Lennox International, IncNYSE: LII
Industrials · Building Products
$526.87
+9.65%
Vol: 13K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Lennox International holds 2026 virtual annual meeting today May 21 with directors, Say-on-Pay and EY auditor ratification on agendaPositive▶
Lennox International is holding its 2026 Annual Meeting virtually on May 21, 2026, with stockholders voting on three Class I directors, an advisory Say-on-Pay vote, and ratification of Ernst & Young as auditor. The company recently reported Q1 2026 revenue of $1.14B and EPS of $3.35, exceeding expectations, and reaffirmed full-year EPS guidance of $23.50-$25.00 with revenue growth guidance raised to ~8%, partly reflecting completed acquisitions. Lennox completed a long-running buyback program totaling 16.46M shares for ~$3.32B. On May 4 the company opened nominations for its Feel The Love community program. Analyst consensus is Buy with average 12-month PT of $567 (Oppenheimer $650, Baird $550).
May 20Lennox holds 2026 virtual annual shareholder meeting May 21 amid mixed analyst views.Mixed▶
Lennox International is holding its 2026 Annual Meeting virtually on May 21, 2026, with stockholders voting on Class I directors, Say-on-Pay, and Ernst & Young as auditor. Earlier in May, JPMorgan analyst Patrick Baumann maintained a Sell rating with a $522 price target. The stock has climbed 12.3% over the past six months to around $501 amid generally favorable HVAC fundamentals. Q1 2026 EPS of $3.35 beat the $3.18 consensus on revenue of $1.1B (up 6% YoY). The mixed analyst views and divergent price targets create near-term valuation risk despite the operational momentum.
May 19No significant overnight updates ahead of May 21 virtual annual shareholder meetingNeutral▶
No material news in the last 48 hours. Lennox holds its 2026 virtual annual meeting on May 21, with shareholders set to vote on three Class I directors, Say-on-Pay, and ratification of Ernst & Young. Earlier in May, JPMorgan reiterated Sell with a $522 target. Q1 2026 results (late April) showed revenue of $1.135B vs $1.073B a year earlier with FY26 EPS guidance of $23.50-$25.00.
May 18Lennox International holds virtual annual shareholder meeting on May 21 after completing $3.32B buyback and beating Q1 estimatesPositive▶
Lennox International is hosting its 2026 Annual Meeting virtually on May 21, 2026 for director elections, Say-on-Pay vote, and auditor ratification. Q1 2026 results beat estimates with EPS of $3.35 versus $3.18 expected, while revenue of $1.135B rose 6% YoY, exceeding estimates by 2.8%. The company reaffirmed full-year EPS guidance of $23.50-$25.00 and updated revenue growth guidance to about 8%. Lennox completed a long-running share repurchase totaling 16.46 million shares for approximately $3.32 billion. JPMorgan analyst Patrick Baumann maintained a Sell rating with a $522 price target on May 4. On May 4, the company also opened 2026 Feel The Love community program nominations.
May 15Lennox International raised FY26 revenue growth guidance to ~8% after Q1 revenue beat of $1.14BPositive▶
Lennox reported Q1 2026 revenue of $1.14B (beat by 6.5%) and EPS of $3.35 vs $3.16 estimates. The HVAC maker raised its full-year revenue growth guidance to approximately 8% while maintaining EPS guidance of $23.50-$25.00. Lennox is holding its virtual 2026 annual meeting on May 21 to elect three Class I directors and ratify Ernst & Young. Stock is up 4.7% YTD trailing the S&P 500's 8.1%. Analysts maintain Moderate Buy consensus with $576.33 average PT (13.6% upside from current ~$521). Risk: cooling consumer demand for residential HVAC.
May 14Lennox International receives multiple analyst price target raises and Vertical Research upgrade to Buy.Positive▶
Lennox International received favorable analyst action with Oppenheimer raising its target to $650 from $645, Baird raising to $550 from $542, and Vertical Research upgrading the stock to Buy from Hold. The company reported a strong Q1 2026 with EPS of $3.35 (beat $3.16) and revenue of $1.14 billion (beat $1.07B), reaffirming full-year EPS guidance of $23.50-$25.00 and raising revenue growth expectations to 8%. LII entered the North American residential water heating market via a joint venture with Ariston Group, with Lennox-branded water heater dealer orders beginning March 16, 2026. At its March 4, 2026 Investor Day, Lennox set 2030 targets of $6.5B-$7.5B revenue and 22-23% segment margins. Stock closed at $522.20 May 5, up 20% month-over-month.
