Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

Lennox International

LII stock analysis · Industrials · Building Products

FY 2025-12-31ANNUAL FILINGS
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$572.95HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$19.9B

Price × SEC outstanding shares. Shares measured 2026-04-22. Approximate; share and price dates can differ.

View share-count filing ↗
Valuation

DCF value

$278.81

Equity cash-flow scenario · SEC outstanding shares at 2026-04-22 · -51.3% versus input cap

How this is calculated ↗
Valuation

Reverse DCF

23.2%

Annual basis · read assumptions below

How this is calculated ↗
Valuation

Relative valuation

-0.6%

6 industry peers · median 24.6×

How this is calculated ↗
Valuation

Historical multiples

24.7×

3 annual observations · snapshot P/E 24.7× · 0.0% versus history

How this is calculated ↗
Valuation

Free cash flow yield

3.2%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

41.3%

Normalized tax · financing-capital proxy · parent-equity fallback (scope limitation) · short-term borrowing coverage incomplete

How this is calculated ↗
Valuation

Value composite

41/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

12.8%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

3.3%

Annual basis · read assumptions below

How this is calculated ↗
Quality

Accrual quality

1.3%

Parent-earnings fallback versus consolidated cash flow · scope limitation

How this is calculated ↗
Momentum

Fundamental momentum

-1.8%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 945.7M2020-12-31: cfo $612,400,000.002020-12-31: capex $78,500,000.0020202021-12-31: cfo $515,500,000.002021-12-31: capex $106,800,000.0020212022-12-31: cfo $302,300,000.002022-12-31: capex $101,100,000.0020222023-12-31: cfo $736,200,000.002023-12-31: capex $250,200,000.0020232024-12-31: cfo $945,700,000.002024-12-31: capex $163,600,000.0020242025-12-31: cfo $757,600,000.002025-12-31: capex $118,800,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%$349.70$381.56$415.81
10.0%$256.26$278.81$303.02
12.0%$202.17$219.37$237.82

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-315.2B805.8M757.6M118.8M4.1B
2024-12-315.3B811.1M945.7M163.6M3.6B
2023-12-315B591.2M736.2M250.2M2.9B
2022-12-314.7B497.1M302.3M101.1M2.6B
2021-12-314.2B464M515.5M106.8M2.2B
2020-12-313.6B356.3M612.4M78.5M2B
2019-12-313.8B408.7M396.1M105.6M2B
2018-12-313.9B359M495.5M95.2M1.8B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue5.2BRevenues2026-02-17
netIncome805.8MNetIncomeLoss
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-02-17
Parent/common earnings proxy805.8MNetIncomeLoss2026-02-17
cfo757.6MNetCashProvidedByUsedInOperatingActivities2026-02-17
capex118.8MPaymentsToAcquirePropertyPlantAndEquipment2026-02-17
operatingIncome1BOperatingIncomeLoss2026-02-17
assets4.1BAssets2026-02-17
equity1.2BStockholdersEquity
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-02-17
Parent book equity proxy1.2BStockholdersEquity2026-02-17
debt1.2BLongTermDebtAndCapitalLeaseObligationsCurrent + LongTermDebtAndCapitalLeaseObligations2026-02-17
shortDebtNot reported under a supported tag
cash34.2MCashAndCashEquivalentsAtCarryingValue2026-02-17
shares35.4MWeightedAverageNumberOfDilutedSharesOutstanding2026-02-17
dividends173MPaymentsOfDividendsCommonStock2026-02-17
buybacks482.3MPaymentsForRepurchaseOfCommonStock2026-02-17
issuance4MReviewed manual correction
Bounded FY2025-12-31 consolidated financing-statement extraction. Proceeds from employee stock purchases: 4000000 USD [us-gaap:ProceedsFromStockOptionsExercised]. All 13 financing lines reconcile exactly to reported financing cash flow -465700000 USD. Cash inflows from common shares, employee plans and option exercises are summed once as displayed on the statement; noncash compensation, withholding payments, preferred and noncontrolling interests are excluded. This review applies only to this issuer and fiscal period. Source limitation: issuance follows the separately reported common cash-inflow lines; it is not an independent verification of every gross equity transaction.
2026-02-17