Citable filing context
LII's research view summarizes recent SEC filing context, starting with other from Sep 18, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 18, 2026 | other | Lennox International approved a new form of long-term incentive award agreement for vice presidents and executive officers. |
| Jul 29, 2026 | earnings | Lennox International reported Q2 2026 revenue of $1.5 billion and updated full-year EPS guidance to $23.00-$24.00. |
| May 28, 2026 | management_change | Sivasankaran Somasundaram resigned from the Board of Directors on May 23, 2026. |
| Jul 29, 2026 | Guidance: eps | 23.00 to 24.00 |
| Jul 29, 2026 | Guidance: free_cash_flow | 750.00 to 850.00 |
| Jul 29, 2026 | Guidance: revenue_growth | 8.00 to 8.00 |
| Jul 29, 2026 | mda_quarterly | Lennox International reported mixed second-quarter 2026 results, with consolidated net sales rising 3% to $1.55 billion despite a 7% sales decline in the Home Comfort Solutions segment. This segment, which manufactures residential furnaces, air conditioners, and heat pumps, faced a 12% drop in sales volumes, though this was partially mitigated by favorable pricing and mix. Conversely, the Building Climate Solutions segment—covering light commercial HVAC and refrigeration—delivered strong performance, with net sales surging 24% and segment profit increasing 29% due to volume growth and acquisitions. Consolidated operating income reached $355 million, benefiting from pricing actions and favorable product mix, which offset higher freight, distribution, and product costs. The company continues to navigate a complex tariff environment, including recent Section 301 and Section 122 measures, while benefiting from $30 million in IEEPA-related tariff refunds. Liquidity remains stable, supported by $51.5 million in cash and significant borrowing capacity under a $1 billion revolving credit facility. The company maintains a disciplined capital allocation strategy, returning $91 million via dividends and $151 million through share repurchases in the first half of 2026. Management is currently defending the company against a consolidated antitrust class action regarding HVAC equipment pricing. |
| Apr 29, 2026 | mda_quarterly | Lennox International reported mixed first-quarter 2026 results, with consolidated net sales increasing 6% to $1.135 billion, while operating income decreased slightly to $163.5 million. Performance diverged sharply by segment: Home Comfort Solutions saw net sales decline 10% to $650 million, driven by a 21% drop in sales volumes amid market softness. Conversely, Building Climate Solutions grew net sales 38% to $485.1 million, supported by a 17% increase in organic volumes and the integration of Duro Dyne and Supco. Gross profit margins contracted 90 basis points to 30.9%, pressured by product cost inflation, factory under-absorption, and freight costs, which were partially offset by favorable pricing and mix. Significant operational risks include new U.S. trade policies, specifically the 10% global tariff under Section 122 and evolving Section 232 tariffs on steel and aluminum. Additionally, the company is defending a new antitrust class action alleging price-fixing of HVAC equipment. Financially, LII's debt-to-total-capital ratio increased to 56%, and the company returned $65 million to shareholders through dividends and common stock repurchases. The company maintains investment-grade credit ratings of Baa1 from Moody's and BBB from S&P. |
Source: SEC EDGAR filing text and events; period Sep 18, 2026; filed Sep 18, 2026.
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