Lennox International (LII)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-10-30
$344.08-1.16%
Close 2026-10-30 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-10-30
Research Workspace
Put LII beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Building Products is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve at least 8% revenue growth in 2026: Comparison needs review.
View ThesisRevenue is growing steadily — about 2% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
View QualityManagement screens strong on capital allocation, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskLII’s claim rests on strong recent performance and earnings growth, despite weak cash support. Revenue grew 10% year over year in Q3, after 3% in Q2. The latest quarter missed earnings expectations by 4.7%. LII trades at 16× P/E versus the 19× peer median. That price reflects less growth than our forecast. The 2026 revenue-growth pillar needs review because its comparison is unverified. Our model puts the next-quarter miss probability at 26%. Peer multiples imply a price roughly in line with where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. LII is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering LII (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for LII in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LII Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Building Products — fair value, gap to price, and forward P/E.
Compare the value case
Put LII next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Accelerate productivity and mitigate inflation and tariff costs
Inflation and competition delay recovery, pressuring productivity and the expected performance trajectory.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $344.08
The last 12 months of price, then the range of analyst 12-month targets from today’s $344.08.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Maintain free cash flow within the 2026 guidance range
Mixed results and lower guidance raise concerns about execution and cash-flow guidance; headline gives limited detail.
Threatens: Maintain free cash flow within the 2026 guidance range
Earnings miss and sharp selloff raise concerns about guidance and cash-flow delivery.
Maintain free cash flow within the 2026 guidance range
2026 EPS and revenue outlook inform guidance, while pricing shifts add uncertainty.
Maintain free cash flow within the 2026 guidance range
Quarterly call may clarify outlook and cash generation, but no specific update is provided.
Maintain free cash flow within the 2026 guidance range
Quarterly call may clarify outlook and cash generation, but no specific update is provided.
Threatens: Maintain EPS guidance for 2026 within $23.00 to $25.00
Weak demand could impact EPS guidance for 2026.
Threatens: Maintain free cash flow within the 2026 guidance range
EPS guidance cut amid residential weakness materially pressures outlook and cash-flow confidence.