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63.92 (1y: +45%)
Market Cap 3.24 B P/E(ttm) 31.50
Enterprise Value 3.72 B P/B 6.46
LII- NYSE (USA)
Lennox International, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$63.92
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GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry		 vs
history
Cash to Debt 0.134
LII's Cash to Debt is ranked lower than
90% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.83 vs. LII: 0.134 )
LII' s 10-Year Cash to Debt Range
Min: 0.05   Max: 1.77
Current: 0.13
0.05
1.77
Equity to Asset 0.161
LII's Equity to Asset is ranked lower than
88% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.54 vs. LII: 0.161 )
LII' s 10-Year Equity to Asset Range
Min: -0.03   Max: 0.33
Current: 0.16
-0.03
0.33
Interest Coverage 12.8
LII's Interest Coverage is ranked higher than
50% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 13.30 vs. LII: 12.8 )
LII' s 10-Year Interest Coverage Range
Min: 3   Max: 51
Current: 12.8
3
51
F-Score: 7
Z-Score: 4.64
M-Score: -2.34
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry		 vs
history
Operating margin (%) 7.40
LII's Operating margin (%) is ranked higher than
60% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.80 vs. LII: 7.40 )
LII' s 10-Year Operating margin (%) Range
Min: -1.2   Max: 7.5
Current: 7.4
-1.2
7.5
Net-margin (%) 3.1
LII's Net-margin (%) is ranked lower than
56% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.90 vs. LII: 3.1 )
LII' s 10-Year Net-margin (%) Range
Min: -6.3   Max: 4.5
Current: 3.1
-6.3
4.5
ROE (%) 18.1
LII's ROE (%) is ranked higher than
91% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.70 vs. LII: 18.1 )
LII' s 10-Year ROE (%) Range
Min: -42.1   Max: 26.8
Current: 18.1
-42.1
26.8
ROA (%) 5.3
LII's ROA (%) is ranked higher than
69% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.20 vs. LII: 5.3 )
LII' s 10-Year ROA (%) Range
Min: -12.5   Max: 9.7
Current: 5.3
-12.5
9.7
ROC (Joel Greenblatt) (%) 34.80
LII's ROC (Joel Greenblatt) (%) is ranked higher than
86% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 11.20 vs. LII: 34.80 )
LII' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -7.7   Max: 56.9
Current: 34.8
-7.7
56.9
Revenue Growth (%) 3.3
LII's Revenue Growth (%) is ranked higher than
66% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.00 vs. LII: 3.3 )
LII' s 10-Year Revenue Growth (%) Range
Min: -3.2   Max: 6.9
Current: 3.3
-3.2
6.9
EBITDA Growth (%) 16.9
LII's EBITDA Growth (%) is ranked higher than
91% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.00 vs. LII: 16.9 )
LII' s 10-Year EBITDA Growth (%) Range
Min: -48.8   Max: 155.9
Current: 16.9
-48.8
155.9
EPS Growth (%) 18.1
LII's EPS Growth (%) is ranked higher than
90% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.00 vs. LII: 18.1 )
LII' s 10-Year EPS Growth (%) Range
Min: -20.6   Max: 31.5
Current: 18.1
-20.6
31.5
ยป LII's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

LII Guru Trades in Q2 2012

Joel Greenblatt 15,482 sh (New)
Tom Gayner 253,500 sh (unchged)
Meridian Funds 301,200 sh (unchged)
Pioneer Investments 135,764 sh (-20.26%)
Ruane Cunniff 23,903 sh (-22.83%)
» More
Q3 2012

LII Guru Trades in Q3 2012

Steven Cohen 8,547 sh (New)
Joel Greenblatt 42,256 sh (+172.94%)
Tom Gayner 253,500 sh (unchged)
Ruane Cunniff 22,707 sh (-5%)
Meridian Funds 251,200 sh (-16.6%)
Pioneer Investments 97,364 sh (-28.28%)
» More
Q4 2012

LII Guru Trades in Q4 2012

Jim Simons 100,900 sh (New)
Tom Gayner 253,500 sh (unchged)
Joel Greenblatt Sold Out
Ruane Cunniff 21,029 sh (-7.39%)
Meridian Funds 212,900 sh (-15.25%)
Steven Cohen 7,070 sh (-17.28%)
Pioneer Investments 61,964 sh (-36.36%)
» More
Q1 2013

LII Guru Trades in Q1 2013

Joel Greenblatt 24,471 sh (New)
Jim Simons 141,400 sh (+40.14%)
Meridian Funds 212,900 sh (unchged)
Steven Cohen Sold Out
Tom Gayner Sold Out
Pioneer Investments Sold Out
Ruane Cunniff 20,971 sh (-0.28%)
» More
» Details

