Company Dossier · Industrials
Lennox International
- S&P 500
- Russell 1000
What Lennox International is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $5.26 billion, down 2.0% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $0.66 billion, down 14% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $0.15 billion, down 6.3% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.48 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment -0.20 on a −1 to +1 scale (negative), confidence 0.60 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 1 lowered, 2 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 17, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $0.5 million on the open market.SEC Form 4
- 657 institutional managers reported a position at June 30, 2026 (+26 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 41 (36 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Lennox International is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings60th pct
- Deals and private raises48th pct
- Patent publications68th pct
Confident ↔ Hedging
Hedging
- Call sentiment11th pct
- Call confidence20th pct
- Guidance changes6th pct
- Risk factors added78th pct
- Insider open-market trades44th pct
- − Guidance changes
- − Call sentiment
- − Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver64th pct
- Stress filings38th pct
Credit
How these are built →Lennox International's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$1.5B
- Due within a year $0.4B
- Longer term $1.1B
- Default point $1.0B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (CGCN GROUP, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (MISSY EDWARDS STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (SCONSET STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (CGCN GROUP, LLC)third_quarter 2026 · $0.0 million
- Oct 19, 2026LobbyingLobbying report (LENNOX INTERNATIONAL INC.)third_quarter 2026 · $0.1 million
- Sep 29, 2026PatentPatent granted: Condensate Discharge TraysUS 12747889
- Sep 18, 20268-KDirector or officer changeItem 5.02
- Sep 15, 2026Patent
- Aug 11, 2026Patent
- Aug 4, 2026Patent
- Jul 22, 2026LobbyingLobbying report (SCONSET STRATEGIES, LLC)second_quarter 2026 · $0.0 million
- Jul 19, 2026LobbyingLobbying report (MISSY EDWARDS STRATEGIES, LLC)second_quarter 2026 · $0.0 million
- Jul 19, 2026LobbyingLobbying report (CGCN GROUP, LLC)second_quarter 2026 · $0.0 million
- May 28, 20268-KDirector or officer changeItem 5.02
- May 28, 20268-KShareholder vote resultsItem 5.07
- Feb 17, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Dec 5, 20258-KDirector or officer changeItem 5.02
- May 27, 20258-KDirector or officer changeItem 5.02
- May 27, 20258-KShareholder vote resultsItem 5.07
- May 21, 2025Risk event
- May 14, 20258-KMaterial agreement signedItem 1.01
- Mar 13, 20258-KAuditor changeItem 4.01
- Feb 11, 202510-KAnnual report (10-K)2 risk factors added, 1 removed
- Dec 6, 20248-KDirector or officer changeItem 5.02
- Nov 18, 2024Risk event
- Oct 23, 20248-KDirector or officer changeItem 5.02
- Feb 13, 202410-KAnnual report (10-K)2 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Fortune Brands Innovations FBIN | $4.4B | $0.4B | Jun 27, 2026 |
| Allegion ALLE | $4.3B | $0.7B | Jun 30, 2026 |
| A. O. Smith AOS | $3.8B | $0.6B | Jun 30, 2026 |
| Masco MAS | $7.7B | $0.9B | Mar 31, 2026 |
| Owens Corning OC | $9.8B | $0.9B | Jun 30, 2026 |
| Simpson Manufacturing Company SSD | $2.4B | $0.5B | Jun 30, 2026 |
| AAON, INC. AAON | $1.9B | — | Jun 30, 2026 |
| Builders FirstSource BLDR | $14.4B | $0.6B | Jun 30, 2026 |