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Side-by-side financial comparison of Lennox International (LII) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Lennox International is the larger business by last-quarter revenue ($1.2B vs $558.0M, roughly 2.1× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs -11.2%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% CAGR vs 6.8%).
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.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
LII vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $558.0M |
| Net Profit | $162.1M | — |
| Gross Margin | 34.7% | 49.3% |
| Operating Margin | 18.6% | -647.5% |
| Net Margin | 13.6% | — |
| Revenue YoY | -11.2% | 27.4% |
| Net Profit YoY | -18.0% | — |
| EPS (diluted) | $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.
| Q1 26 | — | $558.0M | ||
| Q4 25 | $1.2B | $446.0M | ||
| Q3 25 | $1.4B | $504.0M | ||
| Q2 25 | $1.5B | $506.0M | ||
| Q1 25 | $1.1B | $438.0M | ||
| Q4 24 | $1.3B | $490.0M | ||
| Q3 24 | $1.5B | $486.0M | ||
| Q2 24 | $1.5B | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $-127.0M | ||
| Q3 25 | $245.8M | $-96.0M | ||
| Q2 25 | $277.6M | $-67.0M | ||
| Q1 25 | $120.3M | $-102.0M | ||
| Q4 24 | $197.7M | $-71.0M | ||
| Q3 24 | $239.0M | $-2.7B | ||
| Q2 24 | $245.9M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | 34.7% | 45.3% | ||
| Q3 25 | 32.8% | 48.2% | ||
| Q2 25 | 34.8% | 49.8% | ||
| Q1 25 | 30.6% | 47.3% | ||
| Q4 24 | 33.9% | 49.2% | ||
| Q3 24 | 32.6% | 48.8% | ||
| Q2 24 | 33.6% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | 18.6% | -31.4% | ||
| Q3 25 | 21.7% | -21.6% | ||
| Q2 25 | 23.6% | -14.6% | ||
| Q1 25 | 14.5% | -26.7% | ||
| Q4 24 | 18.2% | -17.6% | ||
| Q3 24 | 20.2% | -577.6% | ||
| Q2 24 | 22.1% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 13.6% | -28.5% | ||
| Q3 25 | 17.2% | -19.0% | ||
| Q2 25 | 18.5% | -13.2% | ||
| Q1 25 | 11.2% | -23.3% | ||
| Q4 24 | 14.7% | -14.5% | ||
| Q3 24 | 16.0% | -558.6% | ||
| Q2 24 | 16.9% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $4.62 | $-0.15 | ||
| Q3 25 | $6.98 | $-0.12 | ||
| Q2 25 | $7.82 | $-0.08 | ||
| Q1 25 | $3.37 | $-0.13 | ||
| Q4 24 | $5.52 | $-0.09 | ||
| Q3 24 | $6.68 | $-3.35 | ||
| Q2 24 | $6.87 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.7M | $1.2B |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $1.2B | $8.2B |
| Total Assets | $4.1B | $8.7B |
| Debt / EquityLower = less leverage | 0.98× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $34.7M | $1.8B | ||
| Q3 25 | $59.2M | $1.7B | ||
| Q2 25 | $55.1M | $1.7B | ||
| Q1 25 | $222.9M | $1.5B | ||
| Q4 24 | $422.3M | $1.4B | ||
| Q3 24 | $255.7M | $1.3B | ||
| Q2 24 | $57.8M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $838.2M | — | ||
| Q2 25 | $835.7M | — | ||
| Q1 25 | $834.2M | — | ||
| Q4 24 | $833.1M | — | ||
| Q3 24 | $827.6M | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $1.2B | $11.9B | ||
| Q3 25 | $1.1B | $11.9B | ||
| Q2 25 | $900.5M | $12.1B | ||
| Q1 25 | $852.5M | $12.0B | ||
| Q4 24 | $850.2M | $12.1B | ||
| Q3 24 | $754.0M | $12.1B | ||
| Q2 24 | $577.4M | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $4.1B | $12.5B | ||
| Q3 25 | $3.5B | $12.5B | ||
| Q2 25 | $3.7B | $12.6B | ||
| Q1 25 | $3.5B | $12.5B | ||
| Q4 24 | $3.5B | $12.6B | ||
| Q3 24 | $3.3B | $12.6B | ||
| Q2 24 | $3.2B | $15.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.98× | — | ||
| Q3 25 | 0.78× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 1.10× | — | ||
| Q2 24 | 1.95× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $405.9M | $75.0M |
| Free Cash FlowOCF − Capex | $376.7M | — |
| FCF MarginFCF / Revenue | 31.5% | — |
| Capex IntensityCapex / Revenue | 2.4% | — |
| Cash ConversionOCF / Net Profit | 2.50× | — |
| TTM Free Cash FlowTrailing 4 quarters | $638.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | $405.9M | $113.0M | ||
| Q3 25 | $300.7M | $167.0M | ||
| Q2 25 | $86.8M | $213.0M | ||
| Q1 25 | $-35.8M | $109.0M | ||
| Q4 24 | $332.4M | $204.0M | ||
| Q3 24 | $452.1M | $126.0M | ||
| Q2 24 | $184.0M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $376.7M | $86.0M | ||
| Q3 25 | $265.1M | $143.0M | ||
| Q2 25 | $58.3M | $199.0M | ||
| Q1 25 | $-61.3M | $95.0M | ||
| Q4 24 | $272.2M | $191.0M | ||
| Q3 24 | $410.9M | $104.0M | ||
| Q2 24 | $151.3M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 31.5% | 19.3% | ||
| Q3 25 | 18.6% | 28.4% | ||
| Q2 25 | 3.9% | 39.3% | ||
| Q1 25 | -5.7% | 21.7% | ||
| Q4 24 | 20.2% | 39.0% | ||
| Q3 24 | 27.4% | 21.4% | ||
| Q2 24 | 10.4% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 6.1% | ||
| Q3 25 | 2.5% | 4.8% | ||
| Q2 25 | 1.9% | 2.8% | ||
| Q1 25 | 2.4% | 3.2% | ||
| Q4 24 | 4.5% | 2.7% | ||
| Q3 24 | 2.8% | 4.5% | ||
| Q2 24 | 2.3% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.50× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | -0.30× | — | ||
| Q4 24 | 1.68× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 0.75× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LII
| Residential Heating And Cooling | $699.8M | 59% |
| Commercial Heating And Cooling | $495.2M | 41% |
MBLY
Segment breakdown not available.
