DALLAS, May 20, 2024 /PRNewswire/ -- The board of directors of Lennox (NYSE: LII), a leader in energy- efficient climate-control solutions, approved a 4.5% increase in the quarterly dividend from $1.10 to $1.15 per share of common stock, payable July 15, 2024, to stockholders of record as of June 28, 2024. "Our latest dividend increase is a result of consistently executing our strategy, driving margin improvements and generating solid cash flow. Our investments in expanded manufacturing capacity and sustain ...

Lennox announces the rollout of low GWP HVAC products, emphasizing sustainability, flexibility, and superior performance. RICHARDSON, Texas, May 9, 2024 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative climate solutions, announced the rollout of low global warming potential (GWP) light commercial and ducted residential HVAC products to meet the 2025 low GWP Refrigerant regulations. The transition to low GWP refrigerants represents a positive step for the environment, as it significantly ...

Residents of the U.S. and Canada can nominate individuals for heating or cooling equipment and installation, free of charge, through the Feel The Love Program, sponsored by the LII Lennox Foundation. RICHARDSON, Texas, May 1, 2024 /PRNewswire/ -- Celebrating 15 years of giving back to deserving homeowners, the annual Lennox Feel The Love program continues its partnership with residential dealers across the U.S. and Canada to donate and install heating and cooling (HVAC) units for community heroes. Nominatio ...

财务数据和关键指标变化 - 公司核心收入增长6%,调整后分部利润率扩大157个基点至15.9%,调整后每股收益增长23%至3.47美元 [10] - 经营现金流使用2300万美元,较上年同期7900万美元大幅改善 [10] 各条业务线数据和关键指标变化 家用舒适解决方案 - 收入略有下降,利润温和增长,毛利率扩大30个基点至16.6% [10][30] - 经销商去库存影响了销量,但价格和产品组合的提升抵消了这一影响 [10][30] 建筑气候解决方案 - 收入增长21%,利润增长56%,毛利率扩大480个基点至21% [32][33] - 销量增长7%,价格和产品组合提升8%,AES收购贡献6%收入增长 [32] - 新墨西哥萨尔蒂略工厂即将在第三季度初投产,将满足客户需求并扩大在应急更换市场的份额 [11][33] 各个市场数据和关键指标变化 - 住宅新建市场有所反弹,但维修替换动态仍需密切关注 [46][47] - 商业建筑新建项目可能出现延迟,但订单和积压需求仍然强劲,特别是在应急更换市场 [48][49] 公司战略和发展方向及行业竞争 - 公司正在转型成为一家技术驱动的经销商,投资人才和资源以支持这一增长机会 [22] - 正在进行分销网络改革,提升客户体验,推进创新平台,执行定价优化和提高生产效率 [18][19][20][21] - 已做好充分准备,按时完成低GWP制冷剂过渡,预计新产品线价格将上涨10%以上 [13][14][15] 管理层对经营环境和未来前景的评论 - 对公司在复杂市场环境中保持增长势头,成功应对低GWP监管变化表示乐观 [9] - 预计2024年以R-410A制冷剂为主,2025年新低GWP产品将占据50%-65%的市场份额 [14][15] - 对公司长期发展前景充满信心,认为最好的日子还在前方 [53] 问答环节重要的提问和回答 问题1 **Tommy Moll 提问** 询问公司在客户体验和定价优化方面的具体投入情况 [57][58] **Alok Maskara 回答** 公司已在这些方面进行了大量投入,体现在Q1的SG&A增加中,主要包括提升客户满意度、定价优化等方面 [58][59] 问题2 **Jeff Hammond 提问** 询问住宅业务中维修替换动态的变化情况 [71][72] **Alok Maskara 回答** 目前还没有明显变化,但公司会密切关注,因为这可能影响未来需求 [72][73] 问题3 **Damian Karas 提问** 询问公司对经销商渠道去库存结束的判断依据 [99][100] **Alok Maskara 回答** 根据4月份的订单趋势,公司确信经销商去库存已接近尾声 [184][185]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 _________________________________________________ FORM 10-Q _________________________________________________ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☒ EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☐ EXCHANGE ACT OF 1934 For the transition period from _____to ______ Commission file number 001-15149 ____________________ ...

财务表现 - Lennox International (LII) 2024年第一季度营收为10.5亿美元，同比下降0.2% [1] - 每股收益为3.47美元，同比增长，较去年同期的2.83美元有所提高 [1] - 公司的营收和每股收益表现超出了华尔街预期，营收超出了Zacks Consensus Estimate -0.44%，每股收益超出了9.46% [2] - Lennox的股价在过去一个月中下跌了1.5%，表现优于Zacks S&P 500综合指数的-3%变化 [10] 业务表现 - Lennox在最近报告的季度中表现如下：建筑气候解决方案的净销售为3.725亿美元，同比增长20.7%，超出了14位分析师的平均预期 [5] - 家庭舒适解决方案的净销售为6.746亿美元，同比下降0.9%，低于14位分析师的平均预期 [6] - 家庭舒适解决方案的分段利润为1.121亿美元，低于14位分析师的平均预期 [7] - 公司和其他部门的分段利润为-2.35亿美元，略高于14位分析师的平均预期 [8] - 建筑气候解决方案的分段利润为7.82亿美元，高于14位分析师的平均预期 [9] 市场表现 - 公司目前的Zacks排名为3（持有），表明在短期内可能与整体市场表现一致 [11]

Exhibit 99.1 Lennox Reports First Quarter Results and Raises Full Year Profit Guidance ____________________________________________________________________________ Q1 Highlights (All comparisons are year-over-year, unless otherwise noted) (Prior-year adjusted results and core revenue exclude European operations that were divested in the 4Q 2023) • Revenue was $1.05 billion; core revenue up 6%, including 2% growth from acquisitions • GAAP Operating Income $167 million; adjusted segment profit up 17% to $167 ...

文章核心观点 - 公司第一季度收入为10.5亿美元,核心收入增长6%,其中2%来自收购 [1][2] - 公司调高2024年每股收益指引至19.00-20.00美元,此前为18.50-20.00美元 [1] - 公司专注于提升分销能力、改善客户体验、推进创新平台、执行定价优势和提高生产效率 [3][4] 分组1: 业务表现 - 家用舒适解决方案业务收入下降1%,主要受两步分销渠道存货去化影响 [4][10] - 商用气候解决方案业务收入增长21%,其中6%来自收购,15%为有机增长,主要受益于产品组合改善和持续定价优势 [6][11] - 公司在墨西哥新建工厂正按计划推进,将有助于缩短交货周期,提升应急替换收入 [6] 分组2: 财务表现 - 营业利润增长20%至1.67亿美元,营业利润率上升264个基点至15.9% [7] - 调整后分部利润增长17%至1.67亿美元,利润率上升157个基点至15.9% [8] - 净利润增长26%至1.24亿美元,每股收益增长23%至3.47美元 [8] - 经营活动现金流为负2.28亿美元,资本支出3.05亿美元 [9] 分组3: 未来展望 - 公司对2024年全年收入增长约7%(其中2%来自收购)保持乐观 [12] - 预计2024年自由现金流将在5-6亿美元区间 [12]

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Lennox International (LII) . This company, which is in the Zacks Building Products - Air Conditioner and Heating industry, shows potential for another earnings beat. This manufacturer of furnaces, air conditioners and other products has seen a nice streak of beating earnings estimates, especially when looking at the previous t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____to ______ Commission File Number 001-15149 LENNOX INTERNATIONAL INC. (Exact name of Registrant as specified in its charter) Delaware 42-0991521 (State or other jurisdict ...