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Lennox International

Industrials Updated August 09, 2026
$437.36
52W $411.41 – $616.50
58/100
$15.20B
19.8
1.20
AI Committee Verdict
Watch
58/100
Conviction: Contested · 40% agreement · 5 analysts
+25.4%
-1.1%
22.64:1
Contested

Is LII Bullish or Bearish?

Mixed. Innellis AI committee rates Lennox International (LII) Watch with a composite score of 58/100 , based on 5 analysts with 40% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +1.54 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -18.46 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 45.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price structure making lower highs and lower lows — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price structure (HH_HL) contradicts the downtrend -- mixed signals — Technical
  • Bollinger bandwidth of 45.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
58/100
Agreement
40%
Analysts
5
Conviction
Contested
Sector Rank
Top 53%
of 158 Industrials peers
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
47 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 45.3% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
55 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score strengthened from 50.4 to 58.5.

Analyst-level changes:
  • Growth Analyst: stance bearish->bullish; score 40->85 (+45).
  • Value Analyst abstained (was neutral at 55).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
31.5
Neutral
MACD Histogram
-7.970
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Hh Hl
Support
$434.54
Resistance
$550.92
Bollinger %B
0.23
Inside Bands
Price vs Moving Averages
EMA 9
$454.48 Below
EMA 21
$485.57 Below
EMA 50
$506.94 Below
EMA 200
$518.46 Below

Fundamental Analysis

Valuation
60
Growth
64
Profitability
76
Financial Health
56
Cash Flow
70
Valuation
P/E Ratio 19.8×
P/B Ratio 11.76×
PEG Ratio -3.50
Dividend Yield 1.20%
52W High $616.50
52W Low $411.41
Quality & Growth
ROE 6759.5%
ROA 1926.1%
Gross Margin 3310.1%
Operating Margin 1937.1%
Revenue Growth YoY
Debt / Equity 1.56
AI Fundamental Assessment
P/E ratio of 19.8 (inexpensive relative to a 15-40x range); Price-to-book of 11.8x; PEG ratio of -3.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 67.6%; Return on assets of 19.3%; Net margin of 14.6%; Gross margin of 33.1%; Current ratio of 1.57 (healthy short-term liquidity); Debt-to-equity of 1.56; Free cash flow per share is positive (21.29); Most recent quarter missed estimates by 0.5%; EPS growth accelerating (-24.7% -> +130.4% QoQ); Average YoY EPS growth of -1.3%; Analyst estimates rising over recent quarters
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