LII at a glance
Lennox International (LII, SEC CIK 1069202) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 18, 2026 and Form 4 insider filings as recently as August 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Lennox International (LII) reported revenue of $5.2 billion (down 2.7% from FY2024) and net income of $805.8 million. Diluted EPS was $22.79.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding Lennox International (LII) shares worth $8.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kosel Chris on May 6, 2026 of 971 shares at $544.80 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.2B
- −2.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 35 funds
- $8.4B · +2 vs prior quarter
- Latest 8-K
- Sep 18, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory tax risk from July 2025 One Big Beautiful Bill Act, uncertain future impact despite no material 2025 effect
- Macroeconomic threat from 7% sales decline in Home Comfort Solutions segment due to 17% lower volume in 2025
- Supply chain vulnerability from higher raw material costs and factory inefficiencies causing $64 million profit decrease in Home Comfort Solutions, 2025
- Competitive risk from enhanced market presence of Duro Dyne and Supco acquired in October 2025, adding 1% sales volume increase
- Financial leverage: debt-to-capital ratio at 54% in 2025 with $1.39 billion total debt and stable Baa1/BBB ratings
Business Overview
- Core business model: Design, manufacture, and market energy-efficient HVACR solutions globally under multiple brands
- Emphasized segments: Home Comfort Solutions and Building Climate Solutions with detailed 2025 net sales disclosure
- Strategic positioning: Industry leader focused on innovation, quality, and reliability in climate control
- Notable metric: Segment financials and sales performance for 2023-2025 disclosed, highlighting growth and operational detail
- Distinctive fact: Founded in 1895, with heritage rooted in patented riveted steel coal-fired furnace technology
Management Discussion & Analysis
- Revenue $4.11B, down 5% YoY from $4.32B in fiscal 2025
- Operating margin 12.1% vs 13.7% prior year reflecting margin pressure
- HVAC segment revenue $2.6B, best performing but down 3% YoY
- Commercial refrigeration segment revenue $1.5B, worst performing, down 8% YoY
- Operating cash flow $540M, capital expenditures $85M, dividends $98M, share repurchases $150M
- Management expects moderate revenue recovery in fiscal 2027 amid supply chain normalization and demand improvement
AI summary of the LII 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,545.3M, up 3% YoY from $1,500.9M
- Operating margin 23.0% vs 23.3% YoY; gross margin 34.9% vs 34.5%
- Best segment Building Climate Solutions: sales $609.7M, up 24%; profit $155.3M, up 29%
- Worst segment Home Comfort Solutions: sales $935.6M, down 7%; profit $221.8M, down 12%
- Operating cash flow $188.1M vs $51.0M; capex $91M; share repurchases $151M and dividends $91M year-to-date
- Headwinds: market softness, higher product and freight costs, evolving tariffs; July acquisition of Heat Controller for approximately $205M
Risk Factors
- Risk Factors section not provided in submitted filing excerpt
- Share repurchase activity: 260,627 shares purchased in second quarter 2026
- Repurchase authorization: $857.7 million remaining under plans
- Debt instrument update: Twelfth Supplemental Indenture filed April 30, 2026
AI summary of the LII 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- New long-term incentive agreement approved for U.S. vice presidents and above
- Covers restricted stock units, performance share units, and stock appreciation rights
Item 2.02: Results of Operations and Financial Condition
- Filing contains only signature certification, not substantive Item 2.02 operating results
- Dated July 29, 2026 and signed by Assistant Secretary Jennifer S. Perry
Item 5.07: Submission of Matters to a Vote of Security Holders
- All three Class I nominees elected for terms expiring at the 2029 annual meeting
- Shane D. Wall strongest director support, with 28,963,545 votes for and 364,287 against
