Inside the research
Lennox International Inc.
LII Research profile · latest available data
Price overview
$373.77
▲ +5.99 (+1.6%)
| 52w hi | $572.95 |
|---|---|
| 52w lo | $359.08 |
| Vol | 476.70K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.54
| Short | -0.63 |
|---|---|
| Medium | -0.61 |
| Long | -0.23 |
computed 2026-09-27
Key fundamentals
Lennox International Inc.
Industrials · Building Products & Equipment
| Market cap | $12.92B |
|---|---|
| Enterprise value | $14.89B |
| Trailing P/E | 16.61x |
| Forward P/E | 14.30x |
| EV / EBITDA | 12.72x |
| P / S (ttm) | 2.44x |
| Profit margin | 14.9% |
| Return on equity | 71.8% |
| Revenue growth | +3.0% |
| Earnings growth | +0.1% |
| Debt / equity | 156.08 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.23 | |
| Sector | -0.01 | |
| Technical | -0.51 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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 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 name. 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 brand name. In addition, the company provides 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.
Risk Metrics
| Beta vs SPX | 1.11 |
|---|---|
| Corr SPX | 0.48 |
| Annual vol | 37.3% |
| Annual ret | -17.5% |
| Sharpe | -0.47 |
| Max DD | -47.1% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $567.06 |
|---|---|
| High / Low | $650.00 / $450.00 |
| Median | $566.50 |
| Analysts | 16 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 6 | |
| Hold | 11 | |
| Sell | 1 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-04-30 | Wells Fargo | → Equal-Weight |
| 2026-04-30 | RBC Capital | → Sector Perform |
| 2026-04-30 | Barclays | → Overweight |
| 2026-04-14 | BNP Paribas | → Neutral |
| 2026-04-01 | Wells Fargo | → Equal-Weight |
| 2026-04-01 | Barclays | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Exhibits | read |
| 2026-05-28 | Officer / Director Change, Shareholder Vote | read |
| 2026-04-29 | Earnings Release, Exhibits | read |
| 2026-01-28 | Earnings Release, Exhibits | read |
| 2025-12-05 | Officer / Director Change, Exhibits | read |
| 2025-10-22 | Earnings Release, Exhibits | read |
| 2025-07-23 | Earnings Release, Exhibits | read |
| 2025-05-27 | Officer / Director Change, Shareholder Vote… | read |
| 2025-05-14 | Material Agreement, Material Obligation… | read |
| 2025-04-23 | Earnings Release, Exhibits | read |
| 2025-03-13 | Auditor Change, Exhibits | read |
| 2025-01-29 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-06 | NORRIS JOHN W III | Gift | 8.99K | — | |
| 2026-05-28 | NORRIS JOHN W III | Gift | 990 | — | |
| 2026-05-26 | Somasundaram Sivasankaran | Disposal | 343 | — | |
| 2026-05-21 | Buck Sherry | Grant | 343 | — | |
| 2026-05-21 | Quintos Karen H | Grant | 343 | — | |
| 2026-05-21 | TESKE TODD J | Grant | 343 | — | |
| 2026-05-21 | Vander Ark Jon | Grant | 343 | — | |
| 2026-05-21 | Wall Shane D | Grant | 343 | — | |
| 2026-05-21 | Embree Tracy A | Grant | 343 | — | |
| 2026-05-21 | NORRIS JOHN W III | Grant | 343 | — |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Dividends
| Yield (TTM) | 1.04% |
|---|---|
| $ / share (TTM) | $3.90 |
| 5y CAGR | +10.4% |
Annual dividend per share
| 2021 | $3.53 |
|---|---|
| 2022 | $4.10 |
| 2023 | $4.36 |
| 2024 | $4.55 |
| 2025 | $5.05 |
| 2026 | $1.30 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $5.20B | +2.8% | |
| Gross profit | $517.50M | -3.6% | |
| Operating income | $791.50M | +10.0% | |
| Net income | $591.20M | +20.7% | |
| Cash from ops | $736.20M | +9.7% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $368.09 | $377.84 | $366.07 | $373.77 | 476.70K |
| Sep 24 | $370.21 | $372.01 | $365.77 | $367.78 | 381.70K |
| Sep 23 | $368.23 | $374.32 | $368.23 | $372.34 | 379.70K |
| Sep 22 | $370.67 | $372.48 | $363.05 | $371.68 | 430.50K |
| Sep 21 | $362.37 | $366.79 | $357.79 | $363.64 | 369.70K |
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