Lennox International stock | 2026 price target, earnings & valuation

Lennox International

NYSE:LII

$ 437,87

$-0,43 (-0,10%)

437,87 $

$-0,43 (-0,10%)

End-of-day quote: 03/27/2026

Lennox International Stock Value

Currently, analysts rate NYSE:LII as Hold.

Hold

Lennox International Company Info

EPS Growth 5Y

18,43%

Market Cap

$15,24 B

Long-Term Debt

$1,14 B

Short Interest

3,52%

Annual earnings

N/A

Dividend

$5,21

Dividend Yield

1,19%

Founded

1895

Industry

Industrials

Country

United States

ISIN Number

US5261071071

Website

http://www.lennox.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$560,00

27.89%

Last Update: 03/29/2026

Analysts: 16

Highest Price Target $667,00

Average Price Target $560,00

Lowest Price Target $450,00

In the last five quarters, Lennox International’s Price Target has risen from $611,65 to $611,71 - a 0,01% increase. Nineteen analysts predict that Lennox International’s share price will increase in the coming year, reaching $560,00. This would represent an increase of 27,89%.

Top growth stocks in the industrials sector (5Y.)

What does Lennox International do?

Lennox International Inc. (Lennox) operates as a leader in energy-efficient climate-control solutions. The company designs, manufactures, and markets a broad range of products for the heating, ventilation, air conditioning, and refrigeration (‘HVACR’) markets. The company’s products and services are sold through multiple distribution channels under various brand names. Segments The company operates through two reportable business segments: Home Comfort Solutions and Building Climate Solutions...

Lennox International Inc. (Lennox) operates as a leader in energy-efficient climate-control solutions.

The company designs, manufactures, and markets a broad range of products for the heating, ventilation, air conditioning, and refrigeration (‘HVACR’) markets. The company’s products and services are sold through multiple distribution channels under various brand names.

Segments

The company operates through two reportable business segments: Home Comfort Solutions and Building Climate Solutions.

Home Comfort Solutions segment

Products and Services

Heating & Cooling Products

The company manufactures and markets a broad range of heat pumps, furnaces, air conditioners, packaged heating and cooling systems, equipment and accessories to improve indoor air quality, comfort control products, replacement parts and supplies and related products for both the residential replacement and new construction markets in North America. These products are available in a variety of designs and efficiency levels and at a range of price points and are intended to provide a complete line of home comfort solutions. The company maintaining a broad product line marketed under multiple brand names, it can address different market segments and penetrate multiple distribution channels.

The ‘Lennox’ business and brands (‘Dave Lennox Signature Collection,’ ‘Elite Series,’ ‘Merit Series,’ ‘iComfort,’ ‘ComfortSense’ and ‘Healthy Climate Solutions’) are sold directly to independent installing dealers, making the company one of the largest wholesale distributors of residential heating, ventilation, and air conditioning products in North America. The company operates a network of Lennox Stores across the United States and Canada. These stores provide an easy access solution for contractors and independent dealers to obtain universal service and replacement parts, supplies, convenience items, tools, Lennox equipment and OEM parts.

The Allied Air Enterprise business and brands (‘Armstrong Air,’ ‘AirEase,’ ‘Concord,’ ‘Ducane,’ ‘Allied,’ and ‘MagicPak’) include a full line of heating, ventilation, and air conditioning products and are sold through independent wholesale distributors in the U.S. and Canada. The Allied Air Enterprise business also sells a full line of heating, ventilation, and cooling equipment through private label brands.

The Advanced Distributor Products (‘ADP’) business and brand (‘ADP Advanced Distributor Products’) sells evaporator coils, air handlers, and unit heaters to independent HVAC wholesale distributors across the U.S. and Canada.

Building Climate Solutions segment

Products and Services

Heating and Cooling Products

In North America, the company manufactures and sells unitary heating and cooling equipment used in light commercial applications, such as low-rise office buildings, restaurants, retail centers, distribution, churches, and schools. The company’s product offerings for these applications include rooftop units ranging from 2 to 30 tons of cooling capacity and split system/air handler combinations, which range from 1.5 to 20 tons of cooling capacity. These products are distributed primarily through commercial contractors and directly to national account customers. The company’s products are attributable to their efficiency, impact to the environment, design flexibility, total cost of ownership, ease of service, and advanced control technology.

