Lennox (LII) reported second-quarter 2026 revenue of $1.5 billion, up 3% from a year earlier. GAAP operating income was $355 million, up 2%, and GAAP diluted earnings per share were $7.72.
The company reaffirmed full-year 2026 revenue growth guidance of approximately 8%, including a 5% benefit from completed acquisitions, and updated its earnings per share guidance range to $23.00 to $24.00.
- Net income was $269 million, compared with $274 million in the prior-year quarter.
- Home Comfort Solutions revenue was $936 million, down 7%, with segment profit of $222 million.
- Building Climate Solutions revenue was $610 million, up 24%, with segment profit of $155 million.
- Operating cash flow was $172 million, compared with $87 million a year earlier.
- Share repurchases totaled $132 million in the quarter.
$LII Insider Trading Activity
$LII insiders have traded $LII stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $LII stock by insiders over the last 6 months:
- CHRIS KOSEL (VP-Corp Controller and CAO) has made 0 purchases and 2 sales selling 1,225 shares for an estimated $665,271.
- TODD J TESKE sold 700 shares for an estimated $373,415
- SHANE D WALL sold 100 shares for an estimated $54,001
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LII Hedge Fund Activity
We have seen 301 institutional investors add shares of $LII stock to their portfolio, and 278 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VIKING GLOBAL INVESTORS LP added 951,108 shares (+153.1%) to their portfolio in Q1 2026, for an estimated $441,437,756
- UBS GROUP AG added 202,835 shares (+105.8%) to their portfolio in Q1 2026, for an estimated $94,141,808
- NEUBERGER BERMAN GROUP LLC added 166,303 shares (+4150.3%) to their portfolio in Q1 2026, for an estimated $77,186,211
- JUNTO CAPITAL MANAGEMENT LP removed 158,042 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $73,352,033
- BANK OF AMERICA CORP /DE/ added 145,215 shares (+81.6%) to their portfolio in Q1 2026, for an estimated $67,398,637
- LORD, ABBETT & CO. LLC added 130,336 shares (+inf%) to their portfolio in Q1 2026, for an estimated $60,492,847
- NORDEA INVESTMENT MANAGEMENT AB removed 100,149 shares (-96.6%) from their portfolio in Q1 2026, for an estimated $46,482,155
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
