LENNOX INTERNATIONAL INC
LII · Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · 34.8M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Reference price $544.80 · est. market cap ~$19.0B — last insider sale, 2026-05-06 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A87Dominant North American HVACR leader with top-decile returns, strong margins and robust cash generation.
Strengths
- Best-in-class returns: ROA 19.7% (96th pct), ROE 69% (90th pct), operating margin 20% (87th pct), net margin 15.5% (82nd pct)
- Strong FCF ($639M, 86th pct), interest coverage 25x (92nd pct) and a direct-to-dealer distribution moat
Risks
- Low cash balance (32nd pct) and weak quick ratio (0.63, 21st pct)
- Single-location production facilities and supplier concentration create operational disruption risk
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
33.4%
Operating margin
20.0%
Net margin
15.5%
Return on equity
69.3%
Return on assets
19.7%
Revenue growth (QoQ)
-5.0%
Net-income growth
-0.7%
Interest coverage
25.5×
Current ratio
1.6×
Free cash flow
$639M
EBITDA
$1.2B
Tangible book value
$393M
Cash & investments
$35M
Stock comp / revenue
0.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-28 | NORRIS JOHN W III | Gift | 990 | — |
| 2026-05-26 | Somasundaram Sivasankaran | Disposition | 343 | — |
| 2026-05-21 | Buck Sherry | Grant | 343 | — |
| 2026-05-21 | Quintos Karen H | Grant | 343 | — |
| 2026-05-21 | TESKE TODD J | Grant | 343 | — |
| 2026-05-21 | Vander Ark Jon | Grant | 343 | — |
| 2026-05-21 | Wall Shane D | Grant | 343 | — |
| 2026-05-21 | Embree Tracy A | Grant | 343 | — |
| 2026-05-21 | NORRIS JOHN W III | Grant | 343 | — |
| 2026-05-21 | Somasundaram Sivasankaran | Grant | 343 | — |
| 2026-05-06 | Kosel Chris | Sell | 971 | $544.80 |
| 2026-04-10 | Somasundaram Sivasankaran | Grant | 51 | $505.31 |
| 2026-03-13 | Kosel Chris | Grant | 1.3K | — |
| 2026-03-13 | Kosel Chris | Tax withheld | 313 | $480.48 |
| 2026-03-13 | BEDAPUDI PRAKASH | Grant | 4.2K | — |
| 2026-03-13 | BEDAPUDI PRAKASH | Tax withheld | 1.5K | $480.48 |
| 2026-03-13 | Maskara Alok | Grant | 19K | — |
| 2026-03-13 | Maskara Alok | Tax withheld | 7.5K | $480.48 |
| 2026-03-13 | Quenzer Michael | Grant | 805 | — |
| 2026-03-13 | Quenzer Michael | Tax withheld | 197 | $480.48 |
| 2026-03-13 | Sessa Daniel M | Grant | 4.4K | — |
| 2026-03-13 | Sessa Daniel M | Tax withheld | 1.6K | $480.48 |
| 2026-03-13 | Nassab Joseph | Grant | 3.6K | — |
| 2026-03-13 | Nassab Joseph | Tax withheld | 1.2K | $480.48 |
| 2026-02-25 | Wall Shane D | Sell | 100 | $540.01 |
| 2026-02-04 | TESKE TODD J | Sell | 700 | $533.45 |
| 2026-02-04 | Kosel Chris | Sell | 254 | $536.50 |
| 2026-02-02 | BEDAPUDI PRAKASH | Grant | 738 | — |
| 2026-02-02 | Maskara Alok | Grant | 4.0K | — |
| 2026-02-02 | Brown Monica M. | Grant | 472 | — |
| 2026-02-02 | Quenzer Michael | Grant | 885 | — |
| 2026-02-02 | Sessa Daniel M | Grant | 738 | — |
