Stock Ratings / Industrials / LII / options

BWXT (57) RRX (58) ONTO (59) DRS (63) ⌘ Pro Terminal →

Lennox International Inc. (LII) Options Positioning, Max Pain & Unusual Sweeps

$344.08 -1.16% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $342.71

Lennox International Inc. (LII) carries a Roarable Rating of C- (Hold) with 59/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 59/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.2% avg 90D alpha vs SPY) →

ROARABLE C- • HOLD / WATCH Cap $11.91B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is LII stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Lennox International Inc. (NYSE: LII) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 59/100 at a spot price of $344.08 (-1.16% 1D, market cap $11.91B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 17/20. Across 485 tracked Industrials issuers, LII ranks #137 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does LII compare to BWXT and RRX in the Industrials sector?

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Within the Industrials sector (Industrial Machinery/Components), LII carries a Roarable C- (59/100 RQD), trailing P/E of 14.8x, gross margin of 33.4%, and ROIC of 34.9%. By comparison, BWXT (BWX Technologies Inc.) holds a D+ grade (57/100 RQD, P/E 38.4x, ROIC 11.6%, cap $12.64B) and RRX (Regal Rexnord Corporation) posts a D+ grade (58/100 RQD, P/E 39.0x, ROIC 4.9%, cap $10.90B). Among the 5-stock peer group, LII leads on earnings multiple (14.8x) while LII leads on capital efficiency (34.9% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for LII?

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Per LII's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001069202), Lennox International Inc. generated $5.20B in revenue (-2.7% YoY), $805.8M in net income, and $638.8M in free cash flow against $4.08B in total assets and $1.31B in total debt. Key quantitative strengths: Strong cash generator (33% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $342.70 (-0.40%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 12.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 59/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.2% avg 90D alpha vs SPY • 53.1% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C-

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE+0.5% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for LII)Realized 20D OHLCV Swing Band: ±8.3%

Deterministic 5-Pillar Attribution (59/100 Composite)

🔍 WHY LII SCORES 59/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (29% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▲ #2 Bullish Driver: Cash Engine Quality+16/20 pts (27% of score)

SEC XBRL FY 2025 (10-K): 12.3% FCF Margin ($638.8M FCF) & 33.4% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning6/20 pts (-14 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-14 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$350.13+3.9% Next Q

Q2 (-2Q)

Grade C+$363.77+2.3% Next Q

Q3 (-1Q)

Grade C+$372.05-7.5% Next Q

Current

Grade C-$344.08+0.2% Hist 90D α

Trajectory: B- (67) → C- (59)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the LII Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 59/100 (C-) score, LII faces multiple-compression risk if 14.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 30.9% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($366.17) or 200D SMA ($470.18) invalidates the momentum regime and cuts Target Base ($345.63) toward Bear Floor ($269.59).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $LII• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “LII Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 59%NO 41%Trade / Inspect Odds →

CALL VS. PUT WHALE SHARE

— (No Active Options Snapshot)

Put/Call Ratio: — (No Active Options Snapshot)

MAX-PAIN EXPIRATION MAGNET

— (No Active Options Snapshot)

No active options chain max-pain snapshot on file

HISTORICAL 20D VOLATILITY SWING

±8.3%

Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (LII)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for LII.

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ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating LII & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on LII
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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LII // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -33.17%⚡ TESTING RESISTANCE

2026-11-02O $332.6H $348.1L $332.6C $344.1VOL 983.3K

RES: $362.3SUP: $279.2SMA50: $366.2SMA200: $470.2

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

LII Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 LII Butterfly Map → + Track LII →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

6.9%/yr Implied 5Y Growth

vs. -2.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on LII today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for LII. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for LII today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (LII)

Industrials Rank #137 of 485 ⚔️ BWXT vs LII Full Matrix →

1. Head-to-Head Industrials Peer Comparison (LII vs. BWXT, RRX, ONTO, DRS)

Industry: Industrial Machinery/Components (208 Tracked Issuers)

Across 485 tracked Industrials securities in the Roarable RQD universe, Lennox International Inc. (LII) ranks #137 by composite RQD confidence (59/100, grade C-) and #90 by equity capitalization ($11.91B). Within this direct 5-issuer industry benchmark cohort, LII leads on earnings valuation at 14.8x trailing P/E, while LII leads on capital efficiency and profitability with 34.9% ROIC and 33.4% gross margin. DRS currently holds the highest overall quantitative score in the immediate peer group at 63/100 (C) compared with LII at 59/100 (C-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
LII ACTIVE Lennox International Inc.	C-	59/100	14.8x	33.4%	34.9%	-1.16%	$11.91B	Benchmark Subject
BWXT BWX Technologies Inc.	D+	57/100	38.4x	22.9%	11.6%	-5.24%	$12.64B	/bwxt-vs-lii →
RRX Regal Rexnord Corporation	D+	58/100	39.0x	37.4%	4.9%	-3.90%	$10.90B	/rrx-vs-lii →
ONTO Onto Innovation Inc.	C-	59/100	—	49.7%	5.6%	-9.16%	$10.89B	/onto-vs-lii →
DRS Leonardo DRS Inc.	C	63/100	38.1x	23.8%	9.2%	-4.94%	$10.58B	/drs-vs-lii →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001069202

