earnings
confidence high
sentiment positive
materiality 0.75
Lennox Q4 core revenue up 22%, adjusted EPS $5.60; 2025 guidance $22-$23.50
LENNOX INTERNATIONAL INC
2024-FY EPS reported
$22.54
revenue$5,341,300,000
- Q4 core revenue $1.3B (+22% YoY); GAAP EPS $5.52, adjusted EPS $5.60 (+54%).
- Home Comfort Solutions segment profit margin 21.7% (+550bps) on 25% revenue growth.
- Building Climate Solutions segment profit margin -160bps due to new factory ramp-up costs.
- Full year 2024: core revenue +13%, adjusted EPS $22.58 (+26%); FCF $785M (+61%).
- FY2025 guidance: core revenue +2%, adj. EPS $22.00-$23.50, FCF $650-800M.