$LII

Lennox Industries, a subsidiary of Lennox International (LII), has patented a machine-learning HVAC control device. The patent, granted in September, predicts building occupancy and adjusts energy usage. Lennox has a history of HVAC innovation and recently invested in technician training. The company won an award for its L40 Smart Thermostat in January. 105 other patents were issued in North Texas that week, including those from Texas Instruments (TXN) and Alcon (ALC).

Argus raised its target price for Lennox International (LII) to $353.00. The company manufactures HVAC and refrigeration products, with 75% of sales from replacement markets and 25% from new construction.

Lennox International (LII) opened a new training center in Florida to address the shortage of skilled HVAC technicians. The company's commercial segment grew 24% in revenue last quarter, while the residential segment saw a 7% decline. Lennox cut its full-year earnings guidance to $23.00-$24.00. The stock trades at 13.66x forward earnings, with mixed investor sentiment.

Lennox International (LII) was downgraded to Hold by Deutsche Bank, which kept its $444 price target. The stock is down 38% from its 52-week high, trading near $365. Commercial revenue grew 24%, but Home Comfort unit shipments dropped 12%, leading to a full-year EPS guidance cut to $23-$24. Deutsche expects recovery in 2027. LII trades at 16x earnings, 20% below the price target.

LENNOX INTERNATIONAL INC (LII) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 16, 2026, the Compensation and Human Resources Committee (the “Committee”) of the Board of Directors of Lennox

Lennox (NYSE: LII) declared a quarterly cash dividend of $1.36 per share, payable October 15, 2026, to shareholders of record on September 30, 2026. The company is a leader in energy-efficient building solutions, serving residential and commercial customers.

U.S. 10-year Treasury yields hit 5%, highest since 2007, ahead of Fed decision with 90% chance of a 25-basis-point hike. Investing.com's Mid-Cap Movers strategy gained 580.7% since 2013, outperforming S&P MidCap 400. Top performers include Commvault (CVLT, +8.5%), Insight Enterprises (NSIT, +5.0%), and Wingstop (WING, +4.7%). Lennox International (LII) downgraded to Hold, Amgen (AMGN) FDA approval for Imdelltra.

AAON (NYSE:AOS) beat analyst estimates and reported fastest revenue growth among HVAC peers, but its stock is down 19.2%. Lennox (NYSE:LII) missed revenue expectations, with stock down 29.4%. Trane Technologies (NYSE:TT) and Zurn Elkay (NYSE:ZWS) both exceeded revenue estimates, but their stocks are down 1.5% and 7.7% respectively. Market focus has shifted from AI to geopolitics and back to fundamentals.

Lennox International (LII) management discussed commercial-led growth, margin improvement, and strategic investments in heat pumps, parts, and distribution, citing operational gains and targeted acquisitions. The company said residential recovery is delayed to 2027 due to repair activity deferring replacement demand, while maintaining long-term confidence.

Lennox (LII) Q2 2026 call said residential demand remains challenging, with revenue down 7% YoY due to a 12% unit-volume decline, partially offset by mix and pricing (+3%) and acquisitions (+2%). Building Climate Solutions revenue rose 24% (organic +12%). Management cut earnings outlook and expects recovery benefits into 2027; it reported 92% TTM free-cash conversion and repurchased about $130M shares.