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Lennox International Inc. (LII) reported GAAP revenue of $5.20B (-2.7% vs. FY2024 revenue of $5.34B , and +4.3% cumulative change since FY2023) , GAAP net income of $805.8M, operating cash flow of $757.6M, and free cash flow of $638.8M (-18.3% YoY). On the balance sheet, LII closed FY2025 with $4.08B in total assets against $1.31B in total debt (Altman Z-Score: 6.45, Piotroski F-Score: 5/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$5.20B	$805.8M	$757.6M	$638.8M	$4.08B	$1.31B
FY2024 (FY)	2024-12-31	$5.34B	$811.1M	$945.7M	$782.1M	$3.62B	$1.20B
FY2023 (FY)	2023-12-31	$4.98B	$591.2M	$736.2M	$512.0M	$6.55B	$1.53B

3. LII Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is LII stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does LII compare to BWXT and RRX in the Industrials sector?

What are the biggest fundamental strengths and SEC risk factors for LII?

Where is LII trading relative to its 50-day, 200-day, and 52-week technical levels?

LII last traded at $344.08 (-1.16% on volume of 825,334 shares), positioning the stock -6.03% below its 50-day simple moving average ($366.17) and -26.82% below its 200-day simple moving average ($470.18). Across its 52-week range of $322.00 to $587.27, LII sits at the 8.3% percentile with a 14-day RSI of 43.4 (NEUTRAL RANGE) and an implied next-earnings move of ±8.3% ($315.52 to $372.64).

LII Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is LII's options positioning and volatility profile?

Roarable tracks verified CBOE unusual options sweeps, put/call ratios, and OHLCV realized volatility bands for LII.

Direct Sub-Reports: LII RQD Cockpit LII 12M Forecast LII Earnings & Move LII Dividends & DRIP LII Insiders & 13F LII Whale Options LII Profit Sankey LII News & Why

ROARABLE RATING BRIEF • RQD 59/100 (C-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

LII — Lennox International Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:15:43Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, LII scores 59 out of 100, graded C-, with a verdict of "Roarable Hold — Cautious Neutral." The five pillars are: Fundamental Cash Engine 16/20 (ROIC 34.9%; FCF yield 5.36%), Whale 13F Flow 6/20 (institutional accumulation and options positioning), Insider Conviction 17/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit 7/20 (Beta 0.96; sector sensitivity), and Forensic Balance Sheet 13/20 (Altman Z 6.45; Piotroski F 5/9; Debt/Equity 1.05).

For a prospective investor, the strongest pillar is insider conviction, and the cash-generation profile is solid, with a 34.9% ROIC and a 5.36% FCF yield. The weakest pillar is institutional flow at 6/20, which indicates that 13F and options positioning provide limited confirmation of conviction. Macro fit (7/20) is also modest, consistent with a 0.96 beta, meaning the stock has tracked broad market moves roughly in line with the market and carries sector-level sensitivity. The forensic balance sheet score (13/20) reflects a high Altman Z-Score alongside a Piotroski F-Score of 5 out of 9 and Debt/Equity of 1.05, a mixed picture. Valuation context per the market data: P/E (TTM) of 14.8 and Forward P/E of 13.8 sit below the EV/EBITDA of 11.5 when read against the price of 348.12, but the stock sits well below its 52-week high of $587.27 after a recent drop. The verdict of Hold reflects these offsetting signals rather than a directional call.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
348.12	$11.91B	14.8	13.8	11.5	23.56	1.45%	0.96	$322 - $587.27	34.9%

Business

Lennox International Inc. (LII) is a NYSE-listed issuer in the Industrials sector, operating in the Industrial Machinery/Components industry. Per the company profile, it carries a market capitalization of $11.9B. Per the financial data, the company reported FY 2025 revenue of $5195.3M, with gross margin of 33.4%. Products sold, customer base, and specific revenue mix are not available in source data.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$5195.3M	$1041.5M	$805.8M	N/A	$638.8M	$34.2M	$1313.4M
FY 2024	$5341.3M	$1040.4M	$811.1M	N/A	$782.1M	$415.1M	$1196.1M
FY 2023	$4981.9M	$791.5M	$591.2M	N/A	$512.0M	N/A	$1532.6M

Per the market data, operating margin is 20%, net margin is 15.5%, and ROIC is 34.9%. Revenue was broadly flat between FY 2024 and FY 2025 (declining from $5341.3M to $5195.3M), while net income held roughly steady near $806M–$811M. Per the Roarable RQD rating, the Altman Z-Score is 6.45 and the Piotroski F-Score is 5 out of 9, with Debt/Equity at 1.05. Reported cash declined from $415.1M to $34.2M between FY 2024 and FY 2025, while debt rose from $1196.1M to $1313.4M.

