Ex-Otis Americas president Tracy Embree joins Kirby board
Kirby Corporation (NYSE: KEX) has appointed Tracy A. Embree, the retired President of Otis Americas, as a new independent director to its Board, effective February 16, 2026. Embree brings over 25 years of global leadership experience in industrial operations, manufacturing, distribution, and power generation, which management believes will strengthen Kirby's expertise. She currently serves on the boards of Lennox International and KLA Corporation.
Kirby Corporation Announces New Director of the Board Tracy A. Embree
Kirby Corporation (NYSE: KEX) has appointed Tracy A. Embree as a new independent member of its Board of Directors, effective February 16, 2026. Ms. Embree, the retired President of Otis Americas, brings over 25 years of leadership experience in industrial operations, manufacturing, distribution, and services, notably in power generation. Her appointment is expected to strengthen the expertise on Kirby's board and support the company's continued success.
LENNOX INTERNATIONAL INC SEC 10-K Report
Lennox International Inc. has released its 2025 10-K report, detailing a 3% decrease in net sales to $5,195.3 million but a slight increase in operating income. The report highlights strategic initiatives like acquisitions, changes in inventory accounting, and capital management efforts, including share repurchases and dividend payments. Despite these efforts, the company faces challenges from intense market competition, operational risks, product development hurdles, and regulatory and environmental risks.
2 Unpopular Stocks That Deserve Some Love and 1 That Underwhelm
This article analyzes three stocks, identifying two that are undervalued and one that is likely to underperform. It recommends PennyMac Mortgage Investment Trust (PMT) as a stock to sell due to declining sales, profitability, and tangible book value. Conversely, MACOM Technology Solutions (MTSI) and Lennox (LII) are presented as promising investment opportunities, citing strong revenue growth, high margins, and efficient operations respectively.
Mueller Industries Pairs Net Cash Focus With Value Added Growth
Mueller Industries is focusing on maintaining a net cash position and practicing disciplined growth, shifting its strategy towards value-added manufacturing rather than being a commodity play. This approach aims to provide financial flexibility and stability, reducing dependence on short-term commodity price fluctuations. Investors are encouraged to monitor the company's consistent adherence to these capital allocation priorities and its response to market volatility.
'Almost as much as my rent:' Dominion customers shocked by surging energy bill
Dominion Energy customers are experiencing significantly higher utility bills, with some reporting costs doubling or tripling compared to typical amounts. This surge is attributed to the coldest January in over 15 years, and the longest sustained period of extreme cold since the 1940s. A single mother, Amanda Simpson, received a $797 bill, nearly triple her usual amount, putting a strain on her ability to pay rent and keep her family housed.
Lennox International, Inc. $LII Shares Bought by Prescott Group Capital Management L.L.C.
Prescott Group Capital Management L.L.C. increased its stake in Lennox International, Inc. (NYSE:LII) by 50.0% in the third quarter of last year, now owning 6,000 shares valued at $3.18 million. Despite missing Q3 earnings and revenue estimates, Lennox issued optimistic FY2026 EPS guidance that surpassed analyst consensus. The article also notes significant position increases by other institutional investors, recent insider selling, and a "Hold" consensus rating from Wall Street analysts with an average target price of $593.
Lennox International (NYSE:LII) Stock Price Passes Above 200 Day Moving Average - What's Next?
Lennox International (NYSE:LII) stock recently traded above its 200-day moving average, reaching $558.03 with significant volume, despite missing Q4 EPS and revenue estimates. Analysts currently rate the stock as "Hold" with an average target of $593, while insider selling has been noted. The company announced a quarterly dividend of $1.30 per share and provided FY2026 EPS guidance.
Lennox Buybacks Retire 40% Of Shares And Shape Growth Outlook
Lennox International (NYSE:LII) has continued its share repurchase program, buying back nearly 0.85% of its shares in the most recent quarter, bringing the total to almost 40% of outstanding shares since 2014. Despite broadly flat sales and net income for 2025, modest earnings per share uplift suggests buybacks are supporting per-share metrics. The company aims for 6-7% revenue growth in 2026, balancing capital returns with reinvestment and acquisitions.
Lennox to Host 2026 Investor Day
Lennox International Inc. (NYSE: LII) will host its Investor Day on March 4, 2026, in the Dallas-Fort Worth area. The event will feature presentations from key executives who will discuss the company's operational progress, strategic priorities, and new long-term growth targets. A live webcast and replay will be available on the company's investor relations website.
