LII - Lennox International Inc Latest SEC Filings
This article provides a detailed financial overview of Lennox International Inc (LII), including key financial metrics, performance indicators, and market data. It covers historical and forward-looking EPS and sales growth, insider and institutional ownership, profitability ratios, and various stock performance metrics. The data reflects the company's financial health and market position as of the latest available filings.
CARR - Carrier Global Corp Volatility & Greeks
This article provides a comprehensive overview of Carrier Global Corp (CARR), detailing its financial metrics, performance indicators, and volatility. It includes key figures such as market capitalization, P/E ratio, dividend yield, and recent stock performance. The data aims to offer insights into the company's financial health and market position.
Deprince Race & Zollo Inc. Cuts Stake in IDEX Corporation $IEX
Deprince Race & Zollo Inc. reduced its holdings in IDEX Corporation by 2.7% in the first quarter, selling 9,656 shares. Despite this reduction, IDEX remains Deprince Race & Zollo Inc.'s 14th largest holding, valued at $66.25 million. Other institutional investors like Pictet Asset Management Holding SA, however, significantly increased their stakes in IDEX, which has an average rating of "Moderate Buy" from analysts.
Analysts Offer Insights on Industrial Goods Companies: Veralto Corporation (VLTO) and Trane Technologies (TT)
Analysts have provided fresh insights on Veralto Corporation (VLTO) and Trane Technologies (TT) within the Industrial Goods sector. TD Cowen maintained a Hold rating on Veralto with a $100.00 price target, while Bernstein reiterated a Buy rating on Trane Technologies with a $550.00 price target, also supported by Bank of America Securities. Both companies generally hold Moderate Buy consensus ratings among analysts.
Analysts Offer Insights on Industrial Goods Companies: Veralto Corporation (VLTO) and Trane Technologies (TT)
Analysts have provided insights into Veralto Corporation (VLTO) and Trane Technologies (TT), both operating in the Industrial Goods sector. TD Cowen maintained a Hold rating on Veralto with a $100.00 price target, while Bernstein maintained a Buy rating on Trane Technologies with a $550.00 price target. Both companies generally hold a "Moderate Buy" analyst consensus rating.
Carrier sells Riello to Ariston Group for about $440 million
Carrier Global Corporation has completed the sale of its Riello business to Ariston Group for approximately $440 million. This divestiture aligns with Carrier's strategy of disciplined portfolio management, allowing them to focus resources on core climate and energy solutions. The proceeds from the sale are expected to enhance Carrier's ability to invest in innovation and value creation for its customers and shareholders.
Webull acquires Pi for nearly B3bn
Webull, a global digital investment platform, has announced its acquisition of Pi Securities for nearly 3 billion baht, marking its entry into Thailand's capital market. This deal allows Webull to leverage Pi Securities' established infrastructure, local client base, and expertise in Thai equities, while Pi's parent company, Country Group Holdings (CGH), plans to use the proceeds to expand into wellness and other potential businesses. The acquisition highlights a consolidation trend in Southeast Asia's retail fintech sector and Webull's aggressive expansion strategy.
Is AAON (AAON) Becoming an AI Data Center Cooling Pure Play or Staying Diversified?
AAON, Inc. has significantly increased its 2026 revenue growth outlook, driven by its BASX division's success in providing AI-focused data center cooling solutions, which now accounts for nearly half of the company's revenue and boasts a large backlog. While this strong performance in the AI sector presents a compelling investment narrative, investors are cautioned about the associated execution risks given the stock's high earnings multiple, pressure on margins, and dependence on BASX's continued growth. Fair value estimates for AAON vary widely, highlighting the uncertainty and the need for investors to carefully assess the company's financial health and risks.
Expanding Big Data & Analytics Market Aids TRU Amid High Rivalry
TransUnion (TRU) is benefiting from the expanding big data and analytics market, stable U.S. economic conditions, and strategic acquisitions, reflected in its strong first-quarter 2026 results. However, the company faces challenges from seasonal revenue patterns, high debt levels impacting operating costs, and intense competition from industry rivals. Despite these concerns, TransUnion's robust liquidity and innovation efforts support its growth trajectory.