Recent Catalysts & News Wire Analysis

Margin pressure and valuation framing (Yellow, Market Wire): A Yahoo Finance report suggests the stock may be undervalued after margin pressure. Per the news wire, a related report also appeared on the same headline theme.
Earnings miss and 52-week low (Red, Risk Watch): A Seeking Alpha report states the stock fell 11% to a new 52-week low after an earnings miss. A ChartMill report on the Q3 2026 earnings describes in-line revenue with EPS miss pressure on shares.
Analyst target cut (Red, Risk Watch): Investing.com reports that Mizuho cut its price target on the earnings miss.
Upcoming earnings expectation (Yellow, Market Wire): A Yahoo Finance report describes expected earnings growth ahead of the next week's release.
Valuation catalyst (Green, Catalyst): A GuruFocus report states that after a 10.6% drop, GF Value characterizes the stock as undervalued.
Proprietary signals: Per the Butterfly Supply-Chain Graph, no proprietary signals are recorded.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, the supply chain field is recorded as NONE, with no butterfly links identified. Upstream suppliers, downstream customers, and sector correlations are not available in source data. Second-order bottlenecks are not available in source data. The only sector-level context is the Industrials classification and Industrial Machinery/Components industry, with the RQD macro pillar noting sector sensitivity at a 0.96 beta.

Analyst View & Smart Money Ownership

Analyst consensus, rating distribution, and price targets are not available in source data. Per the news wire, Mizuho cut its price target following an earnings miss, but the target value itself is not available in source data. Holder data, including SEC Form 4 insider trades, 13F institutional holdings, and Congressional trades, is not available in source data. The RQD rating references insider cluster flow and institutional accumulation signals, but the underlying transactions are not itemized in source data.

Open Questions

What were the specific components of the Q3 2026 earnings miss, and what EPS and revenue figures were reported versus expected?
What is the size and direction of the cash and debt movements between FY 2024 and FY 2025, and what drove the decline in reported cash?
Which insider and institutional transactions underlie the RQD insider and whale-flow scores, and who are the participants?
What is the company's product mix, customer concentration, and end-market exposure, given that the business description is not available in source data?
What is the value of the Mizuho price target and the full analyst consensus, and how do they compare to the current price of 348.12?

LII Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Lennox International Inc. (LII) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to LII Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 7h ago

Lennox (LII) Stock May Be 44% Undervalued After Margin Pressure

Yahoo Finance report covering Lennox International Inc. (LII) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Seeking Alpha • 10h ago

Lennox International falls 11% to new 52-week low after earnings miss (LII:NYSE)

Seeking Alpha report covering Lennox International Inc. (LII) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH ChartMill • 13h ago

Lennox International (NYSE:LII) Q3 2026 Earnings: In-Line Revenue, EPS Miss Pressure Shares

ChartMill report covering Lennox International Inc. (LII) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Investing.com • 16h ago

Mizuho cuts Lennox International stock price target on earnings miss

Investing.com report covering Lennox International Inc. (LII) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 19h ago

Lennox International (LII) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Yahoo Finance report covering Lennox International Inc. (LII) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST GuruFocus • 22h ago

Is Lennox International Inc (LII) a Bargain After 10.6% Drop? GF Value Says Undervalued

GuruFocus report covering Lennox International Inc. (LII) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Simply Wall Street • 1d ago

Lennox International (LII) Stock Dropped, What Is Drawing Attention Now?

Simply Wall Street report covering Lennox International Inc. (LII) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Is Lennox International (LII) A Bargain Following Mixed Q3 Results And Lower Guidance?

Yahoo Finance report covering Lennox International Inc. (LII) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

LII Bull vs. Bear Conversation Board — What's Your Call at $344.08?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON LII 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $375.97 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is LII (C- • RQD 59/100) a Buy at $348.12?

Welcome to the LII (Lennox International Inc.) Roar Pit. Current RQD Composite is 59/100 (Roarable Hold — Cautious Neutral) in Industrial Machinery/Components. Bulls point to capital efficiency (34.9% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

RI RiskArb_Desk Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $288.94 (-17.0%)

Spot @ $348.12

Pump the brakes on LII — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on LII, but look at what you are paying: 14.8x trailing P/E with 33.4% gross margins. Unless Lennox International Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MI MidwestValue Verified K Arena Trader 🐂 BULLISH 🎯 Target: $435.15 (+25.0%)

Spot @ $348.12

LII cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on LII, the market is fixating on short-term headline noise in Industrial Machinery/Components and ignoring the balance sheet and cash flow trajectory. At $348.12 (52-wk range $322.00 - $587.27), any beat on forward guidance forces shorts and underweight funds to chase.