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Lennox International Inc. (LII) Q4 2025 Earnings Call Transcript
Unknown1-28
The overall sentiment is negative due to revised downward guidance for revenue, EPS, and free cash flow, reflecting lower sales volumes and elevated inventory levels. Despite cost inflation mitigation and strategic investments for 2026, the current guidance revision indicates immediate challenges. The Q&A reveals concerns about residential volumes, channel performance, and absorption headwinds, further supporting a negative sentiment. The market outlook for 2026 provides some optimism, but the immediate impact of reduced guidance and financial performance is likely to result in a negative stock price reaction.
Lennox International Inc. (LII) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
Neutral12-3
Lennox International Inc. (LII) Q3 2025 Earnings Call Transcript
Unknown10-22
The earnings call presents a mixed outlook. While revenue growth and EPS guidance have been raised, and cost inflation expectations have decreased, the Q&A reveals ongoing challenges, such as high inventory levels and destocking impacts. Positive aspects like the Samsung JV and improved supply chains are offset by vague responses on destocking and trade-down trends. Without a clear market cap, the overall sentiment remains neutral, as the positive and negative factors balance each other out.
Lennox International Inc. (LII) Presents At Morgan Stanley's 13th Annual Laguna Conference (Transcript)
Neutral9-11
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