{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-23-025808","form_type":"8-K","ticker":"LII","cik":"0001069202","company_name":"LENNOX INTERNATIONAL INC","filed_at":"2023-07-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.065311+00:00","generated_at":"2026-06-12T23:40:35.655751+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Lennox Q2 record revenue $1.41B, EPS $6.10; raises FY guidance to $15.50-$16.00","bullets":["Revenue $1.41B (+3%), operating income $279M (+23%), GAAP diluted EPS $6.10 (+23%).","Adjusted EPS $6.15 (+22%), adjusted segment profit margin 20.9% (+320 bps).","Commercial segment revenue +24%, profit +150% to $103M; Residential revenue -4% due to destocking.","Raised FY2023 guidance: core revenue +2-4% (prev flat-4%), EPS $15.50-$16.00 (prev $14.25-$15.25).","Operating cash flow $196M (+101%); total debt $1.6B; European ops classified as non-core."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-23-025808","json":"https://secwatch.observer/filing/0001628280-23-025808.json","markdown":"https://secwatch.observer/filing/0001628280-23-025808.md","text":"https://secwatch.observer/filing/0001628280-23-025808.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1069202/000162828023025808/0001628280-23-025808-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1069202/000162828023025808/lii-20230727.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T23:40:35.655751+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"bf2f0fb69a2e58cc35ddcb35fa03ade4ff0bafbb","claim":"LENNOX INTERNATIONAL INC reported second quarter of 2023 results: revenue $1.41 billion, net income $217.2 million, EPS $6.10 per share.","evidence_excerpt":"Revenue: $1.41 billion; Core revenue, which excludes our European operations, was $1.34 billion, up 3%. Revenue growth was driven by price and favorable mix and partially offset by lower sales volumes. Operating Income: $279 million with operating profit margin of 19.8%. Adjusted Segment Profit: $281 million, up 22%, and adjusted segment profit margin of 20.9%, up 320 basis points. Adjusted segment profit increased $50 million as $106 million of price and mix benefits were partially offset by lower sales volumes and inflationary impacts on SG&A and distribution costs. Net Income: $217.2 million, or $6.10 per share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1069202/000162828023025808/0001628280-23-025808-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of 2023"},{"label":"Revenue","value":"$1.41 billion"},{"label":"Net income","value":"$217.2 million"},{"label":"EPS","value":"$6.10 per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"d6753fc4ac7dfcf93aaa9f302b15ead9fe5e030a","claim":"LENNOX INTERNATIONAL INC reported full year of 2023 results: EPS $15.50 to $16.00. Guidance raised.","evidence_excerpt":"For the full year of 2023, we now expect core revenue to be up 2% to up 4% (previous: flat to up 4%) and we expect earnings per share of $15.50 to $16.00 (previous: $14.25 to $15.25).","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1069202/000162828023025808/0001628280-23-025808-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year of 2023"},{"label":"EPS","value":"$15.50 to $16.00"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}