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Lennox International

LII · NYSE · Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
Insider buys (12 months)
0
Insider sales (12 months)
$1.4M
8-K reports (12 months)
7
Tracked investors holding
3

At a glance

Lennox International reported 2025 revenue of $5.2B, down 2.7% from $5.34B in 2024. Over 4 years since 2021 ($4.19B), that is growth of about 5.5% a year. Operating margin was 20%, up from 14.1% in 2021. Revenue peaked in 2024 at $5.34B.

In the last 12 months 3 insiders reported 0 open-market purchases and 5 sales ($1.4M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $529K by VP-Corp Controller and CAO Chris Kosel on May 7, 2026.

Lennox International filed 7 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (3) and shareholder vote results (1). The latest officer or director change was reported on Sep 18, 2026.

3 of the 20 investors tracked here held Lennox International at the last quarter end, worth $949.3M combined. It is the largest weight for Viking Global Investors (2.6% of its portfolio), followed by Bridgewater Associates (0.1%). Added: Viking Global Investors and Bridgewater Associates. Reduced: National Pension Service (Korea).

Annual results

2021
Revenue $4.19B
Op. $590.3M
2022
Revenue $4.72B
Op. $656.2M
2023
Revenue $4.98B
Op. $791.5M
2024
Revenue $5.34B
Op. $1.04B
2025
Revenue $5.2B
Op. $1.04B
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$464M$497.1M$591.2M$811.1M$805.8M
Diluted EPS$12.39$13.88$16.58$22.66$22.79
Dividend per share$3.53$4.10$4.36$4.55$5.05

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Viking Global InvestorsAdded$911.5M · 2.6% · held 3 quarters
Bridgewater AssociatesAdded$36.2M · 0.1% · held 7 quarters
National Pension Service (Korea)Reduced$1.6M · 0.0% · held 7 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined