Lennox/$LII
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Lennox
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 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.
- Ticker
- $LII
- Sector
- Industrials
- Primary listing
- NYSE
- Employees
- 5,400
- Headquarters
- Richardson, United States
- Website
- www.lennox.com
Lennox Metrics
BasicAdvanced
$12B
15.92
$22.51
1.18
$5.26
1.52%
Price and volume
Market cap
$12B
Beta
1.18
52-week high
$587.27
52-week low
$350.22
Average daily volume
488K
Dividend rate
$5.26
Financial strength
Current ratio
1.569
Quick ratio
0.674
Long term debt to equity
1.16
Total debt to equity
1.561
Dividend payout ratio (TTM)
23.06%
Interest coverage (TTM)
16.97%
Profitability
EBITDA (TTM)
1,166.2
Gross margin (TTM)
33.33%
Net profit margin (TTM)
14.87%
Operating margin (TTM)
19.70%
Effective tax rate (TTM)
19.75%
Revenue per employee (TTM)
$980,000
Management effectiveness
Return on assets (TTM)
15.99%
Return on equity (TTM)
71.76%
Valuation
Price to earnings (TTM)
15.922
Price to revenue (TTM)
2.359
Price to book
9.55
Price to tangible book (TTM)
23.47
Price to free cash flow (TTM)
16.934
Free cash flow yield (TTM)
5.91%
Free cash flow per share (TTM)
21.166
Dividend yield (TTM)
1.47%
Forward dividend yield
1.52%
Growth
Revenue change (TTM)
-2.11%
Earnings per share change (TTM)
-4.86%
3-year revenue growth (CAGR)
3.38%
10-year revenue growth (CAGR)
4.17%
3-year earnings per share growth (CAGR)
13.25%
10-year earnings per share growth (CAGR)
16.12%
3-year dividend per share growth (CAGR)
7.11%
10-year dividend per share growth (CAGR)
13.29%
What the Analysts think about Lennox
Analyst ratings (Buy, Hold, Sell) for Lennox stock.
Analyst projections of the future price of Lennox stock.
Bulls say / Bears say
Building Climate Solutions is currently the main growth engine: second-quarter revenue rose 24%, with 15% organic growth led by national accounts, emergency replacement and services. Lennox raised its full-year commercial growth outlook to about 20%, giving the company an increasingly useful counterweight to weak residential demand. (Lennox, ACHR News)
The replacement market is proving more resilient than new construction, and Lennox reported a modest share gain there over the past year. Management believes many postponed replacements are deferred rather than lost, so a recovery in affordability or consumer confidence could release pent-up demand. (ACHR News, Yahoo Finance)
Recent bolt-on acquisitions broaden Lennox’s reach into smaller distributors and parts and accessories, while management sees integration and logistics savings making the Comfort-Aire, Century and Coast-Air deal earnings-accretive in 2027. Cash generation remains a support, with the company maintaining its $750m–$850m free-cash-flow outlook and reporting net debt of 1.3 times adjusted EBITDA at the second-quarter end. (The Motley Fool, Lennox)
Residential weakness is directly hitting earnings: Home Comfort Solutions revenue fell 7% in the second quarter and its segment margin dropped 130 basis points as lower volumes created factory under-absorption. Lennox has pushed the meaningful recovery out to 2027 and cut full-year EPS guidance to $23–$24. (Lennox, ACHR News)
Lennox remains exposed to a difficult housing and affordability cycle: it reported a significant loss of new-construction share while mortgage rates, inflation and weak confidence weigh on demand. Consumers choosing repairs over replacements can delay the installed-base demand that bulls expect to drive the next upturn. (Yahoo Finance, ACHR News)
Tariff uncertainty and inflation are eroding the expected productivity gains: Lennox reduced its 2026 productivity target from about $75m to $60m after resources were diverted to tariff mitigation and cost-reduction work was delayed. Higher material costs and lower residential production could therefore keep pressuring margins even if pricing partly offsets them. (The Motley Fool, Lennox)
Data summarised monthly by Lightyear AI. Last updated on 21 Sept 2026.
Lennox Financial Performance
Revenues and expenses
Lennox Earnings Performance
Company profitability
Upcoming events
Lennox News
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Funds containing Lennox
AllEURGBPUSD
Fund name | Fund size | $LII weighting |
|---|---|---|
iShares S&P 500 Industrials Sector€2B7C | €673M | 0.21% |
iShares S&P 500 Industrials Sector£IISU | £578M | 0.21% |
iShares S&P 500 Equal Weight€O4J0 | €4.3B | 0.20% |
iShares S&P 500 Equal Weight£EWSP | £3.7B | 0.20% |
iShares Edge MSCI USA Quality Factor£IUQF | £1.5B | 0.13% |
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