vs
Side-by-side financial comparison of Coca-Cola Consolidated, Inc. (COKE) 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 $1.9B, roughly 1.4× Coca-Cola Consolidated, Inc.). COMFORT SYSTEMS USA INC runs the higher net margin — 12.5% vs 7.2%, a 5.3% gap on every dollar of revenue. On growth, COMFORT SYSTEMS USA INC posted the faster year-over-year revenue change (41.7% vs 9.0%). COMFORT SYSTEMS USA INC produced more free cash flow last quarter ($402.4M vs $106.7M). Over the past eight quarters, COMFORT SYSTEMS USA INC's revenue compounded faster (31.2% CAGR vs 9.4%).
Coca-Cola Consolidated, Inc., headquartered in Charlotte, North Carolina, is the largest independent Coca-Cola bottler in the United States.
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.
COKE vs FIX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.6B |
| Net Profit | $137.3M | $330.8M |
| Gross Margin | 39.6% | 25.5% |
| Operating Margin | 12.7% | 16.1% |
| Net Margin | 7.2% | 12.5% |
| Revenue YoY | 9.0% | 41.7% |
| Net Profit YoY | -23.3% | 126.8% |
| EPS (diluted) | — | $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 | $1.9B | $2.6B | ||
| Q3 25 | $1.9B | $2.5B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.7B | $1.9B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.8B | $1.8B | ||
| Q1 24 | $1.6B | $1.5B |
| Q4 25 | $137.3M | $330.8M | ||
| Q3 25 | $142.3M | $291.6M | ||
| Q2 25 | $187.4M | $230.8M | ||
| Q1 25 | $103.6M | $169.3M | ||
| Q4 24 | $178.9M | $145.9M | ||
| Q3 24 | $115.6M | $146.2M | ||
| Q2 24 | $172.8M | $134.0M | ||
| Q1 24 | $165.7M | $96.3M |
| Q4 25 | 39.6% | 25.5% | ||
| Q3 25 | 39.6% | 24.8% | ||
| Q2 25 | 40.0% | 23.5% | ||
| Q1 25 | 39.7% | 22.0% | ||
| Q4 24 | 40.0% | 23.2% | ||
| Q3 24 | 39.5% | 21.1% | ||
| Q2 24 | 39.9% | 20.1% | ||
| Q1 24 | 40.2% | 19.3% |
| Q4 25 | 12.7% | 16.1% | ||
| Q3 25 | 13.1% | 15.5% | ||
| Q2 25 | 14.7% | 13.8% | ||
| Q1 25 | 12.0% | 11.4% | ||
| Q4 24 | 12.5% | 12.1% | ||
| Q3 24 | 12.9% | 11.2% | ||
| Q2 24 | 14.4% | 10.2% | ||
| Q1 24 | 13.5% | 8.8% |
| Q4 25 | 7.2% | 12.5% | ||
| Q3 25 | 7.5% | 11.9% | ||
| Q2 25 | 10.1% | 10.6% | ||
| Q1 25 | 6.6% | 9.2% | ||
| Q4 24 | 10.2% | 7.8% | ||
| Q3 24 | 6.5% | 8.1% | ||
| Q2 24 | 9.6% | 7.4% | ||
| Q1 24 | 10.4% | 6.3% |
| Q4 25 | — | $9.35 | ||
| Q3 25 | — | $8.25 | ||
| Q2 25 | — | $6.53 | ||
| Q1 25 | — | $4.75 | ||
| Q4 24 | — | $4.08 | ||
| Q3 24 | — | $4.09 | ||
| Q2 24 | — | $3.74 | ||
| Q1 24 | — | $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 | $281.9M | $981.9M |
| Total DebtLower is stronger | $2.8B | $145.2M |
| Stockholders' EquityBook value | $-739.7M | $2.4B |
| Total Assets | $4.3B | $6.4B |
| Debt / EquityLower = less leverage | — | 0.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $281.9M | $981.9M | ||
