LII

LENNOX INTERNATIONAL INC

Ticker: LIIIndustrialsIndustrial MachineryS&P 500
HQ RICHARDSON, TXCIK 1069202FY end 12-31Book / share $37.17Shares 35M
Revenue (FY)
$5.20B-2.73%
TTM $5.30B
Op. margin
20.05%+0.57%
TTM 19.81%
Net income
$805.80M-0.65%
TTM $794.10M
Operating cash
$757.60M-19.89%
TTM $894.70M
Free cash flow
$638.80M-18.32%
TTM $738.70M
Return on equity
69.80%-14.50%
TTM 61.22%
Debt / equity
1.19+0.00%
TTM 1.22
Shares outstanding
35.4M-1.12%
TTM 34.9M

The business

Lennox International Inc. (NYSE: LII) operates as a global leader in energy-efficient climate-control solutions, designing, manufacturing, and marketing a comprehensive range of heating, ventilation, air conditioning, and refrigeration products for residential and commercial markets across North America. The company was founded in 1895 and maintains its website at www.lennox.com.

The company operates through two primary business segments. Home Comfort Solutions generates approximately 64 percent of revenue and encompasses residential furnaces, air conditioners, heat pumps, packaged systems, indoor air quality equipment, and replacement parts sold under brands including Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, and Concord. This segment distributes products through company-owned Lennox Stores, independent wholesale distributors, and direct sales to installing contractors. Building Climate Solutions contributes approximately 36 percent of revenue and includes commercial unitary equipment, applied systems, controls, installation and service offerings, variable refrigerant flow products, and commercial refrigeration equipment marketed under brands such as Lennox, Heatcraft Worldwide Refrigeration, Bohn, and others.

As of December 31, 2025, Lennox employed approximately 12,900 people, with roughly 8,500 in the United States and 3,200 in Mexico, comprising approximately 5,400 salaried and 7,500 hourly workers. The company operates manufacturing facilities across North America and maintains a 50 percent joint venture interest in Mexico for refrigeration product manufacturing. Lennox also holds minority equity interests in joint ventures with Ariston Group for water heater distribution and with Samsung for ductless air conditioning and heat pump products.

The company generated total net sales of $5.195 billion in 2025. Lennox maintains a portfolio of well-established brands developed through organic growth and strategic acquisitions, including the October 2025 acquisitions of Duro Dyne and Supco, which manufacture HVAC parts and supplies. The company leverages advanced manufacturing techniques including lean manufacturing and Six Sigma methodologies, operates a centralized strategic sourcing organization, and maintains robust research and development capabilities focused on next-generation control systems and high-efficiency products. Approximately 26 percent of the workforce is unionized, with a five-year labor agreement ratified in November 2021.

Sector
Industrials
Industry
Industrial Machinery
HQ
RICHARDSON, TX
FY end
12-31
CIK
1069202
SIC
3585
Financial performance · annual
20132025
$-534.13M$1.07B$2.67B$4.27B$5.88B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds LENNOX INTERNATIONAL INC — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

549
funds hold it
0 of 35
superinvestors hold it
$6.72B
fund-held value
35.0%
of shares held by funds
2
bond issues held by funds

Top fund holders

Fund% of fundValue
Washington Mutual Investors Fund
AWSHX
0.38%$816.93M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$569.84M
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.03%$469.37M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.22%$411.50M
American Funds Fundamental Investors
ANCFX
0.22%$392.95M

Bonds held by funds

Funds report holding 2 issues of LENNOX INTERNATIONAL INC's debt, $146.17M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 4.30%, maturing 20272028.

IssueCouponMaturesFundsFund-held
Lennox International Inc5.500%2028-09-1566$100.18M
Lennox International Inc1.700%2027-08-0143$46.00M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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