Lennox International (NYSE:LII) Releases FY 2026 Earnings Guidance

Lennox International (NYSE:LII) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 23.000-24.000 for the period, compared to the consensus estimate of 24.430. The company issued revenue guidance of $5.6 billion-$5.6 billion, compared to the consensus revenue estimate of $5.6 billion.

Lennox International Stock Performance

Shares of LII opened at $418.28 on Friday. The firm has a market capitalization of $14.56 billion, a P/E ratio of 18.91, a P/E/G ratio of 1.68 and a beta of 1.16. The stock has a 50 day moving average price of $529.48 and a two-hundred day moving average price of $516.03. Lennox International has a 52 week low of $411.40 and a 52 week high of $621.90. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.64 and a current ratio of 1.57.

Lennox International (NYSE:LII) last posted its earnings results on Wednesday, July 29th. The construction company reported $7.72 EPS for the quarter, topping the consensus estimate of $7.67 by $0.05. The firm had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.56 billion. Lennox International had a net margin of 14.61% and a return on equity of 66.42%. The company’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same quarter last year, the firm earned $7.82 EPS. Lennox International has set its FY 2026 guidance at 23.000-24.000 EPS. Equities analysts forecast that Lennox International will post 23.89 earnings per share for the current fiscal year.

Lennox International Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were given a dividend of $1.36 per share. This is a boost from Lennox International’s previous quarterly dividend of $1.30. The ex-dividend date was Tuesday, June 30th. This represents a $5.44 dividend on an annualized basis and a dividend yield of 1.3%. Lennox International’s dividend payout ratio is 24.48%.

Wall Street Analyst Weigh In

LII has been the subject of several research analyst reports. BNP Paribas Exane started coverage on Lennox International in a research note on Tuesday, April 14th. They set a “neutral” rating and a $535.00 price target for the company. Weiss Ratings upgraded Lennox International from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, June 18th. Barclays cut their target price on Lennox International from $600.00 to $597.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. William Blair reissued an “outperform” rating on shares of Lennox International in a research note on Wednesday. Finally, Wells Fargo & Company boosted their price objective on shares of Lennox International from $480.00 to $555.00 and gave the stock an “equal weight” rating in a report on Thursday, April 30th. Four equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $546.55.

Insiders Place Their Bets

In other news, CAO Chris Kosel sold 971 shares of the stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $544.80, for a total transaction of $529,000.80. Following the transaction, the chief accounting officer directly owned 1,090 shares of the company’s stock, valued at $593,832. This represents a 47.11% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 9.80% of the company’s stock.

Key Headlines Impacting Lennox International

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Lennox reported second-quarter adjusted EPS of $7.72, narrowly exceeding analyst expectations, while revenue increased 3% year over year to approximately $1.55 billion. Commercial-related strength and pricing actions provided some support. Lennox International Beats Q2 Earnings Estimates
• Positive Sentiment: RBC lowered its price target from $579 to $469 but maintained a “Sector Perform” rating. The revised target still implies potential upside from the current trading level, although the significant reduction signals diminished near-term expectations. RBC Lowers Lennox Price Target
• Neutral Sentiment: The broader HVAC group also sold off as investors assessed earnings-related margin pressure and questioned the durability of data-center demand, adding industry-wide pressure to LII. HVAC Stocks Sell Off
• Negative Sentiment: Lennox reduced its 2026 adjusted EPS guidance to $23.00–$24.00 from $23.50–$25.00. The outlook cut was the primary catalyst for the decline, despite the quarterly EPS beat. Lennox Falls After Cutting 2026 EPS Outlook
• Negative Sentiment: Home Comfort Solutions revenue fell 7% year over year. Weak residential demand, including continued new-construction headwinds, contributed to lower volumes and a 130-basis-point decline in segment margin. Distribution costs, inflation and factory under-absorption outweighed benefits from pricing and tariff refunds. LII Q2 Deep Dive

Institutional Investors Weigh In On Lennox International

Several institutional investors and hedge funds have recently modified their holdings of LII. Ameriprise Financial Inc. raised its position in Lennox International by 296.0% during the second quarter. Ameriprise Financial Inc. now owns 71,815 shares of the construction company’s stock valued at $41,168,000 after purchasing an additional 53,679 shares during the period. Danske Bank A S purchased a new stake in Lennox International in the third quarter worth about $7,249,000. Lazard Asset Management LLC boosted its stake in shares of Lennox International by 111.1% during the second quarter. Lazard Asset Management LLC now owns 18,659 shares of the construction company’s stock valued at $10,696,000 after purchasing an additional 9,818 shares in the last quarter. Entropy Technologies LP purchased a new position in shares of Lennox International in the 3rd quarter valued at $2,479,000. Finally, Dark Forest Capital Management LP purchased a new position in Lennox International in the third quarter valued at about $2,043,000. Institutional investors own 67.07% of the company’s stock.

About Lennox International

Lennox International Inc is a global manufacturer of climate control products and services, principally serving residential and commercial heating, ventilation and air conditioning (HVAC) markets. The company designs, engineers and produces a range of products including furnaces, air conditioners, heat pumps, air handlers, packaged rooftop units and related controls and indoor air quality equipment. Lennox also supplies aftermarket parts and accessories and supports its product lines with technical service, training and warranty programs for dealer and distribution partners.

Originally founded in 1895 by Dave Lennox, the company has grown from its early roots into a multinational business with operations concentrated in North America and a presence in other international markets.