Insider Trades

Latest Guru Trades with LII

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Tom Gayner 2013-03-31 Sold Out 0.55%$52.52 - $65.34 $ 63.929%0
Joel Greenblatt 2013-03-31 New Buy0.08%$52.52 - $65.34 $ 63.929%24471
Joel Greenblatt 2012-12-31 Sold Out 0.14%$45.57 - $53.84 $ 63.9227%0
Joel Greenblatt 2012-09-30 Add 172.94%0.09%$42.04 - $50.56 $ 63.9238%42256
Joel Greenblatt 2012-06-30 New Buy0.05%$37.42 - $44.93 $ 63.9254%15482
Ruane Cunniff 2012-06-30 Reduce -22.83%$37.42 - $44.93 $ 63.9254%23903
Meridian Funds 2012-03-31 Add 28.22%0.08%$34.74 - $42.73 $ 63.9275%301200
Meridian Funds 2011-12-31 New Buy0.26%$25.42 - $34.75 $ 63.92103%234900
Tom Gayner 2011-12-31 Add 108.6%0.21%$25.42 - $34.75 $ 63.92103%230500
Ray Dalio 2011-12-31 Sold Out 0.1%$25.42 - $34.75 $ 63.92103%0
Tom Gayner 2011-09-30 New Buy0.17%$25.29 - $43.78 $ 63.9289%110500
Ruane Cunniff 2010-12-31 New Buy0.02%$39.51 - $48.72 $ 63.9246%33051
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 31.50
LII's P/E(ttm) is ranked lower than
72% of the 1039 Companies
in the Global Diversified Industrials industry.

( Industry Median: 19.40 vs. LII: 31.50 )
LII' s 10-Year P/E(ttm) Range
Min: 4.75   Max: 136.88
Current: 31.5
4.75
136.88
P/B 6.46
LII's P/B is ranked lower than
97% of the 1249 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.26 vs. LII: 6.46 )
LII' s 10-Year P/B Range
Min: 0.52   Max: 7.34
Current: 6.46
0.52
7.34
P/S 1.06
LII's P/S is ranked lower than
59% of the 1266 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.85 vs. LII: 1.06 )
LII' s 10-Year P/S Range
Min: 0.12   Max: 1.08
Current: 1.06
0.12
1.08
PFCF 52.39
LII's PFCF is ranked lower than
83% of the 815 Companies
in the Global Diversified Industrials industry.

( Industry Median: 16.95 vs. LII: 52.39 )
LII' s 10-Year PFCF Range
Min: 2.13   Max: 1091
Current: 52.39
2.13
1091
EV-to-EBIT 16.43
LII's EV-to-EBIT is ranked lower than
61% of the 1047 Companies
in the Global Diversified Industrials industry.

( Industry Median: 13.47 vs. LII: 16.43 )
LII' s 10-Year EV-to-EBIT Range
Min: 5.8   Max: 120.2
Current: 16.43
5.8
120.2
PEG 5.16
LII's PEG is ranked lower than
73% of the 319 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.08 vs. LII: 5.16 )
LII' s 10-Year PEG Range
Min: 6.91   Max: 276.56
Current: 5.16
6.91
276.56
Shiller P/E 32.63
LII's Shiller P/E is ranked lower than
100% of the Companies
in the Global Diversified Industrials industry.

( Industry Median: vs. LII: 32.63 )
LII' s 10-Year Shiller P/E Range
Min: 12.22   Max: 351.4
Current: 32.63
12.22
351.4

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 1.22
LII's Dividend Yield is ranked higher than
53% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.10 vs. LII: 1.22 )
LII' s 10-Year Dividend Yield Range
Min: 1.14   Max: 5.38
Current: 1.22
1.14
5.38
Dividend Payout 0.5
LII's Dividend Payout is ranked higher than
62% of the 715 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.35 vs. LII: 0.5 )
LII' s 10-Year Dividend Payout Range
Min: 0.1   Max: 0.62
Current: 0.5
0.1
0.62
Dividend growth (3y) 7.9
LII's Dividend growth (3y) is ranked higher than
93% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.00 vs. LII: 7.9 )
LII' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 20.5
Current: 7.9
0
20.5
Yield on cost (5-Year) 1.85
LII's Yield on cost (5-Year) is ranked higher than
67% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.10 vs. LII: 1.85 )
LII' s 10-Year Yield on cost (5-Year) Range
Min: 1.75   Max: 8.28
Current: 1.85
1.75
8.28
Share Buyback Rate 2.4
LII's Share Buyback Rate is ranked higher than
99% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.00 vs. LII: 2.4 )
LII' s 10-Year Share Buyback Rate Range
Min: 6.3   Max: -9.9
Current: 2.4

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 7.3
LII's Price/Net Current Asset Value is ranked lower than
64% of the 1168 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.80 vs. LII: 7.3 )
LII' s 10-Year Price/Net Current Asset Value Range
Min: 1   Max: 6.4
Current: 7.3
1
6.4
Price/Tangible Book 11.8
LII's Price/Tangible Book is ranked lower than
96% of the 1191 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.40 vs. LII: 11.8 )
LII' s 10-Year Price/Tangible Book Range
Min: 3.6   Max: 129.2
Current: 11.8
3.6
129.2
Price/DCF (Projected) 1.9
LII's Price/DCF (Projected) is ranked lower than
80% of the 318 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.30 vs. LII: 1.9 )
LII' s 10-Year Price/DCF (Projected) Range
Min: 1.1   Max: 1.7
Current: 1.9
1.1
1.7
Price/Median PS Value 2
LII's Price/Median PS Value is ranked lower than
94% of the 1216 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.10 vs. LII: 2 )
LII' s 10-Year Price/Median PS Value Range
Min: 0.3   Max: 1.7
Current: 2
0.3
1.7
Price/Graham Number 3.6
LII's Price/Graham Number is ranked lower than
92% of the 987 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.20 vs. LII: 3.6 )
LII' s 10-Year Price/Graham Number Range
Min: 1.5   Max: 6.3
Current: 3.6
1.5
6.3
Earnings Yield (Greenblatt) 6.10
LII's Earnings Yield (Greenblatt) is ranked higher than
50% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.00 vs. LII: 6.10 )
LII' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.8   Max: 17.3
Current: 6.1
0.8
17.3
Forward Rate of Return (Yacktman) 6.99
LII's Forward Rate of Return (Yacktman) is ranked higher than
86% of the 1273 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.00 vs. LII: 6.99 )
LII' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 1.7   Max: 9.7
Current: 6.99
1.7
9.7

Business Description

Lennox International, Inc. was founded in 1895 in Marshalltown, Iowa. Through its subsidiaries, it is a global provider of climate control solutions. The Company designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration ('HVACR') markets. It has leveraged its expertise to become an industry leader known for innovation, quality and reliability. Its products and services are sold through multiple distribution channels under well-established brand names including 'Lennox,' 'Armstrong Air,' 'Ducane,' 'Bohn,' 'Larkin,' 'Advanced Distributor Products,' 'Service Experts' and others. The Company operates in four reportable business segments of the HVACR industry. Its reportable segments include Residential Heating & Cooling, Commercial Heating & Cooling, Service Experts and Refrigeration. The Company manufactures and markets a range of furnaces, air conditioners, heat pumps, packaged heating and cooling systems, accessories to improve indoor air quality, replacement parts and related products for both the residential replacement and new construction markets in North America. These products are available in a variety of designs and efficiency levels and at a range of price points, and are intended to provide a complete line of home comfort systems. In North America, it manufactures and sells unitary heating and cooling equipment used in light commercial applications, such as low-rise office buildings, restaurants, retail centers, churches and schools, as opposed to larger applied systems. Its product offerings for these applications include rooftop units ranging from two to 50 tons of cooling capacity and split system/air handler combinations, which range from 1.5 to 20 tons of cooling capacity. Approximately 100 company-owned Service Experts dealer service centers provide installation, preventive maintenance, emergency repair and replacement of heating and cooling systems directly to residential and light commercial customers in metropolitan areas in the U.S. and Canada. In connection with these services, it sells a range of its manufactured equipment, parts and supplies, and third-party branded products. The company manufactures and markets equipment for the global commercial refrigeration market through subsidiaries organized under the Heatcraft Worldwide Refrigeration name. These products are sold to distributors, installing contractors, engineering design firms, original equipment manufacturers and end-users. It utilizes multiple channels of distribution and offer different brands at various price points in order to better penetrate the HVACR markets. Its products and services are sold through a combination of distributors, independent and company-owned dealer service centers, other installing contractors, wholesalers, manufacturers' representatives and original equipment manufacturers and to national accounts. The Company operates manufacturing facilities in the U.S. and i
Company Website
SEC Reports
Industry: Diversified Industrials
Compare:UTX, MMM, ARG, AP, EMR
Traded in other countries:LXI.Germany
ยป More Articles for LII

Headlines

Articles On GuruFocus.com
Meridian Funds Q4 Portfolio Update; Buys LII, LPLA, ALL, EMR, KLAC, WAG Feb 10 2012 
12 Confident and Secure Companies Boosting Dividends Mar 21 2011 
Lennox International Inc. (LII) EVP, Pres/COO CHC Harry J Bizios sells 9,727 Shares Feb 16 2011 
Lennox International Inc. (LII) EVP, President & COO RHC Douglas L Young sells 29,022 Shares Dec 29 2010 
Lennox International Inc. (LII) EVP, President & COO LII RHC Douglas L Young sells 11,085 Shares Jun 01 2010 
Guru Stocks Raising Dividends: Lennox International Inc., Warwick Valley Telephone Company, Birner D Mar 21 2010 
Notable Dividend Raisers: Lennox International, Warwick Valley Telephone Company, Birner Dental Mana Mar 15 2010 
Lennox International Inc. (LII) EVP, President & COO of WWR David W Moon sells 11,000 Shares Feb 10 2010 
Lennox International Inc. (LII) EVP, President & COO of WWR David W Moon sells 2,000 Shares Aug 12 2009 
Lennox International Inc. (LII) EVP, Pres/COO LII CHC Harry J Bizios sells 14,700 Shares Aug 06 2009 

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