Subtext

Lennox International Inc. LII

SectorIndustrials
Transcripts21
Date range2020-04-20 – 2025-04-23
Calls charted21

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: -8.62020 Q2 · Overall: +6.32020 Q3 · Overall: +8.32020 Q4 · Overall: +9.22021 Q1 · Overall: +8.82021 Q2 · Overall: +5.82021 Q3 · Overall: +5.02021 Q4 · Overall: +7.12022 Q1 · Overall: +1.32022 Q2 · Overall: +9.82022 Q3 · Overall: +5.42022 Q4 · Overall: +11.12023 Q1 · Overall: +15.32023 Q2 · Overall: +13.12023 Q3 · Overall: +12.22023 Q4 · Overall: +11.22024 Q1 · Overall: +0.22024 Q2 · Overall: +17.52024 Q3 · Overall: +14.02024 Q4 · Overall: +14.12025 Q1 · Overall: +2.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-29-14+0+14+292020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: -8.72020 Q2 · CEO: +10.22020 Q4 · CEO: +11.32021 Q1 · CEO: +13.52021 Q2 · CEO: +5.72021 Q3 · CEO: +4.52022 Q2 · CEO: +16.22022 Q3 · CEO: +12.12022 Q4 · CEO: +17.22023 Q1 · CEO: +19.32023 Q2 · CEO: +14.52023 Q3 · CEO: +17.42024 Q1 · CEO: +4.42024 Q2 · CEO: +25.12024 Q4 · CEO: +16.92025 Q1 · CEO: +2.32020 Q1 · CFO: +5.62020 Q2 · CFO: +0.92020 Q3 · CFO: +8.42020 Q4 · CFO: +8.42021 Q1 · CFO: +11.32021 Q2 · CFO: +18.52021 Q3 · CFO: +10.92021 Q4 · CFO: +10.22022 Q1 · CFO: +0.02022 Q2 · CFO: +2.42022 Q3 · CFO: -1.22023 Q2 · CFO: +22.22023 Q3 · CFO: +15.22023 Q4 · CFO: +16.82024 Q1 · CFO: +7.02024 Q2 · CFO: +20.52024 Q3 · CFO: +17.92024 Q4 · CFO: +17.92025 Q1 · CFO: +10.3
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-58-29+0+29+582020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: -0.42020 Q2 · Prepared remarks: +8.32020 Q3 · Prepared remarks: +9.72020 Q4 · Prepared remarks: +9.12021 Q1 · Prepared remarks: +12.32021 Q2 · Prepared remarks: +15.52021 Q3 · Prepared remarks: +8.62021 Q4 · Prepared remarks: +10.22022 Q1 · Prepared remarks: +1.52022 Q2 · Prepared remarks: +11.02022 Q3 · Prepared remarks: +13.32022 Q4 · Prepared remarks: +18.12023 Q1 · Prepared remarks: +29.92023 Q2 · Prepared remarks: +29.32023 Q3 · Prepared remarks: +22.22023 Q4 · Prepared remarks: +29.22024 Q1 · Prepared remarks: +50.12024 Q2 · Prepared remarks: +43.82024 Q3 · Prepared remarks: +29.62024 Q4 · Prepared remarks: +14.72025 Q1 · Prepared remarks: +18.52020 Q1 · Q&A responses: -9.72020 Q2 · Q&A responses: +7.42020 Q3 · Q&A responses: +7.92020 Q4 · Q&A responses: +12.32021 Q1 · Q&A responses: +10.82021 Q2 · Q&A responses: +3.32021 Q3 · Q&A responses: +4.82021 Q4 · Q&A responses: +9.32022 Q2 · Q&A responses: +12.22022 Q3 · Q&A responses: +5.72022 Q4 · Q&A responses: +10.52023 Q1 · Q&A responses: +11.22023 Q2 · Q&A responses: +9.22023 Q3 · Q&A responses: +11.82023 Q4 · Q&A responses: +7.92024 Q1 · Q&A responses: +0.92024 Q2 · Q&A responses: +14.42024 Q3 · Q&A responses: +9.42025 Q1 · Q&A responses: -0.8
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$20.07$21.84$23.612020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32024 Q1: $20.322024 Q2: $21.242024 Q3: $22.322024 Q4: $23.37

Forward P/E

22.8325.2327.642020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32024 Q1: 23.162024 Q2: 25.912024 Q3: 26.992024 Q4: 27.31

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2024 Q3 tone ↓ -3.5 fwd EPS ↑ +1.08 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-23+2.9——View →
2024 Q42025-01-29+14.1$23.3727.3View →
2024 Q32024-10-23+14.0$22.3227.0View →
2024 Q22024-07-24+17.5$21.2425.9View →
2024 Q12024-04-24+0.2$20.3223.2View →
2023 Q42024-01-31+11.2——View →
2023 Q32023-10-26+12.2——View →
2023 Q22023-07-27+13.1——View →