Lennox International Stock Price, News & Analysis

Lennox (NYSE:LII) has announced significant advancements in its digital transformation strategy through the deployment of AI-powered support tools. The company has launched two AI agents: a Technical Support AI agent for HVAC technicians and dealers, and a consumer-focused AI agent on Lennox.com.

The Technical Support AI agent has shown impressive early adoption with over 7,000 registered technicians and 15,000 logged sessions, maintaining a 96% positive feedback rate. The tool provides multilingual support (English, Spanish, and French) and can interpret over 250 error codes, offering warranty lookups, parts finder, and troubleshooting guidance through LennoxPros.com and SMS.

Lennox (NYSE: LII) has achieved a significant milestone as the first manufacturer to complete laboratory validation for its commercial cold climate heat pump rooftop unit (RTU) in the 15-25 tons category of the U.S. Department of Energy's Commercial Building HVAC Technology Challenge.

The innovative heat pump technology, developed at Lennox's Texas Product Development and Research laboratory, addresses cold climate performance challenges and defrost limitations. The solution is particularly important as commercial building space conditioning accounts for approximately 40% of commercial energy use in the United States.

The prototype will undergo further validation through installation in a U.S. commercial building to test performance in severe winter conditions. This achievement follows Lennox's previous success in the DOE's Residential HVAC Challenge, where it was also first to complete Phase 1 testing in 2022.

Lennox (NYSE: LII) has announced a strategic acquisition of NSI Industries' HVAC division for $550 million from Sentinel Capital Partners. The acquisition includes prominent brands Duro Dyne and Supco, which manufacture critical HVAC components and accessories.

The deal enhances Lennox's ability to provide comprehensive lifecycle solutions and expands its parts and supplies portfolio across North America. The acquisition brings manufacturing and distribution sites throughout the USA and Canada, strengthening Lennox's position as a one-stop HVAC partner.

The transaction is expected to close in Q4 2025, subject to regulatory approvals. NSI Industries HVAC President John MacQuarrie and his team will join Lennox, combining their 70+ years of industry experience with Lennox's 130-year heritage in HVAC innovation.

Lennox (NYSE: LII) has received multiple accolades in ACHR News' inaugural HVAC All-Star Awards. The company's Xion™ Rooftop Units won in the Commercial Products category, while the Lennox ON AIR podcast secured top honors in the Podcaster/Influencer category.

The Xion™ RTUs feature the Lennox® CORE Lite Controller and app-based diagnostics, offering 24-hour emergency replacement availability. The Lennox ON AIR podcast, launched in 2022, has achieved over 33,000 plays across 80+ episodes. Additionally, the Armstrong Air® & AirEase® Pro Series™ All Climate Heat Pump received an honorable mention in the Residential Products category.

Lennox (NYSE: LII) reported strong Q2 2025 financial results, with revenue increasing 3% to $1.5 billion and operating income rising 11% to $354 million. The company achieved a significant segment margin expansion of 170 basis points to 23.6%, while adjusted diluted EPS grew 14% to $7.82.

The Home Comfort Solutions segment saw 3% revenue growth with a 200 basis point margin expansion, while the Building Climate Solutions segment posted 5% revenue growth. Due to strong performance, Lennox raised its full-year 2025 guidance, now expecting 3% revenue growth and adjusted EPS of $23.25 to $24.25. The company also reported $210 million in share repurchases during the quarter.

Lennox (NYSE: LII), a leader in energy-efficient climate control solutions, has scheduled its second quarter 2025 financial results announcement for Wednesday, July 23, 2025, before market opens.

The company will host an earnings conference call and webcast at 8:30 a.m. Central Time on the same day, featuring CEO Alok Maskara and CFO Michael Quenzer. The call will include a financial results summary, outlook discussion, and Q&A session.

Investors can access the call via phone or webcast at www.investor.lennox.com, with replay available until July 30, 2025.

Lennox has launched the Elite Series EL18KSLV Side Discharge Heat Pump, a space-efficient heating solution designed for compact and zero-lot-line homes. The unit features a narrow cabinet design and variable-capacity operation, achieving efficiency ratings up to 19.00 SEER2 and 10.00 HSPF2. Operating at just 54 decibels, comparable to an electric toothbrush, the heat pump is compatible with Lennox smart thermostats and various smart home platforms. The product qualifies for the Energy Efficient Home Improvement Credit and may be eligible for additional regional incentives. This launch represents Lennox's commitment to providing all-electric solutions for homeowners with space constraints while maintaining high efficiency standards.

Lennox (NYSE: LII) and Ariston Group have formed a joint venture called Ariston Lennox Water Heating North America to launch residential water heaters in the United States and Canada. The partnership combines Lennox's distribution network and customer relationships with Ariston's water heating technology and manufacturing expertise. Ariston USA will own 50.1% of the venture, while Lennox will hold 49.9%.

Starting in 2026, water heater products under Lennox brands will be distributed through Lennox stores, direct-to-dealer network, and distributor channels. Ariston Group will continue serving existing customers under its brands through its USA subsidiary. The joint venture aims to strengthen both companies' market presence and drive innovation in North American residential water heating.

Lennox (NYSE: LII) has appointed Tracy Embree to its board of directors, effective May 22, 2025. Embree, the former President of Otis Americas, brings extensive experience in industrial strategy, emerging technologies, and sustainable solutions. Her background includes leadership roles at Otis Worldwide Corporation, where she managed New Equipment and Service businesses across the Americas, and a 23-year tenure at Cummins Inc., where she served as President of the Distribution Business.

Embree holds a chemical engineering degree from MIT and an MBA from Harvard Business School. She previously served on the Louisiana-Pacific Corporation Board for 10 years until May 2025 and is a founding member of Extraordinary Women on Boards (EWOB).