LII

Company Overview: Lennox International Inc. is a leading global provider of HVACR solutions with a market cap of around $20 billion, offering products under various brands and serving diverse customer segments worldwide.

Stock Performance and Analyst Outlook: Despite a 16.7% gain over the past year, recent concerns about softer 2025 guidance and margin pressures have led to an 8.8% drop in shares, resulting in a consensus "Hold" rating from analysts.

Leadership Transition: Sarah Martin has been appointed as the new executive vice president and president of Home Comfort Solutions at Lennox, succeeding Gary Bedard who is retiring after 26 years with the company.

Experience and Vision: Martin brings over 25 years of leadership experience from Honeywell and other companies, and she aims to enhance customer experience and drive growth in Lennox's Home Comfort Solutions segment.

Lennox International Inc Analysis: Lennox International Inc (LII) receives a 100% rating from Validea's P/B Growth Investor model, indicating strong interest based on its fundamentals and valuation as a large-cap growth stock in the Misc. Capital Goods industry.

Partha Mohanram's Contribution: Partha Mohanram, an academic and expert in value investing, developed a growth model that challenges traditional views on growth investing, showcasing criteria to identify sustainable growth stocks through his research.

Stock Performance Overview: LII's stock has a 52-week low of $445.625 and a high of $682.50, with the last trade recorded at $602.77.

Source Attribution: The information regarding LII's stock performance was sourced from Technical Analysis Channel.com, and the views expressed are those of the author, not necessarily reflecting Nasdaq, Inc.

Contrarian Investment Opportunities: A recent analysis highlights that some of the most undervalued S&P 500 stocks, which have high 'Sell' ratings from analysts, are outperforming popular stocks, suggesting that contrarian investments may yield better returns in 2025.

Performance Comparison: While stocks with high 'Buy' ratings have generally underperformed, the 'Sell-rated' stocks have shown a positive return of 3.89% year-to-date, contrasting sharply with the -4.44% return of the favored stocks, indicating that analyst sentiment does not always correlate with stock performance.

Dividend Announcement: Lennox's Board of Directors has approved a quarterly cash dividend of $1.15 per share, payable on May 15, 2025, to stockholders recorded by April 30, 2025.

Company Overview: Lennox is a leader in energy-efficient climate-control solutions, focusing on sustainability and innovation in heating, cooling, indoor air quality, and refrigeration systems.

Stock Performance Overview: LII's stock has a 52-week low of $445.625 and a high of $682.50, with the last trade recorded at $584.30.

Source Disclaimer: The information provided is sourced from Technical Analysis Channel.com and reflects the author's views, which may not align with Nasdaq, Inc.

Lennox International Inc. Analysis: Lennox International Inc. (LII) has received an 88% rating using the P/B Growth Investor model by Partha Mohanram, indicating strong interest based on its fundamentals and valuation as a large-cap growth stock in the Misc. Capital Goods industry.

Partha Mohanram's Contribution: Partha Mohanram, a notable academic in value investing, developed a growth model that challenges traditional views, focusing on identifying sustainable growth stocks through financial statement analysis, enhancing investment strategies beyond conventional methods.

Upcoming Meeting: A meeting will be held in Boston on March 6, hosted by Stephens.

Stock Recommendations: Analysts are providing strong buy ratings for various stocks, with notable upgrades and downgrades including Lennox and Comcast.

Market Overview: This week's ETF Wrap discusses the challenges faced by home builders and highlights concerns investors should consider before investing in this sector.

Investor Guidance: The article encourages caution for those thinking about buying into the dip in home builder stocks, suggesting a careful evaluation of market conditions.

Barclays Upgrade: Lennox International's shares were upgraded to Overweight by Barclays, with a new price target of $702, citing overly negative consensus and conservative margin guidance for 2025.

Market Concerns Addressed: Analyst Julian Mitchell believes concerns regarding a potential drop in U.S. residential HVAC sales due to refrigerant transitions are exaggerated, and he expects Lennox's earnings to outperform the company's own guidance.

