Jun 2026 (Q2 FY26) — Jul 29, 2026
Lennox Q2 FY26 — Mixed Performance with Commercial Strength Offsetting Residential Weakness
Read the full callLennox (LII) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Lennox earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,135 | +5.8% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 14.4 | −1.3 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 117 | −9.6% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Price
$355.78 −0.55% · −$1.95
Performance −32.0% 1Y
1Y: $522.95 on 17 Oct 2025 → $355.78. High $572.95 (30 Jun 2026), low $348.84 (14 Oct 2026).
- Previous close
- $357.73
- 52-week range
- $348.84 – $572.95
- One year
- −33.47%
Overview
- Symbol
- LII
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 29, 2026
Lennox Q1 FY26 — Strong BCS Performance and Stabilizing HCS
Read the full callEvery analysed call
Lennox earnings calls (LII)
Financials
What the filings say
Net profit, year on year: −10% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,451 | 1,498 | 1,345 | 1,073 | 1,501 | 1,427 | 1,195 | 1,135 |
| Operating profit | 320 | 303 | 245 | 168 | 349 | 329 | 196 | 164 |
| Operating margin | 22.1% | 20.3% | 18.2% | 15.7% | 23.3% | 23.0% | 16.4% | 14.4% |
| Interest | 13 | 9 | 6 | 6 | 8 | 11 | 16 | 15 |
| Profit before tax | 307 | 294 | 239 | 161 | 340 | 317 | 179 | 147 |
| Tax rate | 19.9% | 18.7% | 17.2% | 19.4% | 19.4% | 18.1% | 20.3% | 20.2% |
| Net profit | 246 | 239 | 198 | 130 | 274 | 260 | 143 | 117 |
| EPS ($ per share) | 6.91 | 6.71 | — | 3.65 | 7.75 | 7.41 | 4.08 | 3.37 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 1,855 | 2,149 | 2,386 | 2,719 | 3,071 | 3,614 | 4,263 | 4,891 |
| Total liabilities | 1,967 | 2,205 | 2,050 | 2,441 | 2,771 | 2,548 | 2,658 | 2,919 |
| Fixed assets | 408 | 445 | 464 | 515 | 549 | 720 | 800 | 887 |
| Investments | 0 | 3 | 5 | 6 | 9 | 8 | 7 | 1 |
| Total assets | 1,817 | 2,035 | 2,033 | 2,172 | 2,568 | 2,941 | 3,620 | 4,082 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 496 | 396 | 612 | 516 | 302 | 736 | 946 | 758 |
| Cash from investing | 31 | 16 | -80 | -106 | -103 | -320 | -174 | -656 |
| Cash from financing | -538 | -423 | -442 | -499 | -174 | -406 | -419 | -466 |
| Net cash flow | -12 | -11 | — | — | — | — | — | — |
| Capital expenditure | -95 | -106 | -78 | -107 | -101 | -250 | -164 | -119 |
| Free cash flow | 400 | 291 | 534 | 409 | 201 | 486 | 782 | 639 |
LII revenue by segment
Commercial Heating and Cooling grew from 31% to 39% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Residential Heating and Cooling | 69% | 66% | 67% | 67% | 64% | 59% | 57% | 61% | -7.3% |
| Commercial Heating and Cooling | 31% | 34% | 33% | 33% | 36% | 41% | 43% | 39% | +24.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
47 filings between Nov 11, 2025 and Aug 6, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$1.39M
5 sales by 3 insiders
Compensation
not trading decisions- 24
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 13
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 dispositions to the issuer, 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| TESKE TODD J | — | $668.5K | Feb 4, 2026 |
| Kosel Chris | — | $665.3K | May 6, 2026 |
| Wall Shane D | — | $54.0K | Feb 25, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 6, 2026 | NORRIS JOHN W III Director | Gift | 8,988 | $0 |
| May 28, 2026 | NORRIS JOHN W III Director | Gift | 990 | $0 |
| May 26, 2026 | Somasundaram Sivasankaran Director | Disposition to issuer | 343 | $0 |
| May 21, 2026 | NORRIS JOHN W III Director | Award | 343 | $0 |
| May 21, 2026 | TESKE TODD J Director | Award | 343 | $0 |
