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Upturn AI Summary - About
Lennox International Inc(LII)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LII
10/09/2026: LII (1-star) is currently NOT-A-BUY. Pass it for now.
Lennox International Inc is a prominent US-based provider of residential and commercial HVAC and refrigeration systems. The company is known for its strong brand, high-efficiency product portfolio, and a deeply embedded dealer network that provides a competitive advantage. Its primary investment story centers on the growing demand for sustainable climate control and long-term HVAC replacement cycles. However, investors must monitor risks related to housing market cyclicality, raw material costs, and intense competition from larger global firms. Lennox may be a suitable fit for dividend-focused and quality-oriented investors seeking stable, long-term exposure to the essential building products sector.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Lennox offers steady organic growth potential, but lacks the high-velocity expansion typical of core growth stocks. |
| Momentum investor | Strong fit while signal remains positive | The stock often trends well during housing market upcycles and periods of strong industrial performance. |
| Value investor | Mixed fit | The stock often trades at a premium multiple due to its brand reputation, which may limit deep-value appeal. |
| Dividend investor | Strong fit | Lennox has a stable, reliable dividend profile that appeals to income-oriented investors. |
| Low-risk investor | Strong fit | The established nature of the company and essential nature of HVAC systems provide a relatively stable investment profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can be sensitive to interest rate changes and housing sector news. |
| Valuation risk | Medium | Investors often pay a premium for high-quality HVAC names, which can lead to valuation compression. |
| Competition risk (Global HVAC) | Medium / high | Intense competition from major players like Carrier and Trane forces constant innovation. |
| Business quality | Strong | Lennox is a highly regarded brand with a long history of operational success. |
| Dividend income | Low | While consistent, the dividend yield is not the primary driver of total returns. |
| Execution risk | Medium | Successfully navigating supply chain complexities and product shifts remains critical. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -25.66% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.50B USD | Price to earnings Ratio 15.94 | 1Y Target Price 472.64 |
Price to earnings Ratio 15.94 | 1Y Target Price 472.64 | ||
Volume (30-day avg) 486.2K shares | Beta 1.16 | 52 Weeks Range 348.90 - 585.05 | Updated Date 10/09/2026 |
52 Weeks Range 348.90 - 585.05 | Updated Date 10/09/2026 | ||
Dividends yield (FY) 1.47% | Basic EPS (TTM) 22.68 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Residential HVAC | Furnaces, air conditioners, and heat pumps for homes. | This is the core, stable engine of the company. |
| Commercial HVAC | Rooftop units and large-scale cooling systems. | This segment provides exposure to non-residential infrastructure trends. |
| Refrigeration | Commercial cooling for food and retail. | This is a smaller, niche segment providing stable, essential demand. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 15.94 | Forward PE 14.16 | Enterprise Value 14.84B | Price to Sales(TTM) 2.36 |
Enterprise Value 14.84B | Price to Sales(TTM) 2.36 | ||
Enterprise Value to Revenue 2.8 | Enterprise Value to EBITDA 12.73 | Shares Outstanding 34.56M | Shares Floating 31.23M |
Shares Outstanding 34.56M | Shares Floating 31.23M | ||
Percent Insiders 9.6 | Percent Institutions 79.41 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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