Lennox International
LII · Building Products
$376.01
0.7%UFP Industries
UFPI · Building Products
$81.23
3.0%The short version
- UFP Industries is the larger business, with $6.3B of revenue in fiscal 2025 against $5.2B for Lennox International.
- Lennox International grew revenue faster (−2.7%, against −5.0%).
- Lennox International kept more of each dollar of sales as operating profit (20.1% operating margin, against 5.8% operating margin).
- Lennox International turned more of its sales into free cash flow (12.3% FCF margin, against 4.4% FCF margin).
- Lennox International earned a higher return on the capital invested in it (40.1%, against 11.8%).
- Investors pay more for each dollar of UFP Industries’s earnings: a P/E of 18.6x against 16.7x for Lennox International.
| Latest fiscal year | LII · FY25 | UFPI · FY25 |
|---|---|---|
| Size | ||
| Market cap | $13.2B | $4.4B |
| Revenue | $5.2B | $6.3B |
| Free cash flow | $639M | $276M |
| Net income | $806M | $295M |
| Growth | ||
| Revenue growth | −2.7% | −5.0% |
| 5-year growth | 7.4% | 4.2% |
| Share count change | −1.1% | −3.5% |
| Profitability | ||
| Gross margin | 33.4% | 16.8% |
| Operating margin | 20.1% | 5.8% |
| Net margin | 15.5% | 4.7% |
| FCF margin | 12.3% | 4.4% |
| Return on capital | 40.1% | 11.8% |
| Return on equity | 75.8% | 9.4% |
| Balance sheet | ||
| Net debt | $1.4B | −$719M |
| Net debt / EBITDA | 1.2x | −1.4x |
| Dividends and buybacks | $655M | $515M |
| Valuation & quality | ||
| P/E | 16.7x | 18.6x |
| Piotroski F-score | 5 | 5 |
FY16
LII $3.6B
UFPI $3.2B
FY17
LII $3.8B
UFPI $3.9B
FY18
LII $3.9B
UFPI $4.5B
FY19
LII $3.8B
UFPI $4.4B
FY20
LII $3.6B
UFPI $5.2B
FY21
LII $4.2B
UFPI $8.6B
FY22
LII $4.7B
UFPI $9.6B
FY23
LII $5.0B
UFPI $7.2B
FY24
LII $5.3B
UFPI $6.7B
FY25
LII $5.2B
UFPI $6.3B
LII
UFPI
FY16
LII 11.8%
UFPI 5.1%
FY17
LII 12.9%
UFPI 4.6%
FY18
LII 13.1%
UFPI 4.6%
FY19
LII 17.3%
UFPI 5.6%
FY20
LII 13.2%
UFPI 6.7%
FY21
LII 14.1%
UFPI 8.5%
FY22
LII 13.9%
UFPI 9.9%
FY23
LII 15.9%
UFPI 9.0%
FY24
LII 19.5%
UFPI 7.4%
FY25
LII 20.1%
UFPI 5.8%
LII
UFPI
FY16
LII $290M
UFPI $119M
FY17
LII $227M
UFPI $65.5M
FY18
LII $400M
UFPI $20.8M
FY19
LII $291M
UFPI $264M
FY20
LII $534M
UFPI $247M
FY21
LII $409M
UFPI $361M
FY22
LII $201M
UFPI $657M
FY23
LII $486M
UFPI $780M
FY24
LII $782M
UFPI $410M
FY25
LII $639M
UFPI $276M
LII
UFPI
FY16
LII 35.8%
UFPI 12.7%
FY17
LII 35.5%
UFPI 12.7%
FY18
LII 42.9%
UFPI 13.7%
FY19
LII 58.6%
UFPI 15.0%
FY20
LII 42.8%
UFPI 20.1%
FY21
LII 55.4%
UFPI 33.5%
FY22
LII 48.3%
UFPI 33.4%
FY23
LII 43.8%
UFPI 22.4%
FY24
LII 50.9%
UFPI 17.2%
FY25
LII 40.1%
UFPI 11.8%
LII
UFPI
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.