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Lennox International (LII) Stock News

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Lennox International Inc. reports developments in energy-efficient climate-control and building comfort solutions for residential and commercial customers. Company news centers on heating, cooling, indoor air quality, refrigeration, water heating, HVAC parts, supplies and services, including updates tied to the Lennox dealer network and connected home comfort offerings.

Recurring announcements include quarterly results, full-year guidance, segment trends in Home Comfort Solutions and Building Climate Solutions, dividends, investor presentations, product portfolio expansion and community programs such as Feel The Love. Coverage also reflects demand conditions in replacement, new construction, distribution, services and emergency replacement markets.

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Lennox (LII) named Geoff Dethlefsen to lead Building Climate Solutions effective January 1, 2027, succeeding Joe Nassab as segment president.

Nassab will transition from his executive role at the end of 2026 and remain with Lennox as a strategic advisor. Dethlefsen, currently Vice President and General Manager of Lennox Commercial HVAC, will become Executive Vice President and President of Building Climate Solutions. Nassab has led the segment since 2022; Dethlefsen joined Lennox in 2024.

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Lennox (NYSE: LII) reported third-quarter revenue of $1.6 billion, up 10% year over year, while earnings and margins declined. GAAP operating income fell 5% to $312 million, and diluted earnings per share fell to $6.41 from $7.38. Adjusted diluted EPS declined 7% to $6.84.

Home Comfort Solutions revenue rose 3%, but segment profit fell 18%. Building Climate Solutions revenue grew 24%, including 15% organic growth, and segment profit rose 19%. Total segment margin, including unallocated corporate expenses, declined 240 basis points to 20.6%, reflecting cost pressures. Operating cash flow increased to $395 million from $301 million, and share repurchases totaled $151 million.

Lennox lowered full-year adjusted EPS guidance to $21.00–$21.50 from $23.00–$24.00. It now expects approximately 6% revenue growth, including a 5% benefit from completed acquisitions, and $700 million–$750 million in free cash flow.

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Lennox (LII) and Everyday Electric announced a partnership to integrate energy-saving capabilities into Lennox smart thermostats, with rollout expected in 2027.

The companies aim to help eligible customers lower heating and cooling bills through personalized temperature adjustments and earn utility rewards where available. Lennox plans to extend the features to new owners and the more than 1 million Lennox smart thermostats already installed.

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Lennox (NYSE: LII) will report third-quarter 2026 financial results before the market opens on October 28, 2026. An earnings call and webcast will follow at 8:30 a.m. Central Time. CEO Alok Maskara and CFO Michael Quenzer will discuss results and outlook, followed by a question-and-answer session.

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Vestis (VSTS) appointed Russell Tiejema executive vice president and chief financial officer, effective September 28, 2026. He succeeds Adam K. Bowen, who has served as interim CFO since December 16, 2025. Bowen intends to remain with Vestis through the end of October to assist with the transition.

Vestis also reaffirmed its full-year fiscal 2026 outlook, consistent with the update in its August 11, 2026 third-quarter earnings release. Tiejema most recently served as CFO of US LBM and previously held that role at Masonite International.

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Lennox (LII) declared a quarterly cash dividend of $1.36 per share, payable October 15, 2026. The dividend will be paid to stockholders of record as of September 30, 2026. The announcement reflects ongoing cash returns to shareholders while the company continues to position itself as a provider of energy-efficient building and climate control solutions for residential and commercial customers.

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Lennox (LII) has opened a new National Account Services headquarters and commercial HVAC training center in Fort Lauderdale, Florida. The facility is designed to expand technician training capacity and support consistent service for national account customers across the U.S.

The site features a dedicated 6,000-square-foot training space for technicians, managers and field leaders, combining classroom instruction with hands-on work on commercial HVAC systems. Structured programs support multiple career pathways, including Skilled Technician, Advanced Technician, Lead Master and Manager-in-Training, alongside the paid six- to eight-month Build-A-Tech apprenticeship. Since 2016, Lennox NAS has trained nearly 1,600 technicians.

Lennox is also building an 18,000-square-foot Commercial HVAC Experience and Training Center near its Richardson, Texas, headquarters to give customers hands-on access to new technologies and best practices, adding to an existing network of training labs across North America.

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Lennox (NYSE: LII) reported 2026 Q2 revenue of $1.5 billion, up 3% year over year, with GAAP operating income of $355 million (up 2%) and diluted EPS flat at $7.72. Total segment margin declined 30 basis points to 23.0%.

Home Comfort Solutions revenue fell 7% to $936 million, with segment profit down 12% and margin down 130 basis points to 23.7%. Building Climate Solutions revenue rose 24% to $610 million, with profit up 29% and margin up 100 basis points to 25.5%, supported by 15% organic growth and 9% from acquisitions. Net income was $269 million, slightly below $273.9 million a year earlier.

Operating cash flow improved to $172 million from $87 million, and share repurchases were $132 million. Lennox reaffirmed full-year 2026 revenue growth of about 8% (including a 5% benefit from acquisitions), but lowered EPS guidance to $23.00–$24.00. Free cash flow guidance remains $750–$850 million.

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Lennox (NYSE:LII) announced that Air Conditioning, Heating & Refrigeration (ACHR) News has honored the company with two 2026 HVAC All-Star Awards. Strategos® rooftop units received top recognition in the Commercial Product category, and Residential HVAC District Manager Dave Chatmon earned the HVAC Legend award.

Strategos® units were cited for ultra-high-efficiency, electrification-ready designs, variable-speed technology, and intelligent controls that support easier installation and real-time system visibility. According to Lennox, Chatmon was recognized for more than 40 years of industry contributions, including founding the Lennox Vision Tech training event and helping launch the Feel the Love™ community program.

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Lennox (NYSE:LII) will report second quarter 2026 financial results before the market opens on Wednesday, July 29, 2026. An earnings conference call and live webcast will follow at 8:30 a.m. Central Time, featuring CEO Alok Maskara and CFO Michael Quenzer.

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FAQ

What is the current stock price of Lennox International (LII)?

Lennox International (LII) last closed at $341.97.

What is the market cap of Lennox International (LII)?

The market cap of Lennox International (LII) is approximately $11.7B.