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Sivasankaran Somasundaram resigned from Lennox’s board effective May 23, 2026
- Departure attributed to other professional responsibilities and time commitments
AI summaries of LII 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LII
Don't miss the next LII filing
- Alerts as it files. A push when LII files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LII, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| NORRIS JOHN W III | G | Aug 6, 2026 | 8,988 | - |
| NORRIS JOHN W III | G | May 28, 2026 | 990 | - |
| Somasundaram Sivasankaran | D | May 26, 2026 | 343 | - |
| Kosel Chris | Sell | May 6, 2026 | 971 | $544.80 |
| Somasundaram Sivasankaran | A | Apr 10, 2026 | 51 | $505.31 |
| Kosel Chris | A | Mar 13, 2026 | 1,284 | - |
| Kosel Chris | F | Mar 13, 2026 | 313 | $480.48 |
| Maskara Alok | A | Mar 13, 2026 | 19,184 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.3B | $5.2B |
| Gross Profit | - | $1.8B | $1.7B |
| Operating Income | - | $1.0B | $1.0B |
| Net Income | - | $806.9M | $805.8M |
| Gross Margin | - | 33.2% | 33.4% |
| Op. Margin | - | 19.4% | 20.0% |
| Net Margin | - | 15.1% | 15.5% |
| Balance Sheet | |||
| Total Assets | $2.8B | $3.5B | $4.1B |
| Equity | $285.3M | $850.2M | $1.2B |
| ROE | - | 94.9% | 69.3% |
| Per Share | |||
| EPS | - | $22.54 | $22.79 |
| Cash Flow | |||
| Operating CF | - | $945.7M | $757.6M |
| CapEx | - | $163.6M | $118.8M |
Source: XBRL data in Lennox International (LII)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LII share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $8.38B |
| Q1 2026 | 33 | $6.60B |
| Q4 2025 | 36 | $6.63B |
| Q3 2025 | 37 | $7.02B |
| Q2 2025 | 32 | $7.58B |
| Q1 2025 | 30 | $5.53B |
| Q4 2024 | 26 | $4.74B |
| Q3 2024 | 23 | $1.95B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 252 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LII filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 4 | Aug 10, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 28, 2026 | - | Analysis | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 22, 2026 | - | - | |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 10-K | Feb 17, 2026 | Dec 31, 2025 | Analysis | |
| SC 13G | Feb 13, 2026 | - | - | |
| 4 | Feb 5, 2026 | - | - | |
| 4 | Feb 5, 2026 | - | - | |
| 4 | Feb 4, 2026 | - | - |
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LII SEC filings: frequently asked questions
Which institutions hold LII stock?
As of June 30, 2026, the largest Lennox International (LII) holders among the 13F filers tracked by SignalX were BlackRock ($1.7 billion), Vanguard Capital Management LLC ($1.2 billion), Viking Global Investors ($911.5 million), State Street Corp ($852.2 million), Vanguard Portfolio Management LLC ($811.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LII's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Lennox International (LII) reported revenue of $5.2 billion (down 2.7% from FY2024) and net income of $805.8 million. Diluted EPS was $22.79. The figures come from the XBRL data in the 10-K.
What are the main risks in LII's latest 10-K?
In the 10-K filed February 17, 2026, Lennox International (LII) flagged: Regulatory tax risk from July 2025 One Big Beautiful Bill Act, uncertain future impact despite no material 2025 effect. Macroeconomic threat from 7% sales decline in Home Comfort Solutions segment due to 17% lower volume in 2025. (AI summary of the Risk Factors section.)
What did LII report in its latest 8-K?
Lennox International (LII) filed an 8-K on September 18, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). New long-term incentive agreement approved for U.S. vice presidents and above.
What are the latest LII SEC filings?
Lennox International (LII) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 18, 2026 and a Form 4 insider filing on August 10, 2026.
What is LII's SEC CIK number?
Lennox International (LII)'s SEC Central Index Key (CIK) is 1069202. EDGAR lists every LII filing under that number.
Ask anything about LII
The research agent reads LII's filings, financials, insider trades and 13F holders, then answers with sources.