Lennox International Inc. (LII) Stock Price & Analysis
Lennox International Inc. (LII) closed at USD 378.72 on Thursday, October 22, 2026, up 3.37% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 366.37; the Oct 22, 2026 session ranged USD 363.45–382.99 on volume of 849,924 shares. Market capitalization is $13.09B, with a 52-week range of USD 340.32–587.27 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LII.md
Key facts (LII)
- Last four reported quarters (through Jun 30, 2026): revenue $5.30B, net income $789M (14.9% margin), free cash flow $739M (SEC filings).
- Valuation: P/E 16.6x (avg 25.1x at the last 3 fiscal year-ends), EV/EBITDA 12.5x, net debt $1.51B.
- 1 of 80 tracked superinvestors hold LII (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $529K; 1 not under a Rule 10b5-1 plan ($529K); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.78 on a 1–5 scale) (18 analysts), mean target USD 442.14 (range 350–560).
- Total return with dividends: 1Y -22.6% vs S&P 500 +14.9%; 5Y +28.9% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 7.36, revenue estimate $1.58B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LII)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.19B | $4.72B | $4.98B | $5.34B | $5.20B | $5.30B |
| Gross profit | $1.19B | $1.28B | $1.55B | $1.78B | $1.73B | — |
| Operating income | $590M | $656M | $792M | $1.04B | $1.04B | $1.04B |
| Net income | $464M | $497M | $591M | $811M | $806M | $789M |
| EPS (diluted) | $12.39 | $13.88 | $16.58 | $22.66 | $22.79 | — |
| Free cash flow | $409M | $201M | $486M | $782M | $639M | $739M |
| Gross margin | 28.3% | 27.2% | 31.1% | 33.3% | 33.4% | — |
| Operating margin | 14.1% | 13.9% | 15.9% | 19.5% | 20.0% | 19.7% |
| Net margin | 11.1% | 10.5% | 11.9% | 15.2% | 15.5% | 14.9% |
| Revenue growth | +15.4% | +12.5% | +5.6% | +7.2% | -2.7% | — |
| Cash + short-term investments | $36.5M | $61.1M | $69.1M | $422M | $34.7M | — |
| Total debt | $1.24B | $1.52B | $1.16B | $1.15B | $1.16B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (LII)
P/E 16.6x · P/S 2.5x · EV/EBITDA 12.5x · EV/Sales 2.8x · P/FCF 17.7x · P/B 10.1x · FCF yield 5.64% · Earnings yield 6.02% · Dividend yield (paid, TTM) 1.39% · Buyback yield (TTM) 2.59% · Net debt $1.51B · EV $14.6B
P/E at fiscal year-ends: Dec 2025 21.3x, Dec 2024 26.9x, Dec 2023 27.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (LII)
1 of 80 tracked investors hold LII. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Viking Global | Viking Global Investors | 2.60% | $912M | Added +1.2% |
Insider sales (SEC Form 4, open-market, last ~7 months) (LII)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-06 | Kosel Chris | VP-Corp Controller and CAO | 971 | $529K | 47.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (LII)
Consensus Hold (mean 2.78 on a 1–5 scale), 18 analysts; mean target USD 442.14 (low 350, high 560).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Morgan Stanley | Target lowered | Underweight | $375 → $350 |
| 2026-10-15 | Mizuho | Target lowered | Neutral | $450 → $395 |
| 2026-10-14 | Goldman Sachs | Downgrade | Buy → Neutral | $547 → $390 |
| 2026-10-14 | Oppenheimer | Target lowered | Outperform | $575 → $548 |
| 2026-10-14 | RBC Capital | Target lowered | Sector Perform | $469 → $406 |
| 2026-09-25 | Wells Fargo | Initiated | Equal-Weight | $424 |
| 2026-09-14 | Deutsche Bank | Downgrade | Buy → Hold | $609 → $444 |
| 2026-09-03 | Morgan Stanley | Target lowered | Underweight | $450 → $375 |
| 2026-07-31 | Goldman Sachs | Target lowered | Buy | $625 → $547 |
| 2026-07-30 | RBC Capital | Target lowered | Sector Perform | $579 → $469 |
Total return (dividends reinvested) (LII)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -22.6% | +28.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -22.6% | +5.2% |
| Volatility (annualized) | 41.0% | 33.3% |
| Max drawdown | -38.9% (Jun 2026→Oct 2026) | -45.5% (Nov 2024→Sep 2026) |
LII revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Residential Heating and Cooling | $935.6M | 60.5% | -7.3% |
| Commercial Heating and Cooling | $609.7M | 39.5% | +24.0% |
| Total revenue | $1.55B | 100% | — |
LII revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| UNITED STATES | $4.82B | 92.8% | -4.0% |
| CANADA | $373.4M | 7.2% | +16.9% |
| Total revenue | $5.20B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
LII suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Samsung Electronics | “We own a 49.9% interest in a joint venture with Samsung that distributes Samsung ductless AC and heat pump products in the U.S. and Canada as well as "Lennox powered by Samsung" branded products through Lennox Stores and direct-to-dealer network.” |
Quoted from the company's 10-K filed Feb 17, 2026.
