Update shared on28 Sep 2025
Fair value Decreased 2.16%The reduction in Lennox International’s consensus price target primarily reflects lowered revenue growth expectations, resulting in the fair value decreasing from $650.88 to $636.81.
What's in the News
- Lennox accelerated its digital strategy by launching AI-powered support tools for HVAC technicians and homeowners, improving troubleshooting efficiency and receiving a 96% positive feedback rate from over 7,000 registered users.
- The company’s commercial cold climate heat pump rooftop unit became the first to pass DOE laboratory validation for the 15–25 ton category, demonstrating leadership in high-efficiency, cold climate HVAC solutions.
- Raised full-year 2025 earnings guidance to $23.25–$24.25 EPS and projected revenue growth of approximately 3%.
- Repurchased 371,133 shares (1.05% of shares outstanding) for $209.62 million between April and June, bringing total buybacks to 38.41% of shares since 2014.
- Lennox was dropped from the Russell 2500 Growth Index.
Valuation Changes
Summary of Valuation Changes for Lennox International
- The Consensus Analyst Price Target has fallen slightly from $650.88 to $636.81.
- The Consensus Revenue Growth forecasts for Lennox International has fallen from 4.5% per annum to 4.2% per annum.
- The Net Profit Margin for Lennox International remained effectively unchanged, moving only marginally from 17.12% to 16.82%.
Disclaimer
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