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Forensic Analysis · Machinery & Fabricated Metal Products · as of Nov 9, 2026

Lennox International Inc (LII)

A forensic read on Lennox International Inc built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

C · Mixed — selective
Forensic grade
Safe
Financial health
7.2
Distress distance
Clean
Earnings quality
2
Forensic signals
75.8%
ROE
-2.7%
Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Lennox International Inc earns a C (Mixed — selective) forensic quality grade, and its balance-sheet distress test reads 7.2, placing it in the Safe zone. 2 forensic signals were flagged in its latest SEC filings, led by inventory days.

What the filings flag

106d
FY2024→FY2025
Inventory days. Days inventory outstanding moved from 87 to 106 FY2024→FY2025 (against cost of goods sold; inventory +35% vs -3% in cost of sales). Inventory is outrunning what's being sold — a flag for softening demand or obsolescence risk ahead.
103% of FCF
FY2025
Shareholder returns. Returned $655M to shareholders (buybacks + dividends) in FY2025 — 103% of free cash flow. That is $16M (3%) more than free cash flow covered. The balance sheet covered it: cash and short-term investments fell $388M and total debt rose $15M over FY2025. That ratio has been CLIMBING past free cash flow — 32% of free cash flow two years back — not just sitting there. Counting the $29M of stock-based comp paid out in shares on top of that, the combined claim on free cash flow is 107%.

Key fundamentals

Latest Revenue$5.20B
Revenue Growth YoY-2.7%
Revenue CAGR (2yr)+2.1%
Net Margin15.5%
Free Cash Flow$638.8M
Return on Equity75.8%
Debt / Equity1.00x

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Data from SEC EDGAR public filings · metrics as of Nov 9, 2026. Forensic signals flag probability, not certainty.

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