财务表现 - 2024年第二季度收入为14.51亿美元，同比增长3%，核心业务收入增长8%，其中2%来自收购[1][2] - 调整后的分部利润增长13%至3.19亿美元，调整后的分部利润率提升100个基点至21.9%[3][10] - 调整后的每股收益增长11%至6.83美元[11][12] - 公司预计2024年全年每股收益将在19.50-20.25美元之间，高于之前的19.00-20.00美元[16] 业务表现 - 家用舒适解决方案业务收入增长5%，利润增长13%，利润率提升170个基点至23.3%[14] - 商用气候解决方案业务收入增长15%，其中有6%来自收购，利润增长11%，利润率下降100个基点至24.3%[15] 财务状况 - 公司2024年6月30日的现金及现金等价物为47.6百万美元[32] - 公司2024年6月30日的存货净额为699.1百万美元[29] - 公司2024年6月30日的商誉为222.1百万美元[29] - 公司2024年6月30日的长期债务为1,126.8百万美元[30] - 公司2024年上半年的经营活动产生的现金流量净额为161.2百万美元[32] - 公司2024年上半年的自由现金流量为100.1百万美元[37] - 公司2023年全年的核心净销售额为2,333.3百万美元[40] - 公司2023年上半年的调整后分部利润为422.7百万美元[45] 其他 - 公司在2023年第四季度完成了欧洲业务的剥离[1] - 公司将分部利润(亏损)定义为包含在合并损益表中的分部经营收益(亏损),不包括某些项目[2] - 非核心业务代表公司在欧洲的业务运营[47]

文章核心观点 - 公司第二季度业绩表现出色 [3][4] - 公司全年业绩指引上调 [2][16] - 公司通过直销网络、产品组合和客户体验提升来扩大市场份额和利润率 [5][7] - 公司正在进行一系列投资以推动长期增长 [6][8] 家用舒适解决方案业务 - 收入增长5%主要来自定价优势 [7] - 利润率提升170个基点 [13] - 通过定价策略、利润率韧性和有针对性投资实现盈利增长 [7] 商用制冷解决方案业务 - 收入增长15%其中6%来自收购 [8] - 利润率略有下降主要是新工厂投资 [8][14] - 新工厂建设进展顺利 [8] 其他 - 公司整体现金流和资产负债表状况良好 [12] - 公司剥离欧洲业务后专注于核心北美市场 [29]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Lennox International (LII) , which belongs to the Zacks Building Products - Air Conditioner and Heating industry, could be a great candidate to consider.This manufacturer of furnaces, air conditioners and other products has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for th ...

Lennox International (LII) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following 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 in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Lennox was named to the 2024 U.S. News & World Report Best Companies to Work For list with a distinction for Best in Manufacturing. Lennox India Technology Centre earned its third consecutive Great Place to Work certification. DALLAS, July 9, 2024 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative climate solutions in the HVACR industry, has received recognition for creating an inclusive and empowering workplace culture across the global organization. These prestigious accolades include be ...

Lennox International (LII) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the syst ...

Forbes Home recognized Lennox as the Best Overall and Most Efficient Air Conditioner brand and ranked it among the top HVAC companies. DALLAS, June 17, 2024 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative indoor climate solutions, has been named Forbes Home's Best Overall and Most Efficient Air Conditioner Brand of 2024. Lennox also appeared on the Forbes Home Best HVAC Company list, earning recognition for the best energy efficiency amongst those featured. These accolades emphasize the ...

New Joint Venture for World-Class Ductless Mini Split, AC, Heat Pump and VRF Solutions DALLAS, May 28, 2024 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative climate solutions in the HVACR industry, and Samsung, a trusted global brand with 40 years of innovative HVAC technology, are pleased to announce they have signed an agreement forming a joint venture to sell ductless AC and heat pump(mini-split, multi-split, VRF) products in the United States and Canada. The newly established joint v ...

DALLAS, May 23, 2024 /PRNewswire/ -- Lennox (NYSE: LII) today announced the appointment of Jon Vander Ark as a member of its board of directors, effective June 1, 2024. Mr. Vander Ark is the President and Chief Executive Officer and a Director of Republic Services, Inc. ("Republic"), a publicly traded company that is one of the largest providers of environmental services in the United States, as measured by revenue. Jon Vander Ark appointed to Lennox Board of Directors.Jon Vander Ark appointed to Lennox Boa ...