Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$14.5B
35M shares
52-week range
$411.41 – $616.50
3% from low
Sector
AIR-COND & WARM AIR HEATG EQUIP & COMM & INDL REFRIG EQUIP
Exchange
NYSE
CS
Lennox manufactures and distributes heating, ventilating, air conditioning, and refrigeration products for the North American replacement (75% of sales) and new construction (25% of sales) markets. Residential HVAC (home comfort solutions) accounts for 67% of sales and commercial HVAC (building climate solutions) accounts for the remaining 33% of sales. Lennox's commercial exposure is what its peers refer to as residential and light commercial, and lacks the scale and complexity of what is referred to as an applied solution. The company goes to market with multiple brands, but Lennox is its flagship HVAC brand.
www.lennox.comNo one on the platform currently holds LII.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 20,220 | $9.8M |
| Bridgewater Associatesas of 2026-03-31 | 4,980 | $2.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-30 | $1.3600 | 2026-07-15 |
| 2026-03-31 | $1.3000 | 2026-04-15 |
| 2025-12-31 | $1.3000 | 2026-01-15 |
| 2025-09-30 | $1.3000 | 2025-10-15 |
| 2025-06-30 | $1.3000 | 2025-07-15 |
| 2025-04-30 | $1.1500 | 2025-05-15 |
| 2024-12-31 | $1.1500 | 2025-01-15 |
| 2024-09-30 | $1.1500 | 2024-10-15 |
| 2024-06-28 | $1.1500 | 2024-07-15 |
| 2024-03-27 | $1.1000 | 2024-04-15 |
No one on the platform has traded LII yet.
| 2023-12-28 | $1.1000 | 2024-01-17 |
| 2023-08-30 | $1.1000 | 2023-09-15 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $5.6B | +6.0% | $23.69 | $23.11–$24.40 | 17.7× | 13 |
| 2027 | $5.9B | +6.1% | $26.18 | $24.99–$26.90 | 16.0× | 13 |
| 2028 | $6.2B | +5.1% | $28.63 | $26.81–$32.37 | 14.6× | 7 |
| 2029 | $6.0B | -4.2% | $27.30 | $26.35–$28.39 | 15.3× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $7.67 | $7.72 | +0.7% |
| 2026-04-29 | $3.19 | $3.35 | +5.0% |
| 2026-01-28 | $4.75 | $4.45 | -6.3% |
| 2025-10-22 | $6.82 | $6.98 | +2.3% |
| 2025-07-23 | $6.86 | $7.82 | +14.0% |
| 2025-04-23 | $3.28 | $3.37 | +2.7% |
| 2025-01-29 | $4.12 | $5.60 | +35.9% |
| 2024-10-23 | $6.00 |
| $6.68 |
| +11.3% |
| $15.2B |
| — |
| EXPDExpeditors International of Washington, Inc. | $187.05 | +1.40% | $24.5B | — |
| FTAIFTAI Aviation Ltd. | $216.15 | -4.64% | $22.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$OHI $LII $SITM $U $PTC Omega Healthcare benefits from senior housing demand, Lennox leads HVAC systems, SiTime benefits from precision timing technology, Unity develops real-time 3D software, and PTC expands industrial software solutions.
View on StockTwits ↗Which A/C producer will adopt ThermalXR first? $TT $JCI $LII AAON (See post below)
View on StockTwits ↗$TT $JCI $LII $AAON New product. ALL manufacturers of cooling units will benefit. Increased cooling rate, excellent anti-corrosion. Everyone wants to save money on cooling, and everybody can ThermalXR. Graphene Manufacturing Group. https://wp.gmg.landing.designcorp.eu/graphene-products/thermal-xr/
View on StockTwits ↗$LII 3 day rule, good opportunity at a 52+ week low. IMO it retraces back to 500s level as long as they can increase residential growth
View on StockTwits ↗$LII The need for air conditioning is not going anywhere…
View on StockTwits ↗$LII Negative (78%): LII's stock is pressured lower because reduced guidance implies weaker forward earnings and cash flow while increasing uncertainty around residential demand... Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/8c42040e1dc23a62?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-7-29-lennox-international-inc-stock/ $LII Lennox International Earnings Transcript
View on StockTwits ↗$LII (-10.9% pre) Lennox stock slides on Q2 revenue miss, lowered guidance https://ooc.bz/l/109056
View on StockTwits ↗7/29 Pre Market Movers $STX $GEHC $DFNS $LII $CAT
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.