LII Lennox International, Inc. Common Stock

NYSE · Building · Voir sur SEC EDGAR ↗
$405,83
Prix · Aoû 21, 2026
Données fondamentales au Jul 29, 2026

À propos de Lennox International, Inc. Common Stock Présentation de l'entreprise depuis Wikipedia

Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.

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Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.

History

The company was founded in 1895, in Marshalltown, Iowa, by Dave Lennox, the owner of a machine repair business for railroads. Inventors Ezra William Smith and Ernest Bryant brought their idea for a riveted steel coal-fired furnace to his machine shop to build parts for a prototype. In lieu of payment, Lennox accepted their patent, obtaining rights to the idea and founded the Lennox Furnace Co.

In 1904, DW Norris acquired the company. He managed the company until his death in 1949.

From 1964 to 1965, Lennox produced a small crawler tractor and mower called the Lennox Kitty Track 600. It featured a 6 hp (4.5 kW) Briggs & Stratton engine and a 32" mower deck.

In 1999, the company became a public company via an initial public offering.

A 2018 tornado destroyed the plant in Marshalltown, but the company would rebuild it. As of 2024, there were over 750 workers employed at that location.

Acquisitions and divestitures

In 1971, the company sold its low pressure gas cylinder business to Worthington Industries.

In 1973, Lennox acquired Heatcraft, including the Larkin, Bohn, Chandler, and Climate Control brands.

In 1998, the company acquired Pyro Industries, a manufacturer of pellet stoves.

In December 2010, the company acquired Kysor/Warren from The Manitowoc Company for $138 million.

In September 2023, the company sold its European commercial HVAC and refrigeration businesses to funds managed by Syntagma Capital.

In October 2023, the company acquired AES.

Brands

The company operates the following brands:

Home Comfort Solutions

Lennox

Armstrong Air

Ducane

AirEase

Concord Air

MagicPak

ADP Advanced Distributor Products

Allied Air

Healthy Climate Solutions

Lennox Stores

Building Climate Solutions

Lennox

Model L

CORE

Enlight

Xion

Energence

Prodigy

Strategos

Raider

Lennox VRF

Lennox National Account Services

Allied Commercial

Elite

AES Industries

AES Mechanical

ES Reclaim

Heatcraft Worldwide Refrigeration

Bohn

MAGNA

Larkin

Climate Control

Chandler Refrigeration

Frigua-Bohn

IntelliGen

Interlink

Legal issues

In 1998, the company paid $6.2 million to settle an age discrimination lawsuit brought by 11 former employees and the Equal Employment Opportunity Commission, after the employees, who were 41 to 58 years old, were fired or demoted.

In 2026, Lennox was named along with several other major HVAC manufacturers in proposed federal class-action lawsuits alleging that the companies conspired to raise and coordinate prices for HVAC equipment. One lawsuit, filed by an HVAC contractor in the United States District Court for the Eastern District of Michigan, named Lennox International and Lennox Industries as defendants along with manufacturers including Carrier Global, Trane Technologies, Daikin, Rheem, Bosch and AAON. The complaint alleged violations of federal antitrust law.

In May 2026, the federal court consolidated the related cases for pretrial proceedings and stayed discovery pending further proceedings.

Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗

Wikidata ↗

LII Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

Prix
$405.82
Capitalisation Boursière
P/E (TTM)
21.3
BPA (TTM)
$22.79
Revenus (TTM)
$5.20B
Rendement div.
ROE
78.1%
Dette/Capitaux propres
0.2
Fourchette 52 semaines
$404 – $591

LII Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue

Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA

Revenus et bénéfice net $5.20B
10-point trend, +42.7%
2016-12-31 2025-12-31
BPA $22.79
10-point trend, +260.6%
2016-12-31 2025-12-31
Flux de trésorerie libre $639M
10-point trend, +136.4%
2016-12-31 2025-12-31
Marges 15.5%
10-point trend, +13.0%
2016-12-31 2025-12-31

Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?

Métrique
Tendance sur 5 ans
LII
Médiane des pairs
P/E (TTM)
5-point trend, -18.6%
21.3
21.8

Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC

Métrique
Tendance sur 5 ans
LII
Médiane des pairs
Gross Margin (Marge Brute)
5-point trend, +17.8%
33.4%
35.5%
Operating Margin (Marge d'exploitation)
5-point trend, +42.5%
20.1%
Net Profit Margin (Marge nette)
5-point trend, +40.2%
15.5%
14.2%
ROA
5-point trend, -5.2%
20.9%
11.8%
ROE
5-point trend, +150.8%
78.1%
21.8%
ROIC
5-point trend, +131.5%
59.8%

Santé financière Dette, liquidité, solvabilité — solidité du bilan

Métrique
Tendance sur 5 ans
LII
Médiane des pairs
Debt / Equity (Dette / Capitaux propres)
5-point trend, +600.0%
0.2
Current Ratio (Ratio de liquidité)
5-point trend, +12.4%
1.6
2.0
Quick Ratio (Ratio de liquidité réduite)
5-point trend, -21.8%
0.5

Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans

Métrique
Tendance sur 5 ans
LII
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
5-point trend, +23.9%
-2.7%
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
5-point trend, +23.9%
3.3%
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
5-point trend, +23.9%
7.4%
EPS YoY (BPA Année/Année)
5-point trend, +83.9%
0.57%
Net Income YoY (Bénéfice net YoY)
5-point trend, +73.7%
-0.65%

Indicateurs par action BPA, valeur comptable par action, flux de trésorerie par action, dividende par action

Métrique
Tendance sur 5 ans
LII
Médiane des pairs
EPS (Diluted) (BPA (Dilué))
5-point trend, +83.9%
$22.79

Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances

Métrique
Tendance sur 5 ans
LII
Médiane des pairs
Payout Ratio (Ratio de distribution)
5-point trend, -21.2%
21.5%

Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans

Rendement du Dividende
Ratio de distribution
21.5%
CAGR des dividendes sur 5 ans
Date ex-dividendeMontant
30 juin 2026$1,3600
31 mars 2026$1,3000
31 décembre 2025$1,3000
30 septembre 2025$1,3000
30 juin 2025$1,3000
30 avril 2025$1,1500
31 décembre 2024$1,1500
30 septembre 2024$1,1500
28 juin 2024$1,1500
27 mars 2024$1,1000
28 décembre 2023$1,1000
30 août 2023$1,1000
29 juin 2023$1,1000
30 mars 2023$1,0600
29 décembre 2022$1,0600
30 août 2022$1,0600
29 juin 2022$1,0600
30 mars 2022$0,9200
30 décembre 2021$0,9200
29 septembre 2021$0,9200

LII Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

CONSERVER 23 analystes
  • Achat fort 4 17,4%
  • Achat 5 21,7%
  • Conserver 12 52,2%
  • Vente 2 8,7%
  • Vente forte 0 0,0%

Objectif de cours à 12 mois

13 analystes · 2026-08-22
Objectif médian $495.00 +22,0%
Objectif moyen $511.15 +26,0%

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

Surprise Moyenne
0.14%
Période EPS Actual BPA est. Surprise
30 juin 2026 $7.72 $7.76 -0.04%
31 mars 2026 $3.35 $3.20 0.15%
31 décembre 2025 $4.45 $4.80 -0.35%
30 septembre 2025 $6.98 $6.88 0.10%
30 juin 2025 $7.82 $6.92 0.90%
31 mars 2025 $3.37 $3.30 0.07%

Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur

Ticker Capitalisation Boursière P/E Revenus Année/Année Marge Nette ROE Marge Brute
LII 21.3 -2.7% 15.5% 78.1% 33.4%
CARR $44.18B 30.7 -3.3% 6.8% 10.2%
CSL $13.11B 18.7 0.33% 14.8% 37.8%
MAS $12.96B 16.4 -3.4% 10.7% -349.1% 35.4%
MAIR
OC $8.98B -18.0 2.6% -5.2% -11.7% 28.1%
WMS $9.96B 25.2 5.0% 14.0% 25.2% 38.3%
MOD 95.9 23.1% 3.8% 11.6% 23.0%
AOS 17.4 0.32% 14.3% 29.2% 38.8%
ZWS $7.76B 40.4 8.3% 11.7% 12.5% 45.1%
SSD $6.66B 19.6 4.5% 14.8% 17.4% 45.9%

Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie

Compte de résultat 17
Données annuelles Compte de résultat pour LII
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +54.3% $5.20B $5.34B $4.98B $4.72B $4.19B $3.63B $3.81B $3.88B $3.84B $3.64B $3.47B $3.37B
Cost of Revenue 12-point trend, +40.4% $3.46B $3.56B $3.43B $3.43B $3.01B $2.59B $2.73B $2.77B $2.71B $2.57B $2.52B $2.46B
Gross Profit 12-point trend, +92.1% $1.73B $1.78B $1.55B $1.28B $1.19B $1.04B $1.08B $1.11B $1.13B $1.08B $947M $903M
R&D Expense 12-point trend, +70.3% $103M $94M $94M $80M $76M $67M $70M $72M $74M $65M $62M $61M
SG&A Expense 12-point trend, +18.8% $681M $731M $706M $627M $599M $556M $586M $608M $638M $621M $580M $574M
Operating Income 12-point trend, +211.2% $1.04B $1.04B $792M $656M $590M $478M $657M $510M $494M $429M $305M $335M
Interest Expense 12-point trend, +137.8% $41M $39M $52M $39M $25M $28M $48M $38M $31M $27M $24M $17M
Interest Income 12-point trend, +223.5% $6M $5M $4M $1M $1M $1M $1M $800.0K $2M $1M $2M $2M
Other Non-op 12-point trend, -3500.0% $-3M $-2M $-100.0K $-2M $-4M $-4M $-2M $-3M $100.0K $300.0K $800.0K $100.0K
Pretax Income 12-point trend, +213.9% $997M $999M $739M $616M $560M $445M $508M $468M $464M $403M $283M $318M
Income Tax 12-point trend, +74.4% $191M $188M $148M $119M $96M $88M $99M $108M $157M $124M $95M $110M
Net Income 12-point trend, +291.5% $806M $811M $591M $497M $464M $356M $409M $359M $306M $278M $187M $206M
EPS (Basic) 12-point trend, +432.3% $22.89 $22.78 $16.65 $13.92 $12.47 $9.30 $10.49 $8.84 $7.25 $6.39 $4.16 $4.30
EPS (Diluted) 12-point trend, +438.8% $22.79 $22.66 $16.58 $13.88 $12.39 $9.24 $10.38 $8.74 $7.14 $6.32 $4.09 $4.23
Shares (Basic) 12-point trend, -26.5% 35,200,000 35,600,000 35,500,000 35,700,000 37,200,000 38,300,000 39,000,000 40,600,000 42,200,000 43,400,000 44,900,000 47,900,000
Shares (Diluted) 12-point trend, -27.2% 35,400,000 35,800,000 35,700,000 35,800,000 37,500,000 38,600,000 39,400,000 41,100,000 42,800,000 44,000,000 45,600,000 48,600,000
EBITDA 12-point trend, +211.2% $1.04B $1.03B $790M $656M $590M $478M $657M $510M $494M $429M $305M $335M
Bilan 27
Données annuelles Bilan pour LII
Métrique Tendance 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -8.8% $34M $415M $61M $53M $31M $124M $37M $46M $68M $50M $39M $38M
Short-term Investments 8-point trend, +500000.00 $500.0K $7M $8M $8M $6M $5M $3M $0 · · · ·
Receivables 12-point trend, +37.4% $579M $661M $595M $608M $508M $448M $478M $473M $506M $470M $423M $421M
Inventory 12-point trend, +148.8% $1.15B $853M $842M $753M $511M $439M $544M $510M $484M $418M $419M $463M
Other Current Assets 12-point trend, +132.2% $138M $96M $71M $74M $120M $71M $59M $61M $78M $67M $58M $59M
Current Assets 12-point trend, +94.0% $1.90B $2.03B $1.58B $1.50B $1.18B $1.09B $1.12B $1.09B $1.14B $1.01B $938M $982M
PP&E (Net) 12-point trend, +147.4% $887M $800M $720M $549M $515M $464M $445M $408M $398M $361M $340M $359M
PP&E (Gross) 12-point trend, +90.7% $1.93B $1.76B $1.63B $1.47B $1.40B $1.34B $1.27B $1.19B $1.17B $1.08B $1.02B $1.01B
Accum. Depreciation 12-point trend, +59.6% $1.04B $957M $911M $921M $889M $881M $824M $778M $774M $717M $683M $654M
Goodwill 12-point trend, +137.4% $497M $220M $222M $186M $187M $187M $186M $187M $200M $195M $195M $209M
Intangibles 6-point trend, +882.0% $273M $45M · · · · · · $9M $7M $6M $28M
Other Non-current Assets 12-point trend, +56.7% $133M $120M $157M $88M $87M $86M $79M $66M $62M $61M $59M $85M
Total Assets 12-point trend, +131.4% $4.08B $3.62B $2.94B $2.57B $2.17B $2.03B $2.03B $1.82B $1.89B $1.76B $1.68B $1.76B
