LII's Quality Score fell 1 point on Fri, Oct 30, to -3. Closed away from the day's high (2 chart checks stopped).
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Down 11% on Oct 28, and still 8% under its Oct 27 close.
“Profits declined $40 million versus the prior-year quarter, primarily reflecting a $12 million profit headwind from lower sales volumes.”
−3Long-term trend
| Since its 2024 high | Down 49% |
| Latest filing | 8-K, Nov 2 |
After its last 4 reports it closed -7.3% on average, higher 1 of 4 times.
LII is #4 of 5 by Quality Score among Air-Conditioning & Warm Air Heating Equipment & Commercial & Industrial Refrigeration Equipment.
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Expected to report Wed Feb 3, before the open (in 93 days). Expected.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $1.6B, 10% more than a year ago; a profit of $6.41 a share, from $7.38.
“Revenue: $1.6 billion, up 10%, driven by organic growth in Building Climate Solutions and contributions from completed acquisitions.”
LII's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Revenue growth | about 6% |
“Growth was fueled by business development across the segment, and we still expect full year margins to expand despite inflation and tariff pressures.”
From its results filing (SEC filing · Oct 28)
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 28, 2026 | -6.2% | -10.6% | open |
| Jul 29, 2026 | -9.8% | -21.0% | -17.9% |
| Apr 29, 2026 | +5.5% | +4.5% | +5.4% |
Sales grew in four of the last seven years, to $5.2B in 2025. It made a profit in each of the eight years.
Its dividends come to 29% of its free cash flow.
| Dividend | $5.44 a share a year |
| Paid out | About $189M a year |
| Free cash flow | $661M |
| Record | Raised each of the last 5 years |
One insider sold $529K across 1 filing in the last 6 months. No open-market buys on record. The newest:
14 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: LII is under 0.1% of VIG, under 0.1% of SCHG, and under 0.1% of DGRO, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jul 31 to Aug 31, 2026.
Lennox manufactures and distributes heating, ventilating, air conditioning, and refrigeration products for the North American replacement (75% of sales) and new construction (25% of sales) markets. Residential HVAC (home comfort solutions) accounts for 67% of sales and commercial HVAC (building climate solutions) accounts for the remaining 33% of sales. Lennox's commercial exposure is what its peers refer to as residential and light commercial, and it lacks the scale and complexity of what is referred to as an applied solution. The company goes to market with multiple brands, but Lennox is its flagship HVAC brand.
“Substantially all markets in which we participate are competitive.”
LII scores -3 today, which Breakaway calls Poor. It is #4 of 5 in Air-Conditioning & Warm Air Heating Equipment & Commercial & Industrial Refrigeration Equipment by Quality Score, with 1 of 14 chart checks firing. Down 11% on Oct 28, and still 8% under its Oct 27 close. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
LII scores -3 today, which Breakaway calls Poor (below zero). That is #4 of 5 in Air-Conditioning & Warm Air Heating Equipment & Commercial & Industrial Refrigeration Equipment by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind LII's -3.
One insider sold $529K across 1 filing in the last 6 months. No open-market buys on record. The newest is Chris Kosel, VP-Corp Controller and CAO, who sold $529K on May 6.
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