Update shared on 09 Nov 2025
Fair value Decreased 0.54%Analysts have slightly lowered their price target for Lennox International from $575.25 to $572.13, citing an increase in projected revenue growth and profit margin. These improvements are partially offset by a higher discount rate and a modest decline in the forecasted future P/E ratio.
What's in the News
- Completed repurchase of 63,000 shares for $36.95 million, bringing total buybacks since 2014 to over 16.1 million shares, or 38.59% of outstanding shares (Company Disclosure).
- Actively seeking bolt-on acquisitions to enhance distribution capabilities and expand the product portfolio while maintaining healthy debt leverage, according to CFO Michael Quenzer (Company Disclosure).
- Revised 2025 earnings guidance, now anticipating approximately 1% decrease in full-year revenue (Company Disclosure).
- Accelerated digital transformation with the launch of AI-powered support tools for technicians and homeowners. These tools have logged over 15,000 sessions and 7,000 registered users to date (Company Disclosure).
- First to complete DOE lab validation in the 15-25 ton category for commercial cold climate heat pump rooftops. This advances high-efficiency HVAC technology for commercial buildings (DOE, Company Disclosure).
Valuation Changes
- Consensus Analyst Price Target decreased marginally from $575.25 to $572.13.
- Discount Rate has risen slightly, moving from 8.25% to 8.51%.
- Revenue Growth projection increased from 4.80% to 5.79%.
- Net Profit Margin forecast edged higher, up from 15.93% to 16.01%.
- Expectation for the future P/E ratio fell from 24.57x to 23.81x.
Disclaimer
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