Accounts Payable 12-point trend, +35.1% $438M $490M $375M $427M $402M $340M $372M $433M $349M $361M $320M $324M
Accrued Liabilities 12-point trend, +56.6% $374M $435M $416M $377M $359M $296M $256M $272M $270M $266M $243M $239M
Short-term Debt 9-point trend, -0.3% $226M $0 $150M $0 · · · $0 $900.0K $52M $204M $227M
Current Liabilities 12-point trend, +44.1% $1.19B $1.31B $1.01B $1.60B $827M $701M $1.00B $1.01B $654M $889M $824M $827M
Capital Leases 12-point trend, +1792.9% $293M $268M $165M $162M $145M $143M $26M $16M $12M $15M $16M $16M
Other Non-current Liabilities 12-point trend, +128.2% $271M $225M $168M $159M $159M $142M $135M $135M $132M $128M $121M $119M
Total Liabilities 12-point trend, +66.3% $2.92B $2.66B $2.55B $2.77B $2.44B $2.05B $2.21B $1.97B $1.84B $1.72B $1.58B $1.76B
Total Debt 12-point trend, +7.8% $244M $314M $162M $711M $11M $10M $322M $301M $34M $252M $204M $227M
Common Stock Flat — no change across 12 periods $900.0K $900.0K $900.0K $900.0K $900.0K $900.0K $900.0K $900.0K $900.0K $900.0K $900.0K $900.0K
Retained Earnings 12-point trend, +378.5% $4.89B $4.26B $3.61B $3.07B $2.72B $2.39B $2.15B $1.85B $1.58B $1.35B $1.15B $1.02B
Treasury Stock 12-point trend, +192.0% $4.92B $4.42B $4.35B $4.34B $4.03B $3.42B $3.31B $2.90B $2.43B $2.17B $1.84B $1.69B
AOCI 12-point trend, +68.4% $-48M $-94M $-57M $-91M $-88M $-97M $-104M $-189M $-157M $-195M $-205M $-154M
Stockholders' Equity 12-point trend, +12823.3% $1.16B $962M $393M $-203M $-269M $-17M $-170M $-150M $50M $38M $102M $9M
Liabilities + Equity 12-point trend, +131.4% $4.08B $3.62B $2.94B $2.57B $2.17B $2.03B $2.03B $1.82B $1.89B $1.76B $1.68B $1.76B
Flux de trésorerie 18
Données annuelles Flux de trésorerie pour LII
Métrique Tendance 202520242023202220212020201920182017201620152014
D&A 12-point trend, +85.0% $112M $95M $86M $78M $72M $73M $71M $66M $65M $58M $63M $61M
Stock-based Comp 12-point trend, +24.9% $29M $28M $30M $22M $24M $24M $21M $26M $25M $32M $27M $23M
Deferred Tax 12-point trend, +265.5% $20M $-25M $-26M $-15M $-6M $8M $20M $26M $43M $-6M $-22M $6M
Amort. of Intangibles 4-point trend, -82.8% · · · · · · · · $500.0K $400.0K $3M $3M
Restructuring 12-point trend, +257.9% $7M $0 $3M $2M $2M $11M $10M $3M $3M $2M $3M $2M
Operating Cash Flow 12-point trend, +310.0% $758M $946M $736M $302M $516M $612M $396M $496M $325M $374M $354M $185M
CapEx 12-point trend, +34.4% $119M $164M $250M $101M $107M $78M $106M $95M $98M $84M $70M $88M
Investing Cash Flow 12-point trend, -651.0% $-656M $-174M $-320M $-103M $-106M $-80M $16M $30M $-98M $-84M $-70M $-87M
Debt Issued 7-point trend, +100.0% · · · · · $600M $0 $0 $0 $350M $0 $300M
Net Debt Issued 7-point trend, +25717.4% · · · · · $589M $-6M $-33M $-201M $291M $-24M $-2M
Stock Repurchased 12-point trend, -12.4% $482M $54M $0 $300M $600M $100M $400M $450M $250M $300M $0 $550M
Net Stock Activity 12-point trend, +12.4% $-482M $-54M $0 $-300M $-600M $-100M $-400M $-450M $-250M $-300M $0 $-550M
Dividends Paid 12-point trend, +228.9% $173M $160M $153M $142M $126M $118M $110M $94M $80M $69M $59M $53M
Financing Cash Flow 12-point trend, -420.3% $-466M $-419M $-406M $-174M $-499M $-442M $-423M $-538M $-218M $-275M $-271M $-90M
Net Change in Cash 2-point trend, +58.8% · · · · · · · · · · $13M $8M
Taxes Paid 12-point trend, -1.4% $104M $232M $198M $77M $128M $90M $83M $90M $119M $127M $83M $105M
Free Cash Flow 12-point trend, +562.7% $639M $782M $486M $201M $409M $534M $290M $400M $227M $270M $261M $96M
Levered FCF 12-point trend, +611.5% $606M $751M $445M $170M $388M $511M $252M $371M $207M $252M $246M $85M
Rentabilité 8
Données annuelles Rentabilité pour LII
