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Side-by-side financial comparison of Lennox International (LII) and Roper Technologies (ROP). Click either name above to swap in a different company.
Roper Technologies is the larger business by last-quarter revenue ($2.1B vs $1.2B, roughly 1.8× Lennox International). Roper Technologies runs the higher net margin — 15.8% vs 13.6%, a 2.2% gap on every dollar of revenue. On growth, Roper Technologies posted the faster year-over-year revenue change (11.3% vs -11.2%). Roper Technologies produced more free cash flow last quarter ($507.0M vs $376.7M). Over the past eight quarters, Roper Technologies's revenue compounded faster (10.5% 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.
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
LII vs ROP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.1B |
| Net Profit | $162.1M | $331.0M |
| Gross Margin | 34.7% | 69.4% |
| Operating Margin | 18.6% | 27.2% |
| Net Margin | 13.6% | 15.8% |
| Revenue YoY | -11.2% | 11.3% |
| Net Profit YoY | -18.0% | 53.7% |
| EPS (diluted) | $4.62 | $4.87 |
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 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.5B | $1.7B |
| Q1 26 | — | $331.0M | ||
| Q4 25 | $162.1M | $428.4M | ||
| Q3 25 | $245.8M | $398.5M | ||
| Q2 25 | $277.6M | $378.3M | ||
| Q1 25 | $120.3M | $331.1M | ||
| Q4 24 | $197.7M | $462.3M | ||
| Q3 24 | $239.0M | $367.9M | ||
| Q2 24 | $245.9M | $337.1M |
| Q1 26 | — | 69.4% | ||
| Q4 25 | 34.7% | 69.5% | ||
| Q3 25 | 32.8% | 69.5% | ||
| Q2 25 | 34.8% | 69.2% | ||
| Q1 25 | 30.6% | 68.7% | ||
| Q4 24 | 33.9% | 68.3% | ||
| Q3 24 | 32.6% | 69.2% | ||
| Q2 24 | 33.6% | 69.5% |
| Q1 26 | — | 27.2% | ||
| Q4 25 | 18.6% | 28.6% | ||
| Q3 25 | 21.7% | 28.4% | ||
| Q2 25 | 23.6% | 28.2% | ||
| Q1 25 | 14.5% | 27.9% | ||
| Q4 24 | 18.2% | 28.0% | ||
| Q3 24 | 20.2% | 28.1% | ||
| Q2 24 | 22.1% | 28.8% |
| Q1 26 | — | 15.8% | ||
| Q4 25 | 13.6% | 20.8% | ||
| Q3 25 | 17.2% | 19.8% | ||
| Q2 25 | 18.5% | 19.5% | ||
| Q1 25 | 11.2% | 17.6% | ||
| Q4 24 | 14.7% | 24.6% | ||
| Q3 24 | 16.0% | 20.8% | ||
| Q2 24 | 16.9% | 19.6% |
| Q1 26 | — | $4.87 | ||
| Q4 25 | $4.62 | $3.97 | ||
| Q3 25 | $6.98 | $3.68 | ||
| Q2 25 | $7.82 | $3.49 | ||
| Q1 25 | $3.37 | $3.06 | ||
| Q4 24 | $5.52 | $4.29 | ||
| Q3 24 | $6.68 | $3.40 | ||
| Q2 24 | $6.87 | $3.12 |
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 | $382.9M |
| Total DebtLower is stronger | $1.1B | $9.7B |
| Stockholders' EquityBook value | $1.2B | $18.8B |
| Total Assets | $4.1B | $34.6B |
| Debt / EquityLower = less leverage | 0.98× | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $382.9M | ||
| Q4 25 | $34.7M | $297.4M | ||
| Q3 25 | $59.2M | $320.0M | ||
| Q2 25 | $55.1M | $242.4M | ||
| Q1 25 | $222.9M | $372.8M | ||
| Q4 24 | $422.3M | $188.2M | ||
| Q3 24 | $255.7M | $269.6M | ||
| Q2 24 | $57.8M | $251.5M |
| Q1 26 | — | $9.7B | ||
| Q4 25 | $1.1B | $9.3B | ||
| Q3 25 | $838.2M | — | ||
| Q2 25 | $835.7M | — | ||
| Q1 25 | $834.2M | — | ||
| Q4 24 | $833.1M | $7.6B | ||
| Q3 24 | $827.6M | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | — | $18.8B | ||
| Q4 25 | $1.2B | $19.9B | ||
| Q3 25 | $1.1B | $20.0B | ||
| Q2 25 | $900.5M | $19.6B | ||
| Q1 25 | $852.5M | $19.2B | ||
| Q4 24 | $850.2M | $18.9B | ||
| Q3 24 | $754.0M | $18.5B | ||
| Q2 24 | $577.4M | $18.1B |
| Q1 26 | — | $34.6B | ||
| Q4 25 | $4.1B | $34.6B | ||
| Q3 25 | $3.5B | $34.6B | ||
| Q2 25 | $3.7B | $33.2B | ||
| Q1 25 | $3.5B | $31.4B | ||
| Q4 24 | $3.5B | $31.3B | ||
| Q3 24 | $3.3B | $31.6B | ||
| Q2 24 | $3.2B | $29.8B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.98× | 0.47× | ||
| Q3 25 | 0.78× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 0.98× | 0.40× | ||
| 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 | — |
| Free Cash FlowOCF − Capex | $376.7M | $507.0M |
| FCF MarginFCF / Revenue | 31.5% | 24.2% |
| Capex IntensityCapex / Revenue | 2.4% | 0.5% |
| Cash ConversionOCF / Net Profit | 2.50× | — |
| TTM Free Cash FlowTrailing 4 quarters | $638.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $405.9M | $738.0M | ||
| Q3 25 | $300.7M | $869.5M | ||
| Q2 25 | $86.8M | $404.1M | ||
| Q1 25 | $-35.8M | $528.7M | ||
| Q4 24 | $332.4M | $722.2M | ||
| Q3 24 | $452.1M | $755.4M | ||
| Q2 24 | $184.0M | $384.1M |
| Q1 26 | — | $507.0M | ||
| 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 26 | — | 24.2% | ||
| 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 26 | — | 0.5% | ||
| 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 26 | — | — | ||
| Q4 25 | 2.50× | 1.72× | ||
| Q3 25 | 1.22× | 2.18× | ||
| Q2 25 | 0.31× | 1.07× | ||
| Q1 25 | -0.30× | 1.60× | ||
| Q4 24 | 1.68× | 1.56× | ||
| Q3 24 | 1.89× | 2.05× | ||
| Q2 24 | 0.75× | 1.14× |
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% |
ROP
Segment breakdown not available.
