Lennox International

Manufactures and distributes HVAC and refrigeration.

Lennox International

Manufactures and distributes HVAC and refrigeration.

Overview

Lennox International provides climate control solutions for homes and businesses, through three segments: Residential Heating & Cooling, Commercial Heating & Cooling, and Refrigeration. It designs, manufactures, and sells HVAC and refrigeration products, including home air conditioners, furnaces, and commercial cooling systems. It uses a vertically integrated model—manufacturing, distribution, and in some markets retail—selling via direct sales, distributors, and company-owned parts stores. Its goal is reliable, energy-efficient climate control while growing across its diversified product portfolio and channels.

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About Lennox International

Simplify's Rating

Why Lennox International is rated

B-

Rated B on Competitive Edge

Rated B on Growth Potential

Rated C on Differentiation

Industries

HardwareIndustrial & ManufacturingConsumer Goods

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Richardson, TX

Founded

1895

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Simplify's take

What believers are saying

October 2026 commercial revenue rose 24%, driven by faster quoting and emergency replacement wins.
Lennox launched a 2027 smart-thermostat partnership with Everyday Electric across one million installed devices.
Florida and Texas training centers tackle technician shortages, protecting service quality and national-account retention.

What critics are saying

The March 2026 HVAC antitrust lawsuit threatens damages, injunctions, and years of distraction.
Section 232 tariffs and inflation cut 2026 EPS guidance to $21.00-$21.50.
Residential share loss persists as affordability, mortgage rates, and rival pricing pressure demand through 2027.

What makes Lennox International unique

Lennox vertically integrates manufacturing, distribution, and parts stores, compressing service response times.
Its commercial HVAC business outgrows peers, pairing equipment sales with training and national-account service.
Lennox controls premium and entry-tier brands, including Heat Controller, spanning contractor and consumer channels.

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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Company Match
401(k) Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Hybrid Work Options
Mental Health Support

Stock Price

Company News

Yahoo Finance

Nov 3rd, 2026

Bel Fuse is an industrials buy, while Alta and Lennox are stocks to avoid

StockStory names one industrials stock to buy and two to avoid, as the sector has fallen 7.9% over six months while the S&P 500 gained 7.2%. Its pick is Bel Fuse, a $3.31 billion electronics maker serving telecoms, networking, transport, and industrial clients. Revenue grew 22.3% a year over two years, and earnings per share rose 37.9% a year. Free cash flow margin climbed 7.2 percentage points over five years. The stock trades at $185.04, or 23.8x forward earnings. The two to avoid: Alta Equipment Group ($241.1 million market cap): revenue fell 2.6% a year over two years, earnings per share have been negative, and net debt is 5x EBITDA. Lennox ($11.77 billion): organic revenue has not grown in two years, and earnings per share rose only 4.2% a year.

Yahoo Finance

Oct 31st, 2026

Lennox shares slide after Q3 profit miss as pricing push squeezes margins to 19.8%

Lennox shares fell after the heating and cooling company reported third-quarter profit below Wall Street expectations. The stock trades at $346.68, down from $372.05 before the results. Revenue rose 10.2% year on year to $1.57 billion, in line with analyst estimates of $1.58 billion. Adjusted earnings per share were $6.84, a 7% miss against the expected $7.36. Operating margin fell to 19.8% from 23%. Chief executive officer Alok Maskara said the company adopted "a more dynamic pricing approach" to defend its residential market share. Inflation, tariffs, and weak demand tied to affordability and high mortgage rates limited its ability to offset costs. Lennox guided full-year adjusted earnings per share to $21.25 at the midpoint, 9.1% below analyst estimates. Its market capitalisation is $11.91 billion.

Yahoo Finance

Oct 29th, 2026

Lennox revenue rises 10.2% to $1.6B as price cuts defend market share

Lennox reported third-quarter revenue up 10.2% to $1.6 billion, while segment profit fell about 2% to $323 million. The heating and cooling equipment maker announced the results on October 28, 2026, and launched a recovery plan to stabilise residential market share and cut costs. To defend share against rivals, Lennox cut prices in targeted regions, accepting lower price realisation as import tariffs rise. It is also refreshing its budget-friendly entry-tier products, helped by the Heat Controller acquisition. Revenue at its commercial Building Climate Solutions segment rose 24%. Factory and sales investments sped up quoting and delivery, helping it win emergency replacement orders. Chief executive officer Alok Maskara expects the plan to drive earnings growth in 2027 without a significant market recovery.

Yahoo Finance

Oct 28th, 2026

Lennox partners with Everyday Electric to link smart thermostats to energy-saving services

Lennox International (NYSE:LII) has partnered with Everyday Electric to connect smart thermostats with energy-saving services. The deal aims to give households access to utility rewards, personalised temperature settings, and usage insights. Everyday Electric's technology will link with the Lennox Home app, letting users manage heating and cooling from one interface. The US HVAC and refrigeration company, valued at about $12.9 billion, is moving from equipment maker toward connected, service-led energy offerings. The move follows its alliances with Samsung and Ariston, and competes with similar efforts by Carrier and Trane. Risks include integrating the features cleanly into the app and turning user engagement into parts, accessories, and service revenue.

Yahoo Finance

Oct 28th, 2026

Lennox cuts 2026 EPS guidance to $21-$21.50 as tariffs hit margins despite 10.2% revenue rise to $1.6B

Lennox International's third-quarter revenue rose 10.2% to $1.6 billion, but profit fell as tariffs and inflation squeezed margins. Total segment profit declined about 2% to $323 million, and adjusted earnings per share dropped 7% to $6.84. Building Climate Solutions revenue grew 24%, helped by acquisitions. Home Comfort Solutions organic revenue fell 1%, with tariffs and inflation adding $47 million in costs that pricing did not fully offset. The company cut its full-year adjusted earnings per share guidance to $21 to $21.50. It now expects revenue growth of about 6%, down from 8%, and free cash flow of $700 million to $750 million, down from $750 million to $850 million. Chief executive officer Alok Maskara expects a price increase in early 2027 to reverse much of the margin pressure.

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