Métrique Tendance 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +24.5% 33.4% 33.2% 31.1% 27.2% 28.3% 28.6% 28.4% 28.6% 29.3% 29.6% 27.3% 26.8%
Operating Margin 12-point trend, +101.7% 20.1% 19.4% 15.9% 13.9% 14.1% 13.2% 17.2% 13.1% 12.9% 11.8% 8.8% 9.9%
Net Margin 12-point trend, +153.8% 15.5% 15.1% 11.8% 10.5% 11.1% 9.8% 10.7% 9.2% 8.0% 7.6% 5.4% 6.1%
Pretax Margin 12-point trend, +103.5% 19.2% 18.6% 14.8% 13.1% 13.4% 12.2% 13.3% 12.0% 12.1% 11.1% 8.2% 9.4%
EBITDA Margin 12-point trend, +101.7% 20.1% 19.4% 15.9% 13.9% 14.1% 13.2% 17.2% 13.1% 12.9% 11.8% 8.8% 9.9%
ROA 12-point trend, +72.3% 20.9% 25.2% 22.0% 21.0% 22.1% 17.5% 21.2% 19.4% 16.7% 16.2% 10.8% 12.1%
ROE 12-point trend, -6.1% 78.1% 100.6% 265.3% -195.6% -153.7% -536.6% -182.7% -303.7% 694.0% 398.0% 337.4% 83.2%
ROIC 12-point trend, -35.7% 59.8% 72.1% 141.3% 104.4% -189.8% -5330.7% 348.5% 259.5% 391.5% 102.3% 66.2% 93.1%
Liquidité et Solvabilité 4
Données annuelles Liquidité et Solvabilité pour LII
Métrique Tendance 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +30.3% 1.6 1.4 1.4 0.9 1.4 1.6 1.1 1.1 1.7 1.1 1.1 1.2
Quick Ratio 12-point trend, -7.2% 0.5 0.8 0.7 0.4 0.7 0.8 0.5 0.5 0.9 0.6 0.6 0.6
Debt / Equity 12-point trend, -99.2% 0.2 0.4 0.6 -3.5 -0.0 -0.6 -1.9 -2.0 0.7 6.6 2.0 25.2
Interest Coverage 12-point trend, +30.9% 25.5 26.7 15.3 17.0 23.6 16.9 13.8 13.3 16.2 15.9 12.9 19.5
Efficacité 3
Données annuelles Efficacité pour LII
Métrique Tendance 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -32.1% 1.3 1.7 1.9 2.0 2.0 1.8 2.0 2.1 2.1 2.1 2.0 2.0
Inventory Turnover 12-point trend, -41.0% 3.5 4.6 4.7 5.4 6.3 5.3 5.2 5.6 6.0 6.1 5.7 5.9
Receivables Turnover 12-point trend, +3.2% 8.4 8.5 8.3 8.4 8.8 7.8 8.0 7.9 7.9 8.2 8.2 8.1
Par action 4
Données annuelles Par action pour LII
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, +111.8% $146.76 $149.20 $139.55 $131.80 $111.84 $94.15 $96.63 $94.50 $89.71 $82.76 $76.04 $69.29
Cash Flow / Share 12-point trend, +462.8% $21.40 $26.42 $20.62 $8.44 $13.75 $15.87 $10.05 $12.06 $7.60 $8.06 $7.26 $3.80
Dividend / Share 12-point trend, +343.0% $5 $5 $4 $4 $4 $3 $3 $2 $2 $2 $1 $1
EPS (TTM) 12-point trend, +438.8% $22.79 $22.66 $16.58 $13.88 $12.39 $9.24 $10.38 $8.74 $7.14 $6.32 $4.09 $4.23
Taux de croissance 10
Données annuelles Taux de croissance pour LII
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -117.7% -2.7% 7.2% 5.6% 12.5% 15.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -70.6% 3.3% 8.4% 11.1% · · · · · · · · ·
Revenue CAGR 5Y 7.4% · · · · · · · · · · ·
EPS YoY 5-point trend, -98.3% 0.57% 36.7% 19.4% 12.0% 34.1% · · · · · · ·
EPS CAGR 3Y 3-point trend, -16.5% 18.0% 22.3% 21.5% · · · · · · · · ·
EPS CAGR 5Y 19.8% · · · · · · · · · · ·
Net Income YoY 5-point trend, -102.2% -0.65% 37.2% 18.9% 7.1% 30.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -5.0% 17.5% 20.5% 18.4% · · · · · · · · ·
Net Income CAGR 5Y 17.7% · · · · · · · · · · ·
Dividend CAGR 5Y 7.9% · · · · · · · · · · ·
Valorisation (TTM) 6
Données annuelles Valorisation (TTM) pour LII
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +54.3% $5.20B $5.34B $4.98B $4.72B $4.19B $3.63B $3.81B $3.88B $3.84B $3.64B $3.47B $3.37B
Net Income TTM 12-point trend, +291.5% $806M $811M $591M $497M $464M $356M $409M $359M $306M $278M $187M $206M
P/E 12-point trend, -5.2% 21.3 26.9 27.0 17.2 26.2 29.7 23.5 25.0 29.2 24.2 30.5 22.5
Earnings Yield 12-point trend, +5.4% 4.7% 3.7% 3.7% 5.8% 3.8% 3.4% 4.2% 4.0% 3.4% 4.1% 3.3% 4.5%
Payout Ratio 12-point trend, -16.0% 21.5% 19.9% 26.0% 28.6% 27.3% 33.1% 27.0% 26.2% 26.1% 24.8% 31.8% 25.6%
Annual Payout 12-point trend, +228.9% $173M $160M $153M $142M $126M $118M $110M $94M $80M $69M $59M $53M

