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Side-by-side financial comparison of Lennox International (LII) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Lennox International is the larger business by last-quarter revenue ($1.2B vs $783.7M, roughly 1.5× Insulet Corporation). Lennox International runs the higher net margin — 13.6% vs 13.0%, a 0.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -11.2%). Lennox International produced more free cash flow last quarter ($376.7M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% 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.
An insulin pump is a medical device used for the administration of insulin in the treatment of diabetes mellitus, also known as continuous subcutaneous insulin therapy . The device configuration may vary depending on design. A traditional pump includes:the pump a disposable reservoir for insulin a disposable infusion set, including a cannula for subcutaneous insertion and a tubing system to connect the insulin reservoir to the cannula.
LII vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $783.7M |
| Net Profit | $162.1M | $101.6M |
| Gross Margin | 34.7% | 72.6% |
| Operating Margin | 18.6% | 18.7% |
| Net Margin | 13.6% | 13.0% |
| Revenue YoY | -11.2% | 31.2% |
| Net Profit YoY | -18.0% | 0.9% |
| EPS (diluted) | $4.62 | $1.42 |
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 | $783.7M | ||
| Q3 25 | $1.4B | $706.3M | ||
| Q2 25 | $1.5B | $649.1M | ||
| Q1 25 | $1.1B | $569.0M | ||
| Q4 24 | $1.3B | $597.5M | ||
| Q3 24 | $1.5B | $543.9M | ||
| Q2 24 | $1.5B | $488.5M | ||
| Q1 24 | $1.0B | $441.7M |
| Q4 25 | $162.1M | $101.6M | ||
| Q3 25 | $245.8M | $87.6M | ||
| Q2 25 | $277.6M | $22.5M | ||
| Q1 25 | $120.3M | $35.4M | ||
| Q4 24 | $197.7M | $100.7M | ||
| Q3 24 | $239.0M | $77.5M | ||
| Q2 24 | $245.9M | $188.6M | ||
| Q1 24 | $124.3M | $51.5M |
| Q4 25 | 34.7% | 72.6% | ||
| Q3 25 | 32.8% | 72.2% | ||
| Q2 25 | 34.8% | 69.7% | ||
| Q1 25 | 30.6% | 71.9% | ||
| Q4 24 | 33.9% | 72.1% | ||
| Q3 24 | 32.6% | 69.3% | ||
| Q2 24 | 33.6% | 67.7% | ||
| Q1 24 | 32.5% | 69.5% |
| Q4 25 | 18.6% | 18.7% | ||
| Q3 25 | 21.7% | 16.7% | ||
| Q2 25 | 23.6% | 18.7% | ||
| Q1 25 | 14.5% | 15.6% | ||
| Q4 24 | 18.2% | 18.3% | ||
| Q3 24 | 20.2% | 16.2% | ||
| Q2 24 | 22.1% | 11.2% | ||
| Q1 24 | 15.9% | 12.9% |
| Q4 25 | 13.6% | 13.0% | ||
| Q3 25 | 17.2% | 12.4% | ||
| Q2 25 | 18.5% | 3.5% | ||
| Q1 25 | 11.2% | 6.2% | ||
| Q4 24 | 14.7% | 16.9% | ||
| Q3 24 | 16.0% | 14.2% | ||
| Q2 24 | 16.9% | 38.6% | ||
| Q1 24 | 11.9% | 11.7% |
| Q4 25 | $4.62 | $1.42 | ||
| Q3 25 | $6.98 | $1.24 | ||
| Q2 25 | $7.82 | $0.32 | ||
| Q1 25 | $3.37 | $0.50 | ||
| Q4 24 | $5.52 | $1.38 | ||
| Q3 24 | $6.68 | $1.08 | ||
| Q2 24 | $6.87 | $2.59 | ||
| Q1 24 | $3.47 | $0.73 |
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 | — |
| Total DebtLower is stronger | $1.1B | $930.8M |
