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Side-by-side financial comparison of Chord Energy Corp (CHRD) and Lennox International (LII). Click either name above to swap in a different company.

Lennox International is the larger business by last-quarter revenue ($1.2B vs $1.2B, roughly 1.0× Chord Energy Corp). Lennox International runs the higher net margin — 13.6% vs 7.2%, a 6.3% gap on every dollar of revenue. On growth, Lennox International posted the faster year-over-year revenue change (-11.2% vs -19.6%). Over the past eight quarters, Lennox International's revenue compounded faster (6.8% CAGR vs 3.8%).

Chord Energy Corporation is a company engaged in hydrocarbon exploration and hydraulic fracturing in the Williston Basin in North Dakota and Montana. It is organized in Delaware and headquartered in Houston, Texas, with an office in Williston, North Dakota. The company was formerly known as Oasis Petroleum.

Lennox International Inc. is an American provider of climate control products for the heating, ventilation, and air conditioning (HVAC) and refrigeration markets. Based in Richardson, Texas, the company is 9.8% owned by John W. Norris, III, a descendant of DW Norris, who acquired the company in 1904. The company's largest production facilities are in Saltillo, Mexico, Marshalltown, Iowa, and Orangeburg, South Carolina.

CHRD vs LII — Head-to-Head

Bigger by revenue
LII
LII
1.0× larger
LII
$1.2B
$1.2B
CHRD
Growing faster (revenue YoY)
LII
LII
+8.5% gap
LII
-11.2%
-19.6%
CHRD
Higher net margin
LII
LII
6.3% more per $
LII
13.6%
7.2%
CHRD
Faster 2-yr revenue CAGR
LII
LII
Annualised
LII
6.8%
3.8%
CHRD

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
CHRD
CHRD
LII
LII
Revenue
$1.2B
$1.2B
Net Profit
$84.4M
$162.1M
Gross Margin
34.7%
Operating Margin
7.9%
18.6%
Net Margin
7.2%
13.6%
Revenue YoY
-19.6%
-11.2%
Net Profit YoY
-59.9%
-18.0%
EPS (diluted)
$1.59
$4.62

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
CHRD
CHRD
LII
LII
Q4 25
$1.2B
$1.2B
Q3 25
$1.3B
$1.4B
Q2 25
$1.2B
$1.5B
Q1 25
$1.2B
$1.1B
Q4 24
$1.5B
$1.3B
Q3 24
$1.5B
$1.5B
Q2 24
$1.3B
$1.5B
Q1 24
$1.1B
$1.0B
Net Profit
CHRD
CHRD
LII
LII
Q4 25
$84.4M
$162.1M
Q3 25
$130.1M
$245.8M
Q2 25
$-389.9M
$277.6M
Q1 25
$219.8M
$120.3M
Q4 24
$210.6M
$197.7M
Q3 24
$225.3M
$239.0M
Q2 24
$213.4M
$245.9M
Q1 24
$199.4M
$124.3M
Gross Margin
CHRD
CHRD
LII
LII
Q4 25
34.7%
Q3 25
74.0%
32.8%
Q2 25
34.8%
Q1 25
30.6%
Q4 24
33.9%
Q3 24
77.3%
32.6%
Q2 24
33.6%
Q1 24
32.5%
Operating Margin
CHRD
CHRD
LII
LII
Q4 25
7.9%
18.6%
Q3 25
13.0%
21.7%
Q2 25
-34.2%
23.6%
Q1 25
27.8%
14.5%
Q4 24
18.2%
18.2%
Q3 24
18.8%
20.2%
Q2 24
22.9%
22.1%
Q1 24
25.1%
15.9%
Net Margin
CHRD
CHRD
LII
LII
Q4 25
7.2%
13.6%
Q3 25
9.9%
17.2%
Q2 25
-33.0%
18.5%
Q1 25
18.1%
11.2%
Q4 24
14.5%
14.7%
Q3 24
15.5%
16.0%
Q2 24
16.9%
16.9%
Q1 24
18.4%
11.9%
EPS (diluted)
CHRD
CHRD
LII
LII
Q4 25
$1.59
$4.62
Q3 25
$2.26
$6.98
Q2 25
$-6.77
$7.82
Q1 25
$3.66
$3.37
Q4 24
$3.53
$5.52
Q3 24
$3.59
$6.68
Q2 24
$4.25
$6.87
Q1 24
$4.65
$3.47

