Lennox International Inc. LII

Revenue Intelligence Report • 66 quarters of SEC filing data • Updated 2026-03-06

Lennox International Inc. demonstrates a strong revenue generation capability, with $1 of SG&A spending yielding an impressive $16.66 in long-run revenue. Despite a recent quarterly revenue of $1,195 million reflecting a 12.8% shortfall against predictions, the company maintains a solid FY forecast of $5 billion, representing a 5.6% year-over-year growth. The linear model used for revenue projections has a 5.4% MAPE, indicating reliable accuracy in forecasting. Overall, Lennox's strategic spending and operational efficiency position it well for continued growth in the HVAC market.

Next FY Revenue

$5.48B

+5.6% YoY

SG&A Multiplier

$16.66 per $1

Model Accuracy

5.4% MAPE

Holdout validation: The model predicted $1B vs the actual $1B — an error of 12.8%.

Note: Lennox International Inc. does not report R&D expenses separately. This analysis uses SG&A spending only.

Revenue Forecast

Quarterly Detail

Quarter	Model Forecast	Actual	95% Range	YoY Growth	Status
Q4 2025	$1B	$1B	$1B – $1B	+0.2%	✗ Outside range
Q2 2026	$1B		$1B – $1B	+6.3%
Q3 2026	$1B		$1B – $2B	-0.4%
Q4 2026	$1B		$1B – $2B	+3.6%
Q1 2027	$1B		$1B – $2B	+14.8%

How Spending Drives Revenue

Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

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