| Stockholders' EquityBook value | $1.2B | $1.5B |
| Total Assets | $4.1B | $3.2B |
| Debt / EquityLower = less leverage | 0.98× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.7M | — | ||
| Q3 25 | $59.2M | — | ||
| Q2 25 | $55.1M | — | ||
| Q1 25 | $222.9M | — | ||
| Q4 24 | $422.3M | — | ||
| Q3 24 | $255.7M | — | ||
| Q2 24 | $57.8M | — | ||
| Q1 24 | $57.6M | — |
| Q4 25 | $1.1B | $930.8M | ||
| Q3 25 | $838.2M | $934.9M | ||
| Q2 25 | $835.7M | $939.0M | ||
| Q1 25 | $834.2M | $1.6B | ||
| Q4 24 | $833.1M | $1.3B | ||
| Q3 24 | $827.6M | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.2B | $1.4B |
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $900.5M | $1.5B | ||
| Q1 25 | $852.5M | $1.3B | ||
| Q4 24 | $850.2M | $1.2B | ||
| Q3 24 | $754.0M | $1.1B | ||
| Q2 24 | $577.4M | $998.4M | ||
| Q1 24 | $368.8M | $790.7M |
| Q4 25 | $4.1B | $3.2B | ||
| Q3 25 | $3.5B | $3.0B | ||
| Q2 25 | $3.7B | $3.5B | ||
| Q1 25 | $3.5B | $3.5B | ||
| Q4 24 | $3.5B | $3.1B | ||
| Q3 24 | $3.3B | $3.0B | ||
| Q2 24 | $3.2B | $2.9B | ||
| Q1 24 | $3.0B | $2.6B |
| Q4 25 | 0.98× | 0.61× | ||
| Q3 25 | 0.78× | 0.68× | ||
| Q2 25 | 0.93× | 0.64× | ||
| Q1 25 | 0.98× | 1.21× | ||
| Q4 24 | 0.98× | 1.07× | ||
| Q3 24 | 1.10× | 1.21× | ||
| Q2 24 | 1.95× | 1.36× | ||
| Q1 24 | 3.13× | 1.72× |
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 | $183.3M |
| Free Cash FlowOCF − Capex | $376.7M | $48.2M |
| FCF MarginFCF / Revenue | 31.5% | 6.2% |
| Capex IntensityCapex / Revenue | 2.4% | 17.2% |
| Cash ConversionOCF / Net Profit | 2.50× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $638.8M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $405.9M | $183.3M | ||
| Q3 25 | $300.7M | $125.7M | ||
| Q2 25 | $86.8M | $196.5M | ||
| Q1 25 | $-35.8M | $63.8M | ||
| Q4 24 | $332.4M | $147.7M | ||
| Q3 24 | $452.1M | $98.5M | ||
| Q2 24 | $184.0M | $96.5M | ||
| Q1 24 | $-22.8M | $87.6M |
| Q4 25 | $376.7M | $48.2M | ||
| Q3 25 | $265.1M | $100.1M | ||
| Q2 25 | $58.3M | $177.9M | ||
| Q1 25 | $-61.3M | $51.5M | ||
| Q4 24 | $272.2M | $94.1M | ||
| Q3 24 | $410.9M | $71.8M | ||
| Q2 24 | $151.3M | $74.0M | ||
| Q1 24 | $-52.3M | $65.5M |
| Q4 25 | 31.5% | 6.2% | ||
| Q3 25 | 18.6% | 14.2% | ||
| Q2 25 | 3.9% | 27.4% | ||
| Q1 25 | -5.7% | 9.1% | ||
| Q4 24 | 20.2% | 15.7% | ||
| Q3 24 | 27.4% | 13.2% | ||
| Q2 24 | 10.4% | 15.1% | ||
| Q1 24 | -5.0% | 14.8% |
| Q4 25 | 2.4% | 17.2% | ||
| Q3 25 | 2.5% | 3.6% | ||
| Q2 25 | 1.9% | 2.9% | ||
| Q1 25 | 2.4% | 2.2% | ||
| Q4 24 | 4.5% | 9.0% | ||
| Q3 24 | 2.8% | 4.9% | ||
| Q2 24 | 2.3% | 4.6% | ||
| Q1 24 | 2.8% | 5.0% |
| Q4 25 | 2.50× | 1.80× | ||
| Q3 25 | 1.22× | 1.43× | ||
| Q2 25 | 0.31× | 8.73× | ||
| Q1 25 | -0.30× | 1.80× | ||
| Q4 24 | 1.68× | 1.47× | ||
| Q3 24 | 1.89× | 1.27× | ||
| Q2 24 | 0.75× | 0.51× | ||
| Q1 24 | -0.18× | 1.70× |
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% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
