DailyIQ
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Sector:IndustrialsAll sectors
Last updated 7 minutes ago

LII·Lennox International, Inc.

$.
+. (+.%)
After Hours
High
$555.93
Open
$540.55
Market Cap
19.21B
52W High
$689.44
Low
$538.22
P. Close
$552.16
P/E
23.93
52W Low
$434.06
Fwd P/E
20.63
DailyIQ Est.
$573.31
Technical Score (1D)
77
BUY
News Sentiment
51
MIXED
Lennox will report its Q2 2026 earnings before the market opens on Wednesday, July 29, and the company has scheduled a conference call at 8:30 a.m. CT to discuss results and outlook. Analysts predict a single‑digit decline in profit and expect revenue to remain flat or slightly lower than the prior quarter, indicating modest margin pressure. Argus Research has lowered its target price to $613, reversing an earlier upgrade to $630, citing concerns over margin compression and weaker earnings guidance. The downgrade signals a shift in analyst sentiment that may shape investor expectations ahead of the earnings release. The upcoming call will be critical to confirm whether margin trends and guidance align with the forecasted dip. The one‑year anniversary of Lennox’s joint venture with Ariston, which introduced a new line of residential water heaters, expands the company’s product mix and could drive incremental revenue in the home‑comfort segment. Lennox’s planned acquisition of Heat Controller adds HVAC control solutions, potentially boosting cross‑sell opportunities but also introducing integration risk. Recent reports of weak HVAC demand and underperformance relative to the Dow suggest a broader market headwind that could weigh on the company’s outlook. Traders should watch the Q2 earnings release, margin guidance, and any updates on the Heat Controller integration over the next 1–10 trading days.
Earnings Summary
Lennox International (LII) is a global HVACR solutions provider headquartered in the United States, offering a broad portfolio of residential and commercial heating, ventilation, air‑conditioning, and refrigeration products through its Home Comfort and Building Climate segments. In the latest available quarter, the company reported Q1 2025 revenue of $1.0726 billion and EPS of $3.37, beating analyst expectations of $3.253 and $3.252 respectively; however, data for Q1 2026 and Q2 2026 are not yet released, so a direct comparison of the most recent two quarters versus the prior two is not possible. Historically, Lennox has shown a pattern of modest revenue growth and EPS that has generally met or exceeded forecasts, with the company’s recent acquisition of Heat Controller and joint‑venture partnership with Ariston suggesting a strategic focus on expanding its product mix and market reach. Recent news indicates that Lennox will report its Q2 2026 earnings before the market opens on July 29, with a conference call featuring CEO Alok Maskara and CFO Michael Quenzer; Argus Research has recently cut its price target to $613 amid concerns over margin pressure and weaker guidance, while the company’s planned acquisition of Heat Controller could broaden its HVAC control capabilities and drive future revenue growth, albeit with integration risks. Investors should watch the July 29 earnings call for updates on gross‑margin outlook, capital‑expenditure plans, and the status of the Heat Controller integration, as well as any changes to the company’s debt profile or dividend policy that could affect its risk‑return profile. The upcoming earnings release will also test whether Lennox can sustain its margin expectations amid rising component costs and supply‑chain constraints, and whether the new product lines will translate into incremental revenue beyond the core HVAC business.

EPS

EstBeatMiss
$3.16$3.22$3.28$3.34$3.40Q1'25Q1'26
QtrEstActual+/−
Q1'26$3.19 - -
Q1'25$3.25$3.37+3.6%

Revenue

EstBeatMiss
$1.1B$1.1B$1.1B$1.1B$1.1BQ1'25Q1'26
QtrEstActual+/−
Q1'26$1.1B - -
Q1'25 - $1.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

LII Stock Snapshot

LII is currently trading at $552.03, giving Lennox International, Inc. a market cap of 19.21B and a P/E ratio of 23.9. Today's range spans $538.22–$555.93, with shares opening at $540.55 and moving down $0.13 (0.0%) from the prior close. DailyIQ's technical score sits at 77/100 (BUY) with a news sentiment reading of 51/100.

Over the past year LII has traded between $434.06 and $689.44 - the current price is +27.2% off the 52-week low and -19.9% from the high. 24 analysts cover the stock with a Hold consensus and a mean 12-month target of $571.00 (range $450.00–$651.00), implying upside of +3.4%.

Lennox International, Inc. (LII) sits at $552.03 (in the middle of its 52-week range within $434.06–$689.44), scoring 77/100 (BUY) with neutral sentiment at 51/100. At 19.21B in Industrials market cap (P/E: 23.9), this large-cap is right in the zone where buy-side analysts get excited and allocation committees approve new position additions. A bullish technical phase with sentiment confirmation is the green light most of them are looking for.

Earnings revision cycles in large-cap Industrials names tend to compound: when technicals confirm a BUY thesis (77/100) and news sentiment (51/100, neutral) supports the narrative, analyst upgrades follow price rather than lead it. At $552.03 (in the middle of its 52-week range), LII's position within the $434.06–$689.44 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.