Lennox Buybacks Retire 40% Of Shares And Shape Growth Outlook
Lennox International (NYSE:LII) has completed a new share repurchase, bringing total buybacks to almost 40% of outstanding shares since 2014. This aggressive program continues to support earnings per share amidst flat sales and net income, signaling management's belief in shrinking the share count. Investors are now watching how these buybacks balance with other cash uses and contribute to the company's long-term growth and shareholder returns.
Lennox Buybacks Retire 40% Of Shares And Shape Growth Outlook
Lennox International (NYSE:LII) has completed a recent share repurchase, buying back 0.85% of its shares, which brings the total buybacks under its program to almost 40% of outstanding shares. This strategy helps support earnings per share even as sales and net income remained flat in 2025. The company's long-running buyback program, combined with commercial expansion and growth guidance, suggests a focus on aligning shareholder returns with growth and reinvestment plans, despite potential risks like reduced cash for future investments or insider selling.
Brian Madden’s Top Picks: Shopify, Service Corp, Lennox Intl.
Brian Madden, Chief Investment Officer at First Avenue Investment Counsel, has shared his top stock picks. His selections include well-known companies Shopify, Service Corp, and Lennox International. This article highlights his insights on these specific market choices.
Lennox International Stock: Analyst Estimates & Ratings
Lennox International Inc. (LII) has underperformed the broader market and the Industrial Select Sector SPDR Fund (XLI) over the past year, declining 9.5%. The company faces headwinds from channel destocking and weak residential construction demand, missing Q4 EPS and revenue expectations. Despite these challenges, analysts have a "Moderate Buy" consensus rating for LII stock, with a mean price target suggesting a 4.2% premium.
Lennox International Stock: Analyst Estimates & Ratings
Lennox International (LII) has underperformed the broader market and the Industrial Select Sector SPDR Fund (XLI) over the past year, despite a positive start to 2026. The company faces headwinds from channel destocking and weak demand in residential construction, as reflected in its Q4 2025 earnings which missed Wall Street expectations. While analysts have a "Moderate Buy" consensus rating for LII, with a mean price target suggesting a modest premium, some analysts, like Morgan Stanley, maintain an "Underweight" rating.
Lennox International Stock: Analyst Estimates & Ratings
Lennox International Inc. (LII) has underperformed the broader market and the Industrial Select Sector SPDR Fund over the past year, despite a positive start to 2026. The company faces headwinds from channel destocking and weak residential construction demand, with its Q4 results missing Wall Street estimates. Despite these challenges, analysts have a "Moderate Buy" consensus rating for LII, with a mean price target suggesting a slight premium to its current price.
Modine Gentherm Deal Refocuses Thermal Growth On Data Center Demand
Modine Manufacturing (NYSE:MOD) is spinning off its Performance Technologies segment to combine it with Gentherm, aiming to create more focused businesses in thermal management. This move allows Modine to concentrate on high-growth areas like data center cooling, which has seen significant revenue increases. Investors should monitor how this separation impacts Modine's risk profile, growth options, and its ability to execute on restructuring and integration while leveraging the growing demand for data center solutions.
Does Acquisition-Led Growth Amid Buybacks Shift the Bull Case For Lennox International (LII)?
Lennox International (LII) reported flat sales and earnings in 2025 but projects 6-7% revenue growth for 2026, largely driven by acquisitions, against a backdrop of soft HVAC demand. The company continues its share buyback program, reducing outstanding shares. Investors are weighing the risks of overreliance on acquisition-driven growth and a high-debt balance sheet if market conditions remain weak.
Todd Teske Sells 700 Shares of Lennox International (NYSE:LII) Stock
Director Todd Teske sold 700 shares of Lennox International (NYSE:LII) stock for $373,415 on February 4th, reducing his stake by 9.23%. This transaction follows Lennox International's recent earnings report, where the company missed quarterly expectations with EPS of $4.45 against an expected $4.76 and revenue of $1.20 billion against $1.27 billion expected, leading to a share price drop. The company also announced a quarterly dividend of $1.30 per share.
Lennox International (NYSE:LII) CAO Sells $136,271.00 in Stock
Lennox International's Chief Accounting Officer, Chris Kosel, sold 254 shares of company stock for $136,271, decreasing his ownership by 18.9%. This transaction follows the company's recent quarterly results, which missed analyst expectations, reporting $4.45 EPS versus an expected $4.76 and a revenue decline of 11.2% year-over-year. Analysts currently maintain a consensus "Hold" rating on LII stock with a target price of $593.