Carrier Global strategy in HVAC, shares in S&P 500 peer focus
Carrier Global is a specialist in heating, ventilation, and air conditioning solutions, listed in the S&P 500 under the ticker CARR. The company's strategy in the HVAC market is under investor scrutiny, with analysts highlighting its exposure to commercial demand and decarbonization trends. Carrier Global's shares are widely held, trading at around 60 USD with a market capitalization of approximately 52 billion USD as of June 28, 2026.
Is Helios Technologies (NYSE:HLIO) Nearing Its Fair Value?
This article discusses Helios Technologies (HLIO) and its current market standing, focusing on its valuation drivers such as automation, electrification, and advanced control technologies. Despite strong share price momentum, the piece raises the question of whether the stock is nearing its fair value, highlighting industrial demand and growth initiatives as key factors for future performance. The full content is behind a login wall, but the introductory text and FAQ provide context on the company's prospects.
Carlisle Companies (NYSE:CSL) Stock Price
Carlisle Companies (NYSE:CSL) stock is currently trading at US$366.73, which is 7.81% lower over the last seven days and is considered 10.6% undervalued compared to its fair value of US$410.14. The company, a manufacturer of roofing and insulation products, benefits from steady demand and anticipates future upside from share repurchases and rising margins, despite an expected 4.1% revenue growth and 7.0% earnings growth over the next three years.
Fleet Management Solutions & Buyouts Aid WEX Amid Elevated Debt
WEX (WEX) is experiencing top-line growth driven by strategic fleet management solutions, partnerships, and acquisitions, alongside strong shareholder policies and liquidity. However, the company faces significant concerns due to its elevated debt burden and fluctuating fuel prices. The lack of dividends also makes the stock less appealing to certain investors.
Diverse Portfolio, Investments & Buyouts Aid OMC Amid Stiff Rivalry
Omnicom (OMC) is bolstering its growth through a diversified portfolio, strategic investments in technology and data, and acquisitions like Interpublic. These efforts aim to enhance operational efficiency, expand service offerings, and ensure a stable top line. Despite these strengths and strong shareholder-friendly policies, OMC faces challenges from stiff competition and low liquidity, which dampens its profitability and financial performance.
HVAC and Water Systems Stocks Q1 Recap: Benchmarking Northwest Pipe (NASDAQ:NWPX)
This article reviews the Q1 earnings season for HVAC and water systems stocks, highlighting strong performance across the sector. It specifically benchmarks Northwest Pipe (NWPX) for its significant revenue growth and positive surprise, while also discussing AAON's impressive growth and A. O. Smith's weaker performance against analyst expectations. The piece also provides an update on market sentiment, noting a shift from AI and crypto concerns to geopolitical risks.
Hudson Technologies Inc (HDSN) Earnings Forecast: Future EPS & Revenue Growth Estimates
Hudson Technologies Inc (HDSN) has an earnings forecast score of 7.00, with an average price target of $9.75 from 4 analysts, indicating a "Buy" trend. The company's expected revenue for the next quarter is $74.33 million, and its previous quarter's EPS was -$0.20 against an expectation of $0.01, with the next quarter's EPS expected at $0.18.
Regal Rexnord Corp (RRX) Earnings Forecast: Future EPS & Revenue Growth Estimates
Regal Rexnord Corp (RRX) currently has an earnings forecast score of 8.55, ranking 19th in its industry, with analysts projecting a target price of $177.50. The consensus among 12 analysts is a "Buy" rating for RRX stock. The company's expected revenue for the next quarter is $1.58 billion, and its EPS for the upcoming quarter is forecasted at $2.58.
