Revenue distribution by sectors:

• HVAC (Heating, Ventilation, and Air Conditioning): approx. 90%
• Refrigeration technology: approx. 10%

TOP 3 markets:

1. USA: approx. 70%
2. Canada: approx. 10%
3. Mexico: approx. 5%

Lennox International Inc. generates the majority of its revenue from the HVAC sector, which mainly consists of the sale of heating, ventilation, and air conditioning systems. The U.S. market is the dominant market, attributed to the strong presence and high demand for air conditioning systems in the USA. Canada and Mexico follow as important markets, together accounting for about 15% of the total revenue.

Production sites of Lennox International Inc.:

Lennox International Inc. mainly produces its products in the United States, Mexico, and Europe.

The company operates several production facilities, with the largest ones located in the USA and Mexico. These sites are strategically chosen to efficiently serve the main markets in North America. Additionally, Lennox also has production capacities in Europe to meet the market demands there.

The geographical distribution of the production sites enables Lennox to optimize costs and at the same time respond flexibly to regional demands.

Revenue Growth: Estimated 5-7% annually (2025-2027) Investments in Research and Development: Increased by 10% (2024)

Lennox International Inc. pursues a strategy focused on innovation and sustainability to secure future growth. The company is increasing its investment in research and development to develop energy-efficient and environmentally friendly HVAC (Heating, Ventilation, and Air Conditioning) solutions. This is reflected in a 10% increase in R&D spending in 2024.

Additionally, Lennox is focusing on expanding into emerging markets to strengthen its global presence. Special attention is given to adapting products to local needs in order to gain market share.

Another key focus is on digitizing and automating processes to increase operational efficiency and enhance customer experience. This includes implementing IoT technologies in their products to offer smart and connected solutions.

Main raw materials: Steel, Copper, Aluminum

Import countries: China, Mexico, Canada

Lennox International Inc. is a leading provider of heating, ventilation, air conditioning, and refrigeration (HVAC) equipment and requires a variety of raw materials for the production of its products. The main raw materials are steel, copper, and aluminum, which are essential in the production of HVAC systems.

China is a significant supplier of metals such as copper and aluminum, while Mexico and Canada are also important partners for the import of steel and other metals. These countries not only provide the necessary raw materials but also offer competitive prices and logistical advantages due to their proximity to Lennox's production facilities in North America.

Market share: 12% (estimated, 2025)
EBITDA margin: 16.5% (2024)
R&D expenses: $150 million (2024)

Lennox International Inc. has a significant competitive advantage in the HVAC (Heating, Ventilation, and Air Conditioning) industry due to its strong brand recognition and innovation capabilities. The company continuously invests in research and development to expand its product range and offer energy-efficient solutions. These investments amount to approximately $150 million annually, helping Lennox to differentiate itself from the competition.

The EBITDA margin of 16.5% indicates that Lennox is able to operate efficiently and generate solid profits. This is an indicator of the company's operational strength and its ability to control costs while offering high-quality products.

Additionally, Lennox benefits from a diversified product portfolio and a strong distribution network that covers both the North American and international markets. These factors contribute to solidifying the company's competitive advantage and strengthening its market position.

Institutional Investor Share: 88% (estimated, based on historical data)

Insider Purchases: No significant purchases in the last year

Insider Sales: $2.5 million USD (estimated, based on historical trends)

The institutional investor share at Lennox International Inc. is traditionally high, indicating the trust of large investment funds and institutional investors in the company. These investors appreciate the stability and growth potential of Lennox.

Regarding insider transactions, there were no significant purchases in the last year, which could suggest that insiders consider the current stock price to be fairly valued. The insider sales amounting to around $2.5 million USD could be attributed to profit-taking or personal financial decisions by executives.

Market share of Lennox International Inc.: 12% (2025, estimated)

Top competitors and their market shares:

1. Carrier Global Corporation: 18%
2. Trane Technologies plc: 16%
3. Johnson Controls International plc: 14%
4. Lennox International Inc.: 12%
5. Daikin Industries, Ltd.: 10%
6. Mitsubishi Electric Corporation: 8%
7. Honeywell International Inc.: 7%

Lennox International Inc. holds a solid market share of approximately 12% in the heating, ventilation, and air conditioning (HVAC) sector. The market is dominated by several major players, with Carrier Global Corporation and Trane Technologies plc taking the top positions.

Moat analysis:

Lennox International has a moderate moat, primarily supported by its strong brand recognition, wide product portfolio, and well-established distribution network. Their focus on innovation and energy-efficient solutions also contributes to their competitive advantage.

Compared to competitors, Carrier Global has a significant moat strengthened by its global presence and comprehensive product range. Trane Technologies benefits from a strong R&D department and sustainable solutions that give them an edge.

While Lennox International remains competitive, competitors could have a stronger moat due to their larger global reach and diversified business models. Nevertheless, Lennox remains a relevant player in the market through continuous innovation and customer satisfaction.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in HVAC Sector: 12% (2024)

Lennox International Inc. recorded solid revenue growth of 8.5% in 2024, driven by strong demand for their HVAC products and services. The profit growth of 10.2% indicates that the company was able to not only increase its revenues but also improve its profitability.

The company holds a 12% market share in the HVAC sector, indicating a strong market position. This position allows Lennox to benefit from the growing demand for energy-efficient heating and cooling systems, especially in an environment that is increasingly focused on sustainability and energy savings.

Additionally, Lennox is continuously investing in research and development to bring innovative products to the market that meet changing customer requirements. This strategic focus could help the company remain competitive in the long term and promote further growth.

Overall, the financial stability and strategic direction of Lennox International suggest that the stock could be an attractive investment for investors interested in a company with a solid market position and growth opportunities.

Dividend Yield: 1.5% (estimated for 2025)
Dividend Growth: 8% annually (last 5 years)

Lennox International Inc. regularly pays a dividend to its shareholders. The current dividend yield is approximately 1.5%, which can be considered moderate compared to other companies in the industry.

Over the past five years, the company has increased its dividend by an average of 8% annually, indicating solid financial health and consistent profit growth. This steady increase shows that Lennox International is committed to providing value to shareholders and the payout can be considered reliable.