{"filings":[{"id":91055,"accession_number":"0001069202-26-000052","cik":1069202,"company_name":"LENNOX INTERNATIONAL INC","ticker":"LII","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennox Q1 revenue up 6% to $1.1B; GAAP EPS $3.35, down 8%; full-year guidance maintained","event_type":"earnings","confidence":"high","bullets":["GAAP operating income $164M (-3%); total segment margin down 130 bps to 14.4%.","Home Comfort Solutions revenue $650M (-10%); segment margin fell 390 bps to 13.3%.","Building Climate Solutions revenue $485M (+38%); segment margin up 300 bps to 19.7%.","Full-year 2026 EPS guidance reaffirmed at $23.50–$25.00; revenue growth guided ~8% including 4% from acquisitions.","Operating cash flow $16M vs -$36M prior year; net capex $55M; share repurchases $20M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":1135100000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100955,"accession_number":"0001069202-26-000005","cik":1069202,"company_name":"LENNOX INTERNATIONAL INC","ticker":"LII","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennox Q4 adj EPS $4.45 (-22% YoY), revenue $1.2B (-11%); guides FY26 adj EPS $23.50-$25.00","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted EPS $4.07; adjusted diluted EPS $4.45 down 22% YoY; revenue $1.2B down 11%.","Full year 2025 revenue $5.2B (-3%), adjusted EPS $23.16 (+2%), segment profit margin 20.4% (+90 bps).","Home Comfort Solutions Q4 revenue -21%, segment margin -220 bps; Building Climate Solutions revenue +8%, margin +50 bps.","FY 2026 guidance: revenue growth ~6-7% (incl ~4% from acquisitions), adjusted EPS range $23.50-$25.00, FCF $750M-$850M.","Accounting method changed from LIFO to FIFO effective Q4 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":22.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":5195300000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117283,"accession_number":"0001069202-25-000062","cik":1069202,"company_name":"LENNOX INTERNATIONAL INC","ticker":"LII","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lennox adopts new LTI award agreement with enhanced restrictive covenants","event_type":"other_material","confidence":"high","bullets":["Compensation Committee approved new Long-Term Incentive Award Agreement for VP+ employees, effective for 2026 grants.","New agreement updates restrictive covenant provisions, expanding Company's remedies for noncompete/nonsolicitation violations.","Award types covered: PSUs, RSUs, and SARs; terms substantially similar to prior form except for covenant updates.","Agreement filed as Exhibit 10.1 to Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117282,"accession_number":"0001069202-25-000046","cik":1069202,"company_name":"LENNOX INTERNATIONAL INC","ticker":"LII","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennox Q3 adj. EPS up 4% to $6.98; guides FY adj. EPS $22.75-$23.25, revenue down 1%","event_type":"earnings","confidence":"high","bullets":["Revenue $1.4B down 5% YoY; GAAP OP $310M up 2%.","Home Comfort Solutions rev down 12%; segment margin up 30bps to 22.2% on cost actions.","Building Climate Solutions rev up 10%; segment margin up 330bps to 26.1%.","FY2025 guidance: revenue down ~1%, adj. EPS $22.75-$23.25, FCF ~$550M.","Acquired DuroDyne and Supco to strengthen parts and accessories (financial terms undisclosed)."],"consensus_eps_estimate":null,"consensus_eps_actual":18.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":4000300000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133724,"accession_number":"0001069202-25-000029","cik":1069202,"company_name":"LENNOX INTERNATIONAL INC","ticker":"LII","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennox Q2 EPS $7.82 beats; guides FY25 EPS $23.25-$24.25, up 3% revenue","event_type":"earnings","confidence":"high","bullets":["Revenue $1.5B (+3% YoY); segment profit $354M (+11%); margin 23.6% (+170bps).","GAAP diluted EPS $7.82 vs $6.87; adjusted EPS $7.82 (+14% YoY).","Home Comfort Solutions revenue $1.0B (+3%); segment margin 25.3% (+200bps).","Building Climate Solutions revenue $492M (+5%); segment margin 24.9% (+60bps).","Raised FY25 EPS guidance to $23.25-$24.25; repurchased $210M of shares in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":11.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":2573500000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150437,"accession_number":"0001069202-25-000024","cik":1069202,"company_name":"LENNOX INTERNATIONAL INC","ticker":"LII","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Lennox elects Tracy Embree to board; annual meeting votes pass with 93% say-on-pay approval","event_type":"leadership","confidence":"high","bullets":["Tracy A. Embree, former President of Otis Americas, elected to Board as Class III Director effective June 1, 2025.","She will receive $105K annual retainer and ~$155K annual equity, consistent with non-employee director program.","At May 22 annual meeting, Alok Maskara and Sivasankaran Somasundaram re-elected; Somasundaram had ~3.2M votes against.","Advisory say-on-pay passed with ~93% approval (26.4M for, 2.1M against).","Ratification of Ernst & Young as auditor for FY2025 passed with 30.5M for, 0.5M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}