Lennox International

LII • NYSE • Stock Fundamentals

Lennox International Inc. is a global leader in energy-efficient climate-control solutions for the heating, ventilation, air conditioning, and refrigeration (HVACR) markets. The company designs, manufactures, and markets a comprehensive range of products for residential and commercial applications, emphasizing innovation, reliability, and environmental sustainability. Its value proposition is centered on high-efficiency equipment, advanced control technology, and an extensive North American distribution network.

Market Cap$17.5B

Revenue TTM$5.3B

Net Income TTM$793.5M

P/E Ratio22.02

Net Margin15.09%

EPS TTM$22.51

Free Cash Flow TTM$660.7M

Employees12.6K

CEOAlok Maskara

CountryUnited States of America

Industrials

Construction

SegmentsHVACR, Building Products, Manufacturing

Business ModelsManufacturing, Direct-to-dealer distribution, Wholesale distribution, Field services

Most Recent EarningsApr 29, 2026 · 1 month 14 days agoQ1 2026

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Next EarningsJul 22, 2026 · in a monthBefore Market Open · Q2 2026

Income Statement Balance Sheet Cash Flow Segments

Financials

Based on Q1 2026 filing

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Gross Margin33.19%

Op. Margin19.72%

Current Ratio1.57

Total Debt$1.7B

Cash$48.2M

CapEx TTM$148.8M

Business Segments

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Home Comfort Solutions

primary

This segment focuses on residential heating and cooling products for the replacement and new construction markets in North America. It utilizes a multi-brand strategy to address various price points and distribution channels, including direct-to-dealer sales and independent wholesale distribution.

Products

Dave Lennox Signature Collection, Armstrong Air, AirEase, Concord, Ducane, MagicPak, ADP Advanced Distributor Products, Supco, Comfort Sync, Healthy Climate Solutions, iComfort, Lennox Stores

Customers

Independent installing dealers, Independent wholesale distributors, Residential contractors, Homeowners

Building Climate Solutions

major

This segment provides unitary heating and cooling equipment for light commercial applications and comprehensive refrigeration solutions. It also includes national account services for installation and maintenance, as well as specialized HVAC recycling and salvage services.

Products

Model L, CORE, Enlight, Xion, Energence, Lennox VRF, Heatcraft Worldwide Refrigeration, Bohn, Larkin, Duro Dyne, Dyna-Tite, AES Recycle

Customers

Commercial contractors, National account customers, Engineering design firms, Supermarkets, Data centers, Industrial process facilities

Segment Financials

Residential Heating and Cooling — Revenue, Net

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Residential Heating and Cooling — SG&A

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Residential Heating and Cooling — Total Assets

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Commercial Heating and Cooling — Revenue, Net

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Commercial Heating and Cooling — Payments to Acquire Property, Plant, and Equipment

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Business Overview

Competitive Position

A leading North American provider of HVACR solutions with a significant competitive advantage derived from its company-owned distribution system and strong brand portfolio.

Geographies

United States, Canada, Mexico

Customer Segments

Residential, Commercial, Industrial, Institutional

Upstream Dependencies

Steel suppliers, Aluminum suppliers, Copper suppliers, Compressor manufacturers, Motor and control suppliers

Downstream Customers

Independent HVAC dealers, Wholesale distributors, Commercial national accounts, General contractors, Facility managers

Competitors & Partners

Competitors

Carrier Global

CARR

Direct competitor in residential and commercial HVAC and refrigeration

Trane Technologies

Direct competitor in residential and commercial HVAC

Aaon

AAON

Competitor in commercial HVAC equipment

Emerson Electric

EMR

Competitor in refrigeration products via Copeland

Johnson Controls International

JCI

Implied competitor in building climate and HVAC systems

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Partners

Ariston Group

Joint venture partner for manufacturing and distributing water heaters

Subsidiaries

Advanced Distributor Products

Manufacturer of evaporator coils and air handlers

AES Industries

Provider of commercial HVAC services and sustainability solutions

Duro Dyne

Manufacturer of HVAC parts and air distribution accessories

Sealed Unit Parts Co. (Supco)

Manufacturer of HVACR parts and engineered components

Allied Air Enterprises

HVAC product manufacturer for independent distribution