vs
Side-by-side financial comparison of Allegion (ALLE) and COMFORT SYSTEMS USA INC (FIX). Click either name above to swap in a different company.
COMFORT SYSTEMS USA INC is the larger business by last-quarter revenue ($2.6B vs $1.0B, roughly 2.6× Allegion). Allegion runs the higher net margin — 14.3% vs 12.5%, a 1.8% gap on every dollar of revenue. On growth, COMFORT SYSTEMS USA INC posted the faster year-over-year revenue change (41.7% vs 9.3%). COMFORT SYSTEMS USA INC produced more free cash flow last quarter ($402.4M vs $200.5M). Over the past eight quarters, COMFORT SYSTEMS USA INC's revenue compounded faster (31.2% CAGR vs 7.5%).
Allegion plc manufactures and sells mechanical and electronic security products and solutions worldwide. The company offers door closers, controls, and exit devices; locks, locksets, portable locks, and key systems and services; electronic security products and access control systems; time, attendance, and workforce productivity systems; doors and door systems; and other accessories. The company sells its products and solutions to end-users in commercial, institutional, and residential facili...
Comfort Systems USA, Inc. is an American company that provides mechanical and electrical contracting services, primarily HVAC, plumbing, piping and controls, off-site construction, monitoring and fire protection, and installation and servicing of electrical systems.
ALLE vs FIX — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $2.6B |
| Net Profit | $147.5M | $330.8M |
| Gross Margin | 44.5% | 25.5% |
| Operating Margin | 20.3% | 16.1% |
| Net Margin | 14.3% | 12.5% |
| Revenue YoY | 9.3% | 41.7% |
| Net Profit YoY | 2.4% | 126.8% |
| EPS (diluted) | $1.70 | $9.35 |
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 | $1.0B | $2.6B | ||
| Q3 25 | $1.1B | $2.5B | ||
| Q2 25 | $1.0B | $2.2B | ||
| Q1 25 | $941.9M | $1.8B | ||
| Q4 24 | $945.6M | $1.9B | ||
| Q3 24 | $967.1M | $1.8B | ||
| Q2 24 | $965.6M | $1.8B | ||
| Q1 24 | $893.9M | $1.5B |
| Q4 25 | $147.5M | $330.8M | ||
| Q3 25 | $188.4M | $291.6M | ||
| Q2 25 | $159.7M | $230.8M | ||
| Q1 25 | $148.2M | $169.3M | ||
| Q4 24 | $144.1M | $145.9M | ||
| Q3 24 | $174.2M | $146.2M | ||
| Q2 24 | $155.4M | $134.0M | ||
| Q1 24 | $123.8M | $96.3M |
| Q4 25 | 44.5% | 25.5% | ||
| Q3 25 | 45.8% | 24.8% | ||
| Q2 25 | 45.6% | 23.5% | ||
| Q1 25 | 44.9% | 22.0% | ||
| Q4 24 | 44.1% | 23.2% | ||
| Q3 24 | 44.7% | 21.1% | ||
| Q2 24 | 44.4% | 20.1% | ||
| Q1 24 | 43.8% | 19.3% |
| Q4 25 | 20.3% | 16.1% | ||
| Q3 25 | 21.8% | 15.5% | ||
| Q2 25 | 21.5% | 13.8% | ||
| Q1 25 | 20.9% | 11.4% | ||
| Q4 24 | 19.5% | 12.1% | ||
| Q3 24 | 22.2% | 11.2% | ||
| Q2 24 | 21.6% | 10.2% | ||
| Q1 24 | 19.3% | 8.8% |
| Q4 25 | 14.3% | 12.5% | ||
| Q3 25 | 17.6% | 11.9% | ||
| Q2 25 | 15.6% | 10.6% | ||
| Q1 25 | 15.7% | 9.2% | ||
| Q4 24 | 15.2% | 7.8% | ||
| Q3 24 | 18.0% | 8.1% | ||
| Q2 24 | 16.1% | 7.4% | ||
| Q1 24 | 13.8% | 6.3% |
| Q4 25 | $1.70 | $9.35 | ||
| Q3 25 | $2.18 | $8.25 | ||
| Q2 25 | $1.85 | $6.53 | ||
| Q1 25 | $1.71 | $4.75 | ||
| Q4 24 | $1.65 | $4.08 | ||
| Q3 24 | $1.99 | $4.09 | ||
| Q2 24 | $1.77 | $3.74 | ||
| Q1 24 | $1.41 | $2.69 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $356.2M | $981.9M |
| Total DebtLower is stronger | $2.0B | $145.2M |