| May 21, 2026 | Wall Shane D Director | Award | 343 | $0 |
| May 21, 2026 | Buck Sherry Director | Award | 343 | $0 |
| May 21, 2026 | Somasundaram Sivasankaran Director | Award | 343 | $0 |
| May 21, 2026 | Embree Tracy A Director | Award | 343 | $0 |
| May 21, 2026 | Quintos Karen H Director | Award | 343 | $0 |
| May 21, 2026 | Vander Ark Jon Director | Award | 343 | $0 |
| May 6, 2026 | Kosel Chris VP-Corp Controller and CAO | Sale | 971 | $529.0K |
| Apr 10, 2026 | Somasundaram Sivasankaran Director | Award | 51 | $25.8K |
| Mar 13, 2026 | Nassab Joseph EVP & Pres., Bldg Climate Sol. | Tax withheld | 1,246 | $598.7K |
| Mar 13, 2026 | Kosel Chris VP-Corp Controller and CAO | Tax withheld | 313 | $150.4K |
| Mar 13, 2026 | BEDAPUDI PRAKASH EVP, Chief Technology Officer | Tax withheld | 1,474 | $708.2K |
| Mar 13, 2026 | Kosel Chris VP-Corp Controller and CAO | Award | 1,284 | $0 |
| Mar 13, 2026 | BEDAPUDI PRAKASH EVP, Chief Technology Officer | Award | 4,221 | $0 |
| Mar 13, 2026 | Maskara Alok Chief Executive Officer | Tax withheld | 7,549 | $3.63M |
| Mar 13, 2026 | Maskara Alok Chief Executive Officer | Award | 19,184 | $0 |
| Mar 13, 2026 | Sessa Daniel M EVP, Chief HR Officer | Award | 4,413 | $0 |
| Mar 13, 2026 | Quenzer Michael EVP, Chief Financial Officer | Tax withheld | 197 | $94.7K |
| Mar 13, 2026 | Nassab Joseph EVP & Pres., Bldg Climate Sol. | Award | 3,645 | $0 |
| Mar 13, 2026 | Sessa Daniel M EVP, Chief HR Officer | Tax withheld | 1,554 | $746.7K |
| Mar 13, 2026 | Quenzer Michael EVP, Chief Financial Officer | Award | 805 | $0 |
| Feb 25, 2026 | Wall Shane D Director | Sale | 100 | $54.0K |
| Feb 4, 2026 | Kosel Chris VP-Corp Controller and CAO | Sale | 254 | $136.3K |
| Feb 4, 2026 | TESKE TODD J Director | Sale | 700 | $373.4K |
| Feb 2, 2026 | Martin Sarah Rachel EVP & Pres., Home Comfort Sol | Award | 708 | $0 |
| Feb 2, 2026 | Kosel Chris VP-Corp Controller and CAO | Award | 201 | $0 |
| Feb 2, 2026 | Sessa Daniel M EVP, Chief HR Officer | Award | 738 | $0 |
| Feb 2, 2026 | BEDAPUDI PRAKASH EVP, Chief Technology Officer | Award | 738 | $0 |
| Feb 2, 2026 | Nassab Joseph EVP & Pres., Bldg Climate Sol. | Award | 767 | $0 |
| Feb 2, 2026 | Maskara Alok Chief Executive Officer | Award | 3,953 | $0 |
| Feb 2, 2026 | Brown Monica M. EVP, Chief Legal Officer | Award | 472 | $0 |
| Feb 2, 2026 | Quenzer Michael EVP, Chief Financial Officer | Award | 885 | $0 |
| Jan 9, 2026 | Somasundaram Sivasankaran Director | Award | 49 | $26.0K |
| Dec 9, 2025 | Brown Monica M. EVP, Chief Legal Officer | Tax withheld | 114 | $57.0K |
| Dec 9, 2025 | Sessa Daniel M EVP, Chief HR Officer | Tax withheld | 531 | $265.6K |
| Dec 9, 2025 | BEDAPUDI PRAKASH EVP, Chief Technology Officer | Tax withheld | 508 | $254.1K |
| Dec 9, 2025 | Quenzer Michael EVP, Chief Financial Officer | Tax withheld | 97 | $48.5K |
| Dec 9, 2025 | Nassab Joseph EVP & Pres., Bldg Climate Sol. | Tax withheld | 439 | $219.6K |
| Dec 9, 2025 | Maskara Alok Chief Executive Officer | Tax withheld | 2,307 | $1.15M |
| Dec 9, 2025 | Kosel Chris VP-Corp Controller and CAO | Tax withheld | 139 | $69.5K |
| Nov 11, 2025 | Brown Monica M. EVP, Chief Legal Officer | Option exercise | 772 | $165.7K |
| Nov 11, 2025 | TESKE TODD J Director | Sale | 600 | $295.1K |
| Nov 11, 2025 | Brown Monica M. EVP, Chief Legal Officer | Disposition to issuer | 444 | $218.2K |
| Oct 10, 2025 | Somasundaram Sivasankaran Director | Award | 50 | $26.2K |
| Aug 22, 2025 | Kosel Chris VP-Corp Controller and CAO | Sale | 300 | $177.6K |
| Aug 20, 2025 | Quintos Karen H Director | Sale | 60 | $36.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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