Lennox International (NYSE:LII) Announces Quarterly Earnings Results, Misses Estimates By $0.31 EPS

Lennox International (NYSE:LII) released its quarterly earnings results on Wednesday. The construction company reported $4.45 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.76 by ($0.31), FiscalAI reports. The company had revenue of $1.20 billion for the quarter, compared to the consensus estimate of $1.27 billion. Lennox International had a net margin of 15.74% and a return on equity of 91.96%. The business’s revenue for the quarter was down 11.2% on a year-over-year basis. During the same period in the prior year, the firm posted $5.60 EPS. Lennox International updated its FY 2026 guidance to 23.500-25.000 EPS.

Lennox International Trading Up 0.5%

Shares of LII stock traded up $2.65 on Wednesday, reaching $501.45. 395,658 shares of the company’s stock were exchanged, compared to its average volume of 441,084. The company’s fifty day simple moving average is $500.46 and its 200 day simple moving average is $534.79. Lennox International has a 52 week low of $443.19 and a 52 week high of $689.44. The company has a current ratio of 1.68, a quick ratio of 0.80 and a debt-to-equity ratio of 0.78. The stock has a market capitalization of $17.59 billion, a PE ratio of 21.25, a P/E/G ratio of 1.93 and a beta of 1.18.

Lennox International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Wednesday, December 31st. Lennox International’s payout ratio is 21.95%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on LII. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Lennox International in a research report on Thursday, January 22nd. Barclays lowered their price target on shares of Lennox International from $680.00 to $667.00 and set an “overweight” rating on the stock in a report on Wednesday, January 7th. Northcoast Research raised shares of Lennox International from a “sell” rating to a “neutral” rating and set a $525.00 price objective for the company in a research note on Monday, October 27th. Wells Fargo & Company decreased their price objective on shares of Lennox International from $545.00 to $525.00 and set an “equal weight” rating on the stock in a research report on Thursday, December 4th. Finally, Wolfe Research raised shares of Lennox International from an “underperform” rating to a “peer perform” rating in a report on Thursday, November 13th. Four investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $597.25.

Insider Activity

In other Lennox International news, Director Todd J. Teske sold 600 shares of the company’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $491.85, for a total value of $295,110.00. Following the transaction, the director directly owned 7,581 shares in the company, valued at $3,728,714.85. This represents a 7.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 10.40% of the company’s stock.

Hedge Funds Weigh In On Lennox International

A number of hedge funds and other institutional investors have recently modified their holdings of the business. MUFG Securities EMEA plc purchased a new position in shares of Lennox International in the 2nd quarter valued at $54,000. Quantitative Investment Management LLC bought a new stake in Lennox International during the third quarter valued at about $249,000. United Capital Financial Advisors LLC bought a new stake in Lennox International during the third quarter valued at about $370,000. DF Dent & Co. Inc. purchased a new position in Lennox International in the third quarter valued at about $426,000. Finally, Horizon Investments LLC raised its holdings in Lennox International by 140.7% in the third quarter. Horizon Investments LLC now owns 1,326 shares of the construction company’s stock worth $702,000 after purchasing an additional 775 shares in the last quarter. 67.07% of the stock is currently owned by institutional investors.

Lennox International News Roundup

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Company-level profitability and full‑year outlook remain solid: Lennox provided FY‑2026 EPS guidance of $23.50–$25.00 and reported full‑year adjusted diluted EPS that rose ~2% to $23.16, while segment profit increased year-over-year. This suggests the business still expects strong underlying earnings power despite a weak quarter. Lennox Reports Fourth Quarter and Full Year 2025 Results; Provides Full Year 2026 Guidance
• Neutral Sentiment: Accounting change noted: Lennox shifted from LIFO to FIFO accounting effective 4Q 2025, which affects comparability of GAAP figures versus prior periods and should be considered when analyzing margins and EPS trends. Lennox Reports Fourth Quarter and Full Year 2025 Results; Provides Full Year 2026 Guidance
• Negative Sentiment: Q4 missed consensus on both EPS and revenue: Adjusted EPS was $4.45 vs. the $4.76 consensus and revenue was $1.20B vs. $1.27B expected; revenue was down ~11% year-over-year and EPS declined versus the prior-year quarter — a clear near-term demand/volume pressure signal. Lennox International shares slide after Q4 earnings and revenue miss
• Negative Sentiment: Guidance slightly below Street revenue and EPS expectations: Management’s FY‑2026 EPS range is modestly below consensus and revenue guidance targets the low end of analyst expectations, leaving room for downward revisions to near‑term estimates. Lennox: Q4 Earnings Snapshot
• Negative Sentiment: Market reaction and coverage emphasize the misses: Multiple outlets reported the EPS/revenue shortfall and the stock’s selloff, which can amplify downward pressure as analysts and quant funds reweight exposure. Lennox International (LII) Misses Q4 Earnings and Revenue Estimates

About Lennox International

Lennox International Inc is a global manufacturer of climate control products and services, principally serving residential and commercial heating, ventilation and air conditioning (HVAC) markets. The company designs, engineers and produces a range of products including furnaces, air conditioners, heat pumps, air handlers, packaged rooftop units and related controls and indoor air quality equipment. Lennox also supplies aftermarket parts and accessories and supports its product lines with technical service, training and warranty programs for dealer and distribution partners.

Originally founded in 1895 by Dave Lennox, the company has grown from its early roots into a multinational business with operations concentrated in North America and a presence in other international markets.