Lennox International
Market Cap
US$11.1b
Last Updated
2019/07/18 23:43 UTC
Data Sources
Company Financials +
Executive Summary
Lennox International Inc., through its subsidiaries, provides climate control solutions in North America, Europe, Russia, Turkey, the Middle East, and internationally.
Snowflake
Fundamentals
Solid track record average dividend payer.
Similar Companies
Share Price & News
How has Lennox International's share price performed over time and what events caused price changes?
Latest Share Price and Events
Market Performance
7 Day Return
-0.2%
NYSE:LII
-0.4%
US Building
-0.3%
US Market
1 Year Return
31.2%
NYSE:LII
1.3%
US Building
3.4%
US Market
LII outperformed the Building industry which returned 1.3% over the past year.
LII outperformed the Market in United States of America which returned 3.4% over the past year.
Share holder returns
| LII | Industry | Market | |
|---|---|---|---|
| 7 Day | -0.2% | -0.4% | -0.3% |
| 30 Day | 4.9% | 2.6% | 2.9% |
| 90 Day | 4.9% | 4.9% | 2.1% |
| 1 Year | 32.7%31.2% | 2.9%1.3% | 5.7%3.4% |
| 3 Year | 95.4%89.1% | 18.5%8.6% | 45.8%36.2% |
| 5 Year | 233.8%215.0% | 41.7%23.8% | 58.9%41.3% |
Price Volatility Vs. Market
How volatile is Lennox International's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 days ago | Simply Wall St
Lennox International Inc. (NYSE:LII): Will The Growth Last?3 weeks ago | Simply Wall St
Is Lennox International Inc.'s (NYSE:LII) CEO Paid At A Competitive Rate?3 weeks ago | Simply Wall St
How Should Investors Feel About Lennox International Inc.'s (NYSE:LII) CEO Pay?Valuation
Is Lennox International undervalued based on future cash flows and its price relative to the stock market?
29.1x
Price to Earnings (PE) ratio
Intrinsic Value Based on Future Cash Flows
Lennox International's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).
Lennox International's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).
Price Based on Earnings
Lennox International is overvalued based on earnings compared to the US Building industry average.
Lennox International is overvalued based on earnings compared to the United States of America market.
Price Based on Expected Growth
Lennox International is poor value based on expected growth next year.
Price Based on Value of Assets
Lennox International has negative assets, we can't compare the value of its assets to the US Building industry average.
Next Steps
Future Growth
How is Lennox International expected to perform in the next 1 to 3 years based on estimates from 16 analysts?
5.3%
Forecasted annual earnings growth
Earnings and Revenue Growth Estimates
Future Annual Growth Analysis
Lennox International's revenue is expected to grow by 3.8% yearly, however this is not considered high growth (20% yearly).
Lennox International's earnings are expected to grow by 5.3% yearly, however this is not considered high growth (20% yearly).
Lennox International's revenue growth is positive but not above the United States of America market average.
Lennox International's earnings growth is positive but not above the United States of America market average.
Lennox International's earnings growth is expected to exceed the low risk savings rate of 2.7%.
Earnings per Share Growth Estimates
Future Return on Equity
Lennox International is expected to make outstanding use of shareholders’ funds in the future (Return on Equity greater than 40%).
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Past Performance
How has Lennox International performed over the past 5 years?
14.9%
Historical annual earnings growth
Earnings and Revenue History
Past Earnings Growth Analysis
Lennox International's year on year earnings growth rate has been positive over the past 5 years.
Lennox International's 1-year earnings growth exceeds its 5-year average (30% vs 14.9%)
Lennox International's earnings growth has exceeded the US Building industry average in the past year (30% vs 24.3%).
Return on Equity
It is difficult to establish if Lennox International has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) due to its liabilities exceeding its assets.
Return on Assets
Lennox International used its assets more efficiently than the US Building industry average last year based on Return on Assets.
Return on Capital Employed
Lennox International has improved its use of capital last year versus 3 years ago (Return on Capital Employed).
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Financial Health
How is Lennox International's financial position?
Financial Position Analysis
Lennox International is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
Lennox International's long term commitments exceed its cash and other short term assets.
Debt to Equity History and Analysis
Lennox International has negative shareholder equity (liabilities exceed assets), this is a more serious situation compared with a high debt level.
Irrelevant to check if Lennox International's debt level has increased considering it has negative shareholder equity.
Debt is well covered by operating cash flow (33.8%, greater than 20% of total debt).
Interest payments on debt are well covered by earnings (EBIT is 11.9x coverage).
Balance Sheet
High level of physical assets or inventory.
Lennox International has negative shareholder equity (liabilities exceed assets) therefore debt is not covered by short term assets.
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Dividend
What is Lennox International's current dividend yield, its reliability and sustainability?
0.99%
Expected Dividend Yield
Dividend Yield and Payments Analysis
Lennox International's pays a lower dividend yield than the bottom 25% of dividend payers in United States of America (1.43%).
Lennox International's dividend is below the markets top 25% of dividend payers in United States of America (3.76%).
Dividends per share have been stable in the past 10 years.
Dividends per share have increased over the past 10 years.
Current Payout to Shareholders
Dividends paid are well covered by earnings (3.8x coverage).
