BWXT vs. LII: BWX Technologies vs. Lennox Stock Comparison
How do BWX Technologies (BWXT) and Lennox (LII) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
BWX Technologies (BWXT) and Lennox (LII) both fall under the Capital Goods industry group, but BWXT is classified in Aerospace & Defense while LII is classified in Building Products.
| Profile Item | BWXT | LII |
|---|---|---|
| Name | BWX Technologies, Inc. | Lennox International Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Aerospace & Defense | Building Products |
| GICS Sub-Industry | Aerospace & Defense | Building Products |
| Market Capitalization | 10.95 billion USD | 11.70 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 2, 2010 | July 29, 1999 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BWXT | LII |
|---|---|---|
| Total Return (1Y) | -33.33% | -27.83% |
| Total Return (3Y, Annualized) | 20.43% | -2.32% |
| Total Return (5Y, Annualized) | 20.57% | 3.79% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BWXT | LII |
|---|---|---|
| Volatility (1Y, Annualized) | 45.97% | 41.59% |
| Beta (5Y) | 0.73 | 1.18 |
| Max Drawdown (5Y) | -51.64% | -49.95% |
| Avg. Volume (3M) | 1.19M | 563.34K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BWXT | LII |
|---|---|---|
| Sharpe Ratio (1Y) | -0.82 | -0.77 |
| Sortino Ratio (1Y) | -1.11 | -0.96 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Lennox (LII) at 62.82% is the standout with ROE above its industry range; BWX Technologies (BWXT) at 28.27% also sits in the top quartile.
BWXT
Capital Goods industry group
28.27%
- Max
- 40.55%
- BWXT
- 28.27%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
LII
Capital Goods industry group
62.82%
- LII
- 62.82%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Lennox (LII) at 13.76% retains a top-quartile share of revenue as profit, ahead of BWX Technologies (BWXT) at 10.41%, which keeps about the industry-typical share.
BWXT
Capital Goods industry group
10.41%
- Max
- 27.47%
- Q3
- 12.10%
- BWXT
- 10.41%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
LII
Capital Goods industry group
13.76%
- Max
- 27.47%
- LII
- 13.76%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Lennox (LII) at 20.57% operates in the top operating margin quartile, ahead of BWX Technologies (BWXT) at 11.55%, which runs around its industry’s norm.
BWXT
Capital Goods industry group
11.55%
- Max
- 36.60%
- Q3
- 18.33%
- BWXT
- 11.55%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
LII
Capital Goods industry group
20.57%
- Max
- 36.60%
- LII
- 20.57%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | BWXT | LII |
|---|---|---|
| ROE (TTM) | 28.27% | 62.82% |
| ROA (TTM) | 5.49% | 15.93% |
| Net Margin (TTM) | 10.41% | 13.76% |
| Operating Margin (TTM) | 11.55% | 20.57% |
| Gross Margin (TTM) | 22.61% | 32.62% |
Growth
Revenue Growth
BWX Technologies (BWXT) at 18.30% is around its peer norm for revenue growth, while Lennox (LII) at -2.73% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Both BWX Technologies (BWXT) at 16.61% and Lennox (LII) at 1.11% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | BWXT | LII |
|---|---|---|
| Revenue Growth (YoY) | 18.30% | -2.73% |
| Revenue Growth (3Y CAGR) | 12.73% | 3.26% |
| EPS Growth (YoY) | 16.61% | 1.11% |
| EPS Growth (3Y CAGR) | 11.25% | 17.97% |
Financial Strength
Current Ratio (MRQ)
BWX Technologies (BWXT) at 1.88 keeps current ratio within its industry’s typical mid-range, while Lennox (LII) at 1.21 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for LII.
BWXT
Capital Goods industry group
1.88
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- BWXT
- 1.88
- Q1
- 1.43
- Min
- 0.36
LII
Capital Goods industry group
1.21
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- LII
- 1.21
- Min
- 0.36
Debt / Equity (MRQ)
Both BWX Technologies (BWXT) at 1.43 and Lennox (LII) at 1.58 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.
BWXT
Capital Goods industry group
1.43
- Max
- 2.33
- BWXT
- 1.43
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
LII
Capital Goods industry group
1.58
- Max
- 2.33
- LII
- 1.58
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | BWXT | LII |
|---|---|---|
| Current Ratio (MRQ) | 1.88 | 1.21 |
| Debt / Equity (MRQ) | 1.43 | 1.58 |
| Net Debt / EBITDA | 2.92 | 1.73 |
Dividends
Dividend Yield (TTM)
Lennox (LII) at 1.53% delivers top-quartile income for its industry, while BWX Technologies (BWXT) at 0.92% pays a more typical yield — both are credible income propositions, LII the richer one.
BWXT
Capital Goods industry group
0.92%
- Max
- 2.66%
- Q3
- 1.14%
- BWXT
- 0.92%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
LII
Capital Goods industry group
1.53%
- Max
- 2.66%
- LII
- 1.53%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both BWX Technologies (BWXT) at 26.04% and Lennox (LII) at 24.68% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
BWXT
Capital Goods industry group
26.04%
- Max
- 67.39%
- Q3
- 28.02%
- BWXT
- 26.04%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
LII
Capital Goods industry group
24.68%
- Max
- 67.39%
- Q3
- 28.02%
- LII
- 24.68%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BWXT | LII |
|---|---|---|
| Dividend Yield (TTM) | 0.92% | 1.53% |
| Dividend Payout Ratio (TTM) | 26.04% | 24.68% |
Valuation
P/E Ratio (TTM)
Lennox (LII) at 15.47 sits in the cheaper P/E ratio quartile, while BWX Technologies (BWXT) at 29.37 is closer to its industry’s usual earnings multiple — a discount for LII, though growth and earnings durability still matter.
BWXT
Capital Goods industry group
29.37
- Max
- 59.38
- Q3
- 35.92
- BWXT
- 29.37
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
LII
Capital Goods industry group
15.47
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- LII
- 15.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both BWX Technologies (BWXT) at 3.04 and Lennox (LII) at 2.15 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
BWXT
Capital Goods industry group
3.04
- Max
- 7.54
- Q3
- 3.76
- BWXT
- 3.04
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
LII
Capital Goods industry group
2.15
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- LII
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Both BWX Technologies (BWXT) at 7.72 and Lennox (LII) at 8.88 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
BWXT
Capital Goods industry group
7.72
- Max
- 9.66
- BWXT
- 7.72
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
LII
Capital Goods industry group
8.88
- Max
- 9.66
- LII
- 8.88
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | BWXT | LII |
|---|---|---|
| P/E Ratio (TTM) | 29.37 | 15.47 |
| P/S Ratio (TTM) | 3.04 | 2.15 |
| P/B Ratio (MRQ) | 7.72 | 8.88 |
| Free Cash Flow Yield (TTM) | 2.64% | 3.14% |