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NYSE · Industrials

LENNOX INTERNATIONAL INC (LII)

As-reported financials and SEC filings for LENNOX INTERNATIONAL INC. The latest annual period is FY2025. The latest reported quarter is Q1 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About LENNOX INTERNATIONAL INC

Lennox International Inc designs, manufactures, and markets heating, ventilation, air conditioning, and refrigeration products for residential and commercial markets in North America. Its Home Comfort Solutions segment offers furnaces, air conditioners, heat pumps, indoor air quality equipment, and related products sold through dealers and retail stores. The Building Climate Solutions segment provides commercial HVAC equipment, installation, service, and refrigeration products to contractors, national account customers, and distributors.

Snapshot

Revenue
$5.20B
Revenue growth (YoY)
-2.7%
Net income
$805.8M
Diluted EPS
$22.79
Gross margin
33.4%
Operating margin
20.0%
Net margin
15.5%
FCF margin
12.3%
ROE
69.3%
net income / fiscal-year-end equity
P/E
16.8×
trailing when available, otherwise FY EPS
Market cap
$13.04B
Long-term debt / equity
0.98×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Lennox International

  • Revenue fell 2.7% to $5.2B in FY2025, slower than the 7.2% the year before.
  • Operating margin is 20.0% in FY2025, +6.0 pp against 14.1% in FY2021.
  • Most recent quarter Q1 FY2026: revenue $1.1B, up 5.8% from Q1 FY2025.
  • Free cash flow was $639M in FY2025, 12.3% of revenue.
  • Net income fell 0.7% to $806M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Lennox International’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin33.4%
61st percentile of 466
Operating margin20.0%
88th percentile of 605
Net margin15.5%
88th percentile of 645
FCF margin12.3%
76th percentile of 562
Revenue growth (YoY)-2.7%
27th percentile of 668
ROE69.3%
98th percentile of 600
P/E16.8×
29th percentile of 434
Long-term debt / equity0.98×
75th percentile of 409
Short interest3.02d
46th percentile of 676

Lennox International’s return on equity of 69.3% ranks in the 98th percentile of the 600 Industrials companies reporting it. Lennox International’s operating margin of 20.0% ranks in the 88th percentile of the 605 Industrials companies reporting it. Lennox International’s net margin of 15.5% ranks in the 88th percentile of the 645 Industrials companies reporting it.

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+5 quant / multi-strat
Initiated / added
6
1 new, 5 added
Reduced / exited
3
2 trimmed, 1 exited
Combined position
$1.65B
reported long value
InvestorAs ofPosition valueSharesChange
Viking Global InvestorsQ2 2026$911.5M1.6MAdded
Millennium ManagementquantQ2 2026$391.6M683.4KAdded
Citadel AdvisorsquantQ2 2026$203.5M355.2KReduced
D. E. ShawquantQ2 2026$58.1M101.4KNew
Bridgewater AssociatesQ2 2026$36.2M63.2KAdded
AQR Capital ManagementquantQ2 2026$24.5M42.8KAdded
Gotham Asset ManagementQ2 2026$17.2M30.0KAdded
Two Sigma InvestmentsquantQ2 2026$3.4M5.9KReduced

No longer held by: Point72 Asset Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
0
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-05-06
filed 2026-05-07
Kosel ChrisVP-Corp Controller and CAOSell971$544.80$529K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
1.7M
settled 2026-08-14
Change vs prior
-9.2%
vs previous settlement
Days to cover
3.02
at avg daily volume
Avg daily volume
576.4K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-141.7M-9.2%3.02
2026-07-311.9M-22.4%3.06
2026-07-152.5M-6.9%5.69
2026-06-302.6M+5.9%5.64
2026-06-152.5M-4.8%7.71
2026-05-292.6M+13.3%5.89
2026-05-152.3M+10.2%6.03
2026-04-302.1M+35.0%3.69

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$5.20B$5.34B$4.98B$4.72B$4.19B
Gross profit$1.73B$1.78B$1.55B$1.28B$1.19B
Operating income$1.04B$1.04B$791.5M$656.2M$590.3M
Net income$805.8M$811.1M$591.2M$497.1M$464.0M
Diluted EPS$22.79$22.66$16.58$13.88$12.39

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$757.6M$945.7M$736.2M$302.3M$515.5M
Capital expenditure$118.8M$163.6M$250.2M$101.1M$106.8M
Free cash flow$638.8M$782.1M$486.0M$201.2M$408.7M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2026$1.14B5.8%$117.2M$3.35
Q4 FY2025$1.20B-11.2%$162.1M$4.62
Q3 FY2025$1.43B-4.8%$259.9M$7.38
Q2 FY2025$1.50B3.4%$273.9M$7.71
Q1 FY2025$1.07B2.4%$129.6M$3.63
Q4 FY2024$1.34B16.5%$201.9M$5.64
Q3 FY2024$1.50B9.6%$239.0M$6.68
Q2 FY2024$1.45B2.8%$245.9M$6.87

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryAir-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ1 FY2026 (ended March 31, 2026)
Oldest indexed filing2017
SEC CIK1069202

Selected SEC filings

10-K2026-02-17
View on EDGAR →
10-K2025-02-11
View on EDGAR →
10-Q2026-07-29
View on EDGAR →
10-Q2026-04-29
View on EDGAR →
10-Q2025-10-22
View on EDGAR →
10-Q2025-07-23
View on EDGAR →
8-K2026-07-29
View on EDGAR →
8-K2026-05-28
View on EDGAR →

Largest Industrials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.