May 13Lennox International opened 2026 Feel The Love nominations on May 4 ahead of its May 21 annual meeting; shares traded near $521 as Q1 sales rose to $1.135B.Neutral▶
Lennox International announced on May 4, 2026, the opening of nominations for its 2026 Feel The Love community heroes program, with nominations through August 31, 2026. The company will hold its virtual 2026 Annual Meeting on May 21, 2026, where shareholders will elect three Class I directors, vote on Say-on-Pay, and ratify Ernst & Young as auditor. Q1 2026 results showed sales of $1.135B (vs $1.073B prior year) and GAAP diluted EPS of $3.35, with full-year EPS guidance maintained at $23.50-$25.00 and revenue growth guidance raised to ~8%. Lennox also completed a long-running buyback totaling 16.46M shares for ~$3.32B. Shares traded around $521.25 on May 9, within a 52-week range of $434.06-$689.44. Risk: stock remains well below its 52-week high of $689, suggesting moderation in HVAC demand and concerns over channel inventory normalization.
May 12No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 11Lennox Q1 beat with $3.35 EPS and PTs raised to $650 (Oppenheimer) and $550 (Baird) ahead of May 21 annual meeting.Positive▶
Lennox International posted Q1 2026 EPS of $3.35 vs. $3.16 estimate (6.01% beat) on revenue of $1.14B beating expectations. The company reaffirmed full-year EPS guidance while raising revenue growth targets despite some margin pressure. Oppenheimer raised its PT to $650 from $645 and Baird to $550 from $542, both on April 30. The 2026 Annual Meeting is set virtually for May 21, with stockholders asked to elect three Class I directors, approve Say-on-Pay, and ratify EY as auditor. The 2026 Feel The Love® community program nominations opened May 4. Shares trade at $521.25.
May 8Lennox raised 2026 revenue growth guidance to 8% and reaffirmed EPS guidance after strong Q1; multiple analyst upgrades and price target increases on April 30.Positive▶
Lennox reported Q1 2026 revenue of $1.135B (beat by 6.5%) and reaffirmed full-year EPS guidance of $23.50-$25.00 while raising revenue growth guidance to 8%. On April 30, multiple analysts raised targets: Oppenheimer to $650 from $645, Baird to $550 from $542, and Vertical Research upgraded to Buy from Hold. Stock up 3.55% weekly and 20% monthly. Barclays lowered target to $597 from $600 but maintained support. Stock price at $522.20 on May 5. Upcoming: 2026 annual meeting May 21 and Feel The Love program nominations through August 31.
May 7Lennox International raised FY2026 revenue growth guidance to approximately 8% on April 30, 2026; Q1 2026 revenue of $1.1B grew 6% YoY with EPS of $3.35.Positive▶
Lennox reported Q1 2026 revenue of $1.1B, up 6% YoY, with operating income of $164M and GAAP diluted EPS of $3.35. The company raised its full-year 2026 revenue growth guidance to approximately 8%, including a 4% contribution from completed acquisitions (Duro Dyne and Supco integration). EPS guidance remains in the range of $23.50-$25.00. Management highlighted stabilizing end-markets and encouraging momentum, with a $250M capital spending plan focused on innovation centers, digital capabilities, and AI capabilities.
May 6Lennox International raises 2026 revenue guidance to 8% growth, stocks rally on strong Q1Positive▶
Lennox International raised its 2026 revenue growth guidance to 8% after reporting strong Q1 2026 results with $1.1 billion in revenue, up 6% year-over-year. Management pointed to improving channel conditions and continued strength in its commercial business. Stock gained 8.3% following the guidance raise. Recent analyst activity includes upgrades: Vertical Research upgraded to Buy from Hold on April 30, while Oppenheimer raised price target to $650 from $645 and Baird raised to $550 from $542. Virtual annual meeting scheduled for May 21.
Sector Peers
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Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.