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

Lennox International (NYSE:LII) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 23.000-24.000 for the period, compared to the consensus earnings per share 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 Price Performance

Lennox International stock traded down $105.62 during midday trading on Wednesday, hitting $438.49. 1,076,073 shares of the company’s stock were exchanged, compared to its average volume of 463,181. The company has a market cap of $15.26 billion, a P/E ratio of 19.78, a PEG ratio of 2.08 and a beta of 1.16. The company has a debt-to-equity ratio of 0.94, a quick ratio of 0.64 and a current ratio of 1.57. The stock has a 50-day moving average price of $531.98 and a two-hundred day moving average price of $517.43. Lennox International has a 52-week low of $431.41 and a 52-week high of $634.02.

Lennox International (NYSE:LII) last issued its quarterly earnings results on Wednesday, July 29th. The construction company reported $7.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.67 by $0.05. The firm had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.56 billion. Lennox International had a return on equity of 73.27% and a net margin of 14.89%.The company’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same quarter last year, the company posted $7.82 EPS. Lennox International has set its FY 2026 guidance at 23.000-24.000 EPS. On average, equities research analysts forecast that Lennox International will post 24.45 earnings per share for the current year.

Lennox International Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were paid a $1.36 dividend. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $5.44 dividend on an annualized basis and a yield of 1.2%. This is a boost from Lennox International’s previous quarterly dividend of $1.30. Lennox International’s dividend payout ratio is presently 24.48%.

Analyst Upgrades and Downgrades

LII has been the topic of a number of research analyst reports. Wells Fargo & Company increased their price target 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. Weiss Ratings raised shares of Lennox International from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, June 18th. William Blair reiterated an “outperform” rating on shares of Lennox International in a research report on Wednesday. Barclays reduced their target price on Lennox International from $600.00 to $597.00 and set an “overweight” rating on the stock in a research note on Thursday, April 30th. Finally, BNP Paribas Exane started coverage on Lennox International in a research report on Tuesday, April 14th. They set a “neutral” rating and a $535.00 price target on the stock. Four equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $556.55.

Insider Activity at Lennox International

In other news, CAO Chris Kosel sold 971 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $544.80, for a total value of $529,000.80. Following the completion of the sale, the chief accounting officer directly owned 1,090 shares in the company, valued at approximately $593,832. The trade was a 47.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 9.80% of the company’s stock.

Key Lennox International News

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

• Positive Sentiment: Lennox reported second-quarter revenue of approximately $1.5 billion, up 3% year over year, while GAAP operating income increased 2% to $355 million. EPS of $7.72 also exceeded analysts’ estimates of roughly $7.63-$7.67. Lennox Reports 2026 Second Quarter Results
• Positive Sentiment: Longer-term investor positioning remains supportive: 300 institutional investors added LII shares in the latest quarter versus 277 that reduced holdings. Several analysts also maintain bullish ratings or price targets above the current trading range, including Barclays’ $597 target. However, these holdings and targets may not reflect the latest earnings update.
• Neutral Sentiment: Lennox received two 2026 HVAC All-Star awards for its Strategos rooftop units and commercial HVAC innovation. The recognition supports the company’s product reputation but is unlikely to materially change near-term earnings expectations. Lennox Earns Two 2026 HVAC All-Star Awards
• Negative Sentiment: Lennox cut its 2026 EPS guidance to $23.00-$24.00 from $23.50-$25.00, below the analyst consensus of approximately $24.43. Revenue guidance was maintained at about $5.6 billion, indicating that the primary issue is profitability rather than sales growth. Lennox International Beats Q2 Earnings Estimates
• Negative Sentiment: The Home Comfort Solutions segment, which serves residential markets, reported a 7% revenue decline. Its margin fell 130 basis points as lower volumes, distribution costs, inflation and factory under-absorption outweighed pricing benefits and tariff refunds. New-home construction remains a significant headwind. Lennox International Falls After Cutting 2026 EPS Outlook
• Negative Sentiment: Second-quarter EPS was essentially flat versus $7.82 a year earlier despite higher revenue, reinforcing concerns that cost and volume pressures are limiting operating leverage. Recent insider activity also shows four sales and no purchases over six months, although such transactions are not necessarily related to the earnings release.

Institutional Trading of Lennox International

Institutional investors have recently added to or reduced their stakes in the business. Ameriprise Financial Inc. increased its holdings in shares of Lennox International by 18.5% in the third quarter. Ameriprise Financial Inc. now owns 85,096 shares of the construction company’s stock worth $45,043,000 after buying an additional 13,281 shares during the period. BNP Paribas Financial Markets grew its position in Lennox International by 3.5% during the 3rd quarter. BNP Paribas Financial Markets now owns 67,766 shares of the construction company’s stock worth $35,873,000 after acquiring an additional 2,276 shares during the last quarter. California State Teachers Retirement System increased its stake in Lennox International by 6.1% in the 2nd quarter. California State Teachers Retirement System now owns 48,533 shares of the construction company’s stock worth $27,821,000 after purchasing an additional 2,785 shares during the period. Lazard Asset Management LLC lifted its position in Lennox International by 111.1% in 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 during the last quarter. Finally, Danske Bank A S bought a new stake in Lennox International in the third quarter valued at approximately $7,249,000. 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.