HVAC and Water Systems Stocks Q1 Recap: Benchmarking Northwest Pipe (NASDAQ:NWPX)
The article recaps the Q1 earnings for HVAC and water systems stocks, highlighting Northwest Pipe (NWPX), AAON (AAON), A. O. Smith (AOS), Lennox (LII), and Trane Technologies (TT). Northwest Pipe and AAON showed strong revenue growth and beat analyst expectations, while A. O. Smith experienced a revenue miss and stock decline. The sector as a whole had a strong Q1, with revenues beating consensus estimates by 6.9%.
HVAC and Water Systems Stocks Q1 Recap: Benchmarking Northwest Pipe (NASDAQ:NWPX)
The article provides a Q1 recap for the HVAC and water systems industry, highlighting company performance and market trends. It benchmarks Northwest Pipe (NWPX) and discusses strong performers like AAON and other companies like A. O. Smith, Lennox, and Trane Technologies. The report notes excellent revenue beats and strong stock performance for many HVC and water systems companies, despite a challenging broader market environment influenced by geopolitical risks.
HVAC and Water Systems Stocks Q1 Recap: Benchmarking Northwest Pipe (NASDAQ:NWPX)
This article provides a Q1 recap for the HVAC and water systems industry, highlighting the performance of several key companies. Northwest Pipe (NWPX) is benchmarked as a strong performer, exceeding analyst expectations with significant revenue growth and margin expansion. AAON (AAON) also showed robust growth, while A. O. Smith (AOS) had a weaker quarter, missing revenue estimates.
HVAC and Water Systems Stocks Q1 Recap: Benchmarking Northwest Pipe (NASDAQ:NWPX)
This article reviews the Q1 2026 performance of HVAC and water systems stocks, highlighting Northwest Pipe (NWPX) as a strong performer with significant revenue growth and a substantial stock price increase. It also features AAON as having the biggest analyst estimate beat and fastest revenue growth, while A. O. Smith performed weakest. The piece briefly touches on broader market shifts from AI disruption to geopolitical risks.
Is Modine's HVAC Business Set for a Turnaround in 2027?
Modine Manufacturing Company's HVAC Technologies segment faced margin pressure in fiscal 2026 due to an unfavorable product mix, acquisition integration costs, and weather disruptions. Despite these challenges, the company anticipates a strong rebound in fiscal 2027, driven by recent acquisitions and accelerating demand for its products. Competitors like Trane Technologies and Carrier Global are also experiencing robust growth in their commercial HVAC businesses.
AAON (AAON) Is Down 10.4% After Record Backlog And Strong Q1 Beat Has The Bull Case Changed?
AAON experienced a 10.4% stock drop despite reporting a strong Q1 beat with record revenue and earnings, a $2.13 billion backlog, and an optimistic 2026 outlook. The decline is attributed to sector-wide geopolitical tensions and insider selling, rather than fundamental performance. The company's future hinges on its ability to convert its data-center-driven backlog into profitable growth amidst capital-intensive projects.
[Form 4] Trane Technologies plc Insider Trading Activity
Ann C. Berzin, a director at Trane Technologies plc (TT), reported insider trading activity on a Form 4. She received an award of 438 ordinary shares as restricted stock units, which will fully vest on June 5, 2027. To cover taxes associated with this grant, 112 ordinary shares were withheld at a price of $456.84 per share, resulting in her directly holding 85,318.18 ordinary shares after these transactions.
Carrier Global vs. Owens Corning: Which Industrials Stock Is a Better Buy in 2026?
This article compares Carrier Global and Owens Corning, two industrial stocks, to determine which is a better investment in 2026. Carrier Global is pivoting towards high-margin climate solutions with emerging demand from AI data centers and heat pumps, despite a flagging U.S. homebuilding sector. Owens Corning, specializing in building materials, faces market cyclicality and customer concentration risks.
Carrier Global vs. Owens Corning: Which Industrials Stock Is a Better Buy in 2026?
This article compares Carrier Global and Owens Corning, two industrial stocks, to determine which is a better investment in 2026. Carrier Global focuses on HVAC and refrigeration, benefiting from green building trends and AI data center demand, despite international risks and competition. Owens Corning specializes in building materials like roofing and insulation, facing cyclical construction markets and customer concentration.