New Product Launch: Lennox has introduced the SL22KLV Cold Climate Heat Pump, designed for efficiency and performance in temperatures as low as -20°F, featuring advanced technology for energy savings and quiet operation.

Environmental Commitment: The heat pump utilizes low global warming potential refrigerant R-454B, aligning with updated EPA regulations, and is eligible for federal tax credits and local incentives for homeowners.

Award Recognition: Lennox's Elite Series EL297V Gas Furnace has received a prestigious GOOD DESIGN® Award for its innovative and energy-efficient design, achieving a 97% AFUE rating and qualifying for ENERGY STAR certification.

Company Commitment: The award underscores Lennox's dedication to sustainability and innovation in climate control solutions, enhancing homeowner comfort while promoting energy savings.

Lennox International Inc. Analysis: Lennox International Inc. (LII) has received a high rating of 93% from Validea's Multi-Factor Investor model, indicating strong interest based on its fundamentals and valuation in the Misc. Capital Goods industry.

Pim van Vliet's Investment Strategy: The strategy, developed by Pim van Vliet, focuses on low volatility stocks with strong momentum and high net payout yields, emphasizing that such stocks can outperform higher volatility ones with less risk.

Company Performance: Lennox International Inc. has a market cap of $20.8 billion and reported strong fiscal Q4 2024 earnings, exceeding expectations with an EPS of $5.60 and revenue of $1.3 billion; however, shares fell over 8% due to lower-than-expected free cash flow guidance.

Analyst Ratings: The consensus rating for Lennox among analysts is a "Hold," with recent downgrades from Wells Fargo, while the mean price target suggests a potential upside of 5.4% from current levels.

Lennox and Samsung Collaboration: Lennox International Inc. has partnered with Samsung to launch the "Lennox Powered by Samsung" mini-split systems and Varix™ variable refrigerant flow (VRF) products, aimed at providing energy-efficient ductless heating and cooling solutions for residential and commercial applications.

Product Features and Future Plans: The new systems offer smart control via the Samsung SmartThings app and are designed to optimize energy consumption while maintaining comfort. The joint venture plans to expand its product offerings in 2025 with additional models to meet growing market demands.

Joint Venture Announcement: Lennox and Samsung have formed a joint venture, Samsung Lennox HVAC North America, to introduce ductless heating and cooling solutions, including the Lennox Powered by Samsung mini-split systems and Varix™ VRF systems for both residential and commercial applications.

Product Features and Future Plans: The new systems offer energy-efficient comfort with smart control options via the Samsung SmartThings app, and the companies plan to expand their product offerings in 2025 with additional heat pump models and low GWP VRF products.

Market Overview: Major U.S. stock indexes, including the S&P 500 and Nasdaq, fell to multi-week lows due to President Trump's announcement of new tariffs on Canada, Mexico, and China, raising concerns about a potential trade war and its impact on corporate earnings.

Economic Indicators and Earnings Reports: Despite the market decline, positive economic data showed an increase in the ISM manufacturing index and construction spending, while upcoming earnings reports from major tech companies are anticipated, with analysts predicting a 7.5% year-over-year growth in S&P 500 earnings for Q4.

Market Decline Due to Tariffs: Major stock indexes, including the S&P 500 and Dow Jones, fell sharply following President Trump's announcement of new tariffs on Canada, Mexico, and China, raising concerns about a potential trade war and its impact on global economic growth.

Earnings Reports and Stock Movements: As earnings season progresses, several companies are reporting results, with notable declines in automobile and tech stocks due to tariff fears, while some healthcare and defensive stocks are seeing gains amidst the market downturn.

Research Calls Overview: Wall Street's latest research calls include upgrades for Zillow, Caterpillar, DexCom, Booz Allen, and Tempur Sealy, while downgrades were issued for Comcast, CrowdStrike, FedEx, Constellation Brands, and Lennox due to various market pressures and performance expectations.

New Coverage Initiations: Deutsche Bank and BMO Capital initiated coverage on Shift4 Payments and Quanta Services respectively, with varying ratings and price targets, highlighting the competitive landscape and growth potential in their respective sectors.