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CSL vs. LII: Carlisle vs. Lennox Stock Comparison

How do Carlisle (CSL) and Lennox (LII) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Carlisle (CSL) and Lennox (LII) are both classified in the Building Products sub-industry within the broader Building Products industry, placing them in the closest GICS peer bucket.

Company profile comparison for Carlisle (CSL) and Lennox (LII)
Profile ItemCSLLII
NameCarlisle Companies IncorporatedLennox International Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryBuilding ProductsBuilding Products
GICS Sub-IndustryBuilding ProductsBuilding Products
Market Capitalization14.52 billion USD11.70 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateFebruary 21, 1973July 29, 1999
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CSL
LII
GSPC
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Carlisle (CSL) vs. Lennox (LII), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Carlisle (CSL) and Lennox (LII). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Carlisle (CSL) and Lennox (LII). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carlisle (CSL) and Lennox (LII)
MetricCSLLII
Total Return (1Y)24.99%-27.83%
Total Return (3Y, Annualized)15.85%-2.32%
Total Return (5Y, Annualized)12.02%3.79%

Risk Profile

Drawdown History

CSL
LII
GSPC
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Carlisle (CSL) vs. Lennox (LII), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Carlisle (CSL) and Lennox (LII). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carlisle (CSL) and Lennox (LII)
MetricCSLLII
Volatility (1Y, Annualized)38.46%41.59%
Beta (5Y)0.761.18
Max Drawdown (5Y)-37.72%-49.95%
Avg. Volume (3M)509.16K563.34K

Risk-Adjusted Performance

Risk-Return Positioning

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CSL and LII are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Carlisle (CSL) and Lennox (LII)
MetricCSLLII
Sharpe Ratio (1Y)0.54-0.77
Sortino Ratio (1Y)0.87-0.96

Profitability

ROE (TTM)

Both Carlisle (CSL) at 42.34% and Lennox (LII) at 62.82% turn shareholders’ equity into profit at rates above their industry benchmark ranges for ROE. That is a strong capital-efficiency signal, though leverage and the equity base still matter.

CSL

Capital Goods industry group

42.34%

CSL
42.34%
Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%

LII

Capital Goods industry group

62.82%

LII
62.82%
Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Carlisle (CSL) vs. Lennox (LII): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Carlisle (CSL) at 13.78% and Lennox (LII) at 13.76% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

CSL

Capital Goods industry group

13.78%

Max
27.47%
CSL
13.78%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%

LII

Capital Goods industry group

13.76%

Max
27.47%
LII
13.76%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Carlisle (CSL) vs. Lennox (LII): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Carlisle (CSL) at 20.21% and Lennox (LII) at 20.57% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

CSL

Capital Goods industry group

20.21%

Max
36.60%
CSL
20.21%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%

LII

Capital Goods industry group

20.57%

Max
36.60%
LII
20.57%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Carlisle (CSL) vs. Lennox (LII): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Carlisle (CSL) and Lennox (LII)
MetricCSLLII
ROE (TTM)42.34%62.82%
ROA (TTM)10.20%15.93%
Net Margin (TTM)13.78%13.76%
Operating Margin (TTM)20.21%20.57%
Gross Margin (TTM)34.66%32.62%

Growth

Revenue Growth

Both Carlisle (CSL) at 0.33% and Lennox (LII) at -2.73% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

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Carlisle (CSL) vs. Lennox (LII): A comparison of their Revenue Growth across different time periods.

EPS Growth

Lennox (LII) at 1.11% is around its peer norm for EPS growth, while Carlisle (CSL) at -38.46% drops into the bottom quartile, signaling weaker earnings momentum.