Reasons Why You Should Hold ABM Stock in Your Portfolio
ABM Industries (ABM) stock has shown a decent performance, rising 7.7% against an industry decline. The company benefits from growth across its segments like Technical Solutions, Aviation, Manufacturing & Distribution, and Education, with strong demand in data centers, semiconductor investments, and passenger travel. ABM also consistently rewards shareholders through dividends and share repurchases, although it faces risks from macroeconomic uncertainty and rising operating costs.
A Look At AAON (AAON) Valuation After Analyst Optimism And New Leadership Appointments
AAON (AAON) is gaining investor attention due to positive analyst commentary following strong 2026 revenue and gross profit guidance and recent leadership appointments, including a new CFO and general counsel. While its share price has seen solid short-term gains, analysts value AAON at $122.75, which is below its current trading price of $132.05, suggesting it may be overvalued. The company's future growth hinges on factors like expanded capacity and operational improvements, but it faces risks from ERP rollout disruptions and significant spending on new facilities.
Why Modine's $4 Billion AI Cooling Deal Could Be a Turning Point
Modine Manufacturing (MOD) has secured a significant long-term agreement worth over $4 billion with a strategic data center customer for its AI cooling solutions, signaling a major turning point for the company. This deal, which includes a $165 million upfront payment for manufacturing expansion, validates Modine's growing importance in the AI infrastructure sector. The company's data center cooling revenues are experiencing rapid growth, with management projecting continued strong expansion, positioning Modine as a key player in the AI boom.
Modine Secures $4B Data Center Cooling Deal
Modine Manufacturing Company has secured a long-term agreement worth over $4 billion to supply Airedale cooling products for data centers between 2027 and 2029, including an upfront payment of $165 million for capacity expansion. This deal follows strong Q4 results, with data center sales up 158% year-over-year. The company is increasing its exposure to AI data center cooling and plans to combine its Performance Technologies business with Gentherm via a Reverse Morris Trust.
AstroNova rides 16% aerospace surge as flight-deck printers lift Q1 results
AstroNova announced strong financial results for its fiscal 2027 first quarter, with revenue up 4.4% to $39.4 million and net income reaching $0.7 million. This growth was largely propelled by a 16.3% increase in its Aerospace segment, specifically due to high demand for its ToughWriter® flight-deck printers. The company also saw significant improvements in operating profit and adjusted EBITDA, along with a substantial reduction in total debt.
How Trane Technologies helped customers cut 331M tons of CO2e
Trane Technologies (NYSE: TT) announced that its customers have reduced 331 million metric tons of CO2e since 2019, progressing towards its goal of one billion metric tons by 2030. The company's 2025 Sustainability Report highlights advancements in climate innovation, circularity, and workforce development, including a 59% reduction in operational emissions and 84% renewable electricity usage. Trane Technologies invested $348 million in R&D in 2025 and introduced 110 new products to support decarbonization efforts.
Lennox Awarded For Cold Climate Heat Pump As Electrification Demand Builds
Lennox International received a GOOD DESIGN® Award for its SL22KLV Cold Climate Heat Pump, recognizing its energy-efficient performance in extreme cold. This award highlights Lennox's alignment with growing demand for electrification and energy-efficient HVAC solutions, positioning the company well in a market where building codes and consumer preferences favor lower utility bills. Investors are advised to watch how Lennox leverages this award in product development and market strategy, considering potential risks like high debt and price sensitivity against a backdrop of forecast earnings growth.
Lennox Awarded For Cold Climate Heat Pump As Electrification Demand Builds
Lennox International (NYSE:LII) has received a global GOOD DESIGN® Award for its SL22KLV Cold Climate Heat Pump, recognizing its energy-efficient performance in challenging cold weather conditions. This award highlights Lennox's alignment with growing demand for energy-efficient HVAC systems, driven by building codes, consumer preferences, and emissions policies. While the award itself doesn't directly impact financials, it signals the company's product portfolio is aligned with regulatory trends and customer demands, supporting its long-term positioning and earnings growth forecasts.
