Lennox/$LII
Lennox shares fall after Q3 adjusted EPS missed expectations and the company cut FY26 earnings guidance, citing competitive pressure and persistent inflation that squeezed margins.
3 hours agoLightyear AI
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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
$13B
16.53
$22.51
1.18
$5.32
1.46%
Price and volume
Market cap
$13B
Beta
1.18
52-week high
$587.27
52-week low
$340.32
Average daily volume
536K
Dividend rate
$5.32
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)
15.92%
Return on equity (TTM)
71.76%
Valuation
Price to earnings (TTM)
16.527
Price to revenue (TTM)
2.449
Price to book
9.91
Price to tangible book (TTM)
24.37
Price to free cash flow (TTM)
17.578
Free cash flow yield (TTM)
5.69%
Free cash flow per share (TTM)
21.166
Dividend yield (TTM)
1.43%
Forward dividend yield
1.46%
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 a strong growth engine: third-quarter revenue rose 24%, including 15% organic growth, and its margin remained a robust 26.2%. Lennox expects full-year margins in the segment to expand. (PR Newswire)
Residential sales showed signs of stabilising: Home Comfort Solutions revenue rose 3% year on year in the third quarter, after falling 7% in the second quarter. Management said residential end-markets began stabilising. (PR Newswire, Lennox)
Cash generation improved as third-quarter operating cash flow rose to $395 million from $301 million a year earlier, helped by lower inventory. Lennox also repurchased $151 million of shares during the quarter. (PR Newswire)
Lennox cut its 2026 adjusted EPS outlook to $21.00–$21.50 from $23.00–$24.00 and lowered its revenue growth forecast to about 6%. The reset reflects results and margins falling short of management’s expectations. (PR Newswire)
Competitive pressure is forcing Lennox to use targeted price cuts to defend and regain residential share. Home Comfort Solutions’ third-quarter margin fell 490 basis points, while analysts have also flagged downward pricing pressure in residential HVAC. (PR Newswire, Investing.com)
Tariffs, inflation and lower factory utilisation are weighing on profitability: product-cost inflation, including tariffs, cut third-quarter profit by $45 million, with higher fuel costs adding another $15 million. Lennox also reduced its free-cash-flow forecast to $700–$750 million from $750–$850 million. (PR Newswire)
Data summarised monthly by Lightyear AI. Last updated on 28 Oct 2026.
Lennox Financial Performance
Revenues and expenses
Lennox Earnings Performance
Company profitability
Upcoming events
No upcoming events
Lennox News
AllArticlesVideos
Funds containing Lennox
AllUSDEURGBP
Fund name | Fund size | $LII weighting |
|---|---|---|
iShares S&P 500 Industrials Sector£IISU | $787M | 0.22% |
iShares S&P 500 Industrials Sector€2B7C | $787M | 0.22% |
Xtrackers S&P 500 Equal Weight$XDEW | $16B | 0.19% |
Xtrackers S&P 500 Equal Weight£XDWE | $16B | 0.19% |
iShares S&P 500 Equal Weight$EWSX | $5.1B | 0.19% |
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