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Side-by-side financial comparison of COMFORT SYSTEMS USA INC (FIX) and Mobileye Global Inc. (MBLY). 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 $558.0M, roughly 4.7× Mobileye Global Inc.). On growth, COMFORT SYSTEMS USA INC posted the faster year-over-year revenue change (41.7% vs 27.4%). Over the past eight quarters, COMFORT SYSTEMS USA INC's revenue compounded faster (31.2% CAGR vs 12.7%).
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.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
FIX vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.6B | $558.0M |
| Net Profit | $330.8M | — |
| Gross Margin | 25.5% | 49.3% |
| Operating Margin | 16.1% | -647.5% |
| Net Margin | 12.5% | — |
| Revenue YoY | 41.7% | 27.4% |
| Net Profit YoY | 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.
| Q1 26 | — | $558.0M | ||
| Q4 25 | $2.6B | $446.0M | ||
| Q3 25 | $2.5B | $504.0M | ||
| Q2 25 | $2.2B | $506.0M | ||
| Q1 25 | $1.8B | $438.0M | ||
| Q4 24 | $1.9B | $490.0M | ||
| Q3 24 | $1.8B | $486.0M | ||
| Q2 24 | $1.8B | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $330.8M | $-127.0M | ||
| Q3 25 | $291.6M | $-96.0M | ||
| Q2 25 | $230.8M | $-67.0M | ||
| Q1 25 | $169.3M | $-102.0M | ||
| Q4 24 | $145.9M | $-71.0M | ||
| Q3 24 | $146.2M | $-2.7B | ||
| Q2 24 | $134.0M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | 25.5% | 45.3% | ||
| Q3 25 | 24.8% | 48.2% | ||
| Q2 25 | 23.5% | 49.8% | ||
| Q1 25 | 22.0% | 47.3% | ||
| Q4 24 | 23.2% | 49.2% | ||
| Q3 24 | 21.1% | 48.8% | ||
| Q2 24 | 20.1% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | 16.1% | -31.4% | ||
| Q3 25 | 15.5% | -21.6% | ||
| Q2 25 | 13.8% | -14.6% | ||
| Q1 25 | 11.4% | -26.7% | ||
| Q4 24 | 12.1% | -17.6% | ||
| Q3 24 | 11.2% | -577.6% | ||
| Q2 24 | 10.2% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 12.5% | -28.5% | ||
| Q3 25 | 11.9% | -19.0% | ||
| Q2 25 | 10.6% | -13.2% | ||
| Q1 25 | 9.2% | -23.3% | ||
| Q4 24 | 7.8% | -14.5% | ||
| Q3 24 | 8.1% | -558.6% | ||
| Q2 24 | 7.4% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $9.35 | $-0.15 | ||
| Q3 25 | $8.25 | $-0.12 | ||
| Q2 25 | $6.53 | $-0.08 | ||
| Q1 25 | $4.75 | $-0.13 | ||
| Q4 24 | $4.08 | $-0.09 | ||
| Q3 24 | $4.09 | $-3.35 | ||
| Q2 24 | $3.74 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $981.9M | $1.2B |
| Total DebtLower is stronger | $145.2M | — |
| Stockholders' EquityBook value | $2.4B | $8.2B |
| Total Assets | $6.4B | $8.7B |
| Debt / EquityLower = less leverage | 0.06× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $981.9M | $1.8B | ||
| Q3 25 | $860.5M | $1.7B | ||
| Q2 25 | $331.7M | $1.7B | ||
| Q1 25 | $204.8M | $1.5B | ||
| Q4 24 | $549.9M | $1.4B | ||
| Q3 24 | $415.6M | $1.3B | ||
| Q2 24 | $199.4M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $145.2M | — | ||
| Q3 25 | $136.0M | — | ||
| Q2 25 | $73.0M | — | ||
| Q1 25 | $67.8M | — | ||
| Q4 24 | $68.3M | — | ||
| Q3 24 | $62.3M | — | ||
| Q2 24 | $73.4M | — |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $2.4B | $11.9B | ||
| Q3 25 | $2.2B | $11.9B | ||
| Q2 25 | $2.0B | $12.1B | ||
| Q1 25 | $1.8B | $12.0B | ||
| Q4 24 | $1.7B | $12.1B | ||
| Q3 24 | $1.6B | $12.1B | ||
| Q2 24 | $1.5B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $6.4B | $12.5B | ||
| Q3 25 | $5.8B | $12.5B | ||
| Q2 25 | $5.1B | $12.6B | ||
| Q1 25 | $4.6B | $12.5B | ||
| Q4 24 | $4.7B | $12.6B | ||
| Q3 24 | $4.4B | $12.6B | ||
| Q2 24 | $4.2B | $15.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.06× | — | ||
| Q3 25 | 0.06× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.04× | — | ||
| Q4 24 | 0.04× | — | ||
| Q3 24 | 0.04× | — | ||
| Q2 24 | 0.05× | — |
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 | $468.5M | $75.0M |
| Free Cash FlowOCF − Capex | $402.4M | — |
| FCF MarginFCF / Revenue | 15.2% | — |
| Capex IntensityCapex / Revenue | 2.5% | — |
| Cash ConversionOCF / Net Profit | 1.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | $468.5M | $113.0M | ||
| Q3 25 | $553.3M | $167.0M | ||
| Q2 25 | $252.5M | $213.0M | ||
| Q1 25 | $-88.0M | $109.0M | ||
| Q4 24 | $210.5M | $204.0M | ||
| Q3 24 | $302.2M | $126.0M | ||
| Q2 24 | $189.9M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $402.4M | $86.0M | ||
| Q3 25 | $517.9M | $143.0M | ||
| Q2 25 | $221.2M | $199.0M | ||
| Q1 25 | $-110.2M | $95.0M | ||
| Q4 24 | $169.8M | $191.0M | ||
| Q3 24 | $280.1M | $104.0M | ||
| Q2 24 | $166.5M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 19.3% | ||
| Q3 25 | 21.1% | 28.4% | ||
| Q2 25 | 10.2% | 39.3% | ||
| Q1 25 | -6.0% | 21.7% | ||
| Q4 24 | 9.1% | 39.0% | ||
| Q3 24 | 15.5% | 21.4% | ||
| Q2 24 | 9.2% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 6.1% | ||
| Q3 25 | 1.4% | 4.8% | ||
| Q2 25 | 1.4% | 2.8% | ||
| Q1 25 | 1.2% | 3.2% | ||
| Q4 24 | 2.2% | 2.7% | ||
| Q3 24 | 1.2% | 4.5% | ||
| Q2 24 | 1.3% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | — | ||
| Q3 25 | 1.90× | — | ||
| Q2 25 | 1.09× | — | ||
| Q1 25 | -0.52× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 2.07× | — | ||
| Q2 24 | 1.42× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
MBLY
Segment breakdown not available.
