Skip to main content
LII logo

LII · Lennox International Inc

Track LII — free
$352.02 +3.94 (+1.13%) At close · Nov 13
Market Cap
$12.04B
Shares
34.21M
Volume · Nov 13 600.29K Avg daily vol (3M) 570.06K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$352.02 Open$353.95 Day$351.06–357.42 52W close$332.64–572.95 Avg vol 30d672K Short int2.7M · 8.0% of shares · 3.2d Short vol48% Last earningsOct 28, 2026 DataJan 2020–Nov 2026 Filing10-Q · Oct 28

Up next

Jan 27, 2027 Est · unconfirmed · in 10 wks

Latest documents

2026
Nov 2
Current report 8-K Events of Oct 30
Director or officer change, or executive pay, Regulation FD disclosure

Lennox International Inc announced Joseph F. Nassab will retire on December 31, 2026, become Strategic Advisor effective January 1, 2027, and be succeeded by Geoffrey Dethlefsen. His advisory term runs through February 28, 2028 with an annual salary of $180,000.

Oct 28
Earnings call
Q3 2026 earnings call

Lennox International Inc reported third-quarter revenue growth of 10.2% to $1.6 billion, but total segment profit declined approximately 2% to $323 million. It reduced full-year adjusted EPS guidance to $21 to $21.50 and launched a recovery plan focused on pricing, productivity and portfolio.

Oct 28
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

Lennox International Inc reported third quarter of 2026 net sales of $1,572 million, up 10%, while operating income fell $17 million to $312 million and net income was $221 million. Home Comfort Solutions profit fell $40 million; Building Climate Solutions profit rose $26 million.

Revenue $1.57B ▲ 10.2% Net income $221.2M ▼ 14.9% Diluted EPS $6.41 ▼ 13.1%
Read from the MD&A section
Oct 28
Current report 8-K
Financial results

Lennox reported third-quarter revenue of $1.6 billion, up 10%, adjusted diluted EPS of $6.84, down 7%, and lowered full-year adjusted EPS guidance to $21.00 to $21.50 from $23.00 to $24.00.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$5.45B
Trailing 12 months
Net income (TTM)
$749.90M
Trailing 12 months
Revenue growth YoY
+10.2%
Year over year
Operating margin
18.8%
Trailing 12 months
P / E (TTM)
16.3
Trailing earnings · reciprocal yield 6.1%
FCF yield
6.9%
TTM · current market cap
Return on invested capital
27.8%
Trailing 12 months
Net cash
−$1.58B
Latest balance sheet
Dividend yield
1.5%
Trailing 12 months
Shares change YoY
-2.0%
Year over year · fewer shares
Price change (1Y)
-26.1%
Trailing year
Short interest
8.0%
Latest settlement · 3.2 days to cover
View all 125 metrics

AI Brief

Q3 FY26 earnings call · Oct 28, 2026
Q3 FY26

TL;DR. Third-quarter revenue rose 10% to $1.6 billion and Building Climate Solutions revenue grew 24%, but total segment profit fell 2% and adjusted EPS fell 7% amid lower price realization and cost inflation. Lennox cut full-year revenue, adjusted-EPS and free-cash-flow guidance, while operating cash flow increased to $395 million, organic inventory units fell more than 15%, management expects higher 2027 sales, EPS and EBIT, and an entry-tier launch is planned for Q1 2027.

Bullish
  • + Third-quarter revenue increased 10% to $1.6 billion, with acquisitions contributing approximately $20 million of operating profit accretion. new
  • + Building Climate Solutions revenue grew 24% to $635 million, including 15% organic growth, while segment profit rose 19% to $167 million. new
  • + Operating cash flow rose to $395 million and organic inventory units fell more than 15% from last year. new
  • + A full entry-tier product launch is planned for Q1 2027 to improve affordability and support share defense. new
Bearish
  • − Total segment profit fell 2% to $323 million, segment margin declined 240 basis points, and adjusted EPS fell 7% to $6.84. new
  • − Home Comfort Solutions segment profit fell 18% to $176 million and segment margin contracted 490 basis points to 18.7%. new
  • − Full-year adjusted-EPS guidance was reduced to $21.00–$21.50 from $23.00–$24.00. new
  • − Full-year revenue-growth guidance was reduced to approximately 6% from 8%. new
  • − Full-year free-cash-flow guidance was reduced to $700 million–$750 million from $750 million–$850 million. new
  • − The first half of 2027 is expected to be more challenging because of year-over-year tariff headwinds. new

