Lennox International, IncNYSE: LII
Industrials · Building Products
$528.11
-1.27%
Vol: 344K
Research Digest
Friday, May 1, 2026
Lennox beats Q1 estimates and raises FY26 revenue guidance amid cost inflation headwinds
Q1 2026 revenue $1.1B (+6%) with EPS of $3.35 beating estimate of $3.16. Company raised full-year revenue guidance to ~8% growth (from 6-7%), driven by pricing, BCS execution and acquisition. Building Climate Solutions achieved record performance; Home Comfort Solutions down 12% from weak new home construction. Cost inflation raised to 5% due to tariffs and commodities.
Previous Market Intelligence
13 daysApr 30Lennox International beats Q1 earnings, raises FY26 revenue guidance to 8%Positive▶
Lennox International reported Q1 2026 revenue of $1.1 billion, up 6% YoY, with adjusted EPS of $3.35 beating estimates of $3.16. The company raised full-year revenue growth guidance to approximately 8% from 6-7% previously, citing improved channel conditions and strength in commercial business. CEO Alok Maskara noted growth initiatives gained traction though profitability was pressured by manufacturing under-absorption. Stock rose 6.4% in pre-market trading.
Apr 16Lennox International shares fell 6.9% on April 15 ahead of Q1 2026 earnings scheduled for April 29Negative▶
Lennox International stock declined 6.9% to $484.29 on April 15, 2026 amid investor reassessment of HVAC demand and valuation ahead of Q1 2026 earnings report on April 29. Wolfe Research trimmed near-term earnings forecasts while BNP Paribas Exane initiated coverage with neutral rating and $535 price target. Barclays maintained Overweight rating but lowered target to $600, while Morgan Stanley kept Underweight with $450 target. The company maintains a quarterly dividend of $1.30 per share.
Apr 15Lennox International acquires NSI Industries HVAC unit (Duro Dyne and Supco) for $550 million, reaffirms 2026 guidance at Investor Day.Positive▶
Lennox announced acquisition of NSI Industries' HVAC unit including Duro Dyne and Supco brands for $550 million, expanding its HVAC portfolio. The company reported Q4 2025 EPS of $4.45 (missed estimates of $4.75) but achieved 16.4% YoY sales growth to $1.34 billion, exceeding expectations. LII reaffirmed full-year 2026 guidance and announced new 2030 targets at its March 4 Investor Day. Declared quarterly dividend of $1.30 per share, payable April 15.
Apr 14Lennox Q1 2026 earnings due April 29; Barclays maintains Buy with $600 price target.Positive▶
Lennox will report Q1 2026 results before market open on April 29 with earnings conference call at 8:30 a.m. CT. Barclays lowered price target to $600 from $667 on April 1 while maintaining Buy rating. Board approved $1.30 quarterly dividend payable April 15. Company reaffirmed 2026 guidance and announced new 2030 targets at March 4 Investor Day.
Apr 13Lennox International jumped 6% April 8 ahead of Q1 earnings April 29 with Barclays lowering price target.Positive▶
Lennox International surged more than 6% on April 8 ahead of Q1 earnings release April 29. Barclays lowered price target to $600 from $667 on April 1. Company declared $1.30 quarterly dividend payable April 15. Stock trading at $505.31 on April 10.
Apr 10Lennox declares $1.30 dividend and reaffirms 2026 guidance; Q1 earnings call scheduled for April 29.Neutral▶
Lennox International declared a quarterly cash dividend of $1.30 per share payable April 15, 2026. The company reaffirmed full-year 2026 guidance with new 2030 targets including $6.5B-$7.5B revenue. Wells Fargo analyst Joseph O'Dea lowered the price target to $480 from $560 with Equal Weight rating. The company expanded into residential water heating via joint venture with Ariston.
Apr 9Lennox expands into residential water heating via Ariston JV; Q1 results due April 29Neutral▶
Lennox expanded residential water heating portfolio through Ariston joint venture (March 3). Reaffirmed 2026 guidance and announced 2030 long-term targets at March 4 Investor Day. Q4 2025 EPS $4.45 missed $4.75 estimate (-6.32%). Q1 2026 results announcement scheduled April 29 before market open; earnings call 8:30am Central. Board approved $1.30 quarterly dividend (payable April 15 to March 31 holders). Named Drucker Institute Management Top 250 for third consecutive year (ranked in top 50 for financial strength, top 100 for customer satisfaction). Stock at $453.59 (down from Nov 2024 high of $668.74); 52-week high $689.44 (52% above current). Designs/manufactures HVAC and refrigeration products across Home Comfort, Building Climate, and Corporate segments.
Apr 8Lennox reaffirms 2026 guidance and announces 2030 targets at March 4 Investor DayNeutral▶
Lennox reaffirmed FY2026 guidance at March 4 Investor Day and announced 2030 targets. Q4 revenue $1.2B (-11% YoY), segment profit $212M (-16%). Recently launched Dave Lennox Signature SLP99VK 99% efficiency furnace. Declared $1.30/share dividend.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Lennox reaffirmed 2026 guidance and announced 2030 targets at Investor Day.Positive▶
Lennox reaffirmed full-year 2026 guidance at March 4 Investor Day and announced 2030 targets: $6.5-7.5B revenue and 22-23% segment profit margins. Declared $1.30/share dividend payable April 15. Entered North American water heating market via Ariston JV. Wells Fargo lowered PT to $480.
Apr 3Lennox International gained 4.54% April 1 after analyst updates; Barclays maintains Overweight ($600 PT) while Wells Fargo lowered target to $480.Mixed▶
Lennox stock surged 4.54% to $464.13 April 1 following analyst activity. Barclays maintained Overweight rating but lowered price target from $667 to $600, while Wells Fargo cut target from $560 to $480. Company declared quarterly dividend of $1.30 per share payable April 15.
Apr 2Lennox International reaffirmed full-year 2026 guidance and announced new 2030 targets at March 4 Investor Day; declared $1.30 quarterly dividend.Neutral▶
Lennox International reaffirmed full-year 2026 guidance and announced new 2030 targets at March 4, 2026 Investor Day. Company declared quarterly dividend of $1.30 per share payable April 15. Lennox was named to Drucker Institute Management Top 250 (third consecutive year). Company opened largest Regional Distribution Center in Edgerton, Kansas enabling 90%+ same-day delivery of commercial rooftop units. Wells Fargo lowered price target to $480 from $560 with Equal Weight rating. Stock at $454.64 with 15.16% decline over past year.
Apr 1Lennox reaffirms 2026 guidance, announces new 2030 targets at Investor Day; dividend raised to $1.30/share.Neutral▶
Lennox reaffirmed full-year 2026 guidance and announced new 2030 targets: $6.5B-$7.5B revenue, 22%-23% segment profit margins, and >90% free cash flow conversion. Q4 2025 revenue declined 11% to $1.2B.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TTTRANE | $486.46 | -1.23% | +14.3% | 29.2x | 1.21 | $108.9B |
| JCIJOHNSON | $145.42 | -0.42% | +9.2% | 26.2x | 1.40 | $89.4B |
| CARRCARRIER | $67.76 | +0.88% | +20.8% | 21.2x | 1.32 | $56.1B |
| LIILENNOX | $528.11 | -1.27% | +17.9% | 20.1x | — | $18.6B |
| MASMASCO | $71.37 | -0.63% | +20.3% | 15.3x | 1.29 | $14.5B |
| ALLEALLEGION | $135.89 | -1.16% | -1.9% | 14.4x | 1.03 | $11.8B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.