Lennox International Inc

Company facts

Industry

Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip

Headquarters

Richardson, Texas

Most recent report

10-Q, filed Jul 29, 2026

Incorporated

Delaware

Filings on record

1,001+ filings

On EDGAR

CIK 1069202

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 3 of 11 sections worth reading, with 1 positive, 5 notable, and 4 negative flags.

• Financial Statements (Item 1) Core financials, segment divergence, antitrust suit, cash flows, and new acquisition.
  Notable

  • Acquired Heat Controller for $205M on July 13, 2026, strengthening HVAC distributor network.
  Negative

  • Antitrust class action filed March 2026 alleges price fixing; cannot estimate loss yet.
• Management's Discussion (Item 2) Mixed segment results, tariff refunds, new acquisition, and rising debt need attention.
  Positive

  • Building Climate Solutions net sales up 24% and profit up 29% in Q2 2026.
  Notable

  • $30 million in tariff refunds in Q2 2026 helped offset product cost inflation.
  • Interest expense doubled to $15 million in Q2 2026 from $8 million due to more borrowings.
  • Acquired Heat Controller for ~$205 million in July 2026, after quarter-end.
  Negative

  • Net income was $269 million but diluted EPS flat at $7.72 vs $7.71 in Q2 2026.
  • Home Comfort Solutions net sales down 7% and profit down 12% in Q2 2026.
  • Debt-to-total-capital ratio increased to 55% at June 30, 2026 from 54% at year-end 2025.
• Legal Proceedings (Item 1) New antitrust class action filed in 2026, amended complaints in July 2026.
  Notable

  • Antitrust class action filed March 2026, amended complaints filed July 2026, could have material adverse impact.

What changed: Jun 2026 vs. Mar 2026

About 15% of LII's Jun 2026 10-Q is new information. 42 paragraphs were added, 105 changed, and 14 removed. Below are the most important lines SECSift identified.

• Item 2 61
• Item 1 37
• Item 6 2
• Item 5 1
• Item 4 1