| 2026-02-02 | Martin Sarah Rachel | Grant | 708 | — |
| 2026-02-02 | Kosel Chris | Grant | 201 | — |
| 2026-02-02 | Nassab Joseph | Grant | 767 | — |
| 2026-01-09 | Somasundaram Sivasankaran | Grant | 49 | $530.23 |
| 2025-12-09 | Sessa Daniel M | Tax withheld | 531 | $500.12 |
| 2025-12-09 | Quenzer Michael | Tax withheld | 97 | $500.12 |
| 2025-12-09 | Nassab Joseph | Tax withheld | 439 | $500.12 |
| 2025-12-09 | Maskara Alok | Tax withheld | 2.3K | $500.12 |
| 2025-12-09 | Kosel Chris | Tax withheld | 139 | $500.12 |
| 2025-12-09 | Brown Monica M. | Tax withheld | 114 | $500.12 |
| 2025-12-09 | BEDAPUDI PRAKASH | Tax withheld | 508 | $500.12 |
| 2025-11-11 | TESKE TODD J | Sell | 600 | $491.85 |
| 2025-11-11 | Brown Monica M. | Option exercise | 772 | $214.63 |
| 2025-11-11 | Brown Monica M. | Disposition | 444 | $491.40 |
| 2025-10-10 | Somasundaram Sivasankaran | Grant | 50 | $524.50 |
| 2025-08-22 | Kosel Chris | Sell | 300 | $591.86 |
| 2025-08-20 | Quintos Karen H | Sell | 30 | $609.12 |
| 2025-08-20 | Quintos Karen H | Sell | 75 | $609.30 |
| 2025-08-20 | Quintos Karen H | Sell | 115 | $609.39 |
| 2025-08-20 | Quintos Karen H | Sell | 4 | $609.53 |
| 2025-08-20 | Quintos Karen H | Sell | 61 | $609.73 |
| 2025-08-20 | Quintos Karen H | Sell | 10 | $609.76 |
| 2025-08-20 | Quintos Karen H | Sell | 40 | $609.52 |
| 2025-08-20 | Quintos Karen H | Sell | 30 | $607.77 |
| 2025-08-20 | Quintos Karen H | Sell | 86 | $606.81 |
| 2025-08-20 | Quintos Karen H | Sell | 40 | $606.84 |
| 2025-08-20 | Quintos Karen H | Sell | 2 | $606.93 |
| 2025-08-20 | Quintos Karen H | Sell | 29 | $607.05 |
| 2025-08-20 | Quintos Karen H | Sell | 40 | $607.17 |
| 2025-08-20 | Quintos Karen H | Sell | 50 | $607.18 |
| 2025-08-20 | Quintos Karen H | Sell | 20 | $607.20 |
| 2025-08-20 | Quintos Karen H | Sell | 10 | $607.35 |
| 2025-08-20 | Quintos Karen H | Sell | 80 | $607.50 |
| 2025-08-20 | Quintos Karen H | Sell | 30 | $607.60 |
| 2025-08-20 | Quintos Karen H | Sell | 40 | $607.68 |
| 2025-08-20 | Quintos Karen H | Sell | 1 | $607.69 |
| 2025-08-20 | Quintos Karen H | Sell | 80 | $607.73 |
| 2025-08-20 | Quintos Karen H | Sell | 30 | $607.76 |
| 2025-08-20 | Quintos Karen H | Sell | 49 | $607.76 |
| 2025-08-20 | Quintos Karen H | Sell | 20 | $607.80 |
| 2025-08-20 | Quintos Karen H | Sell | 110 | $607.91 |
| 2025-08-20 | Quintos Karen H | Sell | 60 | $607.95 |
| 2025-08-20 | Quintos Karen H | Sell | 20 | $608.14 |
| 2025-08-20 | Quintos Karen H | Sell | 10 | $608.15 |
| 2025-08-20 | Quintos Karen H | Sell | 30 | $608.22 |
| 2025-08-20 | Quintos Karen H | Sell | 10 | $608.37 |
| 2025-08-20 | Quintos Karen H | Sell | 30 | $608.39 |
| 2025-08-20 | Quintos Karen H | Sell | 20 | $608.42 |
| 2025-08-20 | Quintos Karen H | Sell | 20 | $608.48 |
| 2025-08-20 | Quintos Karen H | Sell | 10 | $608.52 |
| 2025-08-20 | Quintos Karen H | Sell | 20 | $608.78 |
