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Jun 30, 2024

Lennox Q2 2024 Earnings Report

Lennox's Q2 2024 financial performance showcased revenue growth, increased profitability, and strategic investments in long-term growth opportunities.

Key Takeaways

Lennox reported a strong second quarter with revenue of $1.45 billion, operating income of $320 million, and GAAP diluted EPS of $6.87. The company raised its full-year EPS guidance, reflecting confidence in its growth strategy and execution.

Revenue reached $1.45 billion, with core revenue up 8% year-over-year, including 2% growth from acquisitions.

GAAP operating income was $320 million, and adjusted segment profit increased by 13% to $319 million.

GAAP diluted EPS was $6.87, while adjusted diluted EPS rose by 11% to $6.83.

The company raised its full-year EPS guidance range to $19.50-$20.25 from the previous range of $19.00-$20.00.

Total Revenue
$1.45B
Previous year: $1.41B
+2.8%
EPS
$6.83
Previous year: $6.15
+11.1%
Gross Profit
$488M
Previous year: $458M
+6.6%
Cash and Equivalents
$47.6M
Previous year: $51.4M
-7.4%
Free Cash Flow
$152M
Previous year: $146M
+4.3%
Total Assets
$3.22B
Previous year: $2.98B
+8.1%

Lennox

Lennox

Lennox Revenue by Segment

Forward Guidance

For full year 2024, the company reaffirms revenue guidance of approximately 7%, with 2% of benefit from the AES acquisition. Earnings per share revised range is $19.50 to $20.25. Free Cash Flow is estimated to be within the range of $500 million to $600 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income