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Side-by-side financial comparison of Aptiv (APTV) and COMFORT SYSTEMS USA INC (FIX). Click either name above to swap in a different company.
Aptiv is the larger business by last-quarter revenue ($5.2B vs $2.6B, roughly 1.9× COMFORT SYSTEMS USA INC). COMFORT SYSTEMS USA INC runs the higher net margin — 12.5% vs 2.7%, a 9.8% gap on every dollar of revenue. On growth, COMFORT SYSTEMS USA INC posted the faster year-over-year revenue change (41.7% vs 5.0%). Aptiv produced more free cash flow last quarter ($651.0M vs $402.4M). Over the past eight quarters, COMFORT SYSTEMS USA INC's revenue compounded faster (31.2% CAGR vs 2.5%).
Aptiv PLC is an American automotive technology supplier with headquarters in Schaffhausen, Switzerland. Aptiv grew out of the now-defunct American company, Delphi Automotive Systems, which itself was formerly a component of General Motors.
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.
APTV vs FIX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.2B | $2.6B |
| Net Profit | $138.0M | $330.8M |
| Gross Margin | 18.7% | 25.5% |
| Operating Margin | 8.2% | 16.1% |
| Net Margin | 2.7% | 12.5% |
| Revenue YoY | 5.0% | 41.7% |
| Net Profit YoY | -48.5% | 126.8% |
| EPS (diluted) | $0.63 | $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 | $5.2B | $2.6B | ||
| Q3 25 | $5.2B | $2.5B | ||
| Q2 25 | $5.2B | $2.2B | ||
| Q1 25 | $4.8B | $1.8B | ||
| Q4 24 | $4.9B | $1.9B | ||
| Q3 24 | $4.9B | $1.8B | ||
| Q2 24 | $5.1B | $1.8B | ||
| Q1 24 | $4.9B | $1.5B |
| Q4 25 | $138.0M | $330.8M | ||
| Q3 25 | $-355.0M | $291.6M | ||
| Q2 25 | $393.0M | $230.8M | ||
| Q1 25 | $-11.0M | $169.3M | ||
| Q4 24 | $268.0M | $145.9M | ||
| Q3 24 | $363.0M | $146.2M | ||
| Q2 24 | $938.0M | $134.0M | ||
| Q1 24 | $218.0M | $96.3M |
| Q4 25 | 18.7% | 25.5% | ||
| Q3 25 | 19.5% | 24.8% | ||
| Q2 25 | 19.1% | 23.5% | ||
| Q1 25 | 19.1% | 22.0% | ||
| Q4 24 | 19.6% | 23.2% | ||
| Q3 24 | 18.6% | 21.1% | ||
| Q2 24 | 19.2% | 20.1% | ||
| Q1 24 | 17.9% | 19.3% |
| Q4 25 | 8.2% | 16.1% | ||
| Q3 25 | -3.4% | 15.5% | ||
| Q2 25 | 9.3% | 13.8% | ||
| Q1 25 | 9.3% | 11.4% | ||
| Q4 24 | 9.8% | 12.1% | ||
| Q3 24 | 10.4% | 11.2% | ||
| Q2 24 | 8.7% | 10.2% | ||
| Q1 24 | 8.5% | 8.8% |
| Q4 25 | 2.7% | 12.5% | ||
| Q3 25 | -6.8% | 11.9% | ||
| Q2 25 | 7.5% | 10.6% | ||
| Q1 25 | -0.2% | 9.2% | ||
| Q4 24 | 5.5% | 7.8% | ||
| Q3 24 | 7.5% | 8.1% | ||
| Q2 24 | 18.6% | 7.4% | ||
| Q1 24 | 4.4% | 6.3% |
| Q4 25 | $0.63 | $9.35 | ||
| Q3 25 | $-1.63 | $8.25 | ||
| Q2 25 | $1.80 | $6.53 | ||
| Q1 25 | $-0.05 | $4.75 | ||
| Q4 24 | $1.22 | $4.08 | ||
| Q3 24 | $1.48 | $4.09 | ||
| Q2 24 | $3.47 | $3.74 | ||
| Q1 24 | $0.79 | $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 | $1.9B | $981.9M |
| Total DebtLower is stronger | $7.5B | $145.2M |
| Stockholders' EquityBook value | $9.2B | $2.4B |
