Q2 EPS Estimate for Lennox International Raised by Analyst

Lennox International, Inc. (NYSE:LII) – Analysts at KeyCorp boosted their Q2 2026 EPS estimates for shares of Lennox International in a research note issued on Thursday, April 30th. KeyCorp analyst J. Hammond now expects that the construction company will post earnings per share of $7.48 for the quarter, up from their previous estimate of $7.26. The consensus estimate for Lennox International’s current full-year earnings is $24.29 per share. KeyCorp also issued estimates for Lennox International’s Q3 2026 earnings at $8.05 EPS, Q4 2026 earnings at $5.43 EPS, FY2026 earnings at $24.30 EPS, Q1 2027 earnings at $3.89 EPS, Q2 2027 earnings at $8.23 EPS, Q3 2027 earnings at $8.36 EPS, Q4 2027 earnings at $5.92 EPS and FY2027 earnings at $26.40 EPS.

Lennox International (NYSE:LII) last released its quarterly earnings results on Wednesday, April 29th. The construction company reported $3.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.16 by $0.19. Lennox International had a net margin of 14.89% and a return on equity of 73.27%. The firm had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.07 billion. During the same quarter last year, the business earned $3.63 EPS. The company’s revenue was up 5.8% compared to the same quarter last year. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS.

LII has been the subject of several other research reports. Weiss Ratings restated a “hold (c+)” rating on shares of Lennox International in a report on Thursday, January 22nd. BNP Paribas Exane started coverage on shares of Lennox International in a report on Tuesday, April 14th. They set a “neutral” rating and a $535.00 price target for the company. Morgan Stanley lowered their price target on shares of Lennox International from $475.00 to $450.00 and set an “underweight” rating for the company in a report on Monday, February 2nd. Oppenheimer raised their price target on shares of Lennox International from $630.00 to $645.00 and gave the stock an “outperform” rating in a report on Thursday, March 5th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Lennox International from $493.00 to $541.00 and gave the stock an “underweight” rating in a research report on Friday, January 16th. Five analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Lennox International currently has an average rating of “Hold” and a consensus price target of $575.46.

Lennox International Stock Up 3.8%

Lennox International stock opened at $542.04 on Thursday. The company has a debt-to-equity ratio of 0.94, a quick ratio of 0.64 and a current ratio of 1.57. Lennox International has a 52-week low of $434.06 and a 52-week high of $689.44. The firm has a 50 day moving average price of $497.02 and a two-hundred day moving average price of $502.89. The firm has a market cap of $18.86 billion, a price-to-earnings ratio of 24.39, a PEG ratio of 2.00 and a beta of 1.22.

Institutional Trading of Lennox International

Several large investors have recently made changes to their positions in LII. Nicholas Company Inc. grew its position in Lennox International by 0.4% in the 4th quarter. Nicholas Company Inc. now owns 6,600 shares of the construction company’s stock valued at $3,205,000 after purchasing an additional 25 shares during the period. Huntington National Bank grew its position in Lennox International by 51.8% in the 4th quarter. Huntington National Bank now owns 85 shares of the construction company’s stock valued at $41,000 after purchasing an additional 29 shares during the period. Bessemer Group Inc. grew its position in Lennox International by 52.8% in the 3rd quarter. Bessemer Group Inc. now owns 110 shares of the construction company’s stock valued at $59,000 after purchasing an additional 38 shares during the period. Valeo Financial Advisors LLC grew its position in Lennox International by 10.3% in the 4th quarter. Valeo Financial Advisors LLC now owns 418 shares of the construction company’s stock valued at $203,000 after purchasing an additional 39 shares during the period. Finally, Root Financial Partners LLC grew its position in Lennox International by 137.9% in the 1st quarter. Root Financial Partners LLC now owns 69 shares of the construction company’s stock valued at $32,000 after purchasing an additional 40 shares during the period. 67.07% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Lennox International

In other news, Director Shane D. Wall sold 100 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $540.01, for a total value of $54,001.00. Following the completion of the sale, the director directly owned 2,205 shares in the company, valued at $1,190,722.05. This trade represents a 4.34% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 9.80% of the stock is currently owned by corporate insiders.

Lennox International Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st were paid a $1.30 dividend. The ex-dividend date was Tuesday, March 31st. This represents a $5.20 annualized dividend and a dividend yield of 1.0%. Lennox International’s dividend payout ratio (DPR) is currently 23.40%.

Key Stories Impacting Lennox International

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

• Positive Sentiment: Wolfe Research raised multiple near‑ and long‑term earnings forecasts (FY2026, FY2027, FY2028, FY2029, FY2030 and several quarterly metrics including Q2 2026/Q2 2027/Q1 2027/Q4 2026/Q4 2027), signaling stronger-than-expected durability in Lennox’s profit trajectory and supporting higher forward EPS expectations. MarketBeat Wolfe Research Coverage
• Neutral Sentiment: Lennox presented at the Oppenheimer 21st Annual Industrial Growth virtual conference (transcript available), which provides investors additional management commentary and color on end‑market demand and strategy but did not by itself change guidance. Lennox Presentation Transcript
• Negative Sentiment: Wolfe trimmed a couple of quarterly estimates (notably Q3 2026 and Q3 2027), indicating some expected softness or variability in near‑term margins or demand that could temper short‑term upside. MarketBeat Wolfe Research Coverage

Lennox International Company Profile

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.