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Side-by-side financial comparison of CONSTELLIUM SE (CSTM) 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 $2.2B, roughly 1.2× CONSTELLIUM SE). COMFORT SYSTEMS USA INC runs the higher net margin — 12.5% vs 5.1%, a 7.4% gap on every dollar of revenue. COMFORT SYSTEMS USA INC produced more free cash flow last quarter ($402.4M vs $109.0M).
Constellium SE is an American-Swiss, French-based global manufacturer of aluminium rolled products, extruded products, and structural parts based on a large variety of advanced alloys. Constellium's C-TEC research center has been credited for advancing technology in the field of advanced aluminium alloy. Constellium primarily serves the aerospace, automotive, and packaging sectors. Large clients include Mercedes-Benz, Audi, BMW, Fiat Chrysler Automotive, Ford, Airbus, Boeing, and Bombardier.
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.
CSTM vs FIX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $2.2B | $2.6B |
| Net Profit | $112.0M | $330.8M |
| Gross Margin | — | 25.5% |
| Operating Margin | 7.5% | 16.1% |
| Net Margin | 5.1% | 12.5% |
| Revenue YoY | — | 41.7% |
| Net Profit YoY | — | 126.8% |
| EPS (diluted) | $0.79 | $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 | $2.2B | $2.6B | ||
| Q3 25 | $2.2B | $2.5B | ||
| Q2 25 | $2.1B | $2.2B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $1.9B | $1.8B | ||
| Q1 24 | — | $1.5B |
| Q4 25 | $112.0M | $330.8M | ||
| Q3 25 | $88.0M | $291.6M | ||
| Q2 25 | $36.0M | $230.8M | ||
| Q1 25 | $37.0M | $169.3M | ||
| Q4 24 | — | $145.9M | ||
| Q3 24 | — | $146.2M | ||
| Q2 24 | $76.0M | $134.0M | ||
| Q1 24 | — | $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 | 7.5% | 16.1% | ||
| Q3 25 | 5.8% | 15.5% | ||
| Q2 25 | 2.7% | 13.8% | ||
| Q1 25 | 3.1% | 11.4% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | 5.4% | 10.2% | ||
| Q1 24 | — | 8.8% |
| Q4 25 | 5.1% | 12.5% | ||
| Q3 25 | 4.1% | 11.9% | ||
| Q2 25 | 1.7% | 10.6% | ||
| Q1 25 | 1.9% | 9.2% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | 3.9% | 7.4% | ||
| Q1 24 | — | 6.3% |
| Q4 25 | $0.79 | $9.35 | ||
| Q3 25 | $0.62 | $8.25 | ||
| Q2 25 | $0.25 | $6.53 | ||
| Q1 25 | $0.26 | $4.75 | ||
| Q4 24 | — | $4.08 | ||
| Q3 24 | — | $4.09 | ||
| Q2 24 | $0.51 | $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 | $120.0M | $981.9M |
| Total DebtLower is stronger | $1.9B | $145.2M |
| Stockholders' EquityBook value | $952.0M | $2.4B |
| Total Assets | $5.4B | $6.4B |
| Debt / EquityLower = less leverage | 2.00× | 0.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $981.9M | ||
| Q3 25 | $122.0M | $860.5M | ||
| Q2 25 | $133.0M | $331.7M | ||
| Q1 25 | $118.0M | $204.8M | ||
| Q4 24 | — | $549.9M | ||
| Q3 24 | — | $415.6M | ||
| Q2 24 | — | $199.4M | ||
| Q1 24 | — | $100.8M |
| Q4 25 | $1.9B | $145.2M | ||
| Q3 25 | $2.0B | $136.0M | ||
| Q2 25 | $2.0B | $73.0M | ||
| Q1 25 | $1.9B | $67.8M | ||
| Q4 24 | — | $68.3M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $73.4M | ||
| Q1 24 | — | $77.0M |
| Q4 25 | $952.0M | $2.4B | ||
| Q3 25 | $845.0M | $2.2B | ||
| Q2 25 | $780.0M | $2.0B | ||
| Q1 25 | $745.0M | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $796.0M | $1.5B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $5.4B | $6.4B | ||
| Q3 25 | $5.4B | $5.8B | ||
| Q2 25 | $5.4B | $5.1B | ||
| Q1 25 | $5.2B | $4.6B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.4B | ||
| Q2 24 | — | $4.2B | ||
| Q1 24 | — | $3.9B |
| Q4 25 | 2.00× | 0.06× | ||
| Q3 25 | 2.34× | 0.06× | ||
| Q2 25 | 2.53× | 0.04× | ||
| Q1 25 | 2.56× | 0.04× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 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 | $218.0M | $468.5M |
| Free Cash FlowOCF − Capex | $109.0M | $402.4M |
| FCF MarginFCF / Revenue | 5.0% | 15.2% |
| Capex IntensityCapex / Revenue | 5.0% | 2.5% |
| Cash ConversionOCF / Net Profit | 1.95× | 1.42× |
| TTM Free Cash FlowTrailing 4 quarters | $159.0M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.0M | $468.5M | ||
| Q3 25 | $99.0M | $553.3M | ||
| Q2 25 | $114.0M | $252.5M | ||
| Q1 25 | $58.0M | $-88.0M | ||
| Q4 24 | — | $210.5M | ||
| Q3 24 | — | $302.2M | ||
| Q2 24 | $138.0M | $189.9M | ||
| Q1 24 | — | $146.6M |
| Q4 25 | $109.0M | $402.4M | ||
| Q3 25 | $24.0M | $517.9M | ||
| Q2 25 | $37.0M | $221.2M | ||
| Q1 25 | $-11.0M | $-110.2M | ||
| Q4 24 | — | $169.8M | ||
| Q3 24 | — | $280.1M | ||
| Q2 24 | $54.0M | $166.5M | ||
| Q1 24 | — | $121.6M |
| Q4 25 | 5.0% | 15.2% | ||
| Q3 25 | 1.1% | 21.1% | ||
| Q2 25 | 1.8% | 10.2% | ||
| Q1 25 | -0.6% | -6.0% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | 2.8% | 9.2% | ||
| Q1 24 | — | 7.9% |
| Q4 25 | 5.0% | 2.5% | ||
| Q3 25 | 3.5% | 1.4% | ||
| Q2 25 | 3.7% | 1.4% | ||
| Q1 25 | 3.5% | 1.2% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | 4.3% | 1.3% | ||
| Q1 24 | — | 1.6% |
| Q4 25 | 1.95× | 1.42× | ||
| Q3 25 | 1.13× | 1.90× | ||
| Q2 25 | 3.17× | 1.09× | ||
| Q1 25 | 1.57× | -0.52× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 2.07× | ||
| Q2 24 | 1.82× | 1.42× | ||
| Q1 24 | — | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSTM
| Packaging Rolled Products | $1.0B | 46% |
| Automotive Rolled Products | $318.0M | 14% |
| Aerospace Rolled Products | $270.0M | 12% |
| Transportation Industry Defense And Other Rolled Products | $232.0M | 11% |
| Automotive Extruded Products | $220.0M | 10% |
| Other Extruded Products | $132.0M | 6% |
| Specialty And Other Thin Rolled Products | $22.0M | 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% |