NYSE · Industrials

LENNOX INTL INC LII

Lennox International Inc., together with its subsidiaries, designs, manufactures, and markets products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally.

Industrial Machinery/Components

Company profile

Business mix

  • The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies.
  • The Building Climate Solutions segment offers unitary heating and air conditioning equipment, controls, installation and service of commercial heating and cooling equipment, variable refrigerant flow commercial, curb, curb adapters, drop box diffusers.
  • This segment also provides, condensing units, unit coolers, fluid coolers, air cooled condensers, process chillers, compressorized racks, and replacement parts and supplies.
  • In addition, the company provides small package units, rooftop units, chillers, air handlers, and fan coils.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in building products & equipment?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 22.54 FCF 3.73% Buyback 1.54%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 2.0% $729.8M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $441.4M Estimated from net added shares
Reduction amount $13.7M Estimated from net reduced shares
Net share change / base shares +141.1% +927,284 / 657,287
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 153.1% 13F value change +$428.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 621,311 Last 1 periods +951,108 (+153.1%) Total shares 1,572,419 Value $729.8M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -66.2% 13F value change -$13.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 35,976 Last 1 periods -23,824 (-66.2%) Total shares 12,152 Value $7.0M

Recent mentions

No public mentions.