| Q3 25 | $1.5B | $860.5M | ||
| Q2 25 | $1.2B | $331.7M | ||
| Q1 25 | $1.2B | $204.8M | ||
| Q4 24 | $1.1B | $549.9M | ||
| Q3 24 | $1.2B | $415.6M | ||
| Q2 24 | $1.7B | $199.4M | ||
| Q1 24 | $401.3M | $100.8M |
| Q4 25 | $2.8B | $145.2M | ||
| Q3 25 | $1.8B | $136.0M | ||
| Q2 25 | $1.8B | $73.0M | ||
| Q1 25 | $1.8B | $67.8M | ||
| Q4 24 | $1.8B | $68.3M | ||
| Q3 24 | $1.8B | $62.3M | ||
| Q2 24 | $1.8B | $73.4M | ||
| Q1 24 | $599.3M | $77.0M |
| Q4 25 | $-739.7M | $2.4B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.2B | $1.5B | ||
| Q1 24 | $1.6B | $1.4B |
| Q4 25 | $4.3B | $6.4B | ||
| Q3 25 | $5.7B | $5.8B | ||
| Q2 25 | $5.5B | $5.1B | ||
| Q1 25 | $5.4B | $4.6B | ||
| Q4 24 | $5.3B | $4.7B | ||
| Q3 24 | $5.3B | $4.4B | ||
| Q2 24 | $5.7B | $4.2B | ||
| Q1 24 | $4.3B | $3.9B |
| Q4 25 | — | 0.06× | ||
| Q3 25 | 1.09× | 0.06× | ||
| Q2 25 | 1.10× | 0.04× | ||
| Q1 25 | 1.19× | 0.04× | ||
| Q4 24 | 1.26× | 0.04× | ||
| Q3 24 | 1.39× | 0.04× | ||
| Q2 24 | 1.49× | 0.05× | ||
| Q1 24 | 0.37× | 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 | $209.0M | $468.5M |
| Free Cash FlowOCF − Capex | $106.7M | $402.4M |
| FCF MarginFCF / Revenue | 5.6% | 15.2% |
| Capex IntensityCapex / Revenue | 5.4% | 2.5% |
| Cash ConversionOCF / Net Profit | 1.52× | 1.42× |
| TTM Free Cash FlowTrailing 4 quarters | $619.6M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $209.0M | $468.5M | ||
| Q3 25 | $316.7M | $553.3M | ||
| Q2 25 | $208.1M | $252.5M | ||
| Q1 25 | $198.2M | $-88.0M | ||
| Q4 24 | $168.5M | $210.5M | ||
| Q3 24 | $270.8M | $302.2M | ||
| Q2 24 | $242.9M | $189.9M | ||
| Q1 24 | $194.3M | $146.6M |
| Q4 25 | $106.7M | $402.4M | ||
| Q3 25 | $264.1M | $517.9M | ||
| Q2 25 | $148.5M | $221.2M | ||
| Q1 25 | $100.3M | $-110.2M | ||
| Q4 24 | $84.8M | $169.8M | ||
| Q3 24 | $142.8M | $280.1M | ||
| Q2 24 | $160.5M | $166.5M | ||
| Q1 24 | $117.2M | $121.6M |
| Q4 25 | 5.6% | 15.2% | ||
| Q3 25 | 14.0% | 21.1% | ||
| Q2 25 | 8.0% | 10.2% | ||
| Q1 25 | 6.3% | -6.0% | ||
| Q4 24 | 4.9% | 9.1% | ||
| Q3 24 | 8.1% | 15.5% | ||
| Q2 24 | 8.9% | 9.2% | ||
| Q1 24 | 7.4% | 7.9% |
| Q4 25 | 5.4% | 2.5% | ||
| Q3 25 | 2.8% | 1.4% | ||
| Q2 25 | 3.2% | 1.4% | ||
| Q1 25 | 6.2% | 1.2% | ||
| Q4 24 | 4.8% | 2.2% | ||
| Q3 24 | 7.2% | 1.2% | ||
| Q2 24 | 4.6% | 1.3% | ||
| Q1 24 | 4.8% | 1.6% |
| Q4 25 | 1.52× | 1.42× | ||
| Q3 25 | 2.22× | 1.90× | ||
| Q2 25 | 1.11× | 1.09× | ||
| Q1 25 | 1.91× | -0.52× | ||
| Q4 24 | 0.94× | 1.44× | ||
| Q3 24 | 2.34× | 2.07× | ||
| Q2 24 | 1.41× | 1.42× | ||
| Q1 24 | 1.17× | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COKE
| Transferred At Point In Time | $1.9B | 99% |
| Transferred Over Time | $15.1M | 1% |
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% |
