LII vs. TDG: Lennox vs. TransDigm Stock Comparison

November 11, 2026

How do Lennox (LII) and TransDigm (TDG) 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

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

Company profile comparison for Lennox (LII) and TransDigm (TDG)
Profile Item	LII	TDG
Name	Lennox International Inc.	TransDigm Group Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Building Products	Aerospace & Defense
GICS Sub-Industry	Building Products	Aerospace & Defense
Market Capitalization	11.70 billion USD	66.17 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	July 29, 1999	March 15, 2006
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

LII

TDG

GSPC

Lennox (LII) vs. TransDigm (TDG), 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

Loading price history…

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

Calendar-Year Returns

Loading price history…

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

Performance Metrics

Price performance metrics for Lennox (LII) and TransDigm (TDG)
Metric	LII	TDG
Total Return (1Y)	-27.83%	-3.42%
Total Return (3Y, Annualized)	-2.32%	14.26%
Total Return (5Y, Annualized)	3.79%	16.86%

Risk Profile

Drawdown History

LII

TDG

GSPC

Lennox (LII) vs. TransDigm (TDG), 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

Loading price history…

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

Risk Metrics

Risk profile metrics for Lennox (LII) and TransDigm (TDG)
Metric	LII	TDG
Volatility (1Y, Annualized)	41.59%	28.03%
Beta (5Y)	1.18	0.94
Max Drawdown (5Y)	-49.95%	-29.05%
Avg. Volume (3M)	563.34K	369.72K

Risk-Adjusted Performance

Risk-Return Positioning

LII and TDG 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 Lennox (LII) and TransDigm (TDG)
Metric	LII	TDG
Sharpe Ratio (1Y)	-0.77	-0.27
Sortino Ratio (1Y)	-0.96	-0.38

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Lennox (LII) earns 62.82% on shareholders’ equity, ranked against its industry; TransDigm (TDG) has no ROE this period.

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%

TDG

Capital Goods industry group

Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%
TDG: --

Lennox (LII) vs. TransDigm (TDG): TDG does not report ROE, so it has no value marker; LII is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

For every dollar of sales, both Lennox (LII) at 13.76% and TransDigm (TDG) at 21.28% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

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%

TDG

Capital Goods industry group

21.28%

Max: 27.47%
TDG: 21.28%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

Lennox (LII) vs. TransDigm (TDG): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

TransDigm (TDG) at 46.01% shows unusually strong operating efficiency — above its industry’s operating margin range — and Lennox (LII) at 20.57% also operates in the top quartile.

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%

TDG

Capital Goods industry group

46.01%

TDG: 46.01%
Max: 36.60%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

Lennox (LII) vs. TransDigm (TDG): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Lennox (LII) and TransDigm (TDG)
Metric	LII	TDG
ROE (TTM)	62.82%	--
ROA (TTM)	15.93%	11.82%
Net Margin (TTM)	13.76%	21.28%
Operating Margin (TTM)	20.57%	46.01%
Gross Margin (TTM)	32.62%	59.82%

Growth

Revenue Growth

TransDigm (TDG) at 11.22% 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.

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

EPS Growth

Both Lennox (LII) at 1.11% and TransDigm (TDG) at 25.21% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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

Growth Metrics

Growth metrics for Lennox (LII) and TransDigm (TDG)
Metric	LII	TDG
Revenue Growth (YoY)	-2.73%	11.22%
Revenue Growth (3Y CAGR)	3.26%	17.61%
EPS Growth (YoY)	1.11%	25.21%
EPS Growth (3Y CAGR)	17.97%	33.78%

Financial Strength

Current Ratio (MRQ)

TransDigm (TDG) at 3.02 carries current ratio above its industry’s typical mid-range, while Lennox (LII) at 1.21 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

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

TDG

Capital Goods industry group

3.02

Max: 5.22
TDG: 3.02
Q3: 2.95
Median: 2.08
Q1: 1.43
Min: 0.36

Lennox (LII) vs. TransDigm (TDG): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Lennox (LII) carries debt-to-equity ratio of 1.58 against its industry range, while TransDigm (TDG) reports no figure this period.

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

TDG

Capital Goods industry group

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00
TDG: --

Lennox (LII) vs. TransDigm (TDG): TDG does not report debt-to-equity ratio, so it has no value marker; LII is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Lennox (LII) and TransDigm (TDG)
Metric	LII	TDG
Current Ratio (MRQ)	1.21	3.02
Debt / Equity (MRQ)	1.58	--
Net Debt / EBITDA	1.73	6.03

Dividends

Dividend Yield (TTM)

TransDigm (TDG) 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.

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%

TDG

Capital Goods industry group

0.00%

Max: 2.66%
Q3: 1.14%
Median: 0.24%
TDG: 0.00%
Q1: 0.00%
Min: 0.00%

Lennox (LII) vs. TransDigm (TDG): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

TransDigm (TDG) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Lennox (LII) reports a payout of 24.68%, ranking against industry peers normally.

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%

TDG

Capital Goods industry group

0.00%

Max: 67.39%
Q3: 28.02%
Median: 6.86%
TDG: 0.00%
Q1: 0.00%
Min: 0.00%

Lennox (LII) vs. TransDigm (TDG): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Lennox (LII) and TransDigm (TDG)
Metric	LII	TDG
Dividend Yield (TTM)	1.53%	0.00%
Dividend Payout Ratio (TTM)	24.68%	0.00%

Valuation

P/E Ratio (TTM)

Lennox (LII) at 15.47 sits in the cheaper P/E ratio quartile, while TransDigm (TDG) at 36.31 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

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

TDG

Capital Goods industry group

36.31

Max: 59.38
TDG: 36.31
Q3: 35.92
Median: 25.41
Q1: 19.47
Min: 3.03

Lennox (LII) vs. TransDigm (TDG): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Lennox (LII) at 2.15 is priced about in line with its industry on P/S ratio, while TransDigm (TDG) at 6.61 sits in the pricier quartile — TDG costs more per dollar of sales.

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

TDG

Capital Goods industry group

6.61

Max: 7.54
TDG: 6.61
Q3: 3.76
Median: 2.15
Q1: 1.03
Min: 0.03

Lennox (LII) vs. TransDigm (TDG): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

TransDigm (TDG) reports a negative P/B ratio of -6.74, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Lennox (LII) reports 8.88, ranking against industry peers normally.

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

TDG

Capital Goods industry group

-6.74

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08
TDG: -6.74

Lennox (LII) vs. TransDigm (TDG): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Lennox (LII) and TransDigm (TDG)
Metric	LII	TDG
P/E Ratio (TTM)	15.47	36.31
P/S Ratio (TTM)	2.15	6.61
P/B Ratio (MRQ)	8.88	-6.74
Free Cash Flow Yield (TTM)	3.14%	2.20%