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Lennox International Inc. (LII)

344.08 -4.04 (-1.16%)
At close: October 30 at 4:00:02 PM EDT
344.01 -0.07 (-0.02%)
After hours: October 30 at 7:11:51 PM EDT
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What's happening with LII?

14m ago
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Lennox International delivered 10.2% third-quarter revenue growth, but profitability weakened as pricing actions, tariffs, and inflation pressured margins. Management cut full-year adjusted EPS guidance to $21.00–$21.50and expects roughly 6% revenue growth. The company is pursuing a recovery plan focused on lower-cost products, productivity, and commercial HVAC expansion. LII is down 1.16% in the current regular sessionas of October 31, 2026.

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  • Previous Close 348.12
  • Open 348.00
  • Bid 335.00 x 4000
  • Ask 344.06 x 12000
  • Day's Range 339.85 - 354.85
  • 52 Week Range 322.00 - 587.27
  • Volume 824,144
  • Avg. Volume 568,372
  • Market Cap (intraday) 11.77B
  • Beta (5Y Monthly) 1.16
  • PE Ratio (TTM) 15.56
  • EPS (TTM) 22.11
  • Earnings Date Oct 28, 2026
  • Forward Dividend & Yield 5.44 (1.56%)
  • 1y Target Est 379.62
  • 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

Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

LII
28.49%
S&P 500 (^GSPC)
10.73%

1-Year Return

LII
29.77%
S&P 500 (^GSPC)
11.11%

3-Year Return

LII
3.03%
S&P 500 (^GSPC)
81.91%

5-Year Return

LII
22.12%
S&P 500 (^GSPC)
64.59%

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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Top Analyst

Mizuho
52/100
Latest Rating
Neutral

Analyst Price Targets

350.00
379.62 Average
344.08 Current
524.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/30/2026
Analyst BNP Paribas
Rating Action Maintains
Rating Neutral
Price Action Lowers
Price Target 450 -> 350

Statistics

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Valuation Measures

Annual
As of 10/29/2026
  • Market Cap

    11.91B

  • Enterprise Value

    13.95B

  • Trailing P/E

    15.74

  • Forward P/E

    13.35

  • PEG Ratio (current)

    1.41

  • Price/Sales (ttm)

    2.23

  • Price/Book (mrq)

    9.04

  • Enterprise Value/Revenue

    2.56

  • Enterprise Value/EBITDA

    11.85

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    13.76%

  • Return on Assets (ttm)

    15.93%

  • Return on Equity (ttm)

    62.82%

  • Revenue (ttm)

    5.45B

  • Net Income Avi to Common (ttm)

    749.8M

  • Diluted EPS (ttm)

    22.11

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    45.5M

  • Total Debt/Equity (mrq)

    158.30%

  • Levered Free Cash Flow (ttm)

    366.75M

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Company Insights

Fair Value

344.08 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports

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  • Lennox Earnings: The Struggle Is Real in Residential HVAC

    Lennox manufactures and distributes heating, ventilating, air conditioning, and refrigeration products for the North American replacement (75% of sales) and new construction (25% of sales) markets. Residential HVAC (home comfort solutions) accounts for 67% of sales and commercial HVAC (building climate solutions) accounts for the remaining 33% of sales. Lennox’s commercial exposure is what its peers refer to as residential and light commercial, and it lacks the scale and complexity of what is referred to as an applied solution. The company goes to market with multiple brands, but Lennox is its flagship HVAC brand.

  • Raising target price to $353.00

    LENNOX INTERNATIONAL INC has an Investment Rating of HOLD; a target price of $353.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of High; and a Value Subrating of Low.

  • Raising target price to $346.00

    LENNOX INTERNATIONAL INC has an Investment Rating of HOLD; a target price of $346.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of High; and a Value Subrating of Low.

  • Lowering target price to $333.00

    LENNOX INTERNATIONAL INC has an Investment Rating of HOLD; a target price of $333.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of High; and a Value Subrating of Low.

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