| Total Assets | $23.4B | $6.4B |
| Debt / EquityLower = less leverage | 0.81× | 0.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.9B | $981.9M | ||
| Q3 25 | $1.6B | $860.5M | ||
| Q2 25 | $1.4B | $331.7M | ||
| Q1 25 | $1.1B | $204.8M | ||
| Q4 24 | $1.6B | $549.9M | ||
| Q3 24 | $1.8B | $415.6M | ||
| Q2 24 | $2.2B | $199.4M | ||
| Q1 24 | $941.0M | $100.8M |
| Q4 25 | $7.5B | $145.2M | ||
| Q3 25 | $7.6B | $136.0M | ||
| Q2 25 | $7.8B | $73.0M | ||
| Q1 25 | $7.6B | $67.8M | ||
| Q4 24 | $7.8B | $68.3M | ||
| Q3 24 | $8.3B | $62.3M | ||
| Q2 24 | $5.5B | $73.4M | ||
| Q1 24 | $4.7B | $77.0M |
| Q4 25 | $9.2B | $2.4B | ||
| Q3 25 | $9.3B | $2.2B | ||
| Q2 25 | $9.7B | $2.0B | ||
| Q1 25 | $9.0B | $1.8B | ||
| Q4 24 | $8.8B | $1.7B | ||
| Q3 24 | $8.9B | $1.6B | ||
| Q2 24 | $11.5B | $1.5B | ||
| Q1 24 | $11.1B | $1.4B |
| Q4 25 | $23.4B | $6.4B | ||
| Q3 25 | $23.5B | $5.8B | ||
| Q2 25 | $23.9B | $5.1B | ||
| Q1 25 | $23.1B | $4.6B | ||
| Q4 24 | $23.5B | $4.7B | ||
| Q3 24 | $24.8B | $4.4B | ||
| Q2 24 | $24.8B | $4.2B | ||
| Q1 24 | $23.6B | $3.9B |
| Q4 25 | 0.81× | 0.06× | ||
| Q3 25 | 0.82× | 0.06× | ||
| Q2 25 | 0.80× | 0.04× | ||
| Q1 25 | 0.85× | 0.04× | ||
| Q4 24 | 0.89× | 0.04× | ||
| Q3 24 | 0.93× | 0.04× | ||
| Q2 24 | 0.48× | 0.05× | ||
| Q1 24 | 0.42× | 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 | $818.0M | $468.5M |
| Free Cash FlowOCF − Capex | $651.0M | $402.4M |
| FCF MarginFCF / Revenue | 12.6% | 15.2% |
| Capex IntensityCapex / Revenue | 3.2% | 2.5% |
| Cash ConversionOCF / Net Profit | 5.93× | 1.42× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $818.0M | $468.5M | ||
| Q3 25 | $584.0M | $553.3M | ||
| Q2 25 | $510.0M | $252.5M | ||
| Q1 25 | $273.0M | $-88.0M | ||
| Q4 24 | $1.1B | $210.5M | ||
| Q3 24 | $499.0M | $302.2M | ||
| Q2 24 | $643.0M | $189.9M | ||
| Q1 24 | $244.0M | $146.6M |
| Q4 25 | $651.0M | $402.4M | ||
| Q3 25 | $441.0M | $517.9M | ||
| Q2 25 | $361.0M | $221.2M | ||
| Q1 25 | $76.0M | $-110.2M | ||
| Q4 24 | $894.0M | $169.8M | ||
| Q3 24 | $326.0M | $280.1M | ||
| Q2 24 | $417.0M | $166.5M | ||
| Q1 24 | $-21.0M | $121.6M |
| Q4 25 | 12.6% | 15.2% | ||
| Q3 25 | 8.5% | 21.1% | ||
| Q2 25 | 6.9% | 10.2% | ||
| Q1 25 | 1.6% | -6.0% | ||
| Q4 24 | 18.2% | 9.1% | ||
| Q3 24 | 6.7% | 15.5% | ||
| Q2 24 | 8.3% | 9.2% | ||
| Q1 24 | -0.4% | 7.9% |
| Q4 25 | 3.2% | 2.5% | ||
| Q3 25 | 2.7% | 1.4% | ||
| Q2 25 | 2.9% | 1.4% | ||
| Q1 25 | 4.1% | 1.2% | ||
| Q4 24 | 3.4% | 2.2% | ||
| Q3 24 | 3.6% | 1.2% | ||
| Q2 24 | 4.5% | 1.3% | ||
| Q1 24 | 5.4% | 1.6% |
| Q4 25 | 5.93× | 1.42× | ||
| Q3 25 | — | 1.90× | ||
| Q2 25 | 1.30× | 1.09× | ||
| Q1 25 | — | -0.52× | ||
| Q4 24 | 3.96× | 1.44× | ||
| Q3 24 | 1.37× | 2.07× | ||
| Q2 24 | 0.69× | 1.42× | ||
| Q1 24 | 1.12× | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
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% |
