Welcome to our dedicated page for Lennox International SEC filings (Ticker: LII), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Lennox International Inc. (NYSE: LII), a manufacturer of energy-efficient climate-control solutions for residential and commercial customers. These regulatory documents offer detailed information on Lennox’s financial performance, segment results, capital allocation, governance practices, and material corporate events.
Through periodic and current reports, investors can review how Lennox’s Home Comfort Solutions and Building Climate Solutions segments are performing, along with disclosures on revenue, operating income, and other key metrics. Current reports on Form 8-K include items such as quarterly earnings press releases under “Results of Operations and Financial Condition” and updates on compensation and governance matters, for example the approval of a new Long-Term Incentive Award Agreement for U.S. employees at the vice president level and above.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the filing list) typically contain segment discussions, risk factors, and details on markets such as residential HVAC, commercial HVAC, and refrigeration. Filings may also describe acquisitions, including the purchase of NSI Industries’ HVAC division with the Duro Dyne and Supco brands, and other strategic actions that affect Lennox’s parts and supplies portfolio.
On Stock Titan, Lennox filings are updated in near real time from the SEC’s EDGAR system. AI-powered summaries help explain the contents of lengthy documents, highlight important changes, and clarify technical language around topics like incentive compensation plans or segment performance. Users can quickly scan 10-Ks, 10-Qs, 8-Ks, and other forms, and drill down into specific items such as executive incentive arrangements or earnings releases without reading every page.
Lennox International Inc. reported that VP–Corporate Controller and Chief Accounting Officer Chris Kosel completed an open-market sale of company stock. On May 6, 2026, he sold 971 shares of common stock at a weighted average price of $544.80 per share.
Following this transaction, Kosel directly owns 1,090 shares of Lennox International common stock. The footnote explains that the sale price reflects a weighted average for trades executed between $544.770 and $544.920 per share.
Lennox International Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 2,327,689 shares of Common Stock, representing 6.68% of the class. The filing lists 273,358 shares with sole voting power and 2,327,689 shares with sole dispositive power. The filing is signed by Ashley Grim on 04/30/2026.
Lennox International reported first quarter 2026 revenue of $1.1 billion, up 6% year over year, driven largely by completed acquisitions. GAAP operating income was $164 million, down 3%, and GAAP diluted EPS was $3.35, down 8%.
Home Comfort Solutions revenue fell 10% to $650 million with segment profit down 30% as weaker new home construction and channel softness compressed margins. Building Climate Solutions offset this with 38% revenue growth to $485.1 million and a 63% segment profit increase, lifting segment margin to 19.7%.
Net income was $117.2 million. Operating cash flow improved to $16.1 million from a use of $35.8 million a year earlier, while free cash flow was -$38.7 million after higher capital spending. Management reaffirmed full-year 2026 EPS guidance of $23.50–$25.00 and free cash flow guidance of $750–$850 million, and updated revenue growth guidance to approximately 8%, including a 4% benefit from acquisitions.
Viking Global Investors and affiliated entities report shared beneficial ownership of Lennox International Inc. common stock. The filing lists 1,815,350 shares held by Viking Global Investors (VGI), representing 5.2% of the class based on 34,817,885 shares outstanding as of March 26, 2026. The filing breaks ownership across affiliated managers and funds, including Viking Global Performance LLC (1,174,224 shares, 3.4%) and underlying feeder/master vehicles. The report states the shares are held with shared voting and dispositive power among the reporting persons and that neither Halvorsen nor Shabet directly own shares; each is deemed to beneficially own the aggregated positions under Rule 13d-3.
Somasundaram Sivasankaran reported acquisition or exercise transactions in this Form 4 filing.
Lennox International director Somasundaram Sivasankaran received a grant of 51 shares of common stock as a quarterly retainer paid in stock. The award was recorded at $505.31 per share and increased his direct holdings to 767 shares of Lennox International common stock.
Lennox International is holding its 2026 Annual Meeting virtually on May 21, 2026, asking stockholders to elect three Class I directors, approve an advisory Say‑on‑Pay vote, and ratify Ernst & Young LLP as auditor. The Board recommends voting “for” all three proposals.
The proxy highlights 2025 results: GAAP diluted EPS of $22.79, adjusted diluted EPS of $23.16, segment profit of $1.1 billion with a margin of 20.4%, three‑year TSR of 109%, five‑year TSR of 88%, dividends of about $173 million, and share repurchases of $482 million.
The compensation program emphasizes pay‑for‑performance via base salary, an annual cash incentive tied to core net income, free cash flow, and revenue, plus long‑term equity using PSUs, RSUs, and SARs. PSUs granted in 2022 paid at about 196% of target based on ROIC and core net income growth. Governance features include an independent Board chair, 89% independent directors, robust stock ownership guidelines, anti‑hedging and pledging policies, and clawback provisions.
The Vanguard Group amended its Schedule 13G/A to report 0 shares and 0% beneficial ownership of Lennox International Inc. common stock. The amendment (Amendment No. 12) explains an internal realignment that disaggregated certain subsidiaries' holdings under SEC Release No. 34-39538. The filing lists the issuer as Lennox International Inc and is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.