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Side-by-side financial comparison of Lennox International (LII) and Organon & Co. (OGN). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $1.2B, roughly 1.3× Lennox International). Lennox International runs the higher net margin — 13.6% vs -13.6%, a 27.2% gap on every dollar of revenue. On growth, Organon & Co. posted the faster year-over-year revenue change (-5.3% vs -11.2%). Lennox International produced more free cash flow last quarter ($376.7M vs $96.0M). Over the past eight quarters, Lennox International's revenue compounded faster (6.8% CAGR vs -3.6%).
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.
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
LII vs OGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.5B |
| Net Profit | $162.1M | $-205.0M |
| Gross Margin | 34.7% | 49.2% |
| Operating Margin | 18.6% | -9.8% |
| Net Margin | 13.6% | -13.6% |
| Revenue YoY | -11.2% | -5.3% |
| Net Profit YoY | -18.0% | -288.1% |
| EPS (diluted) | $4.62 | $-0.78 |
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.
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B | ||
| Q1 24 | $1.0B | $1.6B |
| Q4 25 | $162.1M | $-205.0M | ||
| Q3 25 | $245.8M | $160.0M | ||
| Q2 25 | $277.6M | $145.0M | ||
| Q1 25 | $120.3M | $87.0M | ||
| Q4 24 | $197.7M | $109.0M | ||
| Q3 24 | $239.0M | $359.0M | ||
| Q2 24 | $245.9M | $195.0M | ||
| Q1 24 | $124.3M | $201.0M |
| Q4 25 | 34.7% | 49.2% | ||
| Q3 25 | 32.8% | 53.5% | ||
| Q2 25 | 34.8% | 54.8% | ||
| Q1 25 | 30.6% | 55.6% | ||
| Q4 24 | 33.9% | 56.3% | ||
| Q3 24 | 32.6% | 58.3% | ||
| Q2 24 | 33.6% | 58.4% | ||
| Q1 24 | 32.5% | 59.0% |
| Q4 25 | 18.6% | -9.8% | ||
| Q3 25 | 21.7% | 15.2% | ||
| Q2 25 | 23.6% | 14.4% | ||
| Q1 25 | 14.5% | 6.7% | ||
| Q4 24 | 18.2% | 8.1% | ||
| Q3 24 | 20.2% | 13.1% | ||
| Q2 24 | 22.1% | 14.6% | ||
| Q1 24 | 15.9% | 14.5% |
| Q4 25 | 13.6% | -13.6% | ||
| Q3 25 | 17.2% | 10.0% | ||
| Q2 25 | 18.5% | 9.1% | ||
| Q1 25 | 11.2% | 5.8% | ||
| Q4 24 | 14.7% | 6.8% | ||
| Q3 24 | 16.0% | 22.7% | ||
| Q2 24 | 16.9% | 12.1% | ||
| Q1 24 | 11.9% | 12.4% |
| Q4 25 | $4.62 | $-0.78 | ||
| Q3 25 | $6.98 | $0.61 | ||
| Q2 25 | $7.82 | $0.56 | ||
| Q1 25 | $3.37 | $0.33 | ||
| Q4 24 | $5.52 | $0.42 | ||
| Q3 24 | $6.68 | $1.38 | ||
| Q2 24 | $6.87 | $0.75 | ||
| Q1 24 | $3.47 | $0.78 |
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 | $574.0M |
| Total DebtLower is stronger | $1.1B | $8.6B |
| Stockholders' EquityBook value | $1.2B | $752.0M |
| Total Assets | $4.1B | $12.9B |
| Debt / EquityLower = less leverage | 0.98× | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.7M | $574.0M | ||
| Q3 25 | $59.2M | $672.0M | ||
| Q2 25 | $55.1M | $599.0M | ||
