Lennox International Inc.
$418.73-2.6%YTD-11.9%1Y-32.8%
Mentions · last 7 days
51
Price updated 12m ago·X counts updated 22h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $LII, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Industrial - Machinery sits in its cycle right now — and what that implies for $LII.
Industrial - Machinery
No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.
Industry benchmark
28-name peer basket
+13.1%YTD
+43.9%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
19.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
22.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
19.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
4.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
65.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
33.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$7.72$7.67+0.7%
Q1 2026Apr 29, 2026$3.35$3.19+5.0%
Q4 2025Jan 28, 2026$4.45$4.75-6.3%
Q3 2025Oct 22, 2025$6.98$6.82+2.3%
Next earningsWed, Oct 28·consensus EPS $7.96
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.5B+3.0%34.9%23.0%$7.75$136.3M
Q1 FY26$1.1B+5.8%30.9%14.6%$3.37$-39.4M
Q4 FY25$1.2B-11.2%32.6%16.4%$4.08$376.7M
Q3 FY25$1.4B-4.8%33.3%21.7%$6.98$265.1M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$5.6B$5.6B – $5.7B$24.44$23.84 – $25.3015
FY27$5.9B$5.7B – $6.1B$26.73$25.09 – $28.1615
FY28$6.2B$5.9B – $6.9B$29.01$26.78 – $33.549
FY29$6.0B$5.8B – $6.2B$27.30$26.37 – $28.854
FY30$7.0B$6.8B – $7.3B$36.93$35.66 – $39.034
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.4.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-18.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-15.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
β1.165-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 13 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
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