Lennox International Inc. (NYSE:LII) Just Released Its Annual Earnings: Here's What Analysts Think
Lennox International Inc. (NYSE:LII) Just Released Its Annual Earnings: Here's What Analysts Think
Last week, you might have seen that Lennox International Inc. (NYSE:LII) released its annual result to the market. The early response was not positive, with shares down 5.5% to US$420 in the past week. The result was positive overall - although revenues of US$5.0b were in line with what the analysts predicted, Lennox International surprised by delivering a statutory profit of US$16.54 per share, modestly greater than expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
上周,你可能已经看到伦诺克斯国际公司(纽约证券交易所代码:LII)向市场发布了年度业绩。早期的反应并不乐观,过去一周股价下跌5.5%,至420美元。总体业绩是积极的——尽管50亿美元的收入与分析师的预测一致,但伦诺克斯国际出人意料地实现了每股16.54美元的法定利润,略高于预期。对于投资者来说,这是一个重要时刻,因为他们可以在报告中追踪公司的业绩,看看专家对明年的预测,看看对该业务的预期是否有任何变化。因此,我们收集了最新的财报后法定共识估计,以了解明年可能会发生什么。
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After the latest results, the 16 analysts covering Lennox International are now predicting revenues of US$5.15b in 2024. If met, this would reflect a modest 3.3% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to ascend 19% to US$19.77. In the lead-up to this report, the analysts had been modelling revenues of US$5.19b and earnings per share (EPS) of US$19.49 in 2024. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.
根据最新业绩,涵盖伦诺克斯国际的16位分析师现在预测2024年的收入为51.5亿美元。如果得到满足,这将反映出收入与过去12个月相比略有增长3.3%。预计每股法定收益将增长19%,至19.77美元。在本报告发布之前,分析师一直在模拟2024年的收入为51.9亿美元,每股收益(EPS)为19.49美元。鉴于他们的估计没有重大变化,共识分析师似乎没有在这些结果中看到任何会改变他们对业务看法的内容。
It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$453. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Lennox International at US$550 per share, while the most bearish prices it at US$330. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.
因此,得知共识目标股价基本保持不变为453美元也就不足为奇了。但是,这并不是我们可以从这些数据中得出的唯一结论,因为一些投资者在评估分析师目标股价时也喜欢考虑估计值的差异。目前,最看涨的分析师对伦诺克斯国际的估值为每股550美元,而最看跌的价格为330美元。这些目标股价表明,分析师对该业务的看法确实有所不同,但这些估计的差异不足以向我们表明,有些人押注取得巨大成功或彻底失败。
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Lennox International's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 3.3% growth on an annualised basis. This is compared to a historical growth rate of 6.5% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 5.0% annually. Factoring in the forecast slowdown in growth, it seems obvious that Lennox International is also expected to grow slower than other industry participants.
了解这些预测的更多背景信息的一种方法是研究它们与过去的业绩相比如何,以及同一行业中其他公司的表现。很明显,预计伦诺克斯国际的收入增长将大幅放缓,预计到2024年底的收入按年计算将增长3.3%。相比之下,过去五年的历史增长率为6.5%。相比之下,该行业的其他公司(根据分析师的预测),后者的总体收入预计每年将增长5.0%。考虑到增长放缓的预测,很明显,伦诺克斯国际的增长速度预计也将低于其他行业参与者。
The Bottom Line
底线
The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
最明显的结论是,该业务的前景最近没有重大变化,分析师的收益预测保持稳定,与先前的估计一致。从好的方面来看,收入估计没有重大变化;尽管预测表明它们的表现将比整个行业差。共识目标股价没有实际变化,这表明该业务的内在价值与最新估计相比没有发生任何重大变化。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Lennox International analysts - going out to 2026, and you can see them free on our platform here.
考虑到这一点,我们仍然认为该业务的长期发展轨迹对于投资者来说更为重要。多位伦诺克斯国际分析师估计,到2026年,你可以在我们的平台上免费查看。
However, before you get too enthused, we've discovered 1 warning sign for Lennox International that you should be aware of.
但是,在你变得太热情之前,我们已经发现了伦诺克斯国际的1个警告标志,你应该注意这一点。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。