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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and COMFORT SYSTEMS USA INC (FIX). Click either name above to swap in a different company.
CASEYS GENERAL STORES INC is the larger business by last-quarter revenue ($4.5B vs $2.6B, roughly 1.7× COMFORT SYSTEMS USA INC). COMFORT SYSTEMS USA INC runs the higher net margin — 12.5% vs 4.6%, a 7.9% gap on every dollar of revenue. On growth, COMFORT SYSTEMS USA INC posted the faster year-over-year revenue change (41.7% vs 14.2%). COMFORT SYSTEMS USA INC produced more free cash flow last quarter ($402.4M vs $176.0M). Over the past eight quarters, COMFORT SYSTEMS USA INC's revenue compounded faster (31.2% CAGR vs 16.3%).
Casey's Retail Company is a chain of convenience stores in the Midwestern and Southern United States. The company is headquartered in Ankeny, Iowa, a suburb of Des Moines. As of October 1, 2023, Casey's had 2,500 stores in 16 states. Following 7-Eleven's purchase of Speedway, Casey's is the third-largest convenience store chain in the United States and the largest that is wholly American-owned. It is one of two Iowa-based Fortune 500 companies. Casey's is famous for their pizza, including a b...
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.
CASY vs FIX — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $2.6B |
| Net Profit | $206.3M | $330.8M |
| Gross Margin | — | 25.5% |
| Operating Margin | 6.1% | 16.1% |
| Net Margin | 4.6% | 12.5% |
| Revenue YoY | 14.2% | 41.7% |
| Net Profit YoY | 14.0% | 126.8% |
| EPS (diluted) | $5.53 | $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 | $4.5B | $2.6B | ||
| Q3 25 | $4.6B | $2.5B | ||
| Q2 25 | $4.0B | $2.2B | ||
| Q1 25 | $3.9B | $1.8B | ||
| Q4 24 | $3.9B | $1.9B | ||
| Q3 24 | $4.1B | $1.8B | ||
| Q2 24 | $3.6B | $1.8B | ||
| Q1 24 | $3.3B | $1.5B |
| Q4 25 | $206.3M | $330.8M | ||
| Q3 25 | $215.4M | $291.6M | ||
| Q2 25 | $98.3M | $230.8M | ||
| Q1 25 | $87.1M | $169.3M | ||
| Q4 24 | $180.9M | $145.9M | ||
| Q3 24 | $180.2M | $146.2M | ||
| Q2 24 | $87.0M | $134.0M | ||
| Q1 24 | $86.9M | $96.3M |
| Q4 25 | — | 25.5% | ||
| Q3 25 | — | 24.8% | ||
| Q2 25 | — | 23.5% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 23.2% | ||
| Q3 24 | — | 21.1% | ||
| Q2 24 | — | 20.1% | ||
| Q1 24 | — | 19.3% |
| Q4 25 | 6.1% | 16.1% | ||
| Q3 25 | 6.1% | 15.5% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | 2.8% | 11.4% | ||
| Q4 24 | 6.1% | 12.1% | ||
| Q3 24 | 5.8% | 11.2% | ||
| Q2 24 | — | 10.2% | ||
| Q1 24 | 3.4% | 8.8% |
| Q4 25 | 4.6% | 12.5% | ||
| Q3 25 | 4.7% | 11.9% | ||
| Q2 25 | 2.5% | 10.6% | ||
| Q1 25 | 2.2% | 9.2% | ||
| Q4 24 | 4.6% | 7.8% | ||
| Q3 24 | 4.4% | 8.1% | ||
| Q2 24 | 2.4% | 7.4% | ||
| Q1 24 | 2.6% | 6.3% |
| Q4 25 | $5.53 | $9.35 | ||
| Q3 25 | $5.77 | $8.25 | ||
| Q2 25 | $2.63 | $6.53 | ||
| Q1 25 | $2.33 | $4.75 | ||
| Q4 24 | $4.85 | $4.08 | ||
| Q3 24 | $4.83 | $4.09 | ||
| Q2 24 | $2.34 | $3.74 | ||