| 2025-08-20 | Quintos Karen H | Sell | 10 | $608.84 |
| 2025-08-20 | Quintos Karen H | Sell | 20 | $608.87 |
| 2025-08-20 | Quintos Karen H | Sell | 105 | $609.10 |
| 2025-07-25 | NORRIS JOHN W III | Other | 42K | — |
| 2025-07-25 | NORRIS JOHN W III | Other | 9.4K | — |
| 2025-07-25 | NORRIS JOHN W III | Other | 32K | — |
| 2025-07-25 | NORRIS JOHN W III | Other | 197 | — |
| 2025-07-23 | Sessa Daniel M | Sell | 54 | $658.61 |
| 2025-07-23 | Sessa Daniel M | Sell | 32 | $661.51 |
| 2025-07-23 | Sessa Daniel M | Sell | 147 | $663.24 |
| 2025-07-23 | Sessa Daniel M | Sell | 16 | $663.76 |
| 2025-07-23 | Sessa Daniel M | Sell | 66 | $669.13 |
| 2025-07-23 | Sessa Daniel M | Sell | 21 | $670.27 |
| 2025-07-23 | Sessa Daniel M | Sell | 35 | $672.00 |
| 2025-07-23 | Sessa Daniel M | Sell | 21 | $673.37 |
| 2025-07-23 | Sessa Daniel M | Sell | 65 | $674.64 |
| 2025-07-23 | Sessa Daniel M | Sell | 62 | $677.06 |
| 2025-07-23 | Sessa Daniel M | Sell | 43 | $678.66 |
| 2025-07-23 | Sessa Daniel M | Sell | 52 | $680.00 |
| 2025-07-23 | Sessa Daniel M | Sell | 4 | $681.56 |
| 2025-07-23 | Sessa Daniel M | Sell | 7 | $682.91 |
| 2025-07-23 | Sessa Daniel M | Sell | 4 | $685.33 |
| 2025-07-23 | Sessa Daniel M | Sell | 10 | $687.63 |
| 2025-07-23 | Sessa Daniel M | Sell | 2.1K | $670.00 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 700 | $660.51 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 600 | $661.52 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 7.6K | $663.35 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 2.8K | $664.52 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 300 | $665.09 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 3.6K | $668.20 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 4.2K | $669.58 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 1.8K | $670.58 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 107 | $671.41 |
| 2025-07-23 | NORRIS JOHN W III | Sell | 634 | $672.29 |
| 2025-07-11 | Somasundaram Sivasankaran | Grant | 42 | $616.85 |
| 2025-07-10 | NORRIS JOHN W III | Sell | 1.6K | $613.13 |
| 2025-07-10 | NORRIS JOHN W III | Sell | 1.4K | $614.13 |
| 2025-07-10 | NORRIS JOHN W III | Sell | 290 | $615.01 |
| 2025-07-03 | NORRIS JOHN W III | Sell | 3.2K | $606.00 |
| 2025-07-01 | NORRIS JOHN W III | Sell | 3.2K | $600.00 |
| 2025-05-22 | Buck Sherry | Grant | 270 | — |
| 2025-05-22 | Quintos Karen H | Grant | 270 | — |
| 2025-05-22 | Somasundaram Sivasankaran | Grant | 270 | — |
| 2025-05-22 | TESKE TODD J | Grant | 270 | — |
| 2025-05-22 | Wall Shane D | Grant | 270 | — |
| 2025-05-22 | NORRIS JOHN W III | Grant | 270 | — |
| 2025-05-22 | Vander Ark Jon | Grant | 270 | — |
| 2025-05-07 | Kosel Chris | Sell | 509 | $568.05 |
| 2025-05-02 | Nassab Joseph | Tax withheld | 910 | $565.10 |
| 2025-04-28 | Martin Sarah Rachel | Grant | 1.6K | — |
| 2025-03-14 | Bedard Gary S | Grant | 3.0K | — |