LII company outlook (results filed Jul 29, 2026)
- “Corporate and Other: Corporate expenses were $22 million, down $2 million from the prior-year quarter. 1 Includes unallocated corporate expenses FULL YEAR 2026 GUIDANCE For full year 2026, we are reaffirming revenue growth guidance at approximately 8% growth, including an updated 5% benefit from completed acquisitions.”
- “Earnings per share guidance has been updated to a range of $23.00 to $24.00 compared to the prior range of $23.50 to $25.00.”
- “FORWARD-LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES The statements in this document that are not historical statements, including statements regarding the 2026 full-year outlook and expected consolidated and segment financial results, as well as financial targets for future years, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.”
Quoted word-for-word from the SEC 8-K results press release.
LII analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $7.36 | $7.99 | -7.9% | $1.58B | 17 |
| Next quarter (ends Dec 2026) | $5.04 | $5.48 | -8.1% | $1.34B | 16 |
| Current fiscal year (ends Dec 2026) | $23.46 | $24.52 | -4.3% | $5.59B | 18 |
| Next fiscal year (ends Dec 2027) | $25.80 | $26.84 | -3.9% | $5.93B | 18 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 378.72 |
|---|---|
| Change | ▲ 3.37% (up) |
| Previous Close | USD 366.37 |
| Open | USD 363.84 |
| Day Range | USD 363.45 – 382.99 |
| 52-Week Range | USD 340.32 – 587.27 |
| Volume | 849,924 shares |
| Market Cap | $13.09B |
| Exchange | NYQ |
Technical Analysis (LII)
Nexqual's technical model rates LII "NEUTRAL" based on 3 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 58.66 (neutral) |
| vs SMA50 | Above (USD 375.37) |
| MACD | -3.62 (negative) |
Analyst Ratings (LII)
Wall Street analysts rate LII "Hold" based on 18 analysts, with a mean price target of USD 442.14 (range USD 350–560), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 18 |
| Mean Target | USD 442.14 |
| High Target | USD 560 |
| Low Target | USD 350 |
| Buy / Hold / Sell | 4 / 13 / 1 |
Earnings (LII)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 7.36 |
| Revenue Estimate | $1.58B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 7.72 vs est 7.7 ▲ beat |
| 2026-03-31 | USD 3.35 vs est 3.18 ▲ beat |
| 2025-12-31 | USD 4.45 vs est 4.72 ▼ miss |
| 2025-09-30 | USD 6.98 vs est 6.84 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (LII)
| Total Revenue | $5.30B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +3.00% |
| Gross Margin | +33.33% |
| Operating Margin | +22.86% |
| Profit Margin | +14.87% |
| ROE | +71.76% |
| Debt / Equity | 1.56 |
| Current Ratio | 1.57 |
| Total Cash | $52.10M |
| Total Debt | $2.02B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $738.70M (13.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (LII)
Nexqual rates Lennox International Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Weak — Revenue -3% YoY (annual), declining |
|---|---|
| Profitability | Solid — Gross margin 33%, operating 23% (last 12 months) |
| Balance Sheet | Weak — $52M cash and investments vs $1.56B debt (Jun 2026, SEC) |
| Cash Flow | Solid — FCF $739M (last 4 quarters to Jun 2026, SEC), 14% margin |
| Efficiency | Strong — ROE 72%, ROA 16.0% |
Ownership (LII)
| Insider Ownership | +9.60% |
|---|---|
| Institutional Ownership | +79.43% |
| Shares Outstanding | 34.56M |
| Float | 31.23M |
| Short % of Float | +9.80% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (LII)
Lennox International Inc. is led by Alok Maskara, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:25 UTC.
| CEO, President & Director | Alok Maskara |
|---|---|
| Executive VP & CFO | Michael P. Quenzer |
| Executive VP & President of Building Climate Solutions | Joseph F. Nassab |
| Executive VP & President of Home Comfort Solutions | Sarah R. Martin |
| Executive VP & CTO | Prakash Bedapudi |
Major Backers & Investors (LII)
Notable institutional backers of Lennox International Inc. include Capital International Investors, Viking Global, WASHINGTON MUTUAL INVESTORS FUND, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Capital International Investors | 7.18% |
| Viking Global | 4.6% |
| WASHINGTON MUTUAL INVESTORS FUND | 4% |
| Morgan Stanley | 2.93% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 2.55% |
| Kayne Anderson Rudnick Investment Management LLC | 2.14% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 10.05% |
| BlackRock | 8.61% |
| State Street | 4.29% |
| Geode Capital | 2.5% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
From Lennox International Inc.'s Latest SEC 10-K Filing (filed 2026-02-17)
Legal & Regulatory Risks (Item 1A, quoted)
- The sales, gross margins, and profitability for each of our segments could be directly impacted by changes in legislation, government regulations, or policies (collectively, "LRPs") relating to global climate change and other environmental initiatives and concerns.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CSL | Carlisle Companies Incorporated | USD 352.6 | ▲ 3.68% |
| MAIR | Madison Air Solutions Corporati | USD 23.08 | ▼ 0.6% |
| MAS | Masco Corporation | USD 78.05 | ▲ 4.68% |
| WMS | Advanced Drainage Systems, Inc. | USD 130.92 | ▲ 0.71% |
| OC | Owens Corning Inc | USD 116.49 | ▲ 3.8% |
| SPXC | SPX Technologies, Inc. | USD 160.01 | ▼ 4.83% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt