Every 8-K that Lennox International Inc. (LII) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LII and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LII filings page.
Lennox International Inc. (LII) updated its executive equity compensation documentation. On September 16, 2026, the Compensation and Human Resources Committee approved a new form of Long-Term Incentive Award Agreement for U.S. employees at the vice president level and above under the 2019 Equity and Incentive Compensation Plan.
The agreement will govern grants of restricted stock units, performance share units, and stock appreciation rights to executive officers. The company states that terms are substantially similar to the previously disclosed form, with changes primarily to vesting and exercise schedules, retirement eligibility, and other administrative and conforming provisions.
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 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.
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.
Lennox International Inc. filed a current report to inform investors that it has released its financial results for the fourth quarter of 2025. The company issued a press release on January 28, 2026 describing these results.
The press release is furnished as Exhibit 99.1 to the report, rather than being fully included in the body of the filing, meaning detailed figures and commentary appear in that exhibit.
Lennox International Inc. reported that its Compensation and Human Resources Committee approved a new form of Long-Term Incentive Award Agreement for U.S. employees at the vice president level and above under the company’s 2019 Equity and Incentive Compensation Plan. This agreement will govern grants of restricted stock units, performance share units, and stock appreciation rights to executive officers.
The company states that the new agreement is substantially similar to its prior form, with key updates focused on restrictive covenant provisions that expand the company’s remedies, along with other administrative and conforming changes. The full text of the updated award agreement is filed as an exhibit to this report.
Lennox International Inc. (LII) reported a routine update. The company furnished an Item 2.02 current report noting it issued a press release announcing financial results for the third quarter of 2025. The press release is attached as Exhibit 99.1. This filing provides notice of the disclosure; detailed results are contained in the accompanying press release dated October 22, 2025.