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Carlisle Companies vs Lennox International

Carlisle Companies and Lennox International are similar in size: $5.02bn and $5.20bn of revenue in their latest fiscal years. Carlisle Companies grew faster (0.3% against -2.7%). Lennox International kept more of each dollar of sales as profit: a net margin of 15.5% against 14.8%.

Latest fiscal yearCarlisle CompaniesCSL, 2025Lennox InternationalLII, 2025
Revenue $5.02bn $5.20bn
Revenue growth 0.3% -2.7%
Net income $741m $806m
Operating margin — 20.0%
Net margin 14.8% 15.5%
Return on equity 34.8% 75.8%
Free cash flow $971m $639m
Cash $1.11bn $34.2m
Total debt $2.89bn $1.39bn
Debt to equity — 119.4%
Dividend per share $4.20 $5.05
Dividend yield 1.2% 1.5%
Share buybacks $1.30bn $482m
Employees — 14,200
Market value $15.07bn $11.88bn
Price vs our value range Within our value range Within our value range
Moat score 75 (Strong) 74 (Strong)
Insider trades, 12 months 0 buys, 18 sales 0 buys, 5 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.