---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-21-306031"
form_type: "8-K"
ticker: "LII"
cik: "0001069202"
company_name: "LENNOX INTERNATIONAL INC"
filed_at: "2021-10-25T23:59:59+00:00"
generated_at: "2026-06-28T18:19:54.732342+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Lennox Q3 revenue $1.06B record; adjusted EPS $3.40 vs $3.53 YoY; guidance narrowed

## Summary
- GAAP EPS from continuing operations $3.41, flat YoY; adjusted EPS $3.40 down 4% (incl. ~$0.55 supply chain/COVID impact).
- Supply chain and COVID disruptions reduced Q3 revenue by ~$75M and operating profit by ~$25M.
- Commercial segment margin fell 800 bps to 10.7% on factory disruptions; Refrigeration revenue up 10% with margin expansion 20 bps.
- Narrowed FY2021 guidance: revenue growth 13-15% (prev. 12-16%), adjusted EPS $12.10-$12.30 (prev. $12.10-$12.70).
- Repurchased $200M of stock in Q3; free cash flow $199M vs. $428M prior year.

## SEC filing metadata
- accession: 0001193125-21-306031
- form_type: 8-K
- ticker: LII
- cik: 0001069202
- company_name: LENNOX INTERNATIONAL INC
- filed_at: 2021-10-25T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1069202/000119312521306031/0001193125-21-306031-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1069202/000119312521306031/d231483d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-21-306031
- JSON: https://secwatch.observer/filing/0001193125-21-306031.json
- Plain text: https://secwatch.observer/filing/0001193125-21-306031.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.