JCI vs. LII: Johnson Controls vs. Lennox Stock Comparison
How do Johnson Controls (JCI) 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
Johnson Controls (JCI) and Lennox (LII) are both classified in the Building Products sub-industry within the broader Building Products industry, placing them in the closest GICS peer bucket.
| Profile Item | JCI | LII |
|---|---|---|
| Name | Johnson Controls International plc | Lennox International Inc. |
| Country/Region | Ireland | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Building Products |
| GICS Sub-Industry | Building Products | Building Products |
| Market Capitalization | 81.79 billion USD | 11.70 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 28, 1987 | July 29, 1999 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | JCI | LII |
|---|---|---|
| Total Return (1Y) | 17.11% | -27.83% |
| Total Return (3Y, Annualized) | 43.46% | -2.32% |
| Total Return (5Y, Annualized) | 15.29% | 3.79% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | JCI | LII |
|---|---|---|
| Volatility (1Y, Annualized) | 32.91% | 41.59% |
| Beta (5Y) | 1.29 | 1.18 |
| Max Drawdown (5Y) | -42.32% | -49.95% |
| Avg. Volume (3M) | 3.57M | 563.34K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | JCI | LII |
|---|---|---|
| Sharpe Ratio (1Y) | 0.39 | -0.77 |
| Sortino Ratio (1Y) | 0.54 | -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; Johnson Controls (JCI) at 21.73% also sits in the top quartile.
JCI
Capital Goods industry group
21.73%
- Max
- 40.55%
- JCI
- 21.73%
- 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 Johnson Controls (JCI) at 11.12%, which keeps about the industry-typical share.
JCI
Capital Goods industry group
11.12%
- Max
- 27.47%
- Q3
- 12.10%
- JCI
- 11.12%
- 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 Johnson Controls (JCI) at 17.21%, which runs around its industry’s norm.
JCI
Capital Goods industry group
17.21%
- Max
- 36.60%
- Q3
- 18.33%
- JCI
- 17.21%
- 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 | JCI | LII |
|---|---|---|
| ROE (TTM) | 21.73% | 62.82% |
| ROA (TTM) | 6.41% | 15.93% |
| Net Margin (TTM) | 11.12% | 13.76% |
| Operating Margin (TTM) | 17.21% | 20.57% |
| Gross Margin (TTM) | 37.07% | 32.62% |
Growth
Revenue Growth
Johnson Controls (JCI) at 2.81% 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
Johnson Controls (JCI) at 99.60% 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 JCI.
Growth Metrics
| Metric | JCI | LII |
|---|---|---|
| Revenue Growth (YoY) | 2.81% | -2.73% |
| Revenue Growth (3Y CAGR) | 4.57% | 3.26% |
| EPS Growth (YoY) | 99.60% | 1.11% |
| EPS Growth (3Y CAGR) | 31.94% | 17.97% |
Financial Strength
Current Ratio (MRQ)
Both Johnson Controls (JCI) at 0.90 and Lennox (LII) at 1.21 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
JCI
Capital Goods industry group
0.90
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- JCI
- 0.90
- 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)
Johnson Controls (JCI) at 0.68 carries an industry-typical debt-to-equity mix, while Lennox (LII) at 1.58 uses more debt funding than most peers.
JCI
Capital Goods industry group
0.68
- Max
- 2.33
- Q3
- 1.12
- JCI
- 0.68
- 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 | JCI | LII |
|---|---|---|
| Current Ratio (MRQ) | 0.90 | 1.21 |
| Debt / Equity (MRQ) | 0.68 | 1.58 |
| Net Debt / EBITDA | 1.86 | 1.73 |
Dividends
Dividend Yield (TTM)
Johnson Controls (JCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Lennox (LII) reports a yield of 1.53%, ranking against industry peers normally.
JCI
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- JCI
- 0.00%
- 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)
Lennox (LII) at 24.68% pays out a band-typical share of earnings, while Johnson Controls (JCI) at 45.20% distributes more than its industry norm — less retained, thinner cover.
JCI
Capital Goods industry group
45.20%
- Max
- 67.39%
- JCI
- 45.20%
- Q3
- 28.02%
- 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 | JCI | LII |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 1.53% |
| Dividend Payout Ratio (TTM) | 45.20% | 24.68% |
Valuation
P/E Ratio (TTM)
Lennox (LII) at 15.47 sits in the cheaper P/E ratio quartile, while Johnson Controls (JCI) at 28.61 is closer to its industry’s usual earnings multiple — a discount for LII, though growth and earnings durability still matter.
JCI
Capital Goods industry group
28.61
- Max
- 59.38
- Q3
- 35.92
- JCI
- 28.61
- 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 Johnson Controls (JCI) at 3.19 and Lennox (LII) at 2.15 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
JCI
Capital Goods industry group
3.19
- Max
- 7.54
- Q3
- 3.76
- JCI
- 3.19
- 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 Johnson Controls (JCI) at 5.99 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.
JCI
Capital Goods industry group
5.99
- Max
- 9.66
- JCI
- 5.99
- 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 | JCI | LII |
|---|---|---|
| P/E Ratio (TTM) | 28.61 | 15.47 |
| P/S Ratio (TTM) | 3.19 | 2.15 |
| P/B Ratio (MRQ) | 5.99 | 8.88 |
| Free Cash Flow Yield (TTM) | 3.81% | 3.14% |