LII · Lennox International Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on LII. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About LII · Lennox International Inc.
Lennox International Inc., together with its subsidiaries, designs, manufactures, and markets products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies; residential heating, ventilation, cooling equipment, and air conditioning; and evaporator coils, air handlers, and unit heaters under Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, Concord, MagicPak, Advanced Distributor Products, Allied, Elite Series, Supco, Linebacker, Elite series, Merit Series, Comfort Sync, Healthy Climate, Healthy Climate Solutions, iComfort, ComfortSense, and Lennox Stores name. The Building Climate Solutions segment offers unitary heating and air conditioning equipment, controls, installation and service of commercial heating and cooling equipment, variable refrigerant flow commercial, curb, curb adapters, drop box diffusers, HVAC recycling, and salvage service. This segment also provides , condensing units, unit coolers, fluid coolers, air cooled condensers, process chillers, compressorized racks, and replacement parts and supplies under the Lennox, Model L, CORE, Enlight, Xion, Energence, Prodigy, Strategos, Raider, Lennox VRF, Lennox National Account Services, Allied Commercial, Duro Dyne, Dyne-Tite, Durozone, Elite, AES Industries, Mechanical, Heatcraft Worldwide Refrigeration, Bohn, MAGNA, Larkin, Climate Control, Chandler Refrigeration, IntelliGen, and Interlink brand name. In addition, the company provides small package units, rooftop units, chillers, air handlers, and fan coils. It sells its products and services through direct sales, distributors, and company-owned parts and supplies stores. The company was founded in 1895 and is headquartered in Richardson, Texas.
Live Quote
HOLD (score +4) · 12-1 mom -15.6% · RSI 53.5 · above_both · -21.2% from high
Targets blend Wall Street consensus (15 analysts: low $450.00 / mean $570.07 / high $650.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
recent scout:failed 0.0h ago < cooldown 1h, no material change
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.
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.
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.
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.