Lennox International, Inc.

• LII Stock Price 24h change: +2.48%. From 517.15 USD to 529.96 USD.
The stock price rose as investors reacted positively to the company's 2026 growth guidance, which projects a 6%-7% revenue increase driven by acquisition strategies despite a challenging organic environment.
• From a technical perspective, LII is in a "short-term recovery within a long-term neutral trend." The price recently bounced off a support zone near $507-$510, successfully reclaimed its 20-day and 50-day moving averages, and is currently testing immediate resistance near $535. While the MACD has issued a cautious sell signal, the RSI is trending upwards without reaching overbought territory, suggesting potential for further near-term momentum if volume increases.
• Lennox International reported full-year 2025 results on Feb 6, showing flat year-over-year sales of $5.195 billion, but issued a confident 2026 guidance forecasting 6%-7% revenue growth, largely supported by its acquisition-led strategy.• A company executive sold approximately $136,271 worth of LII stock on February 6, a move being monitored by investors for sentiment cues following the recent earnings report.• Analysis from February 1 highlighted concerns regarding LII's high inventory levels (up 35% Y/Y) and high valuation multiples, though recent price action suggests the market is beginning to price in a second-half 2026 recovery.
• The AHR Expo 2026, the world's largest HVACR event, concluded in early February, highlighting a major industry shift toward AI-driven energy management, high-efficiency heat pumps, and low-GWP refrigerant compliance.• Market analysts at the expo reported that residential HVAC replacement demand is expected to peak at 3.5 million units in 2026 as systems installed during the mid-2000s reach the end of their life cycles.

• LII Stock Price 24h change: -3.25%. From 534.53 USD to 517.15 USD. The decline followed a quarterly earnings miss ($4.45 EPS vs $4.76 expected) and a cautious 2026 revenue growth outlook amid high inventory levels.
• From a technical perspective, the stock is currently "neutral to bearish" in the short term. LII is trading below its 200-day moving average ($530.89) and near its 50-day average ($504.76). The 14-day RSI of approximately 44.22 suggests the stock is not yet oversold but is losing upward momentum following its recent post-earnings drop.
• Lennox International reported Q4 2025 revenue of $1.20 billion, an 11.2% year-over-year decline, and set its FY 2026 EPS guidance at $23.50–$25.00, slightly above analyst consensus of $22.94.
• SEC filings on February 5 revealed that CAO Chris Kosel and Director Todd Teske sold shares totaling approximately $510,000 on February 4, reducing their respective holdings by 18.9% and 9.2%.
• Analysts maintain a "Hold" consensus on LII with an average price target of $593.00, reflecting recent downward revisions due to softer end-market demand and aggressive sector pricing risks.
• Garrett Motion (GTX) announced a major partnership with Trane Technologies on February 3 to launch oil-free centrifugal compressors, signaling increased competition in the commercial HVAC and data center cooling markets.
• Installed Building Products (IBP) announced three acquisitions on February 2, including Thermo-Tech Mechanical Insulation, to expand its national footprint in commercial HVAC and industrial piping services.