| Q1 25 | $222.9M | $547.0M | ||
| Q4 24 | $422.3M | $675.0M | ||
| Q3 24 | $255.7M | $763.0M | ||
| Q2 24 | $57.8M | $704.0M | ||
| Q1 24 | $57.6M | $575.0M |
| Q4 25 | $1.1B | $8.6B | ||
| Q3 25 | $838.2M | $8.8B | ||
| Q2 25 | $835.7M | $8.9B | ||
| Q1 25 | $834.2M | $9.0B | ||
| Q4 24 | $833.1M | $8.9B | ||
| Q3 24 | $827.6M | $8.7B | ||
| Q2 24 | $1.1B | $8.7B | ||
| Q1 24 | $1.2B | $8.7B |
| Q4 25 | $1.2B | $752.0M | ||
| Q3 25 | $1.1B | $906.0M | ||
| Q2 25 | $900.5M | $733.0M | ||
| Q1 25 | $852.5M | $542.0M | ||
| Q4 24 | $850.2M | $472.0M | ||
| Q3 24 | $754.0M | $493.0M | ||
| Q2 24 | $577.4M | $144.0M | ||
| Q1 24 | $368.8M | $48.0M |
| Q4 25 | $4.1B | $12.9B | ||
| Q3 25 | $3.5B | $13.6B | ||
| Q2 25 | $3.7B | $13.5B | ||
| Q1 25 | $3.5B | $13.2B | ||
| Q4 24 | $3.5B | $13.1B | ||
| Q3 24 | $3.3B | $12.8B | ||
| Q2 24 | $3.2B | $12.2B | ||
| Q1 24 | $3.0B | $11.9B |
| Q4 25 | 0.98× | 11.49× | ||
| Q3 25 | 0.78× | 9.74× | ||
| Q2 25 | 0.93× | 12.14× | ||
| Q1 25 | 0.98× | 16.52× | ||
| Q4 24 | 0.98× | 18.81× | ||
| Q3 24 | 1.10× | 17.75× | ||
| Q2 24 | 1.95× | 60.11× | ||
| Q1 24 | 3.13× | 181.54× |
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 | $141.0M |
| Free Cash FlowOCF − Capex | $376.7M | $96.0M |
| FCF MarginFCF / Revenue | 31.5% | 6.4% |
| Capex IntensityCapex / Revenue | 2.4% | 3.0% |
| Cash ConversionOCF / Net Profit | 2.50× | — |
| TTM Free Cash FlowTrailing 4 quarters | $638.8M | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $405.9M | $141.0M | ||
| Q3 25 | $300.7M | $264.0M | ||
| Q2 25 | $86.8M | $220.0M | ||
| Q1 25 | $-35.8M | $75.0M | ||
| Q4 24 | $332.4M | $390.0M | ||
| Q3 24 | $452.1M | $141.0M | ||
| Q2 24 | $184.0M | $332.0M | ||
| Q1 24 | $-22.8M | $76.0M |
| Q4 25 | $376.7M | $96.0M | ||
| Q3 25 | $265.1M | $218.0M | ||
| Q2 25 | $58.3M | $181.0M | ||
| Q1 25 | $-61.3M | $43.0M | ||
| Q4 24 | $272.2M | $335.0M | ||
| Q3 24 | $410.9M | $99.0M | ||
| Q2 24 | $151.3M | $300.0M | ||
| Q1 24 | $-52.3M | $30.0M |
| Q4 25 | 31.5% | 6.4% | ||
| Q3 25 | 18.6% | 13.6% | ||
| Q2 25 | 3.9% | 11.4% | ||
| Q1 25 | -5.7% | 2.8% | ||
| Q4 24 | 20.2% | 21.0% | ||
| Q3 24 | 27.4% | 6.3% | ||
| Q2 24 | 10.4% | 18.7% | ||
| Q1 24 | -5.0% | 1.8% |
| Q4 25 | 2.4% | 3.0% | ||
| Q3 25 | 2.5% | 2.9% | ||
| Q2 25 | 1.9% | 2.4% | ||
| Q1 25 | 2.4% | 2.1% | ||
| Q4 24 | 4.5% | 3.5% | ||
| Q3 24 | 2.8% | 2.7% | ||
| Q2 24 | 2.3% | 2.0% | ||
| Q1 24 | 2.8% | 2.8% |
| Q4 25 | 2.50× | — | ||
| Q3 25 | 1.22× | 1.65× | ||
| Q2 25 | 0.31× | 1.52× | ||
| Q1 25 | -0.30× | 0.86× | ||
| Q4 24 | 1.68× | 3.58× | ||
| Q3 24 | 1.89× | 0.39× | ||
| Q2 24 | 0.75× | 1.70× | ||
| Q1 24 | -0.18× | 0.38× |
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% |
OGN
Segment breakdown not available.