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Carlisle (CSL) vs. Lennox (LII): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlisle (CSL) and Lennox (LII)
MetricCSLLII
Revenue Growth (YoY)0.33%-2.73%
Revenue Growth (3Y CAGR)-2.70%3.26%
EPS Growth (YoY)-38.46%1.11%
EPS Growth (3Y CAGR)-0.84%17.97%

Financial Strength

Current Ratio (MRQ)

Carlisle (CSL) at 2.41 keeps current ratio within its industry’s typical mid-range, while Lennox (LII) at 1.21 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for LII.

CSL

Capital Goods industry group

2.41

Max
5.22
Q3
2.95
CSL
2.41
Median
2.08
Q1
1.43
Min
0.36

LII

Capital Goods industry group

1.21

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
LII
1.21
Min
0.36
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Carlisle (CSL) vs. Lennox (LII): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both Carlisle (CSL) at 2.01 and Lennox (LII) at 1.58 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.

CSL

Capital Goods industry group

2.01

Max
2.33
CSL
2.01
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00

LII

Capital Goods industry group

1.58

Max
2.33
LII
1.58
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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Carlisle (CSL) vs. Lennox (LII): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Carlisle (CSL) and Lennox (LII)
MetricCSLLII
Current Ratio (MRQ)2.411.21
Debt / Equity (MRQ)2.011.58
Net Debt / EBITDA1.931.73

Dividends

Dividend Yield (TTM)

Both Carlisle (CSL) at 1.20% and Lennox (LII) at 1.53% offer top-quartile dividend income relative to share price within their industries.

CSL

Capital Goods industry group

1.20%

Max
2.66%
CSL
1.20%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%

LII

Capital Goods industry group

1.53%

Max
2.66%
LII
1.53%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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Carlisle (CSL) vs. Lennox (LII): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Carlisle (CSL) at 25.50% and Lennox (LII) at 24.68% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

CSL

Capital Goods industry group

25.50%

Max
67.39%
Q3
28.02%
CSL
25.50%
Median
6.86%
Q1
0.00%
Min
0.00%

LII

Capital Goods industry group

24.68%

Max
67.39%
Q3
28.02%
LII
24.68%
Median
6.86%
Q1
0.00%
Min
0.00%
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Carlisle (CSL) vs. Lennox (LII): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Carlisle (CSL) and Lennox (LII)
MetricCSLLII
Dividend Yield (TTM)1.20%1.53%
Dividend Payout Ratio (TTM)25.50%24.68%

Valuation

P/E Ratio (TTM)

Lennox (LII) at 15.47 sits in the cheaper P/E ratio quartile, while Carlisle (CSL) at 21.06 is closer to its industry’s usual earnings multiple — a discount for LII, though growth and earnings durability still matter.

CSL

Capital Goods industry group

21.06

Max
59.38
Q3
35.92
Median
25.41
CSL
21.06
Q1
19.47
Min
3.03

LII

Capital Goods industry group

15.47

Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
LII
15.47
Min
3.03
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Carlisle (CSL) vs. Lennox (LII): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Carlisle (CSL) at 2.79 and Lennox (LII) at 2.15 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

CSL

Capital Goods industry group

2.79

Max
7.54
Q3
3.76
CSL
2.79
Median
2.15
Q1
1.03
Min
0.03

LII

Capital Goods industry group

2.15

Max
7.54
Q3
3.76
Median
2.15
LII
2.15
Q1
1.03
Min
0.03
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Carlisle (CSL) vs. Lennox (LII): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Lennox (LII) at 8.88 sits in the upper P/B ratio quartile, and Carlisle (CSL) at 10.11 prices even higher, above its industry range.

CSL

Capital Goods industry group

10.11

CSL
10.11
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08

LII

Capital Goods industry group

8.88

Max
9.66
LII
8.88
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Carlisle (CSL) vs. Lennox (LII): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Carlisle (CSL) and Lennox (LII)
MetricCSLLII
P/E Ratio (TTM)21.0615.47
P/S Ratio (TTM)2.792.15
P/B Ratio (MRQ)10.118.88
Free Cash Flow Yield (TTM)4.01%3.14%