United States Environmental Technology Market 2031 | Growth Drivers, Key Players & Investment Opportunities
The United States Environmental Technology Market is projected to experience high CAGR growth through 2031, driven by advancements in "clean" or "green" technologies. Key developments include strategic investments in PFAS destruction systems, mergers focused on sustainable materials, and expanded climate investment initiatives backing environmental tech startups. North America, particularly the U.S., leads the market with a 35% share due to strong regulatory frameworks and technology adoption.
The 5 Most Interesting Analyst Questions From Lennox's Q4 Earnings Call
Lennox International's Q4 earnings fell short of expectations due to challenges in both residential and commercial HVAC markets, exacerbated by channel destocking and subdued demand. Management addressed analyst questions regarding the timing of destocking, inventory normalization, earnings cadence, pricing, and volume trends for one-step versus two-step distribution, with improvements projected for the second half of 2026. The company is focusing on operational efficiency and monitoring key catalysts like destocking completion, cost reduction, and investments in digital tools.
Donaldson Company Inc (NYSE:DCI) Valuation Checks Compared With Russell 1000 etf
Donaldson Company, Inc. (NYSE: DCI), a company specializing in industrial filtration systems, is discussed in terms of its valuation relative to the Russell 1000 ETF. The article notes that DCI's shares are trading near an annual high and above an estimated intrinsic value based on a valuation model. Full access to the valuation details requires logging in or creating an account.
Lennox International stock price target lowered to $450 by Morgan Stanley
Morgan Stanley has reduced its price target for Lennox International (NYSE:LII) to $450 from $475, while maintaining an Underweight rating. This revision follows Lennox's Q4 2025 results, which showed continued volume softness and demand weakness, leading to a derating of the stock. Despite near-term challenges and mixed financial performance, Lennox has demonstrated long-term financial resilience by consistently paying dividends for 27 years with 16 consecutive increases.
Analysts Are Neutral on These Industrial Goods Stocks: JetBlue Airways (JBLU), Lennox International (LII)
Analysts have issued neutral ratings for JetBlue Airways (JBLU) and Lennox International (LII), indicating neither a bullish nor bearish outlook. Morgan Stanley maintained a Hold rating on JetBlue with a $7.00 price target, while KeyBanc also maintained a Hold rating on Lennox International. Both stocks reflect current analyst consensus as "Hold" or "Moderate Sell" with varying price target upsides.
Lennox International stock price target lowered to $450 by Morgan Stanley
Morgan Stanley has lowered its price target for Lennox International (NYSE:LII) to $450 from $475, maintaining an Underweight rating due to expected continued volume softness, slow demand, and pricing concerns. This adjustment follows Lennox's Q4 2025 results, with analysts revising earnings forecasts downward. Despite near-term challenges, including destocking headwinds and margin pressure, Lennox has a long history of dividend payments.
Lennox Is Cautiously Optimistic About 2026
Lennox International closed out 2025 with an 11% revenue decline, including a 21% decrease in Home Comfort Solutions, due to channel destocking, a tough residential market, and the R-410A transition. Despite a projected difficult first quarter in 2026, the company expects a return to growth in the second half, driven by inventory management, pricing discipline, and a gradual shift from repair to replacement, particularly with the full transition to R-454B. Lennox forecasts 6% to 7% overall revenue growth for 2026, with significant divergence between its Home Comfort Solutions and Building Climate Solutions segments.
Lennox International, Inc. (NYSE:LII) Given Consensus Recommendation of "Hold" by Analysts
Analysts have given Lennox International, Inc. (NYSE:LII) a consensus "Hold" rating, with an average 12-month price target of $595.08. This comes after the company missed Q4 earnings and revenue expectations, reporting $4.45 EPS against a $4.76 consensus and $1.20 billion in revenue versus $1.27 billion expected, primarily due to destocking and softer markets. Despite the miss, management highlighted margin resilience and provided FY 2026 guidance, indicating expectations for market stabilization.
Should Lennox’s Record 2025 Margins Offset a Weak Quarter for Lennox International (LII) Investors?
Lennox International reported full-year 2025 results with sales of US$5,195.3 million and net income of US$805.8 million, despite a weak fourth quarter with an 11.2% revenue decline and missed operating margins. However, the company achieved record annual margins above 20% and forecasts 6-7% revenue growth for 2026, driven by acquisitions and cost-cutting measures. Investors are weighing these record annual margins against the weaker quarterly performance and the importance of execution on cost savings and acquisitions for future growth.
