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

Lennox International (NYSE:LII) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 23.500-25.000 for the period, compared to the consensus estimate of 24.620. The company issued revenue guidance of $5.5 billion-$5.6 billion, compared to the consensus revenue estimate of $5.6 billion.

Analyst Ratings Changes

A number of analysts recently commented on LII shares. Royal Bank Of Canada dropped their price target on Lennox International from $563.00 to $534.00 and set a “sector perform” rating on the stock in a report on Thursday. Northcoast Research upgraded shares of Lennox International from a “sell” rating to a “neutral” rating and set a $525.00 target price for the company in a research note on Monday, October 27th. Wells Fargo & Company cut their price objective on shares of Lennox International from $525.00 to $520.00 and set an “equal weight” rating for the company in a report on Thursday. Mizuho reduced their price objective on shares of Lennox International from $650.00 to $565.00 and set a “neutral” rating for the company in a research note on Friday, October 17th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Lennox International in a research report on Thursday, January 22nd. Four analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $595.08.

Lennox International Stock Up 1.5%

Shares of NYSE:LII opened at $495.04 on Friday. The firm has a fifty day moving average price of $502.30 and a two-hundred day moving average price of $534.19. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.60 and a quick ratio of 0.80. Lennox International has a one year low of $443.19 and a one year high of $689.44. The company has a market cap of $17.36 billion, a price-to-earnings ratio of 22.26, a PEG ratio of 1.84 and a beta of 1.18.

Lennox International (NYSE:LII) last released its quarterly earnings results on Wednesday, January 28th. The construction company reported $4.45 earnings per share for the quarter, missing the consensus estimate of $4.76 by ($0.31). Lennox International had a return on equity of 80.23% and a net margin of 15.13%.The firm had revenue of $1.20 billion during the quarter, compared to the consensus estimate of $1.27 billion. During the same period in the previous year, the company posted $5.60 EPS. The company’s revenue for the quarter was down 11.2% compared to the same quarter last year. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. Analysts anticipate that Lennox International will post 22.94 EPS for the current fiscal year.

Lennox International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Wednesday, December 31st. Lennox International’s dividend payout ratio (DPR) is 23.38%.

Insider Buying and Selling at Lennox International

In related news, Director Todd J. Teske sold 600 shares of the firm’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $491.85, for a total value of $295,110.00. Following the sale, the director directly owned 7,581 shares of the company’s stock, valued at $3,728,714.85. This trade represents a 7.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 9.73% of the company’s stock.

Lennox International News Roundup

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

• Positive Sentiment: Management said gross margins improved in Q4, which helped preserve profitability despite volume declines — a sign the company can protect earnings while demand normalizes. Earnings call highlights — TipRanks
• Positive Sentiment: Management said it expects market stabilization in 2026 and provided FY?2026 EPS guidance (a range management believes reflects recovery dynamics), which offers a forward anchor for investors. Earnings call highlights — Yahoo Finance
• Neutral Sentiment: Full Q4 earnings call transcript and presentation are available for deeper read-throughs — useful for investors who want management detail on dealer inventories, pricing and segment trends. Earnings call transcript — Seeking Alpha
• Neutral Sentiment: Analyst and media pieces are doing valuation checks and deep dives after the miss — these pieces summarize metrics and outlook but don’t change fundamentals by themselves. Valuation check — Yahoo Finance
• Negative Sentiment: Q4 results missed expectations: EPS $4.45 vs. $4.76 consensus and revenue fell roughly 11% year-over-year — the concrete miss is the primary near-term trigger for the stock move. Earnings miss coverage — Zacks
• Negative Sentiment: Management pointed to dealer/customer destocking and softer end-market demand as drivers of the revenue decline — these cyclical demand issues extend uncertainty around near-term growth. Deep dive on destocking — MSN
• Negative Sentiment: Two brokers cut targets: Royal Bank of Canada trimmed its target to $534 (sector perform) and Wells Fargo trimmed to $520 (equal weight), signaling more cautious near?term expectations from analysts. RBC price target cut — American Banking News Wells Fargo price target cut — American Banking News

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in LII. MUFG Securities EMEA plc bought a new position in Lennox International in the second quarter valued at $54,000. Van ECK Associates Corp increased its position in shares of Lennox International by 2.0% during the 3rd quarter. Van ECK Associates Corp now owns 7,050 shares of the construction company’s stock valued at $3,732,000 after purchasing an additional 137 shares during the last quarter. Quantitative Investment Management LLC purchased a new position in shares of Lennox International during the 3rd quarter valued at about $249,000. United Capital Financial Advisors LLC bought a new stake in Lennox International in the 3rd quarter worth approximately $370,000. Finally, Horizon Investments LLC lifted its position in Lennox International by 140.7% in the 3rd quarter. Horizon Investments LLC now owns 1,326 shares of the construction company’s stock worth $702,000 after buying an additional 775 shares during the last quarter. 67.07% of the stock is currently owned by hedge funds and other institutional investors.

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.