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Lennox International
LII · NYSEIndustrials — Building Products / HVAC
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Inputsmaterials, equipment & da…Operatorsthe companies at the cent…Products &serviceswhat they make & runDistribution &logisticshow it gets thereCustomers &end marketswho paysCuCopper, aluminum & steelCMPCompressor & motor makersCTLElectronics & controlsCAPCapital & investorsLIILennox InternationalHCSHome Comfort SolutionsBCSBuilding Climate SolutionsSLHSamsung Lennox HVAC JVDISTFactory-owned distribution···Independent HVAC dealersYOUHomeownersNASNational accounts & retailersCLDSupermarkets & cold chain
Company details
Market cap
$19.6B
P/E ratio
25×
Div yield
0.9%
EPS (TTM)
$22.55
Profit margin
15%
Rev. growth
-1%
Revenue
$5.3B
Free cash flow
$0.66B
In plain English
Lennox makes the furnaces, air conditioners and heat pumps that heat and cool American homes and buildings — plus the refrigeration gear that keeps supermarkets and cold-storage cold. Most of its money comes from replacement: when an aging US air conditioner finally dies, a Lennox-branded dealer often installs the new one, sold through Lennox's own factory-owned distribution. A residential business (Home Comfort Solutions) makes up roughly two-thirds of sales; a commercial and refrigeration business (Building Climate Solutions) the rest.
In simple terms
What Lennox International really sells
Lennox makes the furnaces, air conditioners and heat pumps that heat and cool American homes and buildings — plus the refrigeration gear that keeps supermarkets and cold-storage cold. Most of its money comes from replacement: when an aging US air conditioner finally dies, a Lennox-branded dealer often installs the new one, sold through Lennox's own factory-owned distribution. A residential business (Home Comfort Solutions) makes up roughly two-thirds of sales; a commercial and refrigeration business (Building Climate Solutions) the rest.
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Risk read
Moderate
SteadierMore speculative
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