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

Lennox International (NYSE:LII) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share 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 Stock Down 0.6%

Shares of LII opened at $544.23 on Wednesday. The company has a market capitalization of $18.94 billion, a P/E ratio of 24.49, a PEG ratio of 2.08 and a beta of 1.16. The company has a debt-to-equity ratio of 0.94, a current ratio of 1.57 and a quick ratio of 0.64. Lennox International has a one year low of $434.06 and a one year high of $656.37. The business’s 50 day simple moving average is $531.98 and its 200-day simple moving average is $517.43.

Lennox International (NYSE:LII) last released its quarterly earnings results on Wednesday, July 29th. The construction company reported $7.72 EPS for the quarter, topping analysts’ consensus estimates of $7.67 by $0.05. Lennox International had a return on equity of 73.27% and a net margin of 14.89%.The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.56 billion. Lennox International has set its FY 2026 guidance at 23.000-24.000 EPS. As a group, sell-side analysts predict that Lennox International will post 24.45 EPS for the current fiscal year.

Lennox International Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were paid a $1.36 dividend. This represents a $5.44 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from Lennox International’s previous quarterly dividend of $1.30. The ex-dividend date was Tuesday, June 30th. Lennox International’s dividend payout ratio is 24.48%.

Analyst Ratings Changes

A number of research analysts recently issued reports on LII shares. Royal Bank Of Canada lifted their price target on Lennox International from $485.00 to $579.00 and gave the company a “sector perform” rating in a report on Thursday, April 30th. BNP Paribas Exane began coverage on shares of Lennox International in a report on Tuesday, April 14th. They set a “neutral” rating and a $535.00 price objective on the stock. Barclays lowered their price objective 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. Vertical Research upgraded shares of Lennox International from a “hold” rating to a “buy” rating and set a $600.00 target price on the stock in a research report on Thursday, April 30th. Finally, Wells Fargo & Company increased their price target on shares of Lennox International from $480.00 to $555.00 and gave the company an “equal weight” rating in a research note on Thursday, April 30th. Four investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $556.55.

Insider Buying and Selling

In other Lennox International news, CAO Chris Kosel sold 971 shares of the business’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $544.80, for a total transaction of $529,000.80. Following the completion of the sale, the chief accounting officer directly owned 1,090 shares of the company’s stock, valued at approximately $593,832. The trade was a 47.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 9.80% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Lennox International

A number of institutional investors and hedge funds have recently modified their holdings of the business. California State Teachers Retirement System lifted its holdings in Lennox International by 6.1% in the second quarter. California State Teachers Retirement System now owns 48,533 shares of the construction company’s stock valued at $27,821,000 after buying an additional 2,785 shares during the period. Ameriprise Financial Inc. grew its holdings in Lennox International by 296.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 71,815 shares of the construction company’s stock worth $41,168,000 after acquiring an additional 53,679 shares during the period. Lazard Asset Management LLC grew its holdings in Lennox International by 111.1% during the 2nd quarter. Lazard Asset Management LLC now owns 18,659 shares of the construction company’s stock worth $10,696,000 after acquiring an additional 9,818 shares during the period. State of Tennessee Department of Treasury raised its position in shares of Lennox International by 75.2% during the 2nd quarter. State of Tennessee Department of Treasury now owns 7,082 shares of the construction company’s stock valued at $4,060,000 after acquiring an additional 3,039 shares during the last quarter. Finally, MUFG Securities EMEA plc bought a new stake in shares of Lennox International during the 2nd quarter valued at $54,000. 67.07% of the stock is owned by 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.