Lennox International, Inc. (LII) Stock Analysis
Momentum Cont setup
Industrials · Building Products & Equipment
Sell if holding. Analyst target reached at $528.33 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.6): -1.0.
Lennox International designs, manufactures, and markets HVACR products across two segments: Home Comfort Solutions ($3.3B) and Building Climate Solutions ($1.9B), serving residential and commercial markets primarily in North America. Revenue is generated through a company-owned... Read more
Sell if holding. Analyst target reached at $528.33 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.6): -1.0. Chart setup: Trend continuation, RSI 60, MACD bullish. Score 5.0/10, high confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 42d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About Lennox International, Inc.
About Lennox International, Inc.
Lennox International's Home Comfort Solutions segment generated $3,343.4 million of the company's $5,195.3 million in 2025 net sales; Building Climate Solutions — covering commercial HVAC, refrigeration, and the October 2025 Duro Dyne and Supco acquisitions — contributed the remaining $1,851.9 million. Operations are concentrated in North America, with manufacturing in the U.S. and Mexico. The company employed approximately 12,900 people at December 31, 2025 — roughly 8,500 in the U.S. and 3,200 in Mexico.
Lennox earns revenue across two primary distribution models: the company-owned channel sells Lennox-branded products directly to independent dealers, and the independent distribution system sells Armstrong Air, Ducane, AirEase, and related brands through wholesale distributors. National Account Services provides installation and service for commercial customers under multi-facility contracts. Raw material exposure centers on steel, aluminum, and copper, while compressors, motors, and controls are the most significant component purchases; Lennox holds a minority equity stake in a joint venture manufacturing compressors. Competitors in residential HVAC include Carrier Global Corporation, Trane Technologies, Daikin Industries, and Paloma Industries. Revenue is seasonal: summer air conditioning demand makes the second and third quarters the strongest, with roughly twice as many units shipped in June as in December. The company regularly pre-purchases portions of raw materials at fixed prices to reduce commodity cost volatility.
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Lennox's business is directly subject to U.S. Department of Energy energy conservation standards — the company successfully updated product lines to comply with the latest standards in 2023. Transition to refrigerants with a GWP of 700 or less for most commercial and residential HVAC products became effective January 1, 2025, under EPA authority established by the American Innovation and Manufacturing Act. Future refrigerant or efficiency rule changes could require additional capital expenditure; the 10-K also notes approximately 26% of core workforce locations are unionized, with the Marshalltown, Iowa union contract ratified in November 2021 and future negotiations carrying uncertain outcomes.
See also: Industrials · Building Products & Equipment
From Lennox International, Inc.'s most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-06-17Recent Developments — Lennox International, Inc.
Latest news
- NEWS Lennox International, Inc. (NYSE:LII) Sees Significant Decline in Short Interest - MarketBeat — MarketBeat neutral
- NEWS Is Lennox International (LII) stock reversing today (Idled) 2026-04-22 - Bullish Pattern - Cổng thông tin điện tử tỉnh L — Cổng thông tin điện tử tỉnh Lào Cai positive
- NEWS Is Lennox International (LII) stock reversing today (Idled) 2026-04-22 - AI Powered Stock Picks - Xã Vĩnh Công — Xã Vĩnh Công neutral
- NEWS Is Lennox International (LII) stock reversing today (Idled) 2026-04-22 - AI Powered Stock Picks - UBND thành phố Hải Phò — UBND thành phố Hải Phòng neutral
- NEWS Is Lennox International (LII) stock reversing today (Idled) 2026-04-22 - AI Powered Stock Picks - Cổng thông tin điện tử — Cổng thông tin điện tử tỉnh Lào Cai neutral
Generated 2026-06-17T09:31:49Z.
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Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $528.33 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.6): -1.0. Chart setup: Trend continuation, RSI 60, MACD bullish. Prior stop was $491.35. Score 5.0/10, high confidence.
Take-profit target: $531.35 (+0.6% upside). Prior stop was $491.35. Stop-loss: $491.35.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.6): -1.0; Weak overall score: 5.0/10.
Lennox International, Inc. trades at a P/E of 23.3 (forward 19.6). TrendMatrix value score: 5.1/10. Verdict: Sell.
25 analysts cover LII with a consensus score of 3.4/5. Average price target: $570.
What does Lennox International, Inc. do?Lennox International designs, manufactures, and markets HVACR products across two segments: Home Comfort Solutions...
Lennox International designs, manufactures, and markets HVACR products across two segments: Home Comfort Solutions ($3.3B) and Building Climate Solutions ($1.9B), serving residential and commercial markets primarily in North America. Revenue is generated through a company-owned direct-to-dealer network, independent wholesale distributors, and Lennox Stores; total 2025 net sales were $5.2B.