LII
Lennox International Inc.Evidence as of 2026-09-02Overview · Lennox International Inc.
Lennox International Inc., together with its subsidiaries, designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. It operates through three segments: Residential Heating & Cooling, Commercial Heating & Cooling, and Refrigeration. The Residential Heating & Cooling segment provides furnaces, air…
Management team
- Mr. Richard A. Pelini · VP & TreasurerFind on LinkedIn
- Mr. Michael Quenzer · Executive VP & CFOFind on LinkedIn
- Mr. Daniel M. Sessa · Executive VP & Chief HR OfficerFind on LinkedIn
- Mary Ellen Mondi · Vice President of Marketing & CommunicationFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.1 of a possible +2; unchanged from before the debate) and the desk’s confidence is high. Revenues for the fiscal quarter covering 2026-01-01 to 2026-03-31 were $1,135,100,000, up from $1,072,600,000 a year earlier, with gross profit rising to $351,300,000 from $340,900,000 while operating income slipped modestly to $163,500,000 from $168,000,000. Net income in that quarter was $117,200,000 versus $129,600,000 a year prior and diluted EPS fell from $3.63 to $3.35; shares outstanding have trended down modestly to about 34,799,968 as of 2026-04-22 and reported repurchases in the comparable quarter fell to $19,500,000 from $85,200,000.
Other filing-level evidence shows net sales of $1,545.3 million for the three months ended June 30, 2026 (a 3% year-over-year increase) with net income of $269 million and diluted EPS of $7.72 for that quarter; segment detail shows Home Comfort Solutions faced a 7% sales decline and a $30 million segment profit reduction while Building Climate Solutions reported a 24% sales gain and a $35 million segment profit increase. Market signals are weaker: six‑month momentum was -31.5% and twelve‑month momentum -28.0% as of 2026-09-01, short-term realized volatility is elevated (30‑day annualized = 67.0%), and the share price used in the packet was $377.25 as of 2026-09-01.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenues for the fiscal quarter 2026 Q1 (2026-01-01 to 2026-03-31) were $1,135,100,000, up from $1,072,600,000 in the comparable fiscal Q1 2025 (2025-01-01 to 2025-03-31).
XBRL companyfacts · 0001069202-26-000054Gross profit for fiscal Q1 2026 (2026-01-01 to 2026-03-31) was $351,300,000 versus $340,900,000 for fiscal Q1 2025 (2025-01-01 to 2025-03-31).
XBRL companyfacts · 0001069202-26-000054Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Net sales were $1,545.3 million for the three months ended June 30, 2026, a 3% increase versus the same period in 2025.
10-Q filed 2026-07-29Net income for the three months ended June 30, 2026 was $269 million and diluted earnings per share was $7.72 per share for that quarter.
10-Q filed 2026-07-29Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Six-month price momentum was -31.5% as of 2026-09-01, and that six-month momentum ranks in the 4th percentile of the 547-stock research universe on that date.
Moneyta signal set · 2026-09-01weakened in debateTwelve-month momentum (12_1) was -28.0% as of 2026-09-01, with a rank at the 11th percentile of 547.
Moneyta signal set · 2026-09-01weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of the 13F reporting period ended 2026-03-31, institutional reported holdings in LII total "$12.05B" (13F filings carry a 45-day reporting lag).
13F holdings · 624 filers · as of 2026-03-31The top reported institutional holders in the 13F for the period ended 2026-03-31 include BlackRock, Inc. at "$1.38B", Capital International Investors at "$1.33B", and VANGUARD CAPITAL MANAGEMENT LLC at "$953.5M".
13F holdings · 624 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A securities litigation investigation by Pomerantz LLP regarding Lennox International, Inc. was reported in investor-alert notices published 25–27 August 2026.
News · globenewswire.com · 2026-08-25A Pomerantz investor-alert on the same matter was also distributed via PR Newswire on 27 August 2026.
News · prnewswire.com · 2026-08-27Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Chris Kosel (VP‑Corp Controller and CAO) reported an open disposition of 971 shares valued at "$529k" on 2026-05-06.
Form 4 · Kosel Chris (VP-Corp Controller and CAO) · $529k sold · 2026-05-06The parsed filings show total insider purchases of "$0" and zero distinct buyers in the 180‑day window (net shares -971), i.e., no open‑market officer buys are reported in the evidence.
Form 4 · Kosel Chris (VP-Corp Controller and CAO) · $529k sold · 2026-05-06Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The share price used in this analysis is $377.25 as of 2026-09-01.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month diluted earnings per share (EPS TTM) is $22.51, producing a trailing P/E of 16.76.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-reported items in the evidence present a favorable operational and capital-allocation picture that support a constructive interpretation. Revenue and gross profit increased in fiscal Q1 2026 (fundamentals-0, fundamentals-1), operating cash flow swung positive versus the prior-year quarter (fundamentals-6), and the June quarter filings show strong net income and EPS (filings-1) alongside a modest increase in net sales (filings-0). Management also returned capital through dividends and substantial buybacks year-to-date (filings-4) while shares outstanding have trended downward over multiple sampling dates (fundamentals-4), and trailing P/E based on reported TTM EPS is in the mid-teens (valuation-1), which can be interpreted as valuation support relative to reported earnings. These items, together with a reported increase in gross margin driven by mix, price and acquisition contribution (filings-3), form the core evidence for a favorable read.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.36
44 surviving claims rest on 18 distinct sources; the heaviest analyst carries 18% of them, and 97% of what the desk raised survived the debate.
The surviving-read set is moderately concentrated: 44 upheld claims draw on 18 distinct sources, so multiple independent filings and signals support the view, but a small number of sources supply a disproportionate share of the evidence. The heaviest analyst supplying 18% of surviving claims and a 97% survival rate in desk debate indicate low internal churn — useful for confidence — but also raise fragility because a single flawed source or coding error would shift many conclusions.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
17 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.1 to the score
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.3 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−1.0 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.4 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
19 filings· 1 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−0.2 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on LII Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.