| Stockholders' EquityBook value | $2.1B | $2.4B |
| Total Assets | $5.2B | $6.4B |
| Debt / EquityLower = less leverage | 0.96× | 0.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $356.2M | $981.9M | ||
| Q3 25 | $302.7M | $860.5M | ||
| Q2 25 | $656.8M | $331.7M | ||
| Q1 25 | $494.5M | $204.8M | ||
| Q4 24 | $503.8M | $549.9M | ||
| Q3 24 | $878.9M | $415.6M | ||
| Q2 24 | $747.5M | $199.4M | ||
| Q1 24 | $391.8M | $100.8M |
| Q4 25 | $2.0B | $145.2M | ||
| Q3 25 | $2.1B | $136.0M | ||
| Q2 25 | $2.1B | $73.0M | ||
| Q1 25 | $2.0B | $67.8M | ||
| Q4 24 | $2.0B | $68.3M | ||
| Q3 24 | $2.4B | $62.3M | ||
| Q2 24 | $2.4B | $73.4M | ||
| Q1 24 | $2.0B | $77.0M |
| Q4 25 | $2.1B | $2.4B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.4B | $1.4B |
| Q4 25 | $5.2B | $6.4B | ||
| Q3 25 | $5.2B | $5.8B | ||
| Q2 25 | $4.9B | $5.1B | ||
| Q1 25 | $4.6B | $4.6B | ||
| Q4 24 | $4.5B | $4.7B | ||
| Q3 24 | $5.0B | $4.4B | ||
| Q2 24 | $4.8B | $4.2B | ||
| Q1 24 | $4.3B | $3.9B |
| Q4 25 | 0.96× | 0.06× | ||
| Q3 25 | 1.07× | 0.06× | ||
| Q2 25 | 1.16× | 0.04× | ||
| Q1 25 | 1.24× | 0.04× | ||
| Q4 24 | 1.33× | 0.04× | ||
| Q3 24 | 1.53× | 0.04× | ||
| Q2 24 | 1.69× | 0.05× | ||
| Q1 24 | 1.49× | 0.06× |
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 | $240.1M | $468.5M |
| Free Cash FlowOCF − Capex | $200.5M | $402.4M |
| FCF MarginFCF / Revenue | 19.4% | 15.2% |
| Capex IntensityCapex / Revenue | 3.8% | 2.5% |
| Cash ConversionOCF / Net Profit | 1.63× | 1.42× |
| TTM Free Cash FlowTrailing 4 quarters | $685.7M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $240.1M | $468.5M | ||
| Q3 25 | $229.5M | $553.3M | ||
| Q2 25 | $209.7M | $252.5M | ||
| Q1 25 | $104.5M | $-88.0M | ||
| Q4 24 | $219.0M | $210.5M | ||
| Q3 24 | $231.9M | $302.2M | ||
| Q2 24 | $173.0M | $189.9M | ||
| Q1 24 | $51.1M | $146.6M |
| Q4 25 | $200.5M | $402.4M | ||
| Q3 25 | $209.8M | $517.9M | ||
| Q2 25 | $192.0M | $221.2M | ||
| Q1 25 | $83.4M | $-110.2M | ||
| Q4 24 | $194.9M | $169.8M | ||
| Q3 24 | $212.0M | $280.1M | ||
| Q2 24 | $152.1M | $166.5M | ||
| Q1 24 | $23.9M | $121.6M |
| Q4 25 | 19.4% | 15.2% | ||
| Q3 25 | 19.6% | 21.1% | ||
| Q2 25 | 18.8% | 10.2% | ||
| Q1 25 | 8.9% | -6.0% | ||
| Q4 24 | 20.6% | 9.1% | ||
| Q3 24 | 21.9% | 15.5% | ||
| Q2 24 | 15.8% | 9.2% | ||
| Q1 24 | 2.7% | 7.9% |
| Q4 25 | 3.8% | 2.5% | ||
| Q3 25 | 1.8% | 1.4% | ||
| Q2 25 | 1.7% | 1.4% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 2.5% | 2.2% | ||
| Q3 24 | 2.1% | 1.2% | ||
| Q2 24 | 2.2% | 1.3% | ||
| Q1 24 | 3.0% | 1.6% |
| Q4 25 | 1.63× | 1.42× | ||
| Q3 25 | 1.22× | 1.90× | ||
| Q2 25 | 1.31× | 1.09× | ||
| Q1 25 | 0.71× | -0.52× | ||
| Q4 24 | 1.52× | 1.44× | ||
| Q3 24 | 1.33× | 2.07× | ||
| Q2 24 | 1.11× | 1.42× | ||
| Q1 24 | 0.41× | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Products | $750.2M | 73% |
| Allegion International | $237.7M | 23% |
| Services | $45.2M | 4% |
FIX
| Electrical Segment | $823.7M | 31% |
| Manufacturing Customer | $542.7M | 21% |
| Existing Building Construction | $491.4M | 19% |
| Healthcare Sector Customer | $220.8M | 8% |
| Service Projects | $153.0M | 6% |
| Education | $137.5M | 5% |
| Government Customer | $131.0M | 5% |
| Office Building Customer | $88.2M | 3% |
| Other Customer | $40.7M | 2% |
| Multi Family And Residential | $33.7M | 1% |
