Every material Form 8-K Lennox International filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On December 4, 2025, Lennox International's Compensation and Human Resources Committee approved a new form of long-term incentive award agreement for vice presidents and above. The agreement covers grants to executive officers of restricted stock units, performance share units, and stock appreciation rights, and its terms are substantially similar to the prior form except for expanded restrictive covenant remedies and administrative changes.
Committee approval date: December 4, 2025
Award types: restricted stock units, performance share units, and stock appreciation rights
Key change: restrictive covenant provisions updated to expand the company's remedies
Form filed as Exhibit 10.1 under the 2019 Equity and Incentive Compensation Plan
Lennox reported third-quarter 2025 revenue of $1.4 billion, down 5%, while operating income rose 2% to $310 million and diluted EPS rose 4% to $6.98. The company updated its full-year 2025 guidance to a revenue decline of about 1% and adjusted EPS of $22.75 to $23.25, citing industry volume pressures and consumer confidence. Shareholders face a mixed picture: profit grew on a lower sales base, and the filing does not state the prior EPS guidance range.
Q3 revenue was $1.4 billion, down 5%, driven by unfavorable sales volumes; Home Comfort Solutions revenue fell 12% to $913 million.
Building Climate Solutions revenue rose 10% to $514 million, and segment margin expanded 330 basis points to 26.1%.
Full-year 2025 adjusted EPS guidance is $22.75 to $23.25; revenue is expected to decline about 1%.
Free cash flow guidance is approximately $550 million, which the company says reflects temporarily elevated inventory levels; Q3 operating cash flow was $301 million versus $452 million a year earlier.
Lennox reported second-quarter 2025 revenue of $1.5 billion, up 3%, and segment profit of $354 million, up 11%. The company raised its full-year 2025 earnings per share guidance to $23.25 to $24.25 and expects revenue to rise about 3%, which signals stronger expected profitability for shareholders.
Q2 GAAP diluted EPS was $7.82, up from $6.87; adjusted diluted EPS rose 14% to $7.82
Segment profit rose 11% to $354 million, with segment margin up 170 basis points to 23.6%
Full-year 2025 EPS guidance is now $23.25 to $24.25; capital expenditures remain about $150 million
Q2 operating cash flow fell to $87 million from $184 million; the company repurchased $210 million of shares in the quarter
Lennox International's board elected Tracy A. Embree as a Class III director, effective June 1, 2025, with a term ending at the 2028 annual meeting. At the May 22, 2025 annual meeting, stockholders re-elected two Class III directors, approved executive pay in an advisory vote, and ratified Ernst & Young LLP as auditor for 2025.
Embree's annual retainer is $105,000, plus equity compensation of approximately $155,000 in Company common stock.
Embree joins the Board Governance Committee and the Compensation and Human Resources Committee.
The advisory say-on-pay vote received approval from approximately 93% of stockholders voting for and against the item.
Ernst & Young LLP was ratified with 30,496,392 votes for and 504,656 against.
Lennox International entered into an amended and restated unsecured revolving credit agreement dated May 9, 2025, with JPMorgan Chase Bank, N.A. as administrative agent. The facility's total revolving commitments fall from $1.1 billion to $1 billion, with an option to add up to $350 million at the company's request, and the maturity moves from July 2026 to May 2030. The change extends the company's borrowing timeline but reduces the total amount it can draw under the revolver.
Total revolving commitments decrease from $1.1 billion to $1 billion
Option to increase commitments by up to $350 million at the company's request, subject to terms
Maturity extended from July 2026 to May 2030
Agreement dated May 9, 2025; full text filed as Exhibit 10.1
Lennox reported first-quarter 2025 revenue of $1.1 billion, up 2% year over year, while segment profit fell 7% to $156 million and diluted EPS fell to $3.37 from $3.47. The company narrowed its full-year adjusted EPS guidance to $22.25-$23.50 and kept its revenue growth forecast at about 2%, with management citing tariffs and transition costs for the Building Climate Solutions segment.
Revenue $1.1 billion, up 2%; segment profit $156 million, down 7%; segment margin 14.5%, down 140 basis points
Diluted EPS $3.37 versus $3.47 a year earlier; adjusted diluted EPS also $3.37, down 3%
Full-year 2025 adjusted EPS guidance narrowed to $22.25-$23.50; revenue still expected to rise about 2%
Repurchased $85 million of shares in the quarter; net cash used in operating activities was $36 million
Lennox reported fourth quarter 2024 revenue of $1.3 billion, up 16% from a year earlier, with GAAP diluted earnings per share of $5.52 versus $4.04 and adjusted diluted EPS of $5.60, up 54%. The company also issued full year 2025 guidance, forecasting adjusted EPS of $22.00 to $23.50 and free cash flow of $650 million to $800 million, which gives shareholders a outlook for the coming year.
Q4 2024 revenue $1.3 billion, up 16%; core revenue up 22%
Q4 GAAP diluted EPS $5.52 vs. $4.04; adjusted diluted EPS $5.60, up 54%
Full year 2025 adjusted EPS guidance of $22.00 to $23.50, vs. $22.58 adjusted EPS in 2024
Q4 free cash flow $273 million, up 50%; 2025 free cash flow estimated at $650 million to $800 million
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Lennox International filing is on SEC EDGAR ↗. 8-K briefs of other companies →