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CHRD
CHRD
LII
LII
Cash + ST InvestmentsLiquidity on hand
$189.5M
$34.7M
Total DebtLower is stronger
$1.5B
$1.1B
Stockholders' EquityBook value
$8.1B
$1.2B
Total Assets
$13.1B
$4.1B
Debt / EquityLower = less leverage
0.18×
0.98×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CHRD
CHRD
LII
LII
Q4 25
$189.5M
$34.7M
Q3 25
$629.2M
$59.2M
Q2 25
$40.5M
$55.1M
Q1 25
$35.8M
$222.9M
Q4 24
$37.0M
$422.3M
Q3 24
$52.0M
$255.7M
Q2 24
$197.4M
$57.8M
Q1 24
$296.4M
$57.6M
Total Debt
CHRD
CHRD
LII
LII
Q4 25
$1.5B
$1.1B
Q3 25
$1.5B
$838.2M
Q2 25
$918.9M
$835.7M
Q1 25
$798.8M
$834.2M
Q4 24
$842.6M
$833.1M
Q3 24
$867.2M
$827.6M
Q2 24
$1.0B
$1.1B
Q1 24
$396.3M
$1.2B
Stockholders' Equity
CHRD
CHRD
LII
LII
Q4 25
$8.1B
$1.2B
Q3 25
$8.1B
$1.1B
Q2 25
$8.1B
$900.5M
Q1 25
$8.6B
$852.5M
Q4 24
$8.7B
$850.2M
Q3 24
$8.8B
$754.0M
Q2 24
$8.8B
$577.4M
Q1 24
$5.1B
$368.8M
Total Assets
CHRD
CHRD
LII
LII
Q4 25
$13.1B
$4.1B
Q3 25
$13.1B
$3.5B
Q2 25
$12.5B
$3.7B
Q1 25
$13.1B
$3.5B
Q4 24
$13.0B
$3.5B
Q3 24
$13.0B
$3.3B
Q2 24
$13.1B
$3.2B
Q1 24
$7.0B
$3.0B
Debt / Equity
CHRD
CHRD
LII
LII
Q4 25
0.18×
0.98×
Q3 25
0.18×
0.78×
Q2 25
0.11×
0.93×
Q1 25
0.09×
0.98×
Q4 24
0.10×
0.98×
Q3 24
0.10×
1.10×
Q2 24
0.12×
1.95×
Q1 24
0.08×
3.13×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CHRD
CHRD
LII
LII
Operating Cash FlowLast quarter
$405.0M
$405.9M
Free Cash FlowOCF − Capex
$376.7M
FCF MarginFCF / Revenue
31.5%
Capex IntensityCapex / Revenue
2.4%
Cash ConversionOCF / Net Profit
4.80×
2.50×
TTM Free Cash FlowTrailing 4 quarters
$638.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CHRD
CHRD
LII
LII
Q4 25
$405.0M
$405.9M
Q3 25
$559.0M
$300.7M
Q2 25
$419.8M
$86.8M
Q1 25
$656.9M
$-35.8M
Q4 24
$566.5M
$332.4M
Q3 24
$663.2M
$452.1M
Q2 24
$460.9M
$184.0M
Q1 24
$406.7M
$-22.8M
Free Cash Flow
CHRD
CHRD
LII
LII
Q4 25
$376.7M
Q3 25
$265.1M
Q2 25
$58.3M
Q1 25
$-61.3M
Q4 24
$272.2M
Q3 24
$410.9M
Q2 24
$151.3M
Q1 24
$-52.3M
FCF Margin
CHRD
CHRD
LII
LII
Q4 25
31.5%
Q3 25
18.6%
Q2 25
3.9%
Q1 25
-5.7%
Q4 24
20.2%
Q3 24
27.4%
Q2 24
10.4%
Q1 24
-5.0%
Capex Intensity
CHRD
CHRD
LII
LII
Q4 25
2.4%
Q3 25
2.5%
Q2 25
1.9%
Q1 25
2.4%
Q4 24
4.5%
Q3 24
2.8%
Q2 24
2.3%
Q1 24
2.8%
Cash Conversion
CHRD
CHRD
LII
LII
Q4 25
4.80×
2.50×
Q3 25
4.30×
1.22×
Q2 25
0.31×
Q1 25
2.99×
-0.30×
Q4 24
2.69×
1.68×
Q3 24
2.94×
1.89×
Q2 24
2.16×
0.75×
Q1 24
2.04×
-0.18×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CHRD
CHRD

Oil Production$801.0M68%
Purchased Oil Sales$285.8M24%
Natural Gas And Natural Gas Liquid Services$75.6M6%
Purchased Gas Sales$7.0M1%

LII
LII

Residential Heating And Cooling$699.8M59%
Commercial Heating And Cooling$495.2M41%

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