Equities Analysts Issue Forecasts for LII Q3 Earnings

Lennox International, Inc. (NYSE:LII) – Equities research analysts at William Blair cut their Q3 2025 earnings per share estimates for Lennox International in a research note issued on Wednesday, October 15th. William Blair analyst R. Merkel now anticipates that the construction company will post earnings per share of $6.70 for the quarter, down from their previous forecast of $7.50. The consensus estimate for Lennox International’s current full-year earnings is $22.94 per share. William Blair also issued estimates for Lennox International’s Q4 2025 earnings at $5.50 EPS, Q1 2026 earnings at $4.34 EPS, Q2 2026 earnings at $8.46 EPS, Q3 2026 earnings at $7.75 EPS, FY2026 earnings at $26.74 EPS and FY2027 earnings at $29.07 EPS.

Lennox International (NYSE:LII) last issued its quarterly earnings results on Wednesday, July 23rd. The construction company reported $7.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.90 by $0.92. The company had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.48 billion. Lennox International had a return on equity of 99.81% and a net margin of 15.41%.The firm’s revenue was up 3.4% compared to the same quarter last year. During the same period last year, the business posted $6.83 earnings per share. Lennox International has set its FY 2025 guidance at 23.250-24.250 EPS.

LII has been the topic of several other reports. The Goldman Sachs Group raised their price target on Lennox International from $619.00 to $691.00 and gave the company a “buy” rating in a research report on Tuesday, July 8th. JPMorgan Chase & Co. lowered their price target on Lennox International from $592.00 to $501.00 and set an “underweight” rating on the stock in a research report on Wednesday. Robert W. Baird lifted their target price on Lennox International from $600.00 to $668.00 and gave the stock a “neutral” rating in a research report on Thursday, July 17th. Barclays decreased their target price on Lennox International from $753.00 to $730.00 and set an “overweight” rating on the stock in a research report on Tuesday, September 16th. Finally, Wells Fargo & Company upgraded shares of Lennox International from an “underweight” rating to an “equal weight” rating and cut their price target for the stock from $675.00 to $575.00 in a research note on Monday, October 6th. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $606.00.

Lennox International Trading Down 0.0%

Shares of NYSE:LII opened at $523.87 on Friday. The company has a market cap of $18.40 billion, a P/E ratio of 22.40, a P/E/G ratio of 1.88 and a beta of 1.10. The stock’s 50-day moving average is $554.77 and its 200-day moving average is $568.02. Lennox International has a 52-week low of $500.10 and a 52-week high of $689.44. The company has a debt-to-equity ratio of 0.93, a quick ratio of 0.71 and a current ratio of 1.41.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of LII. AdvisorShares Investments LLC bought a new position in Lennox International in the 2nd quarter worth approximately $25,000. Thurston Springer Miller Herd & Titak Inc. grew its holdings in Lennox International by 175.9% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 80 shares of the construction company’s stock worth $46,000 after acquiring an additional 51 shares during the period. Whittier Trust Co. grew its holdings in Lennox International by 125.0% during the 2nd quarter. Whittier Trust Co. now owns 81 shares of the construction company’s stock worth $46,000 after acquiring an additional 45 shares during the period. MUFG Securities EMEA plc acquired a new stake in Lennox International during the 2nd quarter worth $54,000. Finally, First Horizon Advisors Inc. grew its holdings in Lennox International by 52.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 107 shares of the construction company’s stock worth $61,000 after acquiring an additional 37 shares during the period. Institutional investors own 67.07% of the company’s stock.

Insider Activity at Lennox International

In related news, EVP Daniel M. Sessa sold 2,782 shares of the business’s stock in a transaction that occurred on Wednesday, July 23rd. The shares were sold at an average price of $670.04, for a total value of $1,864,051.28. Following the completion of the transaction, the executive vice president owned 31,574 shares in the company, valued at $21,155,842.96. The trade was a 8.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Chris Kosel sold 300 shares of the business’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $591.86, for a total transaction of $177,558.00. Following the completion of the transaction, the chief accounting officer owned 1,282 shares of the company’s stock, valued at $758,764.52. This trade represents a 18.96% decrease in their position. The disclosure for this sale can be found here. Insiders own 9.73% of the company’s stock.

Lennox International Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Tuesday, September 30th were given a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 1.0%. The ex-dividend date was Tuesday, September 30th. Lennox International’s payout ratio is 22.23%.

About Lennox International

Lennox International Inc, together with its subsidiaries, designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies; residential heating, ventilation, cooling equipment, and air conditioning; and evaporator coils and unit heaters under Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, Concord, MagicPak, Advanced Distributor Products, Allied, Elite Series, Merit Series, Comfort Sync, Healthy Climate, iComfort, ComfortSense, and Lennox Stores name.