NYSE: LII
Lennox International Inc.
Industrials · Industrial - Machinery
Market Cap
$14.96B
52w High
$621.90
52w Low
$428.00
P/E
19.32
Volume
1.76M
Outstanding Shares
34.80M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 32.76% over the last year. Revenue declined 2.11% over the trailing twelve months. Operating margin moved from 19.52% to 19.37%. Free cash flow grew 8.62% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 19.37%. A decisive move in revenue — currently down 2.11% — would be the clearest signal to resolve the ambiguity.
Company profile
Lennox International Inc. is a global manufacturer and distributor specializing in heating, ventilation, air conditioning (HVAC), and refrigeration solutions.
Valuation
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
10
Buy
16
Hold
4
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Oct 28, 2026
Q4 FY26 · EPS est $7.69 · Revenue est $1.58B
View
Dividends
$5.26/shareQuarterlyDividend Aristocrat · 26yrSafeLII pays a dividend with a 1.22% dividend yield, 26 consecutive years of growth, growing at 10.24% annually, covered 3.7× by free cash flow.
Dividend Yield
1.22%
Annual Div / Share
$5.26
5yr CAGR
+10.24%
Doubles every ~7.1yr
Payout Ratio
27.33%
Safe
Dividend Growth Rate
3yr CAGR
+7.11%
5yr CAGR
+10.24%
10yr CAGR
+13.29%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$1/mo
In 5 yrs
$2/mo
In 10 yrs
$3/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$12/yr $1/mo | $20/yr+63% $2/mo | $32/yr+165% $3/mo |
Yield-on-cost grows from 1.22% → 3.24% over 10yr
Analysis
Dividend Strengths
Dividend Aristocrat
LII has raised its dividend for 26 consecutive years — qualifying as a Dividend Aristocrat, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 3.7× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 10.24% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.