Lennox International (LII)
Makes residential and light-commercial HVAC, refrigeration, controls, parts, and lifecycle services.
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Makes residential HVAC equipment, controls, parts, and supplies through Home Comfort Solutions, while Building Climate Solutions covers light-commercial HVAC, refrigeration, installation, maintenance, and recycling. Most revenue comes from the United States and Canada through direct sales, owned stores, contractors, and independent distributors.
Designs and manufactures residential and light-commercial heating, cooling, indoor-air-quality, and refrigeration products across North America. Home Comfort Solutions covers furnaces, air conditioners, heat pumps, packaged systems, controls, parts, supplies, and owned stores. Joint ventures add ductless systems and water heaters, while the Comfort-Aire, Century, and Coast Air acquisition expands distributor offerings.
Building Climate Solutions combines rooftop and split systems, national-account services, Heatcraft refrigeration, AES replacement and recycling, and Duro Dyne air-distribution components. Direct dealer relationships, independent distributors, contractors, and owned stores extend coverage across brands and price points.
Most sales serve equipment replacement; the balance follows new construction, while weather drives seasonality. Production depends on components and metals, and energy-efficiency and refrigerant rules shape product design.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Deutsche Bank | Downgrade | Target: $292 | Target: $444 |
| Sep 3, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $450 | Target: $375 |
| Jul 31, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $592 | Target: $547 |
| Jul 30, 2026 | RBC Capital | Reiterate | Rating: —Target: $534 | Target: $469 |
| Apr 30, 2026 | Oppenheimer | Target | Target: $630 | Target: $650 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $52.1M · Total debt $2.02B · Total assets $4.55B · Shareholders' equity $1.30B
- Revenue
- $1.55B
- Operating income
- $355.0M
- Net income
- $269.0M
HistoryDividendAnnual yieldUpcoming
| Institutions | 78.61% | 27.17M shares | |
|---|---|---|---|
| 668 holders · as of Jun 30, 2026 | |||
| Insiders | 10.44% | 3.61M shares | |
| 18 holders · as of Aug 10, 2026 | |||
| Other | 10.95% | 3.78M shares | |
| remainder | |||
34.56M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
John W. Iii Norris1Insiderdirector | 9.97% | 3.49M | filed Aug 10, 2026 |
BlackRock, Inc.Institution | 8.61% | 2.98M | as of Jun 30, 2026 |
Capital International InvestorsInstitution | 7.18% | 2.48M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 5.95% | 2.06M | as of Jun 30, 2026 |
Viking Global Investors LPInstitution | 4.60% | 1.59M | as of Jun 30, 2026 |
- John W. Iii Norris's transaction reports restate only vehicles that traded; the 2025 ownership statement (3.49M) less the 41.9K net shares sold since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 6, 2026 | Chris Kosel | officer: VP-Corp Controller and CAO | −971 | $544.80 |
| Feb 25, 2026 | Shane D. Wall | director | −100 | $540.01 |
| Feb 4, 2026 | Chris Kosel | officer: VP-Corp Controller and CAO | −254 | $536.50 |
| Feb 4, 2026 | Todd J. Teske | director | −700 | $533.45 |
| Nov 11, 2025 | Todd J. Teske | director | −600 | $491.85 |
- Carrier Global
Broad HVACR overlap across residential, commercial, controls, and cold chain
- Trane Technologies
Strong overlap in residential HVAC, commercial HVAC, controls, and services
- Johnson Controls
Commercial HVAC, controls, service, and refrigeration peer after R&LC exit
- AAON
Focused commercial HVAC peer in rooftop units, air handlers, and BASX
- Watsco
Contractor-channel and parts/supplies overlap in HVAC/R distribution
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lennox International | $367.00 | +0.92% | $12.57B | 16.5 | 14.8 | 2.4 | +3.0% |
| Carrier Global | $55.29 | +1.23% | $45.02B | 37.9 | 17.8 | 2.0 | +3.9% |
| Trane Technologies | $436.69 | +0.78% | $95.34B | 32.9 | 26.4 | 4.3 | +10.6% |
| Johnson Controls | $144.85 | −0.23% | $87.94B | 25.3 | 24.8 | 3.5 | +9.3% |
| AAON | $78.48 | +2.72% | $6.26B | 40.0 | 28.7 | 3.2 | +101.2% |
| Watsco | $320.88 | +1.00% | $13.09B | 27.4 | 25.8 | 1.8 | +2.1% |
| Median | 32.9 | 25.8 | 3.2 | +9.3% |