Lennox/$LII

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About Lennox

Lennox International manufactures and distributes heating, ventilating, air conditioning, and refrigeration products to replacement (75% of sales) and new construction (25% of sales) markets. In fiscal 2024, residential HVAC was 67% of sales and commercial HVAC and Heatcraft refrigeration was 33% of sales. The company goes to market with multiple brands, but Lennox is the company's flagship HVAC brand. The Texas-based company is focused on North America after the sale of its European HVAC and refrigeration businesses in late 2023.

Ticker

$LII

Primary listing

NYSE

Employees

14,200

Lennox Metrics

BasicAdvanced
$19B
23.35
$23.38
1.12
$4.75
0.95%

What the Analysts think about Lennox

Analyst ratings (Buy, Hold, Sell) for Lennox stock.

Bulls say / Bears say

Lennox raised its full-year 2025 revenue growth outlook to 3% and lifted EPS guidance to a range of $23.25–$24.25, surpassing analyst consensus and underscoring management’s confidence in demand and execution (Reuters)
The company maintained its free cash flow guidance at $650 million–$800 million for 2025, supporting continued dividends, share repurchases, and strategic investments (Reuters)
Favorable mix and pricing benefits drove Q2 revenue growth, offsetting inflationary pressures and highlighting Lennox’s strong pricing power and operational agility (Reuters)
U.S. new single-family home sales declined 8.2% year-over-year in July 2025 amid elevated mortgage rates, signaling potential headwinds for Lennox’s new construction segment exposure (Reuters)
Wall Street’s median 12-month price target for LII sits at $591, about 4.9% below its July 22 closing price, and the shares trade at 26x forward earnings, implying limited valuation upside (Reuters)
Rising construction material costs and tariff uncertainty could inflate Lennox’s input costs by up to 10%, potentially squeezing margins if pricing actions fall short (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 2025.

Lennox Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Lennox Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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