LII

Lennox International Inc.

Industrials · $12.5B market cap

Share price

$356.30

close of Oct 3, 2026

Fair value

$270.70

Sticker Price

Payback Price

$108.28

buy price

Overpriced

LII is Overpriced: at $356.30 it trades 32% above its fair value of $270.70. Its buy price (Payback Price) is $108.28, 70% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 3% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth12.6% a year✓

Equity per share growth-0.0% a year✗

Sales growth2.9% a year✗

Free cash flow growth9.4% a year✗

Return on invested capital30.0%✓

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Superinvestors

1 of the investors we track holds LII. In Q1 2026, 1 added and 1 sold out. Who we track

Viking Global Investors

Viking Global Investors · as of Q2 2026

$911.5M

1,590,959 shares

Moves in Q1 2026

Added: Viking Global Investors

Sold out: First Eagle Investment Management

Insider activity

Since Aug 6, 2026: no open-market purchases and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Other filings

NORRIS JOHN W III

director · 2026-08-06

G-Gift

8,988 shares

About Lennox International Inc.

Lennox International Inc. is a global manufacturer and distributor specializing in heating, ventilation, air conditioning (HVAC), and refrigeration solutions. The company operates across three divisions: Residential Heating & Cooling, Commercial Heating & Cooling, and Refrigeration. Its Residential Heating & Cooling division supplies homeowners with systems like furnaces, air conditioners, and heat pumps, along with…

Industrial - Machinery