États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années

Compte de résultat
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenu $5.20B$5.34B$4.98B$4.72B$4.19B
Marge Brute % 33.4%33.2%31.1%27.2%28.3%
Marge d'exploitation % 20.1%19.4%15.9%13.9%14.1%
Résultat net $806M$811M$591M$497M$464M
BPA dilué $22.79$22.66$16.58$13.88$12.39
Bilan
2025-12-312024-12-312023-12-312022-12-312021-12-31
Dette / Capitaux propres 0.20.40.6-3.5-0.0
Ratio de liquidité 1.61.41.40.91.4
Ratio de liquidité réduite 0.50.80.70.40.7
Flux de trésorerie
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flux de trésorerie libre $639M$782M$486M$201M$409M

Dernières actualités Actualités récentes mentionnant cette entreprise

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Détenteurs institutionnels (13F) 711 déclarants · $11.6B total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
86 (-2 vs T. préc.) 50 (-36 vs T. préc.) 222 (-10 vs T. préc.) 230 (+26 vs T. préc.) -73K

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

Institution Valeur Actions % de 13F suivies Type
VANGUARD GROUP INC $1 685 021 841 3 470 122 14,55% Actions
Capital International Investors $1 422 165 239 2 482 381 12,28% Actions
VANGUARD CAPITAL MANAGEMENT LLC $1 178 823 426 2 057 463 10,18% Actions
VIKING GLOBAL INVESTORS LP $911 539 959 1 590 959 7,87% Actions
STATE STREET CORP $852 219 484 1 483 993 7,36% Actions
VANGUARD PORTFOLIO MANAGEMENT LLC $811 028 486 1 415 531 7,01% Actions
GEODE CAPITAL MANAGEMENT, LLC $433 842 848 760 548 3,75% Actions
MILLENNIUM MANAGEMENT LLC $391 576 948 683 440 3,38% Actions
Beacon Pointe Advisors, LLC $239 216 561 417 517 2,07% Actions
NORGES BANK $206 547 329 360 498 1,78% Actions
CITADEL ADVISORS LLC $203 471 734 355 130 1,76% Actions
DIMENSIONAL FUND ADVISORS LP $158 027 631 275 814 1,37% Actions
LONDON CO OF VIRGINIA $155 787 063 271 899 1,35% Actions
VANGUARD FIDUCIARY TRUST CO $102 398 197 178 721 0,88% Actions
BANK OF AMERICA CORP /DE/ $100 824 877 175 975 0,87% Actions
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $95 049 540 165 895 0,82% Actions
True North Advisors, LLC $92 307 975 161 110 0,80% Actions
ENVESTNET ASSET MANAGEMENT INC $82 438 498 143 884 0,71% Actions
NEUBERGER BERMAN GROUP LLC $82 059 159 143 222 0,71% Actions
WORLDQUANT MILLENNIUM ADVISORS LLC $75 013 479 130 925 0,65% Actions
EULAV Asset Management $71 790 635 125 300 0,62% Actions
BARCLAYS PLC $68 452 055 119 473 0,59% Actions
D. E. Shaw & Co., Inc. $58 079 369 101 369 0,50% Actions
CAPTRUST FINANCIAL ADVISORS $54 035 916 94 312 0,47% Actions
Swiss National Bank $50 614 403 88 340 0,44% Actions
Capital International, Inc./CA/ $46 851 267 81 772 0,40% Actions
GOLDMAN SACHS GROUP INC $46 287 485 80 788 0,40% Actions
Mitsubishi UFJ Asset Management Co., Ltd. $44 075 325 76 927 0,38% Actions
CIBC Bancorp USA Inc. $39 877 320 69 378 0,34% Actions
RAYMOND JAMES FINANCIAL INC $38 918 135 67 926 0,34% Actions
BNP PARIBAS FINANCIAL MARKETS $37 668 025 65 744 0,33% Actions
Vanguard Global Advisers, LLC $37 394 728 65 267 0,32% Actions
Bridgewater Associates, LP $36 227 056 63 229 0,31% Actions
JONES FINANCIAL COMPANIES LLLP $36 161 766 64 131 0,31% Actions
VOLORIDGE INVESTMENT MANAGEMENT, LLC $35 746 923 62 391 0,31% Actions
RHUMBLINE ADVISERS $35 646 538 62 216 0,31% Actions
BlackRock, Inc. $35 566 444 62 076 0,31% Actions
Sumitomo Mitsui Trust Group, Inc. $35 235 279 61 498 0,30% Actions
Sunriver Management LLC $33 808 061 59 007 0,29% Actions
California Public Employees Retirement System $29 648 444 51 747 0,26% Actions
MORGAN STANLEY $28 633 140 49 974 0,25% Actions
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $28 481 345 49 710 0,25% Actions
Fisher Asset Management, LLC $27 674 328 48 301 0,24% Actions
Boston Trust Walden Corp $26 960 162 47 055 0,23% Actions
UBS Group AG $26 498 938 46 250 0,23% Actions
Schonfeld Strategic Advisors LLC $25 151 930 43 899 0,22% Actions
NEW YORK STATE COMMON RETIREMENT FUND $25 029 321 43 685 0,22% Actions
MANUFACTURERS LIFE INSURANCE COMPANY, THE $23 231 404 40 547 0,20% Actions
CAMPBELL NEWMAN ASSET MANAGEMENT INC $22 327 862 38 970 0,19% Actions
VIRGINIA RETIREMENT SYSTEMS ET Al $20 975 599 43 197 0,18% Actions
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $19 624 345 42 282 0,17% Actions
AMERICAN CENTURY COMPANIES INC $19 405 816 33 870 0,17% Actions
Rafferty Asset Management, LLC $18 918 809 33 020 0,16% Actions
BRIGHTON JONES LLC $18 441 574 32 187 0,16% Actions
Gotham Asset Management, LLC $17 210 272 30 038 0,15% Actions
ALLIANCEBERNSTEIN L.P. $16 312 313 35 146 0,14% Actions
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $15 572 208 27 179 0,13% Actions
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $15 368 811 26 824 0,13% Actions
AVIVA PLC $15 273 128 26 657 0,13% Actions
STIFEL FINANCIAL CORP $14 825 314 25 873 0,13% Actions
HFR Wealth Management, LLC $14 796 344 25 825 0,13% Actions
PineBridge Investments, L.P. $13 994 161 26 436 0,12% Actions
Man Group plc $13 229 416 23 090 0,11% Actions
ADAGE CAPITAL PARTNERS GP, L.L.C. $13 145 192 22 943 0,11% Actions
LPL Financial LLC $12 707 051 22 178 0,11% Actions
Baird Financial Group, Inc. $11 940 851 20 841 0,10% Actions
Quantinno Capital Management LP $11 916 905 20 799 0,10% Actions
Horrell Capital Management, Inc. $11 547 234 20 154 0,10% Actions
GATEWAY INVESTMENT ADVISERS LLC $11 376 573 19 856 0,10% Actions
APG Asset Management N.V. $11 279 593 22 508 0,10% Actions
Pictet Asset Management Holding SA $11 183 411 19 519 0,10% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $11 069 036 23 849 0,10% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $10 943 345 19 100 0,09% Option de vente
Mediolanum International Funds Ltd $10 811 752 19 007 0,09% Actions
Aventail Capital Group, LP $10 720 467 18 711 0,09% Actions
Legal & General Group Plc $10 718 177 18 707 0,09% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $10 599 575 18 500 0,09% Option d'achat
Connor, Clark & Lunn Investment Management Ltd. $10 596 137 18 494 0,09% Actions
Zurcher Kantonalbank (Zurich Cantonalbank) $10 537 123 18 391 0,09% Actions
BLI - Banque de Luxembourg Investments $10 412 268 18 260 0,09% Actions
VICTORY CAPITAL MANAGEMENT INC $10 323 413 18 018 0,09% Actions
Fideuram Asset Management (Ireland) dac $9 925 755 19 013 0,09% Actions
Russell Investments Group, Ltd. $9 682 282 16 899 0,08% Actions
STATE OF WISCONSIN INVESTMENT BOARD $9 582 016 16 724 0,08% Actions
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $9 541 909 16 654 0,08% Actions
VANGUARD ASSET MANAGEMENT, Ltd $9 327 626 16 280 0,08% Actions
Walleye Capital LLC $9 060 631 15 814 0,08% Actions
Interval Partners, LP $9 011 358 15 728 0,08% Actions
Universal- Beteiligungs- und Servicegesellschaft mbH $8 863 660 15 497 0,08% Actions
Vanguard Investments Australia, Ltd. $8 589 093 14 991 0,07% Actions
PRUDENTIAL FINANCIAL INC $8 519 767 14 870 0,07% Actions
STONE RUN CAPITAL, LLC $8 318 892 15 715 0,07% Actions
Cetera Investment Advisers $8 223 209 14 353 0,07% Actions
Mitsubishi UFJ Trust & Banking Corp $8 135 890 14 200 0,07% Actions
NOMURA ASSET MANAGEMENT CO LTD $7 837 383 13 679 0,07% Actions
BANK OF MONTREAL /CAN/ $7 746 857 13 521 0,07% Actions
FIRST TRUST ADVISORS LP $7 536 116 13 153 0,07% Actions
KLP KAPITALFORVALTNING AS $7 497 732 13 060 0,06% Actions
Tredje AP-fonden $7 339 490 12 810 0,06% Actions
CIBC Asset Management Inc $7 269 017 12 687 0,06% Actions

