理费用下降7.1%至1.685亿美元[124] - 税率上升至19.9%，主要由于高税收管辖区收入增加[128]

财务数据和关键指标变化 - 公司核心收入增长8%,创纪录的调整后分部利润率达到21.9%,增长100个基点,调整后每股收益增长11%至6.83美元 [7][8][15] - 家居舒适解决方案分部创下23.3%的创纪录分部利润率,同比增长170个基点 [9] - 建筑气候解决方案分部继续保持利润增长,并在墨西哥萨尔蒂略建立了新的商用工厂 [10][18] 各条业务线数据和关键指标变化 - 家居舒适解决方案分部收入增长5%,分部利润增长13%,分部利润率提升170个基点,主要由于持续的定价优势和两步分销渠道去库存结束 [17] - 建筑气候解决方案分部收入增长15%,其中6%来自去年第四季度完成的AES收购,有9%的有机销量增长 [18] 各个市场数据和关键指标变化 - 公司对消费者健康等宏观因素保持密切关注,但到目前为止只看到轻微的维修替代趋势 [26] - 建筑气候解决方案市场订单和订单量保持稳定,客户反馈显示对屋顶机更换存在强劲的潜在需求 [27] - 虽然某些垂直行业出现项目延迟,但公司对利用AES收购带来的端到端服务能力获得客户青睐感到兴奋 [28] 公司战略和发展方向及行业竞争 - 公司与三星建立合资企业,将三星的全球影响力和品牌实力与公司的直销经销商网络相结合,有望显著提高公司的热泵市场份额 [10][12][13][14] - 公司将继续加快执行转型计划,包括提高销售和营销效率、提升弹性利润率、优化流程、推进技术创新以及培养优秀的企业文化 [30] 管理层对经营环境和未来前景的评论 - 公司对全年业绩保持谨慎乐观态度,预计将从新制冷剂过渡和潜在的市场份额增长中获益 [29] - 公司对新墨西哥工厂的投产以及即将到来的制冷剂过渡充满信心,相信这些举措将进一步增强公司的竞争力 [28] 其他重要信息 - 公司经营活动产生的现金流为1.84亿美元,资本支出为3300万美元,维持行业领先的ROIC达44% [19][20] - 公司提高了全年每股收益指引至19.50-20.25美元,维持了自由现金流指引为5-6亿美元 [21][24] 问答环节重要的提问和回答 问题1 **Ryan Merkel 提问** 询问公司第二季度价格和产品组合的贡献情况,以及对下半年的预期 [31][32] **Michael Quenzer 回答** 公司预计下半年价格和产品组合的贡献与上半年相当,维持中个位数的增长水平 [32] 问题2 **Damian Karas 提问** 询问公司与三星合资对业务的财务影响,以及对热泵市场份额的预期 [36][37][38][39][40][41] **Alok Maskara 回答** 合资本身对财务影响不大,重点在于通过合作提高热泵产品的销售和技术水平,从而带动市场份额的提升 [37][38][39][40][41] 问题3 **Nigel Coe 提问** 询问6月销售天数较少是否对本季度家居舒适解决方案业务产生影响 [59][60] **Alok Maskara 回答** 6月销售天数较少对本季度家居舒适解决方案业务没有明显影响 [60]

For the quarter ended June 2024, Lennox International (LII) reported revenue of $1.45 billion, up 2.8% over the same period last year. EPS came in at $6.83, compared to $6.15 in the year-ago quarter.The reported revenue represents a surprise of -1.37% over the Zacks Consensus Estimate of $1.47 billion. With the consensus EPS estimate being $6.55, the EPS surprise was +4.27%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

INTEGRITY | RESPECT | EXCELLENCE {{{{ SECOND QUARTER 2024 EARNINGS RELEASE JULY 24, 2024 FORWARD-LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES The statements in this presentation that are not historical statements, including statements regarding the 2024 full-year outlook and expected consolidated and segment financial results, as well as financial targets for future years, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking sta ...

Lennox International (LII) came out with quarterly earnings of $6.83 per share, beating the Zacks Consensus Estimate of $6.55 per share. This compares to earnings of $6.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.27%. A quarter ago, it was expected that this manufacturer of furnaces, air conditioners and other products would post earnings of $3.17 per share when it actually produced earnings of $3.47, delivering a sur ...