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Lennox International Inc. director John W. Norris III reported a bona fide charitable gift of 8,988 shares of common stock on 2026-08-06, at a reported price of $0.00 per share. Following the gift, he directly holds 168,942 shares. He also reports significant indirect holdings through multiple trusts and a family limited partnership, with several positions reported as co-trustee interests or with beneficial ownership disclaimed except to the extent of his pecuniary interest.
Lennox International reported second quarter 2026 revenue of $1.5 billion, up 3% year-over-year, operating income of $355 million and GAAP diluted EPS flat at $7.72. Net income was $269 million. Total segment margin was 23.0%, down 30 basis points.
Home Comfort Solutions revenue fell 7% to $935.6 million, with segment profit down 12% to $221.8 million as lower volumes and cost inflation outweighed mix/price benefits and tariff refunds. Building Climate Solutions revenue rose 24% to $609.7 million, with segment profit up 29% to $155.3 million and margin at 25.5%.
Operating cash flow in the quarter increased to $172 million from $87 million a year earlier, driven by reduced inventory levels, supporting free cash flow of $137 million. For full year 2026, the company reaffirmed revenue growth guidance of approximately 8% including a 5% benefit from acquisitions, updated EPS guidance to $23.00–$24.00, and maintained free cash flow guidance of $750 million–$850 million.
Lennox International director John W. Norris III reported a bona fide gift of 990 shares of common stock, transferred at a price of $0.00 per share. Following this gift, he directly holds 177,930 shares.
The filing also updates indirect holdings in multiple trusts, a family limited partnership, and spouse accounts. Footnotes state that Norris is co-trustee or related to these entities and disclaims beneficial ownership except to the extent of his pecuniary interest.
LENNOX INTERNATIONAL INC director Somasundaram Sivasankaran reported a disposition of 343 shares of common stock to the issuer on May 26, 2026. The transaction was recorded at $0.00 per share, and he now directly holds 767 shares of Lennox common stock.
Lennox International Inc. reported the results of its 2026 annual stockholder meeting and a change on its Board of Directors. Director Sivasankaran Somasundaram resigned from the Board, effective immediately, citing other professional responsibilities, and the Board size was reduced from nine to eight members.
Stockholders elected three Class I directors, John W. Norris, III, Karen H. Quintos, and Shane D. Wall, to terms expiring at the 2029 annual meeting. An advisory vote on named executive officer compensation passed with approximately 98% support of votes cast, and stockholders ratified Ernst & Young LLP as independent registered public accounting firm for fiscal year 2026.
Buck Sherry reported acquisition or exercise transactions in this Form 4 filing.
Lennox International director Sherry Buck received a stock award of 343 shares of common stock on May 21, 2026. The grant was recorded at a price of $0.00 per share, indicating it was a compensation-related award rather than an open-market purchase. After this grant, Buck directly holds 2,306 Lennox International common shares.
LENNOX INTERNATIONAL INC director receives stock grant. Director Karen H. Quintos was awarded 343 shares of common stock on May 21, 2026 at a stated price of $0.00 per share, reflecting a compensation-related grant rather than a market purchase.
After this award, Quintos directly holds 7,253 shares of Lennox International common stock. The filing does not show any sales or option exercises, only this grant/award acquisition.
Lennox International Inc. director Todd J. Teske received a stock grant. On May 21, 2026, he acquired 343 shares of Lennox International common stock through a grant or award at no stated purchase price. Following this award, he directly holds a total of 7,224 common shares.
Vander Ark Jon reported acquisition or exercise transactions in this Form 4 filing.
Lennox International director Jon Vander Ark reported receiving a grant of 343 shares of common stock on May 21, 2026, as a compensation-related award at no cash cost per share. After this grant, he directly holds a total of 617 shares of Lennox International common stock.