National Account Services

National Account Service (‘NAS’) provides installation, service, and preventive maintenance for commercial HVAC national account customers in the United States and Canada.

AES

In October 2023, the company completed the acquisition of AES Industries, Inc. and AES Mechanical Service Group, Inc. (collectively, ‘AES’) to the Building Climate Solutions segment. AES is a company dedicated to service and sustainability in the light commercial markets across North America. AES manufactures curbs, curb adapters, drop box diffusers, and also offers HVAC recycling and salvage services, as well as focusing on multi-facility HVAC replacement for expired mechanical assets.

Refrigeration Products

The company manufactures and markets equipment for the North American commercial refrigeration markets under the Heatcraft Worldwide Refrigeration name. The company sells these products to distributors, installing contractors, engineering design firms, original equipment manufacturers, and end-users.

The company’s commercial refrigeration products include condensing units, unit coolers, fluid coolers, air-cooled condensers, air handlers, and refrigeration rack systems. These products preserve food and other perishables in supermarkets, convenience stores, restaurants, warehouses, and distribution centers. In addition, the company’s products are used to cool a wide variety of industrial processes, including data centers, machine tooling, and other critical cooling applications. The company routinely provides application engineering for consulting engineers, contractors, store planners, end customers, and others to support the sale of commercial refrigeration products.

In addition, the company owns a 50% interest in a joint venture in Mexico that produces unit coolers, air-cooled condensers, condensing units, compressors, and compressorized racks of the same design and quality as those manufactured by its U.S. business. This joint venture product line is complemented with imports from the U.S., which are sold through the joint venture’s distribution network.

Samsung JV.

The company owns a 49.9% interest in a joint venture with Samsung that distributes Samsung ductless AC and heat pump products in the U.S. and Canada, as well as ‘Lennox powered by Samsung’ branded products through Lennox stores and direct-to-dealer network. Results are reported in either Home Comfort Solutions or Building Climate Solutions based on product type.

Business Strategy

Lennox offers a full spectrum of cooling, heating, indoor air quality and refrigeration products to meet the energy-efficient climate-control needs of residential and commercial customers across North America. The company is advancing its market position through a balanced approach that includes organic growth and selective strategic investments.

The company is investing in its sales force to expand customer touchpoints, enhancing the overall customer experience through digital innovations and anticipating improved output from its new commercial HVAC factory in Mexico.

Marketing and Distribution

The company utilizes multiple channels of distribution and offer different brands at various price points in order to better penetrate the HVACR markets. The company products and services are sold through a combination of direct sales, distributors and company-owned parts, and supplies stores. Dedicated sales forces and manufacturers’ representatives are deployed across the company’s business segments and brands in a manner designed to maximize its ability to service each distribution channel. To optimize enterprise-wide effectiveness, the company has active cross-functional and cross-organizational teams coordinating approaches to pricing, product design, distribution, and national account customers.

The North American residential heating and cooling market provides an example of the competitive strength of the company’s marketing and distribution strategy. The company uses three distinct distribution approaches in this market: the company-owned distribution system, the independent distribution system and direct sales to end-users. The company distributes its ‘Lennox’ brands in a company-owned process directly to independent dealers that install these heating and cooling products. The company distributes its ‘Armstrong Air,’ ‘Ducane,’ ‘Air-Ease,’ ‘Concord,’ ‘MagicPak,’ and ‘ADP Advanced Distributor Products’ brands through the traditional independent distribution process pursuant to which it sells its products to distributors who, in turn, sell the products to installing contractors. The company also sells its products through its Lennox Stores.

Strategic Sourcing

The company’s partners with various suppliers to procure the raw materials and components used in the manufacturing of its products. The company utilizes a central strategic sourcing group that consolidates purchases of certain materials, components and indirect items across business segments to maximize its purchasing strength. The goal of the strategic sourcing group is to develop global strategies for a given component group that focuses on developing long-term relationships that provide significant value to the company’s businesses. The company’s strategic sourcing group is focused on selecting partners that offer a competitive total cost, industry leading quality, and consistent on time delivery. Compressors, motors, and controls constitute the company’s most significant component purchases, while steel, aluminum, and copper account for the bulk of its raw material purchases. The company owns a minority equity interest in a joint venture that manufactures compressors for its residential and commercial heating and cooling and refrigeration businesses to help provide the necessary supply to meet customer needs.

