Company facts
- Headquarters
- Richardson, Texas
- Most recent report
- 8-K, filed Nov 2, 2026
- Incorporated
- Delaware
- Filings on record
- 1,004+ filings
- On EDGAR
- CIK 1069202
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 40
News 8 of 86
Prospectuses and Registrations 8 of 12
- S-3ASR Automatic shelf registration Oct 24, 2025
- 424B5 Prospectus supplement for an offering Sep 8, 2023
- FWP Free writing prospectus Sep 7, 2023
- 424B5 Prospectus supplement for an offering Sep 7, 2023
- S-3ASR Automatic shelf registration Oct 27, 2022
- S-8 Registration statement for an employee plan May 24, 2022
- 424B5 Prospectus supplement for an offering Jul 24, 2020
- FWP Free writing prospectus Jul 22, 2020
Proxies 8 of 22
- DEFA14A Extra proxy material Apr 8, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 8, 2026
- DEFA14A Extra proxy material Apr 9, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 9, 2025
- DEFA14A Extra proxy material Apr 3, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 3, 2024
- DEFA14A Extra proxy material Apr 6, 2023
- DEF 14A Proxy statement for a shareholder vote Apr 6, 2023
Ownership 8 of 823
- 144 Notice of a proposed sale of restricted stock Nov 9, 2026
- 144 Notice of a proposed sale of restricted stock Nov 9, 2026
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Oct 30, 2026
- 4 Insider reported a trade Aug 10, 2026
- 4 Insider reported a trade May 29, 2026
- 4 Insider reported a trade May 28, 2026
Other 8 of 21
- SD Conflict minerals disclosure May 27, 2026
- ARS Annual report sent to shareholders Apr 8, 2026
- SD Conflict minerals disclosure May 28, 2025
- UPLOAD Comment letter from SEC staff Apr 21, 2025
- ARS Annual report sent to shareholders Apr 9, 2025
- SD Conflict minerals disclosure May 30, 2024
- ARS Annual report sent to shareholders Apr 3, 2024
- UPLOAD Comment letter from SEC staff Nov 22, 2023
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 1 positive, 6 notable, and 5 negative flags.
Financial Statements (Item 1)
Balance sheet, cash flow, segment results, and notes show material changes and risks.Management's Discussion (Item 2)
Segment results diverge sharply; tariffs, restructuring, and rising debt need attention.Notable- Company repurchased $302M of stock and paid $138M in dividends in first nine months of 2026.
- Tariff landscape remains fluid; Supreme Court struck down IEEPA tariffs but Section 232 and 301 tariffs continue.
- Interest expense nearly doubled to $18M in Q3 2026 from $11M, due to higher borrowings on commercial paper and term loan.
- Home Comfort Solutions net sales fell 5% for nine months 2026 vs prior year, with a 12% volume decline.
- Total debt $1,621M at Sep 30, 2026; debt-to-capital ratio rose to 55% from 54% at Dec 31, 2025.
Legal Proceedings (Item 1)
New antitrust class action filed in 2026, material risk if lost.
What changed: Sep 2026 vs. Jun 2026
About 6% of LII's Sep 2026 10-Q is new information. 18 paragraphs were added, 130 changed, and 14 removed. Below are the most important lines SECSift identified.
New
Changed
- Net income fell to $221.2M for Q3 2026 from $259.9M in Q3 2025, a $38.7M drop.
- Building Climate Solutions segment profit rose to $166.5 million in Q3 2026 from $140.3 million in Q3 2025.
- Commercial paper outstanding increased to $455.1 million at Sep 30, 2026 from $412.0 million at Jun 30, 2026.
- Home Comfort Solutions segment profit dropped to $175.7 million in Q3 2026 from $215.3 million in Q3 2025.
- Exhibit 22.1 now references the current 10-Q filing instead of being filed herewith.
- Exhibit 4.7 now references the current 10-Q filing instead of being filed herewith.
- The table label changed from second quarter of 2026 to third quarter of 2026.
Everything here comes from Lennox International Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.