Barclays Trims Target on Lennox, But Still Sees Structural Strength

Lennox International Inc. (NYSE:LII) is one of the most profitable manufacturing stocks to buy now.

On October 23, 2025, Barclays reiterated its “Overweight” rating on Lennox International but trimmed its 12‑month price target from $730 to $700, signaling a slight cooling in optimism. The note pointed out the company’s mixed Q3/2025 results: adjusted EPS came in at $6.98, beating expectations, while revenue slipped about 4.8% year‑over‑year to $1.43 billion.Barclays Trims Target on Lennox, But Still Sees Structural Strength

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Barclays flagged that the bottom of Lennox’s cycle likely comes only in early 2026, suggesting investors are buying more on structural strength than immediate growth. With margin resilience holding up despite volume headwinds, and macro softness priced in, the firm appears to believe the HVAC specialist is a “buy on beat‑up” scenario at current levels.

Lennox International Inc. (NYSE:LII), together with its subsidiaries, designs, manufactures and markets heating, ventilation, air‑conditioning and refrigeration equipment for residential and commercial markets in the U.S., Canada and internationally.

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