Lennox International manufactures and distributes heating, ventilating, air conditioning, and refrigeration products to replacement (75% of sales) and new construction (25% of sales) markets. In fiscal 2024, residential HVAC was 67% of sales and commercial HVAC and Heatcraft refrigeration was 33% of sales. The company goes to market with multiple brands, but Lennox is the company’s flagship HVAC brand. The Texas-based company is focused on North America after the sale of its European HVAC and refrigeration businesses in late 2023.
The latest dividend from LII was $1.36 per share (ex-dividend 6/30/2026). The dividend yield over the last 12 months is 1,4%. Over the last 12 months there were 4 distributions, totalling $5.26 per share.