Wells Fargo & Company Issues Pessimistic Forecast for Lennox International (NYSE:LII) Stock Price
Wells Fargo & Company lowered its price target for Lennox International (NYSE:LII) from $525.00 to $520.00, maintaining an "equal weight" rating. This adjustment comes after Lennox International missed Q4 earnings and revenue expectations, reporting $4.45 EPS against a consensus of $4.76 and revenue of $1.20 billion versus $1.27 billion. Despite the misses, the company provided FY 2026 guidance, and several other analysts have also revised their price targets and ratings on the stock.
Lennox International Inc. (NYSE:LII) Q4 2025 Earnings Call Transcript
Lennox International Inc. reported its Q4 2025 and full-year results, with Q4 EPS missing expectations at $4.06 against an expected $4.76. Despite challenges like regulatory changes, weak demand, and channel destocking, the company achieved a record full-year segment margin of 20.4%. Lennox initiated 2026 guidance, projecting 6% to 7% revenue growth and adjusted EPS between $23.50 and $25.00, anticipating stabilizing end markets and normalized inventories.
Lennox International (LII) Margin Improvement Reinforces Quality Narratives Despite Slower Growth Forecasts
Lennox International (LII) reported solid Q3 FY 2025 results with improved net profit margins, indicating the company's focus on efficiency over rapid sales growth. Despite slower growth forecasts compared to the broader U.S. market and a high debt level, the company's valuation against peers and recent performance offer mixed signals to investors. The article highlights the contrasting bull and bear arguments, focusing on margin improvement as evidence of quality versus concerns about growth pace and debt.
Earnings call transcript: Lennox Q4 2025 results miss forecasts, stock dips
Lennox International Inc. (LII) reported Q4 2025 results below analyst expectations in both EPS and revenue, leading to a nearly 4% pre-market stock decline. Despite the quarterly miss, the company achieved a record 20.4% segment margin for the year and anticipates 6-7% revenue growth in 2026. Management expressed cautious optimism for 2026, expecting market conditions to improve as channel destocking completes and housing recovers due to lower interest rates.
Earnings Flash (LII) Lennox International Inc. Reports Q4 Revenue $1.20B, vs. FactSet Est of $1.27B
Lennox International Inc. reported its fourth-quarter revenue at $1.20 billion, falling short of FactSet's estimated $1.27 billion. The company also announced its Q4 adjusted EPS at $4.45 per share, below FactSet's estimate of $4.75 per share, and provided a full-year 2026 adjusted EPS outlook between $23.50 and $25, compared to FactSet's estimate of $24.58. Shares were down pre-bell following these announcements.
Lennox International falls after Q4 profit miss
Lennox International (LII) stock fell after the company missed its profit expectations for the fourth quarter. This brief article from Reuters indicates a negative market reaction to the earnings report.
Lennox International shares slide after Q4 earnings and revenue miss (LII:NYSE)
Lennox International (LII) shares dropped 4.6% in premarket trading after the company missed Wall Street's fourth-quarter earnings and revenue estimates. The miss was attributed to weak sales volumes, an accounting method change, softer demand in the home comfort segment, and channel destocking. Despite the Q4 miss, management projects a 6-7% rise in full-year revenue and adjusted earnings of $23.50 to $25.00 per share.
Lennox International Inc. (NYSE:LII) Q4 2025 earnings call transcript
This document is an earnings call transcript for Lennox International Inc. (NYSE:LII) for the fourth quarter of 2025. It contains detailed discussions from the company's management regarding their financial performance and outlook. This transcript is a valuable resource for investors and analysts following LII.
Lennox (LII) Delivers Record Margins Despite Revenue Miss
Lennox International (LII) achieved record annual margins exceeding 20% in 2025 due to cost-cutting and a beneficial product mix, despite missing fourth-quarter revenue expectations. The HVAC leader, primarily serving the North American replacement market, demonstrates strong financial health with high operating margins and return on equity. While facing a decline in operating cash flow and some insider selling, the company's valuation metrics suggest a favorable position, and analyst sentiment remains cautiously optimistic.
Lennox International (LII) Misses Q4 Earnings and Revenue Estimates
Lennox International (LII) reported Q4 earnings of $4.45 per share, missing the Zacks Consensus Estimate of $4.76, and revenues of $1.2 billion, falling short of the $1.27 billion consensus. Despite outperforming the market year-to-date, the company currently holds a Zacks Rank #4 (Sell) due to unfavorable earnings estimate revisions. Investors are now looking ahead to management's commentary and future earnings outlook for insights into the stock's performance.
Lennox (NYSE:LII) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
Lennox (NYSE:LII) reported Q4 CY2025 earnings with sales of $1.20 billion, missing analyst estimates by 5.7% and representing an 11.2% year-on-year decline. The company's non-GAAP adjusted EPS of $4.45 also fell short of expectations. Despite achieving annual margins over 20% for the first time, driven by cost reduction, Lennox's stock traded down following the announcement.
