Lennox International Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026, with the SEC on October 28, 2026, reporting third-quarter net sales of $1,572.5 million and nine-month net income of $607.4 million.

Key Highlights

  • Q3 net sales of $1,572.5 million, up from $1,426.8 million in the same quarter of 2025, according to the filing.
  • Q3 net income of $221.2 million, compared with $259.9 million in the third quarter of 2025, as reported.
  • Diluted EPS of $6.41 for the three months ended September 30, 2026, versus $7.38 in the prior-year period.
  • Nine-month net sales of $4,252.9 million and nine-month net income of $607.4 million, per the filing.
  • Total assets of $4,689.3 million as of September 30, 2026, up from $4,081.8 million at December 31, 2025.
  • Treasury stock purchases of $151.6 million in the third quarter of 2026, with 52,962,480 treasury shares held as of September 30, 2026.
  • Shares outstanding of 34,208,431 as of October 21, 2026, as disclosed on the cover page.

Lennox International's Third-Quarter and Nine-Month 2026 Financial Results

According to the Form 10-Q filed with the SEC for the period ended September 30, 2026, Lennox International Inc. (NYSE:LII) reported third-quarter net sales of $1,572.5 million, compared with $1,426.8 million for the same period in 2025. Gross profit for the quarter was $497.2 million, up from $487.2 million a year earlier. Operating income, however, declined to $312.1 million from $328.8 million, with the filing noting restructuring charges of $8.2 million in the quarter and a gain on sale from previous dispositions of $3.8 million. Interest expense, net, rose to $17.5 million in Q3 2026 from $10.5 million in Q3 2025.

For the nine months ended September 30, 2026, the company reported net sales of $4,252.9 million versus $4,000.3 million in the comparable prior-year period. Nine-month net income was $607.4 million, compared with $663.4 million in the first nine months of 2025. Diluted earnings per share for the nine-month period were $17.47, versus $18.70 in the same period a year earlier. The filing states that the provision for income taxes for the nine months ended September 30, 2026, was $172.4 million, compared with $154.8 million in the prior-year period.

On the balance sheet, total assets stood at $4,689.3 million as of September 30, 2026, versus $4,081.8 million at December 31, 2025. Goodwill increased to $590.3 million from $497.2 million, and intangible assets, net, rose to $336.5 million from $273.0 million. Commercial paper outstanding was $455.1 million, up from $226.0 million at year-end 2025. Total stockholders' equity was $1,316.9 million. The company paid dividends of $1.36 per share during the third quarter of 2026, according to the filing.

What Was Disclosed

Lennox International filed its quarterly report covering the three and nine months ended September 30, 2026, disclosing income statement, balance sheet, and equity figures alongside restructuring charges of $8.2 million and a $3.8 million gain on sale from previous dispositions in the quarter.