Initiés de la société 60 initiés · 33 dirigeants · 27 administrateurs

Dirigeant Rôle Dernière activité Actions détenues Achats 12m Ventes 12m Net 12m
Alok Maskara Chief Executive Officer 13 mars 2026 F 40 479 0 0 $0
Todd M Bluedorn Chairman and CEO 23 mars 2022 D 15 778 0 0 $0
Robert E Schjerven Chief Executive Officer 30 juin 2007 D 756 958 0 0 $0
Michael Quenzer EVP, Chief Financial Officer 13 mars 2026 F 4 895 0 0 $0
Robert W. Hau EVP, Chief Financial Officer 8 décembre 2011 A 30 166 0 0 $0
Susan K Carter EVP & Chief Financial Officer 1 juin 2009 D 95 048 0 0 $0
SMITH RICHARD A /TX Chief Financial Officer 11 décembre 2003 A 112 195 0 0 $0
Douglas L Young EVP, President & COO RHC 15 mars 2023 F 49 295 0 0 $0
Elliot S Zimmer EVP, President/COO Commercial 20 mai 2022 F 1 390 0 0 $0
David W Moon EVP, President & COO of WWR 12 décembre 2017 F 113 908 0 0 $0
Michael Blatz EVP, Pres, COO Service Experts 22 mars 2013 D 11 995 0 0 $0
Harry J Bizios EVP, Pres/COO Commercial 15 mars 2013 F 27 616 0 0 $0
Chris Kosel VP-Corp Controller and CAO 6 mai 2026 S 1 090 0 3 $-842 830
Joseph Nassab EVP & Pres., Bldg Climate Sol. 13 mars 2026 F 11 063 0 0 $0
Prakash Bedapudi EVP, Chief Technology Officer 13 mars 2026 F 21 455 0 0 $0
Daniel M Sessa EVP, Chief HR Officer 13 mars 2026 F 34 640 0 0 $0
Sarah Rachel Martin EVP & Pres., Home Comfort Sol 2 février 2026 A 2 355 0 0 $0
Monica M. Brown EVP, Chief Legal Officer 2 février 2026 A 1 803 0 0 $0
Gary S Bedard EVP & Pres., Home Comfort Sol 14 mars 2025 F 21 945 0 0 $0
John D Torres Executive Vice President 4 février 2025 M 3 269 0 0 $0
Joseph William Reitmeier EVP 28 février 2024 M 24 533 0 0 $0
Terry L Johnston EVP, Special Projects 10 décembre 2019 S 20 049 0 0 $0
James W Borzi Vice President, Operations 9 décembre 2010 A 1 948 0 0 $0
Scott J Boxer LII EVP/President SEI 30 juin 2010 D 350 702 0 0 $0
William F Stoll JR EVP, Chief Legal Officer & Sec 30 septembre 2008 D 90 023 0 0 $0
Mark Roland Hogan EVP, Engineering 31 juillet 2008 D 6 758 0 0 $0
Thomas W Booth VP Op - SEI 19 février 2008 G 127 622 0 0 $0
Linda Goodspeed EVP ,IT and Bus. Dev. 31 décembre 2007 D 136 320 0 0 $0
Harry J Ashenhurst Chief Administrative Officer 24 mai 2007 S 179 389 0 0 $0
David L Inman Chief Accounting Officer 8 février 2007 A 33 801 0 0 $0
Robert J Mcdonough Executive Vice President 13 mars 2006 F 214 903 0 0 $0
Michael E Schwartz Executive Vice President 2 août 2005 M 267 775 0 0 $0
Carl E Edwards JR Chief Legal Officer/Secretary 4 décembre 2003 M 266 674 0 0 $0
Sivasankaran Somasundaram Administrateur 26 mai 2026 D 767 0 0 $0
Shane D Wall Administrateur 21 mai 2026 A 2 548 0 1 $-54 001
Ark Jon Vander Administrateur 21 mai 2026 A 617 0 0 $0
Tracy A Embree Administrateur 21 mai 2026 A 343 0 0 $0
Sherry Buck Administrateur 21 mai 2026 A 2 306 0 0 $0
Karen H Quintos Administrateur 21 mai 2026 A 7 253 0 0 $0
Todd J Teske Administrateur 21 mai 2026 A 7 224 0 2 $-668 525
Gregory T Swienton Administrateur 16 mai 2024 A 13 956 0 0 $0
Janet Katherine Cooper Administrateur 16 mai 2024 A 8 672 0 0 $0
Kim K.W. Rucker Administrateur 9 décembre 2022 A 5 242 0 0 $0
Max H Mitchell Administrateur 10 décembre 2021 A 1 907 0 0 $0
John E Major Administrateur 15 janvier 2021 A 13 576 0 0 $0
Paul W Schmidt Administrateur 15 avril 2020 A 1 498 0 0 $0
Terry Dean Stinson Administrateur 17 avril 2017 A 44 110 0 0 $0
Richard L Thompson Administrateur 1 octobre 2015 J 216 159 0 0 $0
Jeffrey D Storey Administrateur 15 juillet 2011 A 195 108 0 0 $0
James J Byrne Administrateur 15 avril 2011 A 57 284 0 0 $0

Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché

Activistes et détenteurs de 5%+ 3 participations

Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.

