Recent 8-K filings for LII

• Apr 29, 2026 23:59 UTC earnings materiality 0.60 positive item 2.02item 9.01

  Lennox Q1 revenue up 6% to $1.1B; GAAP EPS $3.35, down 8%; full-year guidance maintained

  GAAP operating income $164M (-3%); total segment margin down 130 bps to 14.4%.

• Jan 28, 2026 23:59 UTC earnings materiality 0.80 neutral item 2.02item 9.01

  Lennox Q4 adj EPS $4.45 (-22% YoY), revenue $1.2B (-11%); guides FY26 adj EPS $23.50-$25.00

  Q4 GAAP diluted EPS $4.07; adjusted diluted EPS $4.45 down 22% YoY; revenue $1.2B down 11%.

• Oct 22, 2025 23:59 UTC earnings materiality 0.75 neutral item 2.02item 9.01

  Lennox Q3 adj. EPS up 4% to $6.98; guides FY adj. EPS $22.75-$23.25, revenue down 1%

  Revenue $1.4B down 5% YoY; GAAP OP $310M up 2%.

• Jul 23, 2025 23:59 UTC earnings materiality 0.85 positive item 2.02item 9.01

  Lennox Q2 EPS $7.82 beats; guides FY25 EPS $23.25-$24.25, up 3% revenue

  Revenue $1.5B (+3% YoY); segment profit $354M (+11%); margin 23.6% (+170bps).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.68 · Most common event earnings

2 positive 0 negative 4 neutral

source · LII on sec.gov