Lennox International vs UFP Industries
UFP Industries is the larger business, with $6.32bn of revenue in fiscal 2025 against $5.20bn for Lennox International (1.2 times as much). Lennox International grew faster (-2.7% against -5.0%). Lennox International kept more of each dollar of sales as profit: a net margin of 15.5% against 4.7%.
| Latest fiscal year | Lennox InternationalLII, 2025 | UFP IndustriesUFPI, 2025 |
|---|---|---|
| Revenue | $5.20bn | $6.32bn |
| Revenue growth | -2.7% | -5.0% |
| Net income | $806m | $295m |
| Operating margin | 20.0% | — |
| Net margin | 15.5% | 4.7% |
| Return on equity | 75.8% | 9.4% |
| Free cash flow | $639m | $276m |
| Cash | $34.2m | $914m |
| Total debt | $1.39bn | $230m |
| Debt to equity | 119.4% | — |
| Dividend per share | $5.05 | $1.40 |
| Dividend yield | 1.5% | 1.8% |
| Share buybacks | $482m | $433m |
| Employees | 14,200 | 13,800 |
| Market value | $11.88bn | $4.48bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 74 (Strong) | 57 (Moderate) |
| Insider trades, 12 months | 0 buys, 5 sales | 0 buys, 2 sales |