Déclarant Déposé Participation Statut Objectif Dépôt
NORRIS JOHN W III ×2 dépôts 23 juin 2025 9,80% Amendement Investissement passif SEC
John W. Norris, Jr. 6 avril 2015 Dépôt initial Investissement passif SEC
Personne déclarante non divulguée 20 mars 2001 Dépôt initial SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Détention d'ETF Détenu par 169 ETFs

Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

Fonds Poids Unités Au Source
KMID · Virtus ETF Trust II 3,44% 2 829 NS 30 avril 2026 N-PORT
NAIL · Direxion Shares ETF Trust 2,75% 28 994 NS 30 avril 2026 N-PORT
ITB · iShares Trust 2,75% 152 829 SH 21 août 2026 Quotidien
WBIF · Absolute Shares Trust 2,68% 1 099 NS 30 juin 2026 N-PORT
WBIG · Absolute Shares Trust 1,95% 934 NS 30 juin 2026 N-PORT
UPGR · DBX ETF Trust 1,93% 252 NS 29 mai 2026 N-PORT
CCSO · Tidal Trust II 1,57% 1 368 NS 30 avril 2026 N-PORT
UPGD · Invesco Exchange-Traded Fund Trust 1,54% 4 598 SH 21 août 2026 Quotidien
RBLD · First Trust Exchange-Traded Fund II 1,11% 785 NS 30 juin 2026 N-PORT
DGLO · First Trust Exchange-Traded Fund VI 0,92% 58 NS 30 juin 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 0,92% 24 027 SH 21 août 2026 Quotidien
HOMZ · ETF Series Solutions 0,86% 585 NS 31 mai 2026 N-PORT
NUMV · Nushares ETF Trust 0,76% 6 106 NS 30 avril 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,49% 414 842 SH 19 août 2026 Quotidien
TRFK · Pacer Funds Trust 0,41% 4 702 NS 30 avril 2026 N-PORT
MADE · iShares Trust 0,40% 593 SH 21 août 2026 Quotidien
AVMV · AMERICAN CENTURY ETF TRUST 0,39% 4 894 NS 31 mai 2026 N-PORT
JSTC · Tidal Trust I 0,35% 2 351 NS 31 mai 2026 N-PORT
FLAG · Global X Funds 0,32% 10 NS 30 avril 2026 N-PORT
SZNE · Pacer Funds Trust 0,32% 80 NS 30 avril 2026 N-PORT
PEPS · Morgan Stanley ETF Trust 0,27% 138 NS 30 juin 2026 N-PORT
FTLS · First Trust Exchange-Traded Fund III 0,26% 11 313 NS 30 avril 2026 N-PORT
FLCC · Federated Hermes ETF Trust 0,26% 630 NS 31 mai 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,24% 9 363 NS 30 avril 2026 N-PORT
VIS · VANGUARD WORLD FUND 0,24% 38 051 SH 19 août 2026 Quotidien
DUSL · Direxion Shares ETF Trust 0,22% 223 NS 30 avril 2026 N-PORT
TEXN · iShares Trust 0,21% 91 SH 21 août 2026 Quotidien
VB · VANGUARD INDEX FUNDS 0,21% 718 402 SH 19 août 2026 Quotidien
FTA · First Trust Exchange-Traded AlphaDE… 0,19% 4 734 NS 30 avril 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,19% 5 293 NS 30 avril 2026 N-PORT
UXI · ProShares Trust 0,19% 106 NS 31 mai 2026 N-PORT
GSEW · Goldman Sachs ETF Trust 0,18% 6 430 NS 31 mai 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,18% 1 461 NS 31 mai 2026 N-PORT
HQGO · Lattice Strategies Trust 0,18% 163 NS 30 avril 2026 N-PORT
CVMC · Morgan Stanley ETF Trust 0,18% 316 NS 30 juin 2026 N-PORT
IMCG · iShares Trust 0,17% 17 540 SH 21 août 2026 Quotidien
AVUQ · AMERICAN CENTURY ETF TRUST 0,16% 807 NS 31 mai 2026 N-PORT
SIZE · iShares Trust 0,16% 1 688 SH 21 août 2026 Quotidien
IYJ · iShares Trust 0,15% 7 195 SH 21 août 2026 Quotidien
RSP · Invesco Exchange-Traded Fund Trust 0,15% 369 957 SH 21 août 2026 Quotidien
VFQY · VANGUARD WELLINGTON FUND 0,15% 1 210 SH 19 août 2026 Quotidien
EUSA · iShares, Inc. 0,15% 7 119 SH 21 août 2026 Quotidien
QUAL · iShares Trust 0,14% 163 918 SH 21 août 2026 Quotidien
FNDA · SCHWAB STRATEGIC TRUST 0,14% 24 247 NS 31 mai 2026 N-PORT
EXI · iShares Trust 0,13% 4 516 SH 21 août 2026 Quotidien
BSCS · Invesco Exchange-Traded Self-Indexe… 0,12% 4 044 000 19 août 2026 Quotidien
PALC · Pacer Funds Trust 0,12% 513 NS 30 avril 2026 N-PORT
DUHP · Dimensional ETF Trust 0,11% 23 281 NS 30 avril 2026 N-PORT
IWP · iShares Trust 0,11% 53 744 SH 21 août 2026 Quotidien
EVUS · iShares Trust 0,11% 996 SH 21 août 2026 Quotidien