Stocks Industrials LII
NYSE · IndustrialsLennox International Inc (LII)
Lennox International Inc brought in $5.4B of revenue over the twelve months to September 30, 2026, up 1.9% from a year earlier. Net income was $749.9M, a net margin of 13.8%. Operating cash flow minus capital spending left $638.8M of free cash flow in fiscal 2025. At September 30, 2026 it held $43.3M in cash against $1.6B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 28, 2026.
Key facts about Lennox International Inc
- Net worth
- Lennox International Inc has a market value (market cap) of $12B at the latest share price, and shareholders' equity of $1.3B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $5.2B (-2.7% year on year), with net income of $805.8M. Over the 12 months to September 30, 2026: revenue $5.4B, net income $749.9M.
- Cash flow
- In fiscal 2025 operations brought in $757.6M of cash; after $118.8M of capital spending, free cash flow was $638.8M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 28, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Lennox International Inc's next report is expected around January 27, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Lennox International Inc declared dividends of $5.05 per share in fiscal 2025, a yield of 1.45% at the current price.
What Lennox International Inc does
Lennox International Inc is registered with the SEC under industry code SIC 3585 (Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip). Its shares trade on NYSE under the ticker LII.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $5.2B | $805.8M | $22.79 | $638.8M |
| 2024 | $5.3B | $811.1M | $22.66 | $782.1M |
| 2023 | $5B | $591.2M | $16.58 | $486M |
| 2022 | $4.7B | $497.1M | $13.88 | $201.2M |
| 2021 | $4.2B | $464M | $12.39 | $408.7M |
| 2020 | $3.6B | $356.3M | $9.24 | $533.9M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where LII ranks in Industrials
Dividends
Lennox International Inc declared $5.05 per share in fiscal 2025. At the current price that is a yield of 1.45%. It paid out $173M in cash dividends, 21% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $5.05 | $173M | 21% |
| 2024 | $4.55 | $160.3M | 20% |
| 2023 | $4.36 | $153.4M | 26% |
| 2022 | $4.10 | $142M | 29% |
| 2021 | $3.53 | $126.5M | 27% |
| 2020 | $3.08 | $118.1M | 33% |
Latest SEC filings
What Lennox International Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 2, 2026
- October 28, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 10% to $1.6B versus the same quarter last year; diluted EPS $6.41 versus $7.38.
- October 28, 2026
- September 18, 2026Executive or director change8-KLennox International approved an updated form of long-term incentive award agreement for senior U.S. executives.
- July 29, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 3% to $1.5B versus the same quarter last year; diluted EPS $7.72 versus $7.71.
- July 29, 2026
- May 28, 2026
- May 27, 2026
- April 30, 2026Passive stake (5% or more) SCHEDULE 13G
- April 29, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 5.8% to $1.1B versus the same quarter last year; diluted EPS $3.35 versus $3.63.
What is LII worth? A DCF from its reported cash flow
Insider trades
What the people running Lennox International Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 5 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 5, 2026 | Brown Monica M.EVP, Chief Legal Officer | Exercised options | 831 | $213.6K |
| November 5, 2026 | Brown Monica M.EVP, Chief Legal Officer | Other change | 663 | $232.7K |
| November 5, 2026 | Quenzer MichaelEVP, Chief Financial Officer | Exercised options | 635 | $176.5K |
| November 5, 2026 | Quenzer MichaelEVP, Chief Financial Officer | Other change | 529 | $188.7K |
| October 28, 2026 | Martin Sarah RachelEVP & Pres., Home Comfort Sol | Shares withheld for tax | 201 | $68.2K |
| August 6, 2026 | Norris John W IIIDirector | Gave as a gift | 8,988 | - |
| May 28, 2026 | Norris John W IIIDirector | Gave as a gift | 990 | - |
| May 26, 2026 | Somasundaram SivasankaranDirector | Other change | 343 | - |
Who owns LII
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Norris John W III13D, may seek influence | 9.8% | June 23, 2025 |
| Capital International Investors13G, passive | 8.4% | February 13, 2026 |
| Vanguard Capital Management13G, passive | 6.68% | April 30, 2026 |
| Viking Global Investors LP13G, passive with 11 related filers | 5.2% | April 22, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 652 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 2,975,559 | +3,913 |
| Capital International Investors | 2,482,381 | -380,155 |
| Vanguard Capital Management LLC | 2,057,463 | +3,132 |
| Viking Global Investors LP | 1,590,959 | +18,540 |
| State Street Corp | 1,483,993 | +46,576 |
| Vanguard Portfolio Management LLC | 1,415,531 | -17,100 |
| Morgan Stanley | 1,013,833 | -75,387 |
| Geode Capital Management, LLC | 863,378 | -36,798 |
| Kayne Anderson Rudnick Investment Management LLC | 739,856 | -135,312 |
| Millennium Management LLC | 683,440 | +500,274 |
| Invesco Ltd. | 485,554 | -45,128 |
| Beacon Pointe Advisors, LLC | 417,517 | +95 |
| Goldman Sachs Group Inc | 404,354 | +63,039 |
| Norges Bank | 360,498 | new |
| Citadel Advisors LLC | 355,166 | -289,468 |
| Bank of America Corp | 342,220 | +19,084 |
| CIBC Bancorp USA Inc. | 319,784 | +310,163 |
| Dimensional Fund Advisors LP | 314,671 | -5,702 |
| Northern Trust Corp | 298,363 | -16,015 |
| Deutsche Bank AG\ | 277,827 | +64,604 |
Insiders
16 insiders reported holding 307,853 shares in total, about $107.1M at the last price.
| Holder | Shares |
|---|---|
| Norris John W IIIDirector | 168,942 |
| Maskara AlokChief Executive Officer, Director | 40,479 |
| Sessa Daniel MEVP, Chief HR Officer | 34,640 |
| Bedapudi PrakashEVP, Chief Technology Officer | 21,455 |
| Nassab JosephEVP & Pres., Bldg Climate Sol. | 11,063 |
| Quintos Karen HDirector | 7,253 |
| Teske Todd JDirector | 7,224 |
| Quenzer MichaelEVP, Chief Financial Officer | 5,001 |
| Wall Shane DDirector | 2,548 |
| Buck SherryDirector | 2,306 |
Questions about LII
What does Lennox International Inc do?
Lennox International Inc is a company in the Industrials sector, listed on NYSE as LII. Its shares trade on NYSE under the ticker LII.
What is Lennox International Inc's net worth?
Lennox International Inc has a market value (market cap) of $12B at the latest share price, and shareholders' equity of $1.3B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Lennox International Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $749.9M on revenue of $5.4B, a net margin of 13.8%.
How much revenue does Lennox International Inc make?
Over the twelve months to September 30, 2026 Lennox International Inc reported revenue of $5.4B. That is 1.9% more than a year earlier.
When did Lennox International Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 28, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the planned insider sale from November 9, 2026.
When is Lennox International Inc's next earnings report?
Lennox International Inc's next report is expected around January 27, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Lennox International Inc pay a dividend?
Yes. Lennox International Inc declared dividends of $5.05 per share in fiscal 2025, a yield of 1.45% at the current price.
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Where the numbers come from
Financial figures are the values Lennox International Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.