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HEI vs. LII: HEICO vs. Lennox Stock Comparison

How do HEICO (HEI) 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

HEICO (HEI) and Lennox (LII) both fall under the Capital Goods industry group, but HEI is classified in Aerospace & Defense while LII is classified in Building Products.

Company profile comparison for HEICO (HEI) and Lennox (LII)
Profile ItemHEILII
NameHEICO CorporationLennox International Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryAerospace & DefenseBuilding Products
GICS Sub-IndustryAerospace & DefenseBuilding Products
Market Capitalization46.49 billion USD11.70 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980July 29, 1999
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HEI
LII
GSPC
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HEICO (HEI) vs. Lennox (LII), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for HEICO (HEI) and Lennox (LII). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for HEICO (HEI) and Lennox (LII). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for HEICO (HEI) and Lennox (LII)
MetricHEILII
Total Return (1Y)6.50%-27.83%
Total Return (3Y, Annualized)28.48%-2.32%
Total Return (5Y, Annualized)18.19%3.79%

Risk Profile

Drawdown History

HEI
LII
GSPC
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HEICO (HEI) vs. Lennox (LII), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for HEICO (HEI) and Lennox (LII). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for HEICO (HEI) and Lennox (LII)
MetricHEILII
Volatility (1Y, Annualized)33.37%41.59%
Beta (5Y)1.061.18
Max Drawdown (5Y)-27.11%-49.95%
Avg. Volume (3M)480.74K563.34K

Risk-Adjusted Performance

Risk-Return Positioning

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HEI and LII are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for HEICO (HEI) and Lennox (LII)
MetricHEILII
Sharpe Ratio (1Y)0.07-0.77
Sortino Ratio (1Y)0.10-0.96

Profitability

ROE (TTM)

Lennox (LII) at 62.82% clears its industry range for ROE, a sharper capital-efficiency signal than HEICO (HEI) at 17.73%, which is closer to a typical peer reading.

HEI

Capital Goods industry group

17.73%

Max
40.55%
Q3
19.29%
HEI
17.73%
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%
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HEICO (HEI) vs. Lennox (LII): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both HEICO (HEI) at 16.38% and Lennox (LII) at 13.76% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

HEI

Capital Goods industry group

16.38%

Max
27.47%
HEI
16.38%
Q3
12.10%
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%
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HEICO (HEI) vs. Lennox (LII): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both HEICO (HEI) at 25.14% and Lennox (LII) at 20.57% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

HEI

Capital Goods industry group

25.14%

Max
36.60%
HEI
25.14%
Q3
18.33%
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%
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HEICO (HEI) vs. Lennox (LII): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for HEICO (HEI) and Lennox (LII)
MetricHEILII
ROE (TTM)17.73%62.82%
ROA (TTM)8.50%15.93%
Net Margin (TTM)16.38%13.76%
Operating Margin (TTM)25.14%20.57%
Gross Margin (TTM)40.40%32.62%

Growth

Revenue Growth

HEICO (HEI) at 16.26% 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.

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HEICO (HEI) vs. Lennox (LII): A comparison of their Revenue Growth across different time periods.

EPS Growth

HEICO (HEI) at 33.52% sits in the top EPS growth quartile, while Lennox (LII) at 1.11% is closer to the peer norm — faster per-share earnings growth for HEI.

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HEICO (HEI) vs. Lennox (LII): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for HEICO (HEI) and Lennox (LII)
MetricHEILII
Revenue Growth (YoY)16.26%-2.73%
Revenue Growth (3Y CAGR)26.64%3.26%
EPS Growth (YoY)33.52%1.11%
EPS Growth (3Y CAGR)24.32%17.97%

Financial Strength

Current Ratio (MRQ)

HEICO (HEI) at 2.72 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.

HEI

Capital Goods industry group

2.72

Max
5.22
Q3
2.95
HEI
2.72
Median
2.08
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
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HEICO (HEI) vs. Lennox (LII): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

HEICO (HEI) at 0.45 carries an industry-typical debt-to-equity mix, while Lennox (LII) at 1.58 uses more debt funding than most peers.

HEI

Capital Goods industry group

0.45

Max
2.33
Q3
1.12
Median
0.60
HEI
0.45
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
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HEICO (HEI) vs. Lennox (LII): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for HEICO (HEI) and Lennox (LII)
MetricHEILII
Current Ratio (MRQ)2.721.21
Debt / Equity (MRQ)0.451.58
Net Debt / EBITDA1.561.73

Dividends

Dividend Yield (TTM)

Lennox (LII) at 1.53% delivers top-quartile income for its industry, while HEICO (HEI) at 0.08% pays a more typical yield — both are credible income propositions, LII the richer one.

HEI

Capital Goods industry group

0.08%

Max
2.66%
Q3
1.14%
Median
0.24%
HEI
0.08%
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%
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HEICO (HEI) vs. Lennox (LII): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both HEICO (HEI) at 4.17% 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.

HEI

Capital Goods industry group

4.17%

Max
67.39%
Q3
28.02%
Median
6.86%
HEI
4.17%
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%
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HEICO (HEI) vs. Lennox (LII): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for HEICO (HEI) and Lennox (LII)
MetricHEILII
Dividend Yield (TTM)0.08%1.53%
Dividend Payout Ratio (TTM)4.17%24.68%

Valuation

P/E Ratio (TTM)

Lennox (LII) at 15.47 sits in the cheaper P/E ratio quartile, while HEICO (HEI) at 55.44 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

HEI

Capital Goods industry group

55.44

Max
59.38
HEI
55.44
Q3
35.92
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
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HEICO (HEI) vs. Lennox (LII): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Lennox (LII) at 2.15 prices around its industry’s typical P/S ratio, while HEICO (HEI) at 8.98 clears its benchmark range — HEI looks notably rich on sales.

HEI

Capital Goods industry group

8.98

HEI
8.98
Max
7.54
Q3
3.76
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
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HEICO (HEI) vs. Lennox (LII): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both HEICO (HEI) at 9.40 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.

HEI

Capital Goods industry group

9.40

Max
9.66
HEI
9.40
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
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HEICO (HEI) vs. Lennox (LII): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for HEICO (HEI) and Lennox (LII)
MetricHEILII
P/E Ratio (TTM)55.4415.47
P/S Ratio (TTM)8.982.15
P/B Ratio (MRQ)9.408.88
Free Cash Flow Yield (TTM)1.82%3.14%