| 2025-03-14 | Bedard Gary S | Tax withheld | 1.2K | $569.74 |
| 2025-03-14 | Kosel Chris | Grant | 1.1K | — |
| 2025-03-14 | Kosel Chris | Tax withheld | 261 | $569.74 |
| 2025-03-14 | Maskara Alok | Grant | 19K | — |
| 2025-03-14 | Maskara Alok | Tax withheld | 7.3K | $569.74 |
| 2025-03-14 | Nassab Joseph | Grant | 1.1K | — |
| 2025-03-14 | Nassab Joseph | Tax withheld | 402 | $569.74 |
| 2025-03-14 | Quenzer Michael | Grant | 638 | — |
| 2025-03-14 | Quenzer Michael | Tax withheld | 224 | $569.74 |
| 2025-03-14 | Sessa Daniel M | Grant | 3.5K | — |
| 2025-03-14 | Sessa Daniel M | Tax withheld | 1.4K | $569.74 |
| 2025-03-14 | BEDAPUDI PRAKASH | Grant | 3.5K | — |
| 2025-03-14 | BEDAPUDI PRAKASH | Tax withheld | 1.4K | $569.74 |
| 2025-02-21 | Kosel Chris | Sell | 194 | $644.20 |
| 2025-02-14 | NORRIS JOHN W III | Gift | 1.6K | — |
| 2025-02-13 | Bedard Gary S | Gift | 167 | — |
| 2025-02-04 | Torres John D | Option exercise | 1.0K | $328.65 |
| 2025-02-04 | Torres John D | Option exercise | 1.1K | $259.56 |
| 2025-02-04 | Torres John D | Disposition | 695 | $582.41 |
| 2025-02-04 | Torres John D | Disposition | 641 | $582.41 |
| 2025-02-04 | Torres John D | Sell | 715 | $582.59 |
| 2025-02-04 | Torres John D | Sell | 285 | $584.06 |
| 2025-02-04 | Torres John D | Sell | 787 | $581.96 |
| 2025-02-03 | Sessa Daniel M | Grant | 579 | — |
| 2025-02-03 | Quenzer Michael | Grant | 625 | — |
| 2025-02-03 | Nassab Joseph | Grant | 602 | — |
| 2025-02-03 | Kosel Chris | Grant | 157 | — |
| 2025-02-03 | Brown Monica M. | Grant | 324 | — |
| 2025-02-03 | Bedard Gary S | Grant | 649 | — |
| 2025-02-03 | BEDAPUDI PRAKASH | Grant | 579 | — |
| 2025-02-03 | Maskara Alok | Grant | 3.0K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-28 | Exec/director changeShareholder vote | filing ↗ |
| 2026-04-29 | ResultsExhibits | filing ↗ |
| 2026-01-28 | ResultsExhibits | filing ↗ |
| 2025-12-05 | Exec/director changeExhibits | filing ↗ |
| 2025-10-22 | ResultsExhibits | filing ↗ |
| 2025-07-23 | ResultsExhibits | filing ↗ |
| 2025-05-27 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2025-05-14 | Material agreementDebt obligationExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-28 | 2026-05-21 | 0001069202-26-000076 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001069202-26-000052 ↗ |
| 10-Q | 2026-04-29 | 2026-03-31 | 0001069202-26-000054 ↗ |
| 10-K | 2026-02-17 | 2025-12-31 | 0001069202-26-000028 ↗ |
| 8-K | 2026-01-28 | 2026-01-28 | 0001069202-26-000005 ↗ |
| 8-K | 2025-12-05 | 2025-12-04 | 0001069202-25-000062 ↗ |
| 8-K | 2025-10-22 | 2025-10-22 | 0001069202-25-000046 ↗ |
| 10-Q | 2025-10-22 | 2025-09-30 | 0001069202-25-000048 ↗ |
| 8-K | 2025-07-23 | 2025-07-23 | 0001069202-25-000029 ↗ |
| 10-Q | 2025-07-23 | 2025-06-30 | 0001069202-25-000032 ↗ |
| 8-K | 2025-05-27 | 2025-05-22 | 0001069202-25-000024 ↗ |
| 8-K | 2025-05-14 | 2025-05-09 | 0001069202-25-000022 ↗ |