Lennox International SEC Filings

Lennox International Inc. executive Prakash Bedapudi, EVP and Chief Technology Officer, reported a disposition of 508 shares of the company’s common stock on 12/09/2025 at a price of $500.125 per share. Following this transaction, he directly beneficially owns 17,970 shares of Lennox International common stock. The filing is a Form 4 submitted for a single reporting person and reflects a routine update to his reported equity holdings.

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 (LII) director Todd J. Teske filed a Form 4 reporting an open-market sale of common stock. On 11/11/2025, he sold 600 shares at a weighted average price of $491.85, with individual trades executed between $491.64 and $492.49.

Following the transaction, Teske beneficially owns 7,581 shares, held directly. The price range disclosure indicates multiple trade executions, and the reporting person noted they will provide full breakdowns upon request.

Lennox International (LII) reported an insider transaction by EVP and Chief Legal Officer Monica M. Brown on 11/11/2025. She exercised non‑qualified stock appreciation rights (transaction code M) at $214.63, acquiring 772 shares, and sold 444 shares at $491.40 (code D).

Following these transactions, she beneficially owned 1,445 shares directly. The SARs were part of a grant that became fully exercisable on 12/07/2021 and carry an expiration date of 12/07/2025.

A shareholder filed a Form 144 notice for a proposed sale of 600 shares of common stock on the NYSE. The filing lists an aggregate market value of $295,111.62 and an approximate sale date of 11/11/2025, with Fidelity Brokerage Services LLC as broker. The shares were acquired through restricted stock vesting in two tranches: 295 (acquired 12/11/2023) and 305 (acquired 05/16/2024), both as compensation. Shares outstanding were 35,072,782 as of the filing’s reference.

Lennox International Inc. filed an automatic shelf registration on Form S-3, allowing it to offer, from time to time after effectiveness, debt securities (which may be guaranteed), common stock, preferred stock, warrants, depositary shares, and units. Specific terms and pricing will be set in future prospectus supplements.

Potential guarantors for the debt securities include several wholly owned subsidiaries listed in the filing. Securities may be sold directly, through agents, dealers, or underwriters, with methods and fees disclosed in each supplement. Unless otherwise stated in a supplement, any net proceeds will be used for general corporate purposes, including working capital, capital expenditures, acquisitions, debt repayment or refinancing, and repurchases or redemptions. Lennox’s common stock trades on the NYSE under “LII.” Shares outstanding were 35,073,516 as of September 30, 2025; this is a baseline figure, not the amount being offered.

Lennox International (LII) reported mixed Q3 2025 results. Net sales were $1,426.8 million, down 5% year over year, while operating income rose 2% to $310.2 million. Net income was $245.8 million, and diluted EPS increased to $6.98 from $6.68.

Segment performance diverged. Home Comfort Solutions sales fell 12% to $912.9 million with profit down $23.6 million, as a 23% volume decline outweighed pricing/mix gains. Building Climate Solutions sales rose 10% to $513.9 million and profit increased $28.1 million on favorable price and mix.

Year to date, sales were $4,000.3 million with operating income of $819.8 million. Cash and cash equivalents were $52.9 million as of September 30, 2025, reflecting debt repayments and buybacks; inventories were $991.5 million. The company repurchased $332.3 million of stock and paid $127 million in dividends.

Balance sheet and subsequent events: $157.0 million of commercial paper was outstanding, and $300.0 million of 2020 notes were repaid on August 1, 2025. After quarter end, Lennox acquired Duro Dyne and Supco for $546.3 million and entered a $300.0 million Term Credit Agreement maturing October 16, 2027.

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.

Lennox International (LII) director Sivasankaran Somasundaram reported acquiring 50 shares of common stock on 10/10/2025 at $524.5 per share. Following this transaction, the filing lists 667 shares beneficially owned, held directly. The acquisition reflects a quarterly retainer paid in stock.