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Lennox International
Lennox International (LII) investor relations material
Lennox International Barclays 43rd Annual Industrial Select Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 43rd Annual Industrial Select Conference summary17 Feb, 2026
Market and operational trends
Weather extremes have supported early-year demand, with March being a key month for sell-through and order rates.
Channel inventory is now low, following the clearance of R-410A-related stock, positioning for growth in 2026.
Warranty registration data is used to track inventory, showing high installation rates and low channel inventory.
Residential volumes are guided to be down mid-single digits for the year, with new construction under more pressure than replacement.
Repair activity increased last year due to regulatory changes, low home sales, and affordability constraints, but is expected to normalize.
Product and technology developments
Expanded heat pump portfolio now covers all applications, including compact air handlers for constrained spaces.
Regional optimization and SKU proliferation are driving share gains in heat pumps.
Ductless solutions are offered via a Samsung joint venture, with integrated app and dealer dashboard features.
Water heaters are distributed through a similar model with Ariston, enhancing user experience and dealer integration.
Proprietary variable speed technology and unified smart thermostat platforms are being developed for affordability and control.
Commercial and distribution strategy
Commercial unitary market has been down for 15 months, but growth is seen in emergency replacement and national accounts.
Electrification and full life cycle service offerings are differentiators for national accounts.
The Mexico plant has improved cost productivity, shortened lead times, and enhanced quality, with ramp-up headwinds now behind.
Distribution investments include a new Dallas facility and a focus on parts and accessories, supported by recent acquisitions.
Strategy targets capturing more contractor spend in ductless, water heaters, and accessories.
Q1 absorption headwind drivers?
Heat pump SKU strategy to gain share?
Factors shifting repair vs. replace?
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Next Lennox International earnings date
Investor Day 20264 Mar, 2026
Lennox International
Next Lennox International earnings date
Investor Day 20264 Mar, 2026
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Frequently asked questions
Lennox International Inc., designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets. The company’s products include air conditioners for residential, light commercial, and heavy-duty applications, heat exchangers for commercial HVAC systems, exhaust fans for residential and light commercial use, hybrid heat pumps for residential and light commercial use, mechanical room ventilation systems for HVAC systems, gas furnaces and boilers for residential heating applications and water heaters. It also offers replacement parts; home heating system services; installation services; installation kits; service agreements; financing programs; financing options; wireless controls software; furniture; thermostat controls that regulate the temperature of air entering or leaving an HVAC unit to provide proportional heating or cooling within individual rooms or zones of a building without manual adjustment. Lennox International Inc. is based in Richardson, Texas.
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