| Q1 24 | $2.33 | $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 | $492.0M | $981.9M |
| Total DebtLower is stronger | — | $145.2M |
| Stockholders' EquityBook value | $3.8B | $2.4B |
| Total Assets | $8.6B | $6.4B |
| Debt / EquityLower = less leverage | — | 0.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $492.0M | $981.9M | ||
| Q3 25 | $458.1M | $860.5M | ||
| Q2 25 | $326.7M | $331.7M | ||
| Q1 25 | $394.8M | $204.8M | ||
| Q4 24 | $351.7M | $549.9M | ||
| Q3 24 | $305.0M | $415.6M | ||
| Q2 24 | $206.5M | $199.4M | ||
| Q1 24 | $177.9M | $100.8M |
| Q4 25 | — | $145.2M | ||
| Q3 25 | — | $136.0M | ||
| Q2 25 | $2.4B | $73.0M | ||
| Q1 25 | — | $67.8M | ||
| Q4 24 | — | $68.3M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | $1.6B | $73.4M | ||
| Q1 24 | — | $77.0M |
| Q4 25 | $3.8B | $2.4B | ||
| Q3 25 | $3.6B | $2.2B | ||
| Q2 25 | $3.5B | $2.0B | ||
| Q1 25 | $3.4B | $1.8B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.2B | $1.6B | ||
| Q2 24 | $3.0B | $1.5B | ||
| Q1 24 | $2.9B | $1.4B |
| Q4 25 | $8.6B | $6.4B | ||
| Q3 25 | $8.4B | $5.8B | ||
| Q2 25 | $8.2B | $5.1B | ||
| Q1 25 | $8.2B | $4.6B | ||
| Q4 24 | $7.7B | $4.7B | ||
| Q3 24 | $6.5B | $4.4B | ||
| Q2 24 | $6.3B | $4.2B | ||
| Q1 24 | $6.2B | $3.9B |
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | 0.69× | 0.04× | ||
| Q1 25 | — | 0.04× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | 0.52× | 0.05× | ||
| Q1 24 | — | 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 | $347.1M | $468.5M |
| Free Cash FlowOCF − Capex | $176.0M | $402.4M |
| FCF MarginFCF / Revenue | 3.9% | 15.2% |
| Capex IntensityCapex / Revenue | 3.8% | 2.5% |
| Cash ConversionOCF / Net Profit | 1.68× | 1.42× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.1M | $468.5M | ||
| Q3 25 | $372.4M | $553.3M | ||
| Q2 25 | $333.9M | $252.5M | ||
| Q1 25 | $204.9M | $-88.0M | ||
| Q4 24 | $270.7M | $210.5M | ||
| Q3 24 | $281.4M | $302.2M | ||
| Q2 24 | $288.4M | $189.9M | ||
| Q1 24 | $122.8M | $146.6M |
| Q4 25 | $176.0M | $402.4M | ||
| Q3 25 | $262.4M | $517.9M | ||
| Q2 25 | $153.1M | $221.2M | ||
| Q1 25 | $90.7M | $-110.2M | ||
| Q4 24 | $160.0M | $169.8M | ||
| Q3 24 | $180.8M | $280.1M | ||
| Q2 24 | $92.1M | $166.5M | ||
| Q1 24 | $-27.0M | $121.6M |
| Q4 25 | 3.9% | 15.2% | ||
| Q3 25 | 5.7% | 21.1% | ||
| Q2 25 | 3.8% | 10.2% | ||
| Q1 25 | 2.3% | -6.0% | ||
| Q4 24 | 4.1% | 9.1% | ||
| Q3 24 | 4.4% | 15.5% | ||
| Q2 24 | 2.6% | 9.2% | ||
| Q1 24 | -0.8% | 7.9% |
| Q4 25 | 3.8% | 2.5% | ||
| Q3 25 | 2.4% | 1.4% | ||
| Q2 25 | 4.5% | 1.4% | ||
| Q1 25 | 2.9% | 1.2% | ||
| Q4 24 | 2.8% | 2.2% | ||
| Q3 24 | 2.5% | 1.2% | ||
| Q2 24 | 5.5% | 1.3% | ||
| Q1 24 | 4.5% | 1.6% |
| Q4 25 | 1.68× | 1.42× | ||
| Q3 25 | 1.73× | 1.90× | ||
| Q2 25 | 3.40× | 1.09× | ||
| Q1 25 | 2.35× | -0.52× | ||
| Q4 24 | 1.50× | 1.44× | ||
| Q3 24 | 1.56× | 2.07× | ||
| Q2 24 | 3.31× | 1.42× | ||
| Q1 24 | 1.41× | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
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% |