Future Payout to Shareholders
Dividends after 3 years are expected to be well covered by earnings (4.5x coverage).
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Management
What is the CEO of Lennox International's salary, the management and board of directors tenure and is there insider trading?
10.8yrs
Average management tenure
CEO
Todd Bluedorn (55yo)
12.3yrs
Tenure
US$7,541,297
Compensation
Mr. Todd M. Bluedorn has been the Chief Executive Officer of Lennox International, Inc. since April 2, 2007 and has been its Chairman since May 10, 2012. Mr. Bluedorn serves as a Vice President of The Air- ...
CEO Compensation Analysis
Todd's remuneration is lower than average for companies of similar size in United States of America.
Todd's compensation has been consistent with company performance over the past year, both up more than 20%.
Management Age and Tenure
10.8yrs
Average Tenure
54yo
Average Age
The average tenure for the Lennox International management team is over 5 years, this suggests they are a seasoned and experienced team.
Board Age and Tenure
7.9yrs
Average Tenure
58yo
Average Age
The tenure for the Lennox International board of directors is about average.
Insider Trading
Lennox International individual insiders have only sold shares in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Executive VP & CTO |
| Shares | 2,995 |
| Max Price | US$277.00 |
| Entity | Individual |
| Role | Executive VP & CTO |
| Shares | 1,786 |
| Max Price | US$250.05 |
| Entity | Individual |
| Role | Member of the Board of Directors |
| Shares | 1,400 |
| Max Price | US$215.94 |
| Entity | Individual |
| Role | Member of the Board of Directors |
| Shares | 500 |
| Max Price | US$212.06 |
| Entity | Individual |
| Role | Executive VP & CTO |
| Shares | 10,000 |
| Max Price | US$207.00 |
| Entity | Individual |
| Role | Member of the Board of Directors |
| Shares | 2,000 |
| Max Price | US$204.45 |
Ownership Breakdown
Management Team
Chris Kosel (52yo)
VP, Chief Accounting Officer & Controller
- Tenure: 2.2yrs
Daniel Sessa (54yo)
Executive VP & Chief HR Officer
- Tenure: 12.1yrs
- Compensation: $1.90m
Terry Johnston (61yo)
Executive VP and President & COO of LII North America Commercial Heating & Cooling
- Tenure: 6.5yrs
Prakash Bedapudi (52yo)
Executive VP & CTO
- Tenure: 11.0yrs
Gary Bedard (54yo)
Executive VP and President & COO of Worldwide Refrigeration Business Segment
- Tenure: 1.8yrs
Todd Bluedorn (55yo)
Chairman & CEO
- Tenure: 12.3yrs
- Compensation: $7.54m
Steve Harrison
Vice President of Investor Relations
- Tenure: 11.1yrs
John Torres (60yo)
Executive VP
- Tenure: 10.6yrs
- Compensation: $2.01m
Joe Reitmeier (54yo)
Executive VP & CFO
- Tenure: 7.0yrs
- Compensation: $2.15m
Doug Young (56yo)
Executive VP and President & COO of LII Residential Heating & Cooling
- Tenure: 12.8yrs
- Compensation: $2.20m
Board Members
Max Mitchell (55yo)
Director
- Tenure: 2.8yrs
- Compensation: $219.60k
Greg Swienton (69yo)
Director
- Tenure: 8.6yrs
- Compensation: $239.60k
Todd Bluedorn (55yo)
Chairman & CEO
- Tenure: 7.2yrs
- Compensation: $7.54m
Karen Quintos (55yo)
Director
- Tenure: 4.8yrs
- Compensation: $219.60k
John Major (73yo)
Independent Director
- Tenure: 26.5yrs
- Compensation: $234.60k
Kim Rucker (52yo)
Director
- Tenure: 4.1yrs
- Compensation: $219.60k
Janet Katherine Cooper (65yo)
Director
- Tenure: 20.3yrs
- Compensation: $219.60k
Paul Schmidt (74yo)
Director
- Tenure: 14.5yrs
- Compensation: $219.60k
John Norris (61yo)
Director
- Tenure: 18.5yrs
- Compensation: $229.60k
Todd Teske (54yo)
Lead Director
- Tenure: 4.2yrs
- Compensation: $259.60k
Company Information
Lennox International Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Lennox International Inc.
- Ticker: LII
- Exchange: NYSE
- Founded: 1895
- Industry: building products
- Sector: capital goods
- Market Cap: US$11.136b
- Shares outstanding: 39.22m
- Website: Click here
Number of Employees
Location
- Lennox International Inc.
- 2140 Lake Park Boulevard
- Richardson
- Texas
- 75080
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| LII | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Jul 1999 |
| LXI | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jul 1999 |
| LII * | BMV (Bolsa Mexicana de Valores) | Yes | Common Stock | MX | MXN | Jul 1999 |
Biography
Lennox International Inc., through its subsidiaries, provides climate control solutions in North America, Europe, Russia, Turkey, the Middle East, and internationally. It designs, manufactures, and markets ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/07/18 23:43 |
| End of Day Share Price | 2019/07/18 00:00 |
| Earnings | 2019/03/31 |
| Annual Earnings | 2018/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.