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −24%
below
Price vs 50-day avg −2%
below
RSI (14) 48
neutral
MACD trend Positive
52-week position 8%
near low
Momentum
relative strength
Very Weak
1-month return −2%
trailing
6-month return −30%
trailing
YTD return −28%
this year
Relative strength −30%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $360 › 200d $464 — 200d above 50d
Institutional flow Accumulating
610 of 662 funds reported for Sep 30 · net +180.4K sh shares · +75 new
Insider flow Distributing
Net -$378.6K over 90 days · 100% sells
Short interest Rising
7.95% of shares out · ▲ +4.7% MoM · 3.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
662 holders — near 3-yr high, broad support
Squeeze score 64
elevated · 0–100
Fundamentals
Strong
Revenue growth −3%
Y/Y
Gross margin 33%
expanding
EPS growth +1%
Y/Y
Free cash flow $638.8M
Valuation P/E 16.3
below peers
Buyback $707.7M
remaining
Balance sheet $1.4B
net debt
Quant / Vol
risk profile
High
Volatility 41%
annualized · 1-yr
Max drawdown −42%
past year
ATR 3.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 5 of last 5
Latest guidance · from the Earnings Call filed Jul 29, 2026
full year
Adjusted EPS Non-GAAP Lowered $23.00 – $24.00
Apr 29, 2026 $23.50 – $25.00 changed to Jul 29, 2026 $23.00 – $24.00
Revenue growth 8%
Home comfort solutions revenue growth 1%
Building Climate Solutions revenue growth 20%
Productivity $60M
Interest expense $70M
M&A amortization $25M
Free cash flow Maintained $750M – $850M
Apr 29, 2026 $750M – $850M changed to Jul 29, 2026 $750M – $850M
balance of the year
Inflation 5%
Previous outlook earlier release · from the Earnings Call filed Apr 29, 2026

Still-open targets the latest release did not restate under the same label.

Revenue · full year 2026 8%
BCS revenue · full year 2026 16%
Cost inflation · full year 2026 5%
Capital expenditures · full year 2026 $250M
Guided vs delivered · last 5 settled
Earnings per share revised range For full year 2024
guided $19.50 – $20.25
$22.66 Beat +14.0%
Earnings per share full year of 2023
guided $14.25 – $15.25
$16.58 Beat +12.4%
GAAP EPS 2022
guided $13.80 – $14.20
$13.88 In line
GAAP EPS from continuing operations full year 2021
guided $11.97 – $12.17
$12.39 Beat +2.7%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
2 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−24% Bearish
Price vs 50-day avg
−2% Neutral
RSI (14)
48 Neutral
MACD trend
Positive Bullish
52-week position
8% Bearish
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $360 › 200d $464 — 200d above 50d
Institutional flow Accumulating
610 of 662 funds reported for Sep 30 · net +180.4K sh shares · +75 new
Insider flow Distributing
Net -$378.6K over 90 days · 100% sells
Short interest Rising
7.95% of shares out · ▲ +4.7% MoM · 3.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
662 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $333 Now $352 · 8% Range high $573
vs 200-day avg -24% vs 50-day avg -2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Building Products & Equipment — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
LII
Lennox International Inc
this stock
$12.04B -27.5% -2.7% 16.3 8.0%
TT
Trane Technologies plc
$91.50B +7.4% +5.6% 29.5 2.2%
JCI
Johnson Controls International plc
$83.63B +16.4% -4.2% 29.8 1.7%
CARR
CARRIER GLOBAL Corp
$44.34B +2.6% -3.3% — 2.3%
CODGF
Compagnie De Saint Gobain
$41.97B -14.6% — — 0.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
649
% held
79.1%
Reported
610 of 662
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
610
View
Short & Settlement
Short Interest Rising
Shares short
2.7M
Days to cover
3.2d
Change
+123.1K sh
View
Short Volume
Short vol %
48%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
108
Value
$39.0K
As of
Oct 9, 2026
View
Off-Exchange
Off-exchange %
45.7%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$378.6K
Buyers / Sellers
0 / 2
Buyers Sellers
View
Congressional Trades Sell
Member
Greg Gianforte
Amount
$1.0K–$15.0K
Traded
Oct 13, 2020
View
Financials
Financials
Revenue (FY)
$5.2B
Net income (FY)
$805.8M
EPS diluted
$22.79
View
Buybacks
Authorized
$5.0B
Remaining
$707.7M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Nov 2, 2026
This year
16

Lennox International Inc announced Joseph F. Nassab will retire on December 31, 2026, become Strategic Advisor effective January 1, 2027, and be succeeded by Geoffrey Dethlefsen. His advisory term runs through February 28, 2028 with an annual salary of $180,000.

View
Proposed Sales
Value
$85.8K
Shares
245
Filed
Nov 9, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 10, 2026
View
Investor Relations
Latest news
Lennox Announces Building Climate…
Published
Nov 2, 2026
View

Performance

5D 20D 120D MTD YTD
LII +2.9% -1.6% -30.0% +2.3% -27.5%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +0.4% -0.4% -30.5% +2.5% -38.1%

Capital returns

Latest dividend
$1.36 / share · ex Sep 30, 2026
Raised 4.6%
Paid (TTM)
$5.32 / share · 4 payouts
Dividend yield (TTM, derived)
1.51%
Full dividend history
Buyback program · as of Sep 30, 2026
Authorized
$5.00B
Spent (derived)
$4.29B
Remaining
$707.70M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1069202 CUSIP 526107107 13F (30d) 516 filings 468 filers Visit website Investor relations