Reasons Why You Should Retain Gartner Stock in Your Portfolio Now
Gartner (IT) is recommended to be retained in investors' portfolios due to its strong growth prospects, aided by diverse offerings and digital innovations like AI-powered AskGartner. The company demonstrates confidence through consistent share buybacks. However, risks include exposure to foreign exchange fluctuations and a current ratio below the industry average, indicating potential liquidity concerns.
Here's Why You Should Retain RSG Stock in Your Portfolio Now
Republic Services, Inc. (RSG) is poised for continued growth due to an expanding North American solid waste management market, strategic acquisitions, and digital transformation efforts. The company's earnings and revenues are projected to increase in 2026 and 2027, and it consistently returns value to shareholders through dividends and share repurchases. Despite competition and a lower current ratio, its strong market position and growth initiatives make it a stock to retain.
Trane keeps landing on FT and Dow Jones lists for climate action
Trane Technologies (NYSE: TT) has once again been recognized for its sustainability leadership, earning spots on the Dow Jones Best-in-Class World and North American Indices and the Financial Times Europe’s Climate Leaders 2026 list. This is the fifth consecutive year for the World Index, fifteenth for the North America Index, and sixth for the FT Europe's Climate Leaders list. The company continues to advance its 2030 Sustainability Commitments, including the Gigaton Challenge to reduce one billion metric tons of greenhouse gas emissions from customers' carbon footprints by 2030, and aims for net-zero emissions by 2050.
Does JCI’s New Board Voice and Steady Dividend Hint at a Shift in Margin Priorities?
Johnson Controls International (JCI) recently appointed Irene Esteves to its board and reconfirmed its regular quarterly dividend. Esteves' finance and industrial experience may influence JCI's focus on execution and margins, particularly concerning its mission-critical building systems and AI-related cooling solutions. The article questions whether JCI's operational improvements and AI wins can justify its current stock multiples, especially given some valuation models flag it as expensive and insider selling has increased.
Otis Worldwide Corp stock hits 52-week low at $69.71 By Investing.com
Otis Worldwide Corp (OTIS) stock has dropped to a 52-week low of $69.71, reflecting a 24.2% decline over the past year and an 18% year-to-date drop. Despite the downturn, InvestingPro analysis suggests the stock is undervalued with a Fair Value of $85.17 and is in oversold territory according to RSI. The company recently reported mixed Q1 2026 results, slightly missing EPS but exceeding revenue forecasts, and launched a new modernization package for commercial escalators.
Lennox International Jumps 5.7% Amid Sector-Wide Rally
Lennox International Inc. (LII) surged 5.7% to $525.12, driven by a sector-wide rally in the building products industry, with peers like Carrier Global, Modine Manufacturing, and AAON also seeing significant gains. This broad-based rally suggests a shift in investor sentiment and institutional buying rather than company-specific news. Investors will be watching whether this momentum continues without a clear fundamental catalyst or if profit-taking will occur.
Does MOD's Q4 Strength and $4B AI Data Center Deal Make It a Buy?
Modine Manufacturing (MOD) has shown strong performance in its Q4 fiscal 2026, driven by its data center cooling business, including a significant $4 billion agreement for AI data centers. While the company is benefiting from the AI infrastructure boom and expects continued growth, its stock valuation has become less attractive after a significant year-to-date rally. Analysts recommend holding the stock for existing shareholders but suggest waiting for a better entry point for new investors due to current valuation concerns.
Trane Technologies Recognized for Sustainability Leadership by Dow Jones and Financial Times
Trane Technologies has been recognized for its sustainability leadership by being included in the Dow Jones Best-in-Class World and North American Indices and the Financial Times Europe’s Climate Leaders 2026 list. This marks the fifth consecutive year on the World Index and 15th on the North America Index, as well as the sixth consecutive year on the Financial Times list. The company's CEO, Dave Regnery, emphasizes that these recognitions validate their purpose-driven strategy and commitment to sustainable innovation and emissions reduction.
