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Lennox International Inc.

NYSE•LII
CEO: Mr. Alok Maskara
Sector: Industrials
Industry: Construction
Listing Date: 1999-07-29
Lennox International Inc., together with its subsidiaries, designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies; residential heating, ventilation, cooling equipment, and air conditioning; and evaporator coils and unit heaters under Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, Concord, MagicPak, Advanced Distributor Products, Allied, Elite Series, Merit Series, Comfort Sync, Healthy Climate, iComfort, ComfortSense, and Lennox Stores name. The Building Climate Solutions segment offers unitary heating and air conditioning equipment, applied systems, controls, installation and service of commercial heating and cooling equipment, variable refrigerant flow commercial, curb, curb adapters, drop box diffusers, HVAC recycling, and salvage service. This segment also provides condensing units, unit coolers, fluid coolers, air cooled condensers, air handlers, and refrigeration rack systems for preserving food and other perishables; and compressor racks and industrial process chillers under the Lennox, Model L, CORE, Enlight, Xion, Energence, Prodigy, Strategos, Raider, Lennox VRF, Lennox National Account Services, Allied Commercial, Elite, AES Industries, Mechanical, and Reclaim, Heatcraft Worldwide and Chandler Refrigeration, Bohn, MAGNA, Larkin, FriguaBohn, IntelliGen, and Interlink brand name. In addition, the company provides small package units, rooftop units, chillers, air handlers, and fan coils. It sells its products and services through direct sales, distributors, and company-owned parts and supplies stores. The company was founded in 1895 and is headquartered in Richardson, Texas.
Contact Information
2140 Lake Park boulevard, Richardson, TX, 75080, United States
972-497-5000
www.lennox.com
Market Cap
$18.02B
P/E (TTM)
23.0
34.7
Dividend Yield
1.0%
52W High
$689.44
52W Low
$434.06
52W Range
33%
Rank18Top 5.0%
6.3
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 6.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q1 2026 Data

Revenue

$1.14B+0.00%
4-Quarter Trend

EPS

$3.37+0.00%
4-Quarter Trend

FCF

-$39.40M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Consolidated Sales Decline Net sales decreased 3% to $5.20B USD in 2025, driven by 13% lower volumes partially offset by 9% favorable price/mix.
Operating Income Stable Operating income remained flat at $1.04B USD in 2025 versus 2024, despite overall revenue contraction for the period.
Building Climate Profit Growth BCS segment profit rose 9% to $434.2M USD, fueled by an 8% increase from favorable price and mix.
Major Acquisition Completed Completed Duro Dyne/Supco acquisition in Q4 2025, utilizing $545.0M in investing cash flow for portfolio expansion.

Risk Factors

Residential Sales Volume Drop HCS segment profit fell 4% to $728.5M USD due to 17% lower sales volumes impacting overall profitability.
Commodity Cost Pressures Gross margin pressured by 160 bps increase from higher product costs and 120 bps from increased freight and distribution costs.
Operating Cash Flow Decreased Cash flow from operations fell $188M to $757.6M USD in 2025, primarily due to $217M increase in net working capital.

Outlook

Inventory Accounting Shift Changed inventory accounting from LIFO to FIFO in Q4 2025, retrospectively applied to improve comparability with industry peers.
Capital Spending Forecast Expect capital expenditures of approximately $250M USD in 2026 for general capital improvement projects across the enterprise.
Dividend Increase Approved Board approved 13% quarterly dividend increase to $1.30 per share effective with the July 2025 dividend payment.

Peer Comparison

Revenue (TTM)

CHRW stock ticker logoCHRW
$16.20B
-6.7%
ACM stock ticker logoACM
$15.96B
-1.6%
BLDR stock ticker logoBLDR
$15.19B
-7.4%

Gross Margin (Latest Quarter)

SNA stock ticker logoSNA
50.4%
-0.6pp
PNR stock ticker logoPNR
41.8%
+1.5pp
FTAI stock ticker logoFTAI
36.9%
-3.8pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
CHRW$22.11B37.333.3%31.4%
FTAI$21.86B41.0180.1%0.0%
EXPD$19.79B24.635.6%21.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-8.9%
Growth Under Pressure
4Q Net Income CAGR
-25.0%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Jul 22, 2026
|
EPS:$7.63
|
Revenue:$1.54B
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data