LENNOX INTERNATIONAL INC
In the published model solve dated 2026-Q2, anchored at $393.39, LENNOX INTERNATIONAL INC (LII) is priced for +8.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 29, 2026 from SEC EDGAR filings.
• Lennox is two HVAC businesses heading in opposite directions: the residential Home Comfort segment saw revenue fall 10% in Q1 2026 on weak new-home construction, while the commercial Building Climate segment grew 38% and expanded its margin 300 basis points to 19.7% [Source: Q1 2026 earnings release]. • The biggest risk is paying a premium price for a cyclical: at today's multiple no standard valuation method reaches the price, and a 130-basis-point segment-margin decline on factory under-abso
Is LII overvalued? See what's priced in →
604 institutional managers reported holding LII in 13F filings for the quarter ended 2026-03-31. Together they hold about 75% of the company; the top 10 hold 48%. 65 opened new positions that quarter. Held by Vanguard Group, BlackRock, Viking Global, among others. On the short side, 2.5M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (7.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LII has cut its share count 7% over the past five years, spending $1.16B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 8 years straight; the current rate is $5.05 a share annually. Cash returned over the past three years: $456.70M in dividends and $627.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at LII over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LII's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +8.2% | +3.0% |
| 2023-10-27 | +5.7% | +24.8% |
| 2024-02-14 | -5.2% | +2.4% |
| 2024-04-25 | -0.2% | +14.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LII's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-05-28 (items 5.02, 5.07); 2026-04-29 (items 2.02, 9.01); 2026-01-28 (items 2.02, 9.01); 2025-12-05 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 29, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.