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

Lennox International (NYSE:LII) updated its FY 2026 earnings guidance on Wednesday morning. 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.

Wall Street Analyst Weigh In

LII has been the subject of a number of recent analyst reports. Weiss Ratings raised Lennox International from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, June 18th. Royal Bank Of Canada lifted their price target on shares of Lennox International from $485.00 to $579.00 and gave the company a “sector perform” rating in a report on Thursday, April 30th. William Blair restated an “outperform” rating on shares of Lennox International in a report on Wednesday. Barclays dropped their target price on shares of Lennox International from $600.00 to $597.00 and set an “overweight” rating for the company in a research report on Thursday, April 30th. Finally, BNP Paribas Exane assumed coverage on shares of Lennox International in a research note on Tuesday, April 14th. They issued a “neutral” rating and a $535.00 price target for the company. Four analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $556.55.

Lennox International Stock Down 3.5%

Shares of NYSE LII traded down $15.27 on Thursday, reaching $414.75. 394,823 shares of the company’s stock traded hands, compared to its average volume of 468,601. The business’s 50 day simple moving average is $530.72 and its two-hundred day simple moving average is $516.82. Lennox International has a 12 month low of $411.41 and a 12 month high of $621.90. The company has a market cap of $14.43 billion, a price-to-earnings ratio of 18.66, a price-to-earnings-growth ratio of 2.07 and a beta of 1.16. The company has a quick ratio of 0.64, a current ratio of 1.57 and a debt-to-equity ratio of 0.94.

Lennox International (NYSE:LII) last posted its quarterly earnings results on Wednesday, July 29th. The construction company reported $7.72 earnings per share for the quarter, topping the consensus estimate of $7.67 by $0.05. The company had revenue of $1.55 billion for 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 firm’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $7.82 EPS. Lennox International has set its FY 2026 guidance at 23.000-24.000 EPS. As a group, equities research analysts forecast that Lennox International will post 24.45 EPS for the current fiscal year.

Lennox International Increases Dividend

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

Insider Activity

In related news, CAO Chris Kosel sold 971 shares of the company’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $544.80, for a total value of $529,000.80. Following the transaction, the chief accounting officer owned 1,090 shares in the company, valued at $593,832. The trade was a 47.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 9.80% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Lennox International

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. Adjusted and GAAP diluted EPS of $7.72 also topped consensus estimates near $7.63–$7.67. Lennox Reports 2026 Second Quarter Results
• Positive Sentiment: Management cited pricing actions and tariff refunds as partial offsets to cost and volume-related pressures. Analysts tracked by Quiver Quantitative continue to show a generally constructive stance, including a Barclays “Overweight” rating and a median price target of $567, although those targets predate the earnings release. Lennox International Falls After Cutting 2026 EPS Outlook
• Neutral Sentiment: The company maintained full-year revenue guidance of roughly $5.6 billion, suggesting management still expects modest growth despite uneven demand across its businesses.
• Negative Sentiment: Lennox reduced its fiscal 2026 EPS guidance to $23.00–$24.00 from $23.50–$25.00, below the approximately $24.43 analyst consensus. The guidance cut was the primary catalyst for the selloff. Lennox Reports Sales Below Analyst Estimates
• Negative Sentiment: Home Comfort Solutions revenue declined 7% year over year, with challenging residential conditions and new-construction weakness weighing on volumes. Segment margin fell 130 basis points as lower volumes, distribution costs, inflation and factory under-absorption offset pricing benefits. Why Lennox International Is Under Pressure After Earnings
• Negative Sentiment: Quarterly EPS was essentially flat versus $7.82 a year earlier, while revenue of about $1.55 billion missed estimates near $1.56 billion. The combination of limited earnings growth, a weaker outlook and residential-market headwinds outweighed the quarterly EPS beat.

Institutional Investors Weigh In On Lennox International

Institutional investors and hedge funds have recently made changes to their positions in the company. Danske Bank A S bought a new position in Lennox International in the 3rd quarter valued at approximately $7,249,000. State of Tennessee Department of Treasury increased its holdings in shares of Lennox International by 75.2% in the 2nd quarter. State of Tennessee Department of Treasury now owns 7,082 shares of the construction company’s stock worth $4,060,000 after purchasing an additional 3,039 shares in the last quarter. Van ECK Associates Corp increased its holdings in shares of Lennox International by 10.3% in the 4th quarter. Van ECK Associates Corp now owns 7,776 shares of the construction company’s stock worth $3,776,000 after purchasing an additional 726 shares in the last quarter. Entropy Technologies LP purchased a new position in shares of Lennox International in the third quarter worth $2,479,000. Finally, Dark Forest Capital Management LP purchased a new position in shares of Lennox International in the third quarter worth $2,043,000. Institutional investors own 67.07% of the company’s stock.

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.