LII

Lennox International Inc.

IndustrialsBuilding Products & EquipmentNASDAQ

$502.16

+$22.63 (4.51%)today

Conviction

5/ 10

Fair Value$553.19

Upside+10.16%

Signal5.08

Market Cap$15.7B

52W Range$434.06–$689.44

Next EarningsApr 22

Conviction History

Conviction Changes

Mar 18, 2026, 1:10 PM6→5conviction-rescore

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$255.45

Current Price$467.88

Upside / Down-45.4%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)99.3%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

16.2%/yr

±5.3% · revenue growth to justify current price

FCF-Based Reverse DCF

20.1%/yr

±3.1% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 3

Conviction: unchanged

LII FY2025 10-K: Volume pressure in residential offset by pricing power; commercial resilience drives growth

LII faces volume headwinds in residential HVAC (down 17%) reflecting housing market weakness, but pricing discipline (10% in HCS, 8% in BCS) and commercial resilience (5% growth) provide offset. Gross...