Stocks · Industrials · Industrial - Machinery
Lennox International Inc. LII
$361.15 +1.36% Close, Oct 5, 2026 · NYSE · Market cap $12.31B
High qualityWeak trendInexpensive vs sector
Next earnings report: Oct 28, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- At 16.3× trailing earnings, the shares trade at the lowest P/E of the company's past five years.
- The stock is in a downtrend: below its 200-day average, with the 50-day average below the 200-day.
- Over the past year the stock returned -33.9%, behind the S&P 500 by 49.7 percentage points.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 6, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 16%
- EPS growth (TTM, YoY)Bottom 36%
- FCF growth (TTM, YoY)Bottom 48%
- Revenue growth, 3-year CAGRBottom 43%
- Revenue growth accelerationBottom 31%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 4%
- Gross marginTop 38%
- Operating marginTop 13%
- Cash conversion (OCF / net income)Bottom 26%
- Accruals (lower is better)Bottom 35%
- Net debt / EBITDA (lower is better)Top 45%
- Interest coverTop 12%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 10%
- Free-cash-flow yieldTop 24%
- EBITDA / enterprise valueTop 30%
- Sales / enterprise valueBottom 40%
- P/E vs own 5-year history (lower is better)Top 5%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 14%
- 6-month returnBottom 20%
- 1-year return vs S&P 500Bottom 15%
- Distance from 52-week highBottom 30%
- Trend checklist (0–4)Bottom 16%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 36%
- Consecutive EPS beatsTop 45%
- Share of analysts rating BuyBottom 13%
- Upside to consensus price targetTop 34%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 35%
- Maximum drawdown, 3 yearsTop 44%
- Beta vs S&P 500 (lower is better)Top 34%
- Net debt / EBITDA (lower is better)Top 45%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | -2.0% | -2.1% | ↓ |
| EPS growth (YoY) | -1.1% | -5.5% | ↓ |
| Gross margin | 33.1% | 33.1% | ↓ |
| Operating margin | 19.5% | 19.4% | ↓ |
| FCF margin | 12.6% | 13.9% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | -2.1% | -2.0% | ↓ | Bottom 16% |
| EPS growth (TTM, YoY) | -5.5% | -1.1% | ↓ | Bottom 36% |
| Gross margin | 33.1% | 33.1% | ↓ | Top 38% |
| Operating margin | 19.4% | 19.5% | ↓ | Top 13% |
| Net margin | 14.6% | 15.4% | ↓ | — |
| Free-cash-flow margin | 13.9% | 12.6% | ↑ | — |
| Return on invested capital | 22.8% | — | Top 4% | |
| Revenue growth, 3-year CAGR | 3.3% | — | Bottom 43% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.16×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -2.6%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.5%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +7.9 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 1.74×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 18.2×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 1.72%
- Net buyback yield (TTM)
- 2.78%
- Shareholder yield
- 4.50%
- Share count change, 1 year
- -2.0%
- Share count change, 3-year CAGR
- -0.8%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Jul 29, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 2
- Beats in the last 8 reports
- 7 of 8
- Average EPS surprise, last 4
- +0.4%
- Average 2-day reaction, last 8
- -4.7%
- Positive 20 days after report
- 4 of 8
Analysts
- Consensus price target
- $519.10
- Target vs current price
- +43.7%
- Analysts with a rating
- 30
- Share rating Buy or Strong Buy
- 30%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 29, 2026 | +0.7% | -21.0% | -17.9% | -28.5% | — |
| Apr 29, 2026 | +5.0% | +4.5% | +5.4% | +1.5% | +9.2% |
| Jan 28, 2026 | -6.3% | -2.3% | +1.9% | +8.2% | -1.0% |
| Oct 22, 2025 | +2.3% | -10.2% | -8.7% | -17.0% | -4.2% |
| Jul 23, 2025 | +14.0% | +6.6% | +3.2% | -1.0% | -15.0% |
| Apr 23, 2025 | +2.7% | -9.0% | -4.3% | +6.8% | +9.0% |