Seasonality

The company sales and related segment profit tend to be seasonally higher in the second and third quarters of the year because summer is the peak season for sales of air conditioning equipment and services in the U.S. and Canada. For the same reason, the company is working capital needs are generally greater in the first and second quarters, and it generally has higher operating cash inflows in the third and fourth quarters (year ended November 2024).

Environmental Regulation

The company is actively involved in U.S. Department of Energy activities related to energy efficiency. In 2023, the company successfully updated its lines of HVAC equipment to comply with the latest energy conservation standards from the United States (U.S.) Department of Energy. The company is prepared to have compliant products in place in advance of the effective dates of all such regulations enacted by the U.S. Department of Energy.

History

Lennox International Inc. was founded in 1895. The company was incorporated in 1991.

Lennox International Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - HVAC (Heating, Ventilation, and Air Conditioning): approx. 90% - Refrigeration technology: approx. 10% **TOP 3 markets:** 1. **USA:** approx. 70% 2. **Canada:** approx. 10% 3. **Mexico:** approx. 5% Lennox International Inc. generates the majority of its reve...

At which locations are the company’s products manufactured?

**Production sites of Lennox International Inc.:** Lennox International Inc. mainly produces its products in the United States, Mexico, and Europe. The company operates several production facilities, with the largest ones located in the USA and Mexico. These sites are strategically chosen to effic...

What strategy does Lennox International pursue for future growth?

**Revenue Growth:** Estimated 5-7% annually (2025-2027) **Investments in Research and Development:** Increased by 10% (2024) Lennox International Inc. pursues a strategy focused on innovation and sustainability to secure future growth. The company is increasing its investment in research and develo...

Which raw materials are imported and from which countries?

**Main raw materials:** Steel, Copper, Aluminum **Import countries:** China, Mexico, Canada Lennox International Inc. is a leading provider of heating, ventilation, air conditioning, and refrigeration (HVAC) equipment and requires a variety of raw materials for the production of its products. The...

How strong is the company’s competitive advantage?

**Market share:** 12% (estimated, 2025) **EBITDA margin:** 16.5% (2024) **R&D expenses:** $150 million (2024) Lennox International Inc. has a significant competitive advantage in the HVAC (Heating, Ventilation, and Air Conditioning) industry due to its strong brand recognition and innovat...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 88% (estimated, based on historical data) **Insider Purchases:** No significant purchases in the last year **Insider Sales:** $2.5 million USD (estimated, based on historical trends) The institutional investor share at Lennox International Inc. is traditionally h...

What percentage market share does Lennox International have?

**Market share of Lennox International Inc.:** 12% (2025, estimated) **Top competitors and their market shares:** 1. **Carrier Global Corporation:** 18% 2. **Trane Technologies plc:** 16% 3. **Johnson Controls International plc:** 14% 4. **Lennox International Inc.:** 12% 5. **Daikin Industries, Lt...

Is Lennox International stock currently a good investment?

**Revenue Growth:** 8.5% (2024) **Profit Growth:** 10.2% (2024) **Market Share in HVAC Sector:** 12% (2024) Lennox International Inc. recorded solid revenue growth of 8.5% in 2024, driven by strong demand for their HVAC products and services. The profit growth of 10.2% indicates that the company wa...

Does Lennox International pay a dividend – and how reliable is the payout?

**Dividend Yield:** 1.5% (estimated for 2025) **Dividend Growth:** 8% annually (last 5 years) Lennox International Inc. regularly pays a dividend to its shareholders. The current dividend yield is approximately 1.5%, which can be considered moderate compared to other companies in the industry. O...

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Lennox International Stock Value

Lennox International Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Lennox International do?

Lennox International Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Lennox International Stock Value

Lennox International Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Lennox International do?

Lennox International Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.