Lennox International Inc.

Lennox International Inc.

LIIยทNYSE

$515.30

-0.21%
IndustrialsConstruction

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. It operates through three segments: Residential Heating & Cooling, Commercial Heating & Cooling, and Refrigeration. The Residential Heating & Cooling segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment and accessories, comfort control products, and replacement parts and supplies for residential replacement and new construction markets. The Commercial Heating & Cooling segment offers unitary heating and air conditioning equipment, applied systems, controls, installation and service of commercial heating and cooling equipment, and variable refrigerant flow commercial products for light commercial markets. The Refrigeration segment offers condensing units, unit coolers, fluid coolers, air cooled condensers, air handlers, and refrigeration rack systems for preserving food and other perishables in supermarkets, convenience stores, restaurants, warehouses, and distribution centers, as well as for data centers, machine tooling, and other cooling applications; and compressor racks and industrial process chillers. The company sells its products and services through direct sales, distributors, and company-owned parts and supplies stores. Lennox International Inc. was founded in 1895 and is headquartered in Richardson, Texas.

At a Glance

Live Snapshot
Market Cap$17.93B
EPS22.3100
P/E Ratio23.10
Earnings Date07/22/2026
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Lennox International Inc. Street Expectations Map

LII ยท NYSE

Wall Street analysts project that LII stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 553.45, with estimates ranging from a low of 450.00 to a high of 650.00.

Lowest Target
450.00
-12.67%
Consensus Target
553.45
7.40%
Highest Target
650.00
26.14%

The consensus 1-year price target stands at 553.45, with estimates ranging from a low of 450.00 to a high of 650.00.

Analyst Consensus Analysis

Upside Potential

+7.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

36.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

2.06x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Lennox International Inc. Forward Estimates of Revenue

LII ยท NYSE
Latest Revenue
5.20B
FY 2025
Avg Estimate
5.63B
FY 2026
Estimate Range
5.41B - 5.86B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Lennox International Inc. Forward Estimates of Net Income

LII ยท NYSE
Latest Net Income
786.20M
FY 2025
Avg Estimate
883.52M
FY 2026
Estimate Range
829.73M - 918.25M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread10%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Lennox International Inc. Forward Estimates of EPS

LII ยท NYSE
Latest EPS
22.31
FY 2025
Avg Estimate
$24.70
FY 2026
Estimate Range
$23.18 - $25.65
Analyst Spread

Forward Growth Analysis

Projected Growth+10.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Lennox International Inc. Forward Estimates of EBIT

LII ยท NYSE
Latest EBIT
1.01B
FY 2025
Avg Estimate
858.39M
FY 2026
Estimate Range
825.14M - 894.66M
Analyst Spread

Forward Growth Analysis

Projected Growth-15.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lennox International Inc. Forward Estimates of EBITDA

LII ยท NYSE
Latest EBITDA
1.12B
FY 2025
Avg Estimate
958.31M
FY 2026
Estimate Range
921.19M - 998.80M
Analyst Spread

Forward Growth Analysis

Projected Growth-14.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lennox International Inc. Forward Estimates of SG&A Expense

LII ยท NYSE
Latest SG&A Expense
681.40M
FY 2025
Avg Estimate
795.52M
FY 2026
Estimate Range
764.71M - 829.14M
Analyst Spread

Forward Growth Analysis

Projected Growth+16.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Lennox International Inc. Insider Positioning

LII ยท NYSE

During the last 12 months, insiders have sold $7.52M worth of LII shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

971

529.00K

Net Activity

-529K

-$529K

3-6 Months

Bought

0

0.00

Sold

1.1K

563.69K

Net Activity

-564K

-$564K

6-9 Months

Bought

0

0.00

Sold

600

295.11K

Net Activity

-295K

-$295K

9-12 Months

Bought

0

0.00

Sold

9.9K

6.13M

Net Activity

-6.1M

-$6.13M

Top Buyers

No buying activity

Top Sellers

1
NJWI

Norris John W Iii

Director

7.3K sharesโ€ข4 transactions

$4.45M

2
SDM

Sessa Daniel M

Officer: Evp, Chief Hr Officer

2.1K sharesโ€ข1 transactions

$1.44M

3
KC

Kosel Chris

Officer: Vp-Corp Controller And Cao

1.5K sharesโ€ข3 transactions

$843K

4
TTJ

Teske Todd J

Director

1.3K sharesโ€ข2 transactions

$669K

5
QKH

Quintos Karen H

Director

105 sharesโ€ข1 transactions

$64K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.52M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$529K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.