Lennox: Q4 Earnings Snapshot
Lennox International Inc. (LII) reported fourth-quarter net income of $142.5 million, or $4.07 per share, with adjusted earnings of $4.45 per share. These results, along with revenue of $1.2 billion, fell short of Wall Street expectations. For the full year, the company reported a profit of $805.8 million, or $22.79 per share, on $5.2 billion in revenue, and anticipates full-year earnings between $23.50 and $25 per share.
Lennox: Fourth Quarter Earnings Overview
Lennox International reported fourth-quarter earnings below analysts' expectations, with net income of $142.5 million and adjusted earnings of $4.45 per share, missing the anticipated $4.76. Revenue for the quarter was $1.2 billion, also falling short of the $1.27 billion forecast. For the full year, the company posted a profit of $805.8 million on $5.2 billion in revenue and projects 2026 full-year earnings between $23.50 and $25 per share.
LENNOX INTERNATIONAL ($LII) Releases Q4 2025 Earnings
LENNOX INTERNATIONAL ($LII) reported Q4 2025 earnings of $4.45 per share, missing estimates, and revenue of $1.195 billion, also below expectations. Insider trading activity for LII in the past six months shows significant selling, with no purchases. Institutional investors displayed mixed activity, with substantial reductions by some firms and additions by others.
Lennox Reports Fourth Quarter and Full Year 2025 Results
Lennox, a climate-control solutions leader, announced its financial results for the fourth quarter and full year 2025. The company experienced a decline in Q4 revenue and EPS, but maintained stable full-year performance with revenue of $5.2 billion and a slight increase in GAAP diluted EPS. Looking ahead to 2026, Lennox anticipates a revenue increase of 6% to 7% and adjusted EPS between $23.50 and $25.00.
Lennox Reports Fourth Quarter and Full Year 2025 Results; Provides Full Year 2026 Guidance
Lennox (NYSE: LII) announced its financial results for the fourth quarter and full year 2025, successfully navigating industry challenges to achieve annual margins over 20% for the first time in its history. The company reported $1.2 billion in revenue for Q4 2025 (down 11%) and $5.2 billion for the full year (down 3%), along with adjusted diluted EPS of $4.45 for Q4 (down 22%) and $23.16 for the full year (up 2%). Lennox also provided full-year 2026 guidance, expecting revenue to increase by approximately 6% to 7% and adjusted earnings per share between $23.50 and $25.00.
Lennox: Q4 Earnings Snapshot
Lennox International Inc. reported fourth-quarter net income of $142.5 million, with adjusted earnings of $4.45 per share, which fell short of analyst expectations of $4.76 per share. The company's revenue of $1.2 billion also missed Street forecasts of $1.27 billion. For the full year, Lennox posted a profit of $805.8 million on $5.2 billion in revenue and provided a full-year earnings forecast in the range of $23.50 to $25 per share.
Lennox: Q4 Earnings Snapshot
Lennox International Inc. (LII) reported fourth-quarter net income of $142.5 million, or $4.07 per share, with adjusted earnings of $4.45 per share falling short of analyst expectations. The company also missed revenue forecasts, posting $1.2 billion against an expected $1.27 billion. For the full year, Lennox reported a profit of $805.8 million and projects fiscal year earnings between $23.50 and $25 per share.
Lennox Q4 2025 earnings preview
This article is a preview of Lennox's Q4 2025 earnings. Due to the limited content provided, no further details can be extracted about the expected financial performance or analyst forecasts.
Brown & Brown, Inc. Q4 2025 Earnings Call Insights
Brown & Brown, Inc. reported strong Q4 2025 revenues of $1.6 billion, a 35.7% year-over-year growth, despite an organic revenue decline. The company successfully integrated its largest acquisition, Accession, expecting significant EBITDA synergies in 2026, bolstering its competitive edge. Despite a cautious outlook for contingent commissions and legal challenges due to employee loss, analysts project a potential rise in BRO stock price over the next year.
Irrigation Automation Industry Research Report 2026 -
The Global Irrigation Automation Market is projected to grow from USD 4.38 Billion in 2025 to USD 9.67 Billion by 2031, with a CAGR of 14.11%. This growth is driven by the need for water conservation, labor shortage solutions, and the integration of AI-driven and IoT smart irrigation technologies. Key challenges include high initial capital investment and ongoing maintenance costs, particularly for smallholder farmers.
