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Lennox International Inc. (LII)

332.64 -39.41 (-10.59%)
At close: October 28 at 4:00:02 PM EDT
330.06 -2.58 (-0.78%)
Overnight: 3:48:56 AM EDT
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LII Q3 2026 earnings call
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Lennox reported strong revenue growth but weaker profitability in Q3 2026. Management reduced full-year adjusted EPS (earnings per share) guidance after residential price cuts, tariffs, and competition pressured margins. The shares are down 10.59% in the current regular session, while investors assess whether the recovery plan can restore earnings in 2027.

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  • Previous Close 372.05
  • Open 348.90
  • Bid --
  • Ask --
  • Day's Range 325.80 - 353.05
  • 52 Week Range 325.70 - 587.27
  • Volume 2,379,105
  • Avg. Volume 584,080
  • Market Cap (intraday) 11.496B
  • Beta (5Y Monthly) 1.16
  • PE Ratio (TTM) 15.04
  • EPS (TTM) 22.11
  • Earnings Date Oct 28, 2026
  • Forward Dividend & Yield 5.44 (1.46%)
  • 1y Target Est 438.07
  • Morningstar Rating Rating available with Stock Picks access

Lennox International Inc., together with its subsidiaries, designs, manufactures, and markets products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies; residential heating, ventilation, cooling equipment, and air conditioning; and evaporator coils, air handlers, and unit heaters under the Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, Concord, MagicPak, Advanced Distributor Products, Allied, Elite Series, Supco, Linebacker, Elite series, Merit Series, Comfort Sync, Healthy Climate, Healthy Climate Solutions, iComfort, ComfortSense, and Lennox Stores names. The Building Climate Solutions segment offers unitary heating and air conditioning equipment, controls, installation and service of commercial heating and cooling equipment, variable refrigerant flow commercial, curb, curb adapters, drop box diffusers, HVAC recycling, and salvage service. This segment also provides condensing units, unit coolers, fluid coolers, air cooled condensers, process chillers, compressorized racks, and replacement parts and supplies under the Lennox, Model L, CORE, Enlight, Xion, Energence, Prodigy, Strategos, Raider, Lennox VRF, Lennox National Account Services, Allied Commercial, Duro Dyne, Dyne-Tite, Durozone, Elite, AES Industries, Mechanical, Heatcraft Worldwide Refrigeration, Bohn, MAGNA, Larkin, Climate Control, Chandler Refrigeration, IntelliGen, and Interlink brands. The company also offers small package units, rooftop units, chillers, air handlers, and fan coils. It sells its products and services through direct sales, distributors, and company-owned parts and supplies stores. The company was founded in 1895 and is headquartered in Richardson, Texas.

www.lennox.com

5,400

Full Time Employees

December 31

Fiscal Year Ends

Industrials

Sector

Recent News

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Performance Overview

Trailing total returns as of 10/28/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

LII
30.87%
S&P 500 (^GSPC)
13.13%

1-Year Return

LII
32.84%
S&P 500 (^GSPC)
12.38%

3-Year Return

LII
4.52%
S&P 500 (^GSPC)
88.08%

5-Year Return

LII
18.61%
S&P 500 (^GSPC)
68.48%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 1.57B
Earnings 221.2M
Profit Margin 14.07%

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
500M
1B
2B
12.0%
14.0%
16.0%

Analyst Insights

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Analyst Price Targets

350.00
438.07 Average
332.64 Current
560.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/15/2026
Analyst Morgan Stanley
Rating Action Maintains
Rating Underweight
Price Action Lowers
Price Target 375 -> 350

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    14.87%

  • Return on Assets (ttm)

    15.99%

  • Return on Equity (ttm)

    71.76%

  • Revenue (ttm)

    5.3B

  • Net Income Avi to Common (ttm)

    788.5M

  • Diluted EPS (ttm)

    22.11

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    52.1M

  • Total Debt/Equity (mrq)

    156.08%

  • Levered Free Cash Flow (ttm)

    277.74M

Company Insights

Research Reports

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