Every material Form 8-K Lennox International filed with the SEC in 2026, 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.
Lennox International said segment president Joseph Nassab will retire from his role on December 31, 2026, and stay on as a Strategic Advisor through February 28, 2028. Geoff Dethlefsen, currently Vice President and General Manager of Lennox Commercial HVAC, will succeed him as Executive Vice President and President, Building Climate Solutions, effective January 1, 2027. The filing describes a planned leadership handover with no financial results or guidance included.
Joseph F. Nassab retires from his role on December 31, 2026, and becomes a Strategic Advisor, with a transition agreement effective January 1, 2027, running through February 28, 2028.
Nassab will receive an annual salary of $180,000 as an advisor and continue vesting in outstanding equity awards per their terms.
Geoff Dethlefsen succeeds Nassab as Executive Vice President and President, Building Climate Solutions, effective January 1, 2027.
The press release says Dethlefsen joined Lennox in 2024 and that Nassab joined the company in 2010.
Lennox reported third-quarter 2026 revenue of $1.6 billion, up 10%, but adjusted diluted EPS fell 7% to $6.84 and total segment profit fell 2% to $323 million. The company lowered its full-year adjusted EPS guidance to $21.00 to $21.50 from $23.00 to $24.00, and said margins fell short of its expectations due to heightened competitive pressure and persistent inflation.
Q3 revenue was $1.6 billion, up 10%, with Building Climate Solutions revenue up 24%.
Adjusted diluted EPS was $6.84, down 7%; GAAP diluted EPS was $6.41 versus $7.38 a year earlier.
Full-year adjusted EPS guidance was cut to $21.00 to $21.50 from $23.00 to $24.00.
Home Comfort Solutions segment profit was $176 million, down 18%, with segment margin down 490 basis points to 18.7%.
Lennox International's Compensation and Human Resources Committee approved on September 16, 2026, a new form of long-term incentive award agreement for vice presidents and above, to be used for executive grants of restricted stock units, performance share units and stock appreciation rights. The filing says the terms are substantially similar to the prior form, with changes to vesting and exercise schedules and retirement eligibility.
Committee approval date: September 16, 2026
Award types covered: restricted stock units, performance share units and stock appreciation rights
Changes from prior form: vesting and exercise schedules, retirement eligibility, and administrative updates
Full agreement filed as Exhibit 10.1 under the 2019 Equity and Incentive Compensation Plan
Lennox reported second quarter 2026 revenue of $1.5 billion, up 3%, and GAAP operating income of $355 million, up 2%, but diluted earnings per share were flat at $7.72. The company lowered its full-year 2026 earnings per share guidance to $23.00-$24.00 from $23.50-$25.00 while reaffirming its revenue growth outlook of about 8%.
Q2 2026 revenue was $1.5 billion, up 3%, with Building Climate Solutions up 24% and Home Comfort Solutions down 7%.
Q2 GAAP diluted EPS was $7.72 versus $7.71 a year earlier; net income was $269 million versus $274 million.
Full-year 2026 EPS guidance was updated to $23.00-$24.00 from the prior $23.50-$25.00; revenue growth guidance of about 8% was reaffirmed.
Director Sivasankaran Somasundaram resigned from Lennox's board effective immediately, citing other professional responsibilities and time commitments, and not any disagreement with the company. The board reduced its size from nine members to eight. At the May 21, 2026 annual meeting, stockholders elected three Class I directors, approved executive pay in an advisory vote, and ratified Ernst & Young as the 2026 auditor.
Somasundaram notified the company of his resignation on May 23, 2026, effective immediately.
Board size reduced from nine members to eight.
John W. Norris III, Karen H. Quintos and Shane D. Wall elected as Class I directors for terms expiring at the 2029 annual meeting.
Advisory say-on-pay vote approved by about 98% of votes cast for and against; Ernst & Young ratified with 32,108,994 votes for.
Lennox reported first quarter 2026 results with revenue up 6% to $1.1 billion, driven by acquisitions, while operating income fell 3% to $164 million and diluted earnings per share fell 8% to $3.35. The company updated full-year revenue growth guidance to approximately 8% and kept its full-year earnings per share guidance of $23.50 to $25.00.
Revenue was $1.1 billion, up 6%, with the Building Climate Solutions segment up 38% to $485 million.
Diluted EPS was $3.35 versus $3.63 a year earlier; net income was $117 million versus $130 million.
Home Comfort Solutions revenue fell 10% to $650 million and segment profit fell 30% to $87 million.
Full-year 2026 revenue growth guidance is approximately 8%, including a 4% benefit from completed acquisitions; EPS guidance of $23.50 to $25.00 was maintained.
Lennox reported fourth-quarter 2025 revenue of $1.2 billion, down 11%, and adjusted diluted EPS of $4.45, down 22%, with figures reflecting a change from LIFO to FIFO inventory accounting. The company also guided for 2026 revenue growth of about 6% to 7% and adjusted EPS of $23.50 to $25.00, which shareholders can compare with a full-year 2025 adjusted EPS of $23.16.
Q4 2025 revenue $1.2 billion, down 11%; segment profit $212 million, down 16%
Q4 GAAP diluted EPS $4.07 versus $5.64 a year earlier; adjusted diluted EPS $4.45 versus $5.72 restated basis, down 22%
Full year 2025 adjusted diluted EPS $23.16, up 2%; revenue $5.2 billion, down 3%
2026 guidance: revenue up about 6% to 7%, adjusted EPS $23.50 to $25.00, free cash flow $750 million to $850 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model'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 →