vs
Side-by-side financial comparison of Lennox International (LII) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
UPBOUND GROUP, INC. is the larger business by last-quarter revenue ($1.2B vs $1.2B, roughly 1.0× Lennox International). Lennox International runs the higher net margin — 13.6% vs 1.7%, a 11.9% gap on every dollar of revenue. On growth, UPBOUND GROUP, INC. posted the faster year-over-year revenue change (10.9% vs -11.2%). Lennox International produced more free cash flow last quarter ($376.7M vs $24.0M). Over the past eight quarters, Lennox International's revenue compounded faster (6.8% CAGR vs 4.5%).
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.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
LII vs UPBD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.2B |
| Net Profit | $162.1M | $19.7M |
| Gross Margin | 34.7% | 49.0% |
| Operating Margin | 18.6% | 4.8% |
| Net Margin | 13.6% | 1.7% |
| Revenue YoY | -11.2% | 10.9% |
| Net Profit YoY | -18.0% | -36.3% |
| EPS (diluted) | $4.62 | $0.35 |
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 | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B | ||
| Q1 24 | $1.0B | $1.1B |
| Q4 25 | $162.1M | $19.7M | ||
| Q3 25 | $245.8M | $13.2M | ||
| Q2 25 | $277.6M | $15.5M | ||
| Q1 25 | $120.3M | $24.8M | ||
| Q4 24 | $197.7M | $31.0M | ||
| Q3 24 | $239.0M | $30.9M | ||
| Q2 24 | $245.9M | $33.9M | ||
| Q1 24 | $124.3M | $27.7M |
| Q4 25 | 34.7% | 49.0% | ||
| Q3 25 | 32.8% | 48.3% | ||
| Q2 25 | 34.8% | 49.4% | ||
| Q1 25 | 30.6% | 46.8% | ||
| Q4 24 | 33.9% | 47.1% | ||
| Q3 24 | 32.6% | 47.8% | ||
| Q2 24 | 33.6% | 49.4% | ||
| Q1 24 | 32.5% | 48.3% |
| Q4 25 | 18.6% | 4.8% | ||
| Q3 25 | 21.7% | 4.5% | ||
| Q2 25 | 23.6% | 4.4% | ||
| Q1 25 | 14.5% | 5.3% | ||
| Q4 24 | 18.2% | 7.3% | ||
| Q3 24 | 20.2% | 6.6% | ||
| Q2 24 | 22.1% | 7.5% | ||
| Q1 24 | 15.9% | 5.6% |
| Q4 25 | 13.6% | 1.7% | ||
| Q3 25 | 17.2% | 1.1% | ||
| Q2 25 | 18.5% | 1.3% | ||
| Q1 25 | 11.2% | 2.1% | ||
| Q4 24 | 14.7% | 2.9% | ||
| Q3 24 | 16.0% | 2.9% | ||
| Q2 24 | 16.9% | 3.2% | ||
| Q1 24 | 11.9% | 2.5% |
| Q4 25 | $4.62 | $0.35 | ||
| Q3 25 | $6.98 | $0.22 | ||
| Q2 25 | $7.82 | $0.26 | ||
| Q1 25 | $3.37 | $0.42 | ||
| Q4 24 | $5.52 | $0.55 | ||
| Q3 24 | $6.68 | $0.55 | ||
| Q2 24 | $6.87 | $0.61 | ||
| Q1 24 | $3.47 | $0.50 |
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 | $120.5M |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $1.2B | $695.7M |
| Total Assets | $4.1B | $3.3B |
| Debt / EquityLower = less leverage | 0.98× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.7M | $120.5M | ||
| Q3 25 | $59.2M | $107.0M | ||
| Q2 25 | $55.1M | $106.8M | ||
| Q1 25 | $222.9M | $107.3M | ||
| Q4 24 | $422.3M | $60.9M | ||
| Q3 24 | $255.7M | $85.1M | ||
| Q2 24 | $57.8M | $82.5M | ||
| Q1 24 | $57.6M | $84.8M |
| 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 24 | $1.2B | — |
| Q4 25 | $1.2B | $695.7M | ||
| Q3 25 | $1.1B | $687.3M | ||
| Q2 25 | $900.5M | $685.5M | ||
| Q1 25 | $852.5M | $679.2M | ||
| Q4 24 | $850.2M | $629.0M | ||
| Q3 24 | $754.0M | $611.8M | ||
| Q2 24 | $577.4M | $596.3M | ||
| Q1 24 | $368.8M | $578.3M |
| Q4 25 | $4.1B | $3.3B | ||
| Q3 25 | $3.5B | $3.2B | ||
| Q2 25 | $3.7B | $3.1B | ||
| Q1 25 | $3.5B | $3.0B | ||
| Q4 24 | $3.5B | $2.6B | ||
| Q3 24 | $3.3B | $2.6B | ||
| Q2 24 | $3.2B | $2.6B | ||
| Q1 24 | $3.0B | $2.6B |
| 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× | — | ||
| Q1 24 | 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $405.9M | $41.6M |
| Free Cash FlowOCF − Capex | $376.7M | $24.0M |
| FCF MarginFCF / Revenue | 31.5% | 2.0% |
| Capex IntensityCapex / Revenue | 2.4% | 1.5% |
| Cash ConversionOCF / Net Profit | 2.50× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | $638.8M | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $405.9M | $41.6M | ||
| Q3 25 | $300.7M | $118.4M | ||
| Q2 25 | $86.8M | $7.8M | ||
| Q1 25 | $-35.8M | $137.7M | ||
| Q4 24 | $332.4M | $-61.9M | ||
| Q3 24 | $452.1M | $106.2M | ||
| Q2 24 | $184.0M | $15.0M | ||
| Q1 24 | $-22.8M | $45.4M |
| Q4 25 | $376.7M | $24.0M | ||
| Q3 25 | $265.1M | $97.9M | ||
| Q2 25 | $58.3M | $-10.4M | ||
| Q1 25 | $-61.3M | $127.2M | ||
| Q4 24 | $272.2M | $-74.0M | ||
| Q3 24 | $410.9M | $88.3M | ||
| Q2 24 | $151.3M | $613.0K | ||
| Q1 24 | $-52.3M | $33.6M |
| Q4 25 | 31.5% | 2.0% | ||
| Q3 25 | 18.6% | 8.4% | ||
| Q2 25 | 3.9% | -0.9% | ||
| Q1 25 | -5.7% | 10.8% | ||
| Q4 24 | 20.2% | -6.9% | ||
| Q3 24 | 27.4% | 8.3% | ||
| Q2 24 | 10.4% | 0.1% | ||
| Q1 24 | -5.0% | 3.1% |
| Q4 25 | 2.4% | 1.5% | ||
| Q3 25 | 2.5% | 1.8% | ||
| Q2 25 | 1.9% | 1.6% | ||
| Q1 25 | 2.4% | 0.9% | ||
| Q4 24 | 4.5% | 1.1% | ||
| Q3 24 | 2.8% | 1.7% | ||
| Q2 24 | 2.3% | 1.3% | ||
| Q1 24 | 2.8% | 1.1% |
| Q4 25 | 2.50× | 2.11× | ||
| Q3 25 | 1.22× | 8.96× | ||
| Q2 25 | 0.31× | 0.50× | ||
| Q1 25 | -0.30× | 5.56× | ||
| Q4 24 | 1.68× | -2.00× | ||
| Q3 24 | 1.89× | 3.44× | ||
| Q2 24 | 0.75× | 0.44× | ||
| Q1 24 | -0.18× | 1.64× |
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% |
UPBD
Segment breakdown not available.
