{
  "symbol": "LII",
  "company": "Lennox International Inc.",
  "generated_at": "2026-06-24T07:36:49.625Z",
  "event_count": 5,
  "events": [
    {
      "type": "pipeline_event",
      "ts": "2026-06-18T13:14:30.369Z",
      "stage": "cooldown",
      "outcome": "skip",
      "reason": "recent scout:failed 0.0h ago < cooldown 1h, no material change",
      "trigger": "[news_M&A] Lennox Signs Agreement to Acquire Heat Controller, Expanding Portfolio with Trusted Comfort-Aire and Century Brands",
      "source": "hunter"
    },
    {
      "type": "analyst_decision",
      "ts": "2026-05-26T20:22:05.649Z",
      "skip": true,
      "reason": "Material antitrust litigation overhang and insider selling trigger anti-signal gates, while valuation trades in line with peers leaves no mispricing edge. Elevated IV exists but the litigation risk and lack of catalyst make any structure unattractive.",
      "score": 7,
      "breakdown": {
        "smart_money": 0,
        "options_flow": 0,
        "catalyst": 5,
        "mispricing": 0,
        "quality": 0,
        "technical": 2
      },
      "debug_path": "drafts/2026-05-26-LII.analyst.debug.json"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-05-26T20:21:26.567Z",
      "summary": "Lennox International (LII) reported strong Q1 2026 results ($1.14B revenue, +6% YoY; EPS $3.35 beats by +6%) with management raising FY26 revenue guidance to ~8% growth and reaffirming EPS guidance. Channel destocking has largely concluded per management commentary on the earnings call. The investigation trigger — 8 Form 4 filings in 14 days with a verified P/S trade — is technically met, but upon reading each filing, almost all activity consists of RSU/equity compensation grants (A-codes), NOT open-market discretionary purchases by executives. Two directors made small sales; there are no confirmed CEO or CFO open-market buys. A material antitrust class action was filed March 20, 2026 against LII and six other HVAC manufacturers alleging a price-fixing conspiracy since January 2020 — a significant litigation risk that the market may not be fully pricing. The stock is near fair value at forward P/E of ~18.8x (in line with sector) with no compelling valuation mispricing, limiting asymmetric long potential despite decent fundamentals.",
      "verdict": "range_bound_or_income",
      "confidence": 5,
      "tool_calls": 23,
      "walltime_min": 21,
      "debug_path": "dossiers/2026-05-26-LII.scout.debug.json"
    },
    {
      "type": "analyst_decision",
      "ts": "2026-05-09T10:25:36.863Z",
      "skip": true,
      "reason": "Score falls well below the publishing threshold due to zero insider buying, lack of valuation discount, and material anti-signal gates (litigation, concentration). The technical setup and guidance raise are insufficient to overcome the fundamental headwinds and uncertainty.",
      "score": 16,
      "breakdown": {
        "smart_money": 0,
        "options_flow": 0,
        "catalyst": 5,
        "mispricing": 0,
        "quality": 5,
        "technical": 6
      },
      "debug_path": "drafts/2026-05-09-LII.analyst.debug.json"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-05-09T10:24:58.579Z",
      "summary": "Lennox International is a high-quality HVACR business with strong brand equity and an extensive distribution network. The company just reported Q1 2026 EPS of $3.35 (beat), raised full-year revenue guidance to ~8% growth, and the commercial Building Climate Solutions segment posted record results — boosted by the Duro Dyne/Supco acquisition. However, shares trade at a forward P/E of ~19.6x with ROE near 77%, sitting only 24% below the 52-week high. No insider open-market purchases were found in the past 90 days; all equity awards to executives (code A/F transactions) are compensation-related rather than discretionary buys. The primary structural risk is an antitrust class action filed in March-April 2026 alleging HVAC price-fixing conspiracy — this could be material but outcome and timing remain uncertain. Given elevated sector-level IV, full valuation, and a mixed fundamental picture (Home Comfort weakness vs commercial strength), there is no asymmetric mispricing to exploit on the long side.",
      "verdict": "range_bound_or_income",
      "confidence": 4,
      "tool_calls": 21,
      "walltime_min": 28,
      "debug_path": "dossiers/2026-05-09-LII.scout.debug.json"
    }
  ],
  "lessons": [],
  "chart_signal": {
    "ticker": "LII",
    "call": "HOLD",
    "confidence": 3,
    "score": 4,
    "factors": {
      "above_200dma": "+2",
      "above_50dma": "+1",
      "momentum_down": "-1 (-15.6%)",
      "rsi_neutral": "0 (53.5)",
      "macd_above_signal": "+1",
      "recent_macd_bullish_cross": "+1 (14d ago)",
      "from_high": "0 (-21.2%)"
    },
    "summary": "HOLD (score +4) · 12-1 mom -15.6% · RSI 53.5 · above_both · -21.2% from high",
    "last_close": 523.59,
    "one_month_ago_close": 480.51,
    "twelve_month_ago_close": 569.15,
    "twelve_one_momentum_pct": -15.57,
    "rsi_14": 53.5,
    "ma_stack": "above_both",
    "from_period_high_pct": -21.21,
    "period_high": 664.54,
    "price_targets": {
      "bear": 450,
      "fair": 534.18,
      "bull": 764.22,
      "bear_return_pct": -14.1,
      "fair_return_pct": 2,
      "bull_return_pct": 46,
      "method": "street_targets ⨯ chart_floors",
      "street": {
        "target_low": 450,
        "target_mean": 570.06665,
        "target_high": 650,
        "analyst_count": 15
      }
    },
    "generated_at": "2026-06-24T07:36:49.619Z"
  }
}