Lennox International Inc. (LII): one to watch?

Wait — a real but modest guidance cut from housing weakness triggered an oversized 25% crash, but the residential slump could keep worsening.

👀 WATCH Fundamentals60/100

Fell 25% in 11 trading day(s) — now $417.45

$689$203 peak $667 20222023202420252026

Why LII dropped

Lennox reported Q2 2026 earnings on July 29 that missed revenue estimates and cut full-year EPS guidance to a $23.50 midpoint, about 4.7% below what Wall Street expected, driven by weak residential air-conditioner/furnace demand tied to a soft housing market, even as the commercial HVAC business grew strongly.

Fwd P/E 15.9Op margin 22.9%Rev growth 3.0%Debt/equity 156.1%Analyst upside 27.3%
How this scored 60/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 14.9%
Generates cash Free cash flow $278M
Not drowning in debt Debt/equity 156.1% (limit 200%)
Can pay its bills Current ratio 1.6 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 22/25
Operating margin 22.9% 8/9
Net profit margin 14.9% 6/8
Return on equity 71.8% 8/8
Growth Is it getting bigger, or dying? 10/25
Revenue growth 3.0% 2/9
Earnings growth 0.1% 2/8
Expected profit change 16.9% 5/8
Value Is it cheap right now? 16/25
Forward P/E 15.9 8/10
PEG ratio 1.2 6/8
Analyst target upside 27.3% 3/7
Balance sheet Will it survive? 12/25
Debt / equity 156.1% 2/10
Current ratio 1.6 3/8
Free cash flow $278M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-31. Research only — not financial advice.