Update shared on12 Oct 2025
Fair value Decreased 1.62%Analysts have lowered their price target for Lennox International from $636.81 to $626.50. They cited revised expectations for profit margins, as well as updated assumptions regarding revenue growth and discount rates.
What's in the News
- Lennox is accelerating its digital transformation with AI-powered tools designed to enhance customer experience. The company launched two AI agents: one for HVAC technicians and dealers, and another for homeowners. The Technical Support AI agent, available in multiple languages and platforms, has logged over 15,000 sessions with a 96% positive feedback rate. (Key Developments)
- Lennox's commercial cold climate heat pump rooftop unit is the first in the 15-25 ton category to pass Department of Energy laboratory validation under the Commercial Building HVAC Technology Challenge, advancing high-efficiency solutions for cold climates. (Key Developments)
- The company has revised its 2025 full-year guidance, now expecting earnings per share between $23.25 and $24.25 and revenue growth of approximately 3%. (Key Developments)
- From April to June 2025, Lennox repurchased over 371,000 shares for $209.62 million, completing the buyback of more than 16 million shares since October 2014. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has fallen slightly, moving from $636.81 to $626.50.
- Discount Rate has risen modestly, increasing from 8.23% to 8.25%.
- Revenue Growth expectations have increased significantly, from 4.22% to 7.22%.
- Net Profit Margin forecast has declined slightly, from 16.82% to 16.46%.
- Future P/E ratio estimate has decreased from 25.83x to 23.86x.
Disclaimer
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