CARR - Carrier Global Corp Stock Price and Quote
This article provides comprehensive stock information for Carrier Global Corp (CARR), including its current stock price, financial metrics, performance indicators, and recent news. It details analyst ratings, insider transactions, and key company information, highlighting its diverse climate and energy solutions.
Kroger Agrees to $100M Refrigeration Overhaul at 600 Stores to Settle Clean Air Act Violations
Kroger has agreed to a $100 million refrigeration system overhaul at 600 of its stores and will pay a $2.5 million civil penalty to settle Clean Air Act violations related to R22 refrigerant leaks. The supermarket giant is mandated to convert these systems to non-ozone-depleting refrigerants or natural refrigerants like CO2 by December 31, 2028. This settlement arises from an EPA investigation and follows previous concerns raised by stakeholders and NGOs regarding Kroger's use of HFCs.
Here's Why FactSet Stock Is a Compelling Pick for You Right Now
FactSet Research Systems Inc. (FDS) is presented as a compelling investment due to its strong recent performance, a Zacks Rank #2 (Buy), and positive analyst estimate revisions. The company's growth is driven by its sophisticated analytics, growing customer base, strategic acquisitions like LiquidityBook and LogoIntern, and partnerships with firms like Coin Metrics, Snowflake, and OpenAI. FactSet also consistently returns value to shareholders through dividends and share repurchases.
A Look At Trane Technologies (TT) Valuation After Recent Share Price Cooling
Trane Technologies (TT) has seen its share price cool recently, though long-term performance remains strong. Despite a recent dip, the stock is currently trading approximately 15% below the average analyst price target, with an intrinsic value estimated slightly above the market price, suggesting it is undervalued by around 12.9%. The company's growth prospects are tied to the Commercial HVAC segment and its focus on energy efficiency, but potential risks include sustained weakness in transport markets or tariff-related cost pressures.
PNC Financial Services Group Inc. Sells 4,500 Shares of Trane Technologies plc $TT
PNC Financial Services Group Inc. reduced its stake in Trane Technologies plc (NYSE:TT) by 1.7% in the fourth quarter, selling 4,500 shares and now owning 264,431 shares worth $102.9 million. While PNC reduced its holding, several other institutional investors, including Vanguard Group Inc. and JPMorgan Chase & Co., boosted their positions in Trane Technologies during the same period. The company also announced a quarterly dividend of $1.05 per share, payable on June 30th.
Carrier Global Corp. stock (US1442851009): earnings beat and sharp pullback ahead of Wolfe conferenc
Despite beating Q1 2026 earnings expectations, Carrier Global Corp. (CARR) stock experienced a sharp pullback, falling over 3% in a single session. This volatility is attributed to rising US Treasury yields and market positioning ahead of the company's appearance at the Wolfe Research Global Transportation & Industrials Conference. The company's core business model focuses on HVAC, refrigeration, and fire and security solutions, benefiting from long-term trends in energy efficiency and building modernization.
Jim Cramer on Trane Technologies: “The Whole Business Is Thriving”
Jim Cramer highlighted Trane Technologies (NYSE: TT) as a thriving industrial stock benefiting from data center growth, noting its recent strong earnings with significant backlog and bookings increases. While acknowledging TT's potential, the article suggests that certain AI stocks might offer greater upside and less downside risk. Cramer emphasized that the data center side is a key reason for the company's raised full-year forecast.
TCW Transform Supply Chain ETF (NY: SUPP)
This page provides a detailed stock quote and related news for TCW Transform Supply Chain ETF (SUPP). It includes current and historical price information, key financial metrics like dividend yield and shares outstanding, and a list of recent news articles concerning TCW Group and other related companies. Investors can find information about the ETF's trading exchange, ticker symbol, and market capitalization.
