Latest revenue
$1.14B
as of 2026-03-31
Latest net income
$117.2M
as of 2026-03-31
Net margin
10.3%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip (9 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Community sentiment
Where do you think LII is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $17.67B
- Enterprise value
- $19.14B
- P/E (trailing)
- 21.9×
- Forward P/E
- —
- P/B
- 15.19×
- Dividend yield
- 1.3%
- 52-wk high
- $689.44
- 52-wk low
- $434.06
- Beta
- —
- Shares out
- 34.8M
5-year trend
What this company does
Item 1. Business References in this Annual Report on Form 10-K to “we,” “our,” “us,” “Lennox,” “LII” or the “Company” refer to Lennox International Inc. and its subsidiaries, unless the context requires otherwise. The Company We are a global leader in energy-efficient climate-control solutions. We design, manufacture and market a broad range of products for the heating, ventilation, air conditioning and refrigeration (“HVACR”) markets. We have leveraged our expertise to become an industry leader known for innovation, quality and reliability. Our products and services are sold through multiple distribution channels under various brand names. The Company was founded in 1895, in Marshalltown,…
AI summary unavailable — showing raw filing excerpt
Generated from LII's filing dated 2026-02-17
Key risks
Item 1A. Risk Factors The following risk factors and other information included in this Annual Report on Form 10-K should be carefully considered. We believe these are the principal material risks currently facing our business; however, additional risks and uncertainties not presently known to us or that we presently deem less significant may also impair our business operations. If any of the following risks or those disclosed in our other Securities and Exchange Commission filings occurs, our business, financial condition or results of operations could be materially adversely affected. Business and Operational Risks We May Not be Able to Compete Favorably in the Competitive HVACR Business.…
AI summary unavailable — showing raw filing excerpt
Generated from LII's filing dated 2026-02-17
Profitability
Gross margin
33.4%
0.3%Operating margin
20.0%
2.9%Net margin
15.5%
2.1%Return on equity
69.3%
27.4%Return on assets
19.7%
15.5%Leverage
Debt / equity
2.51×
18.6%Long-term debt / equity
0.98×
0.4%Debt / assets
71.5%
5.3%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.14B | +5.8% | $117.2M | -2.6% | 10.3% |
Q4 2025 2025-12-31 | $1.20B | -11.2% | $162.1M | -19.7% | 13.6% |
Q3 2025 2025-09-30 | $1.43B | -4.8% | $245.8M | +2.8% | 17.2% |
Q2 2025 2025-06-30 | $1.50B | +3.4% | $277.6M | +12.9% | 18.5% |
Q1 2025 2025-03-31 | $1.07B | +2.4% | $120.3M | -3.2% | 11.2% |
Q4 2024 2024-12-31 | $1.34B | — | $201.9M | — | 15.0% |
Q3 2024 2024-09-30 | $1.50B | +9.6% | $239.0M | +83.3% | 16.0% |
Q2 2024 2024-06-30 | $1.45B | +2.8% | $245.9M | +13.2% | 16.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · SIC 3585
Your notes
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Insider activity
Insider buying
$0
Insider selling
$25.0M
Net activity
−$25.0M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns LII
Institutional value
$6.81B
Total shares held
14.9M
Distinct holders
430
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.0M | $1.38B | — | New |
| 2 | Capital International Investors | 2.9M | $1.33B | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $953.5M | — | New |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $664.9M | — | New |
| 5 | Invesco Ltd. | 530.7K | $246.3M | — | New |
| 6 | UBS Group AG | 394.6K | $183.1M | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 320.4K | $148.7M | — | New |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 233.4K | $108.3M | — | New |
| 9 | DEUTSCHE BANK AG\ | 213.2K | $99.0M | — | New |
| 10 | Bank of New York Mellon Corp | 201.6K | $93.6M | — | New |
| 11 | WELLS FARGO & COMPANY/MN | 183.9K | $85.4M | — | New |
| 12 | VANGUARD FIDUCIARY TRUST CO | 183.7K | $85.3M | — | New |
| 13 | True North Advisors, LLC | 165.8K | $76.9M | — | New |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 142.4K | $66.1M | — | New |
| 15 | EULAV Asset Management | 135.3K | $62.8M | — | New |
| 16 | Legal & General Group Plc | 123.2K | $57.2M | — | New |
| 17 | JPMORGAN CHASE & CO | 123.2K | $54.7M | — | New |
| 18 | Fiera Capital Corp | 104.5K | $48.5M | — | New |
| 19 | Swiss National Bank | 92.6K | $43.0M | — | New |
| 20 | Nuveen, LLC | 90.9K | $42.2M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once LII's latest filing finishes processing.
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