Lennox International Inc. filings document the regulatory record for an operating company focused on heating, cooling, indoor air quality, refrigeration, water heating and related HVAC parts, supplies and services. Form 8-K reports furnish operating results, guidance and segment performance for Home Comfort Solutions and Building Climate Solutions.
Proxy and governance filings cover board matters, executive compensation, equity awards and shareholder voting items. Other current reports document compensatory arrangements, including long-term incentive award agreements under the company’s equity and incentive compensation plan, along with the exhibits and Inline XBRL cover-page data associated with those disclosures.
Joseph Nassab, Lennox International Inc.’s EVP and president of Building Climate Solutions, exercised 1,517 non-qualified stock appreciation rights on November 9, 2026, at an exercise price of $257.08 per share, acquiring 1,517 common shares. That day, he returned 1,272 shares to the issuer at $350.465 per share and sold 245 shares at $350.265 per share. No Rule 10b5-1 plan is reported.
Lennox International Inc. (LII) reported that EVP, Chief HR Officer Daniel M. Sessa exercised 5,058 non-qualified stock appreciation rights at an exercise price of $257.08 on November 9, 2026, acquiring 5,058 common shares. The reported position in those rights after exercise was 0. On the same date, he returned 4,229 shares to the issuer at $352.335 per share and sold 829 shares at $353.165 per share. No Rule 10b5-1 plan is reported for the sale.
Lennox International Inc. (LII) officer Joseph Nassab reported a proposed sale of 245 common shares, with an aggregate market value of $85,814.93 and an approximate sale date of November 9, 2026. The notice names Fidelity Brokerage Services LLC as broker. The shares were acquired from the issuer through a SAR as compensation on November 9, 2026.
Lennox International Inc. officer Daniel M. Sessa gave notice of an intended sale of 829 common shares, with an aggregate market value of $292,773.79 and an approximate sale date of November 9, 2026. He acquired the shares from the issuer through a SAR as compensation on November 9, 2026.
Lennox International Inc. EVP and Chief Financial Officer Michael Quenzer exercised a non-qualified stock appreciation right covering 635 shares on November 5, 2026, at a $278 exercise price, acquiring 635 common shares. He then returned 529 shares to the issuer at $356.74 per share; the reported remaining position for the right was 0. The grant became fully exercisable on December 11, 2023. No Rule 10b5-1 plan is reported.
Lennox International Inc. (LII) reported that its EVP, Chief Legal Officer Monica M. Brown exercised 831 non-qualified Stock Appreciation Rights on November 5, 2026, at an exercise price of $257.08, acquiring 831 common shares. She also returned 663 shares to the issuer at $351.04 per share. The reported Stock Appreciation Right position following the exercise was 0; no Rule 10b5-1 plan is reported.
Lennox International Inc. (LII) announced that Joseph F. Nassab will leave his role as Executive Vice President and President, Building Climate Solutions, on December 31, 2026, and transition to Strategic Advisor. Geoffrey Dethlefsen, currently Vice President and General Manager of Lennox Commercial HVAC, will succeed him effective January 1, 2027.
Nassab’s Transition Employment Agreement covers an Advisory Period from January 1, 2027 through February 28, 2028. He will report to the Chief Executive Officer and support continuity with key customers, distributors and strategic partners, mentor leaders, and advise on special projects where applicable. He will receive an annual salary of $180,000, continue participating in benefit plans under their terms, and be eligible for continued vesting of outstanding equity-based awards under their terms. The agreement includes confidentiality, non-competition and non-solicitation covenants for 24 months following the Advisory Period.
Lennox International Inc. executive Sarah Rachel Martin, EVP & Pres., Home Comfort Sol, reported 201 shares delivered or withheld for payment of exercise price or tax liability on October 28, 2026. The reported price per share was $339.44. She directly held 2,154 shares following the transaction. No Rule 10b5-1 plan is reported.
Lennox International Inc. (LII) reported third-quarter 2026 net sales of $1,572.5 million, up 10.2% from $1,426.8 million, while operating income fell 5.1% to $312.1 million. Net income was $221.2 million versus $259.9 million, and diluted EPS was $6.41 versus $7.38. Sales growth included completed-acquisition volumes and favorable mix and price; higher product costs, including tariff-related impacts, and restructuring costs also affected operating results.
Performance differed by segment: Home Comfort Solutions sales increased 3% to $937.2 million, but segment profit declined 18% to $175.7 million. Building Climate Solutions sales rose 24% to $635.3 million and segment profit rose 19% to $166.5 million. In July, Lennox acquired Heat Controller for $215.3 million in cash consideration, excluding cash received at closing; through September 30, 2026, the acquired business contributed approximately $29.5 million in sales and $1.2 million to Home Comfort Solutions segment profit.
For the first nine months of 2026, operating cash flow was $583.4 million, compared with $351.7 million. Lennox repurchased 354,046 shares for $150.0 million in the third quarter, with $707.7 million available under its share repurchase plans as of September 30, 2026.
Lennox International Inc. (LII) reported third-quarter 2026 revenue of $1.6 billion, up 10% year over year. GAAP operating income was $312.1 million, down 5%; diluted EPS was $6.41 versus $7.38. Adjusted diluted EPS was $6.84, down 7%. Operating cash flow was $395.3 million, versus $300.7 million a year earlier, driven by reduced inventory levels.
Home Comfort Solutions revenue was $937.2 million, up 3%, while segment profit fell 18% to $175.7 million and margin declined 490 basis points to 18.7%. Building Climate Solutions revenue rose 24% to $635.3 million; segment profit increased 19% to $166.5 million, while margin declined 110 basis points to 26.2%. The company cited a $45 million headwind from product cost inflation, including tariffs, and lower factory absorption, alongside $15 million of higher fuel costs.
Full-year 2026 revenue growth guidance is approximately 6%, including a 5% benefit from completed acquisitions. Adjusted EPS guidance was revised to $21.00 to $21.50 from $23.00 to $24.00; free cash flow guidance is $700 million to $750 million.