| Jan 29, 2025 | +35.9% | -8.8% | -12.7% | -6.0% | -20.9% |
| Oct 23, 2024 | +11.3% | +2.6% | +2.8% | +4.9% | +11.6% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 29, 2026 | $7.72 | $7.67 | +0.7% | $1.55B |
| Apr 29, 2026 | $3.35 | $3.19 | +5.0% | $1.14B |
| Jan 28, 2026 | $4.45 | $4.75 | -6.3% | $1.20B |
| Oct 22, 2025 | $6.98 | $6.82 | +2.3% | $1.43B |
| Jul 23, 2025 | $7.82 | $6.86 | +14.0% | $1.50B |
| Apr 23, 2025 | $3.37 | $3.28 | +2.7% | $1.07B |
| Jan 29, 2025 | $5.60 | $4.12 | +35.9% | $1.34B |
| Oct 23, 2024 | $6.68 | $6.00 | +11.3% | $1.50B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 16.3× | 23.3× | 0th | Top 10% |
| P/E (forward) | 15.3× | — | — | — |
| EV / EBITDA | 12.6× | — | — | Top 30% |
| EV / Sales | 2.69× | — | — | Bottom 40% |
| Free-cash-flow yield | 6.00% | — | — | Top 24% |
| Earnings yield | 6.12% | — | — | Top 10% |
P/E over the past five years
Range 16.8× – 30.0× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -33.9%
- Earnings per share growth (TTM)
- -5.5%
- Change in P/E multiple
- -31.1%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -15.7%
- 200-day average slope (20 days)
- -2.5%
- Distance from 50-day average
- -9.4%
- Distance from 200-day average
- -25.7%
- RSI (14)
- 38.9
- Relative volume
- 0.88×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 55.0%
- Volatility vs own 5-year history
- 96th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.90
- Correlation with S&P 500
- 0.38
- Current drawdown from 1-year high
- -37.0%
- Maximum drawdown, 3 years
- -47.7%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Nov 25, 2024 | Sep 30, 2026 | -47.7% | 461 days | Not yet recovered |
| Jul 7, 2021 | Jun 16, 2022 | -47.4% | 239 days | 278 days (Jul 27, 2023) |
| Sep 11, 2023 | Oct 25, 2023 | -13.5% | 32 days | 10 days (Nov 8, 2023) |
| Nov 6, 2020 | Jan 4, 2021 | -12.5% | 38 days | 56 days (Mar 25, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $12.31B
- P/E (TTM)
- 16.3
- EPS, diluted (TTM)
- $22.10
- Revenue (TTM)
- $5.30B
- Dividend yield
- 1.47%
- 52-week range
- $350.22 – $587.27
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $4.19B | $4.72B | $4.98B | $5.34B | $5.20B |
| Gross profit | $1.19B | $1.28B | $1.55B | $1.77B | $1.72B |
| Operating income | $590.3M | $656.2M | $790.1M | $1.03B | $1.02B |
| Net income | $464.0M | $497.1M | $590.1M | $806.9M | $786.2M |
| EPS (diluted) | $12.37 | $13.89 | $16.53 | $22.54 | $22.22 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.50B | $1.34B | $1.07B | $1.50B | $1.43B | $1.20B | $1.14B | $1.55B |
| Net income | $239.0M | $197.7M | $120.3M | $277.6M | $245.8M | $142.5M | $117.2M | $269.0M |
| EPS (diluted) | $6.68 | $5.52 | $3.37 | $7.82 | $6.96 | $4.07 | $3.35 | $7.72 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $515.5M | $302.3M | $736.2M | $945.7M | $757.6M |
| Capital expenditure | -$106.8M | -$101.1M | -$250.2M | -$163.6M | -$118.8M |
| Free cash flow | $408.7M | $201.2M | $486.0M | $782.1M | $638.8M |
| Dividends paid | -$126.5M | -$142.0M | -$153.4M | -$160.3M | -$173.0M |
| Net share buybacks | -$618.8M | -$304.7M | -$14.9M | -$70.7M | -$497.5M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $52.1M
- Total assets
- $4.54B
- Total liabilities
- $3.25B
- Total debt
- $2.02B
- Net debt
- $1.97B
- Shareholders’ equity
- $1.30B
As of Jun 30, 2026 (filed Jul 29, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Sep 30, 2026 | $1.36 | Oct 15, 2026 |
| Jun 30, 2026 | $1.36 | Jul 15, 2026 |
| Mar 31, 2026 | $1.30 | Apr 15, 2026 |
| Dec 31, 2025 | $1.30 | Jan 15, 2026 |
| Sep 30, 2025 | $1.30 | Oct 15, 2025 |
| Jun 30, 2025 | $1.30 | Jul 15, 2025 |
| Apr 30, 2025 | $1.15 | May 15, 2025 |
| Dec 31, 2024 | $1.15 | Jan 15, 2025 |
Short interest
- Shares sold short
- 2,164,972
- Days to cover
- 4.23
- Change vs previous report
- +14.0%
FINRA short interest, settlement date Sep 15, 2026.