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Side-by-side financial comparison of COMFORT SYSTEMS USA INC (FIX) and SONOCO PRODUCTS CO (SON). 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 $1.7B, roughly 1.6× SONOCO PRODUCTS CO). COMFORT SYSTEMS USA INC runs the higher net margin — 12.5% vs 4.1%, a 8.4% gap on every dollar of revenue. On growth, COMFORT SYSTEMS USA INC posted the faster year-over-year revenue change (41.7% vs -1.9%). COMFORT SYSTEMS USA INC produced more free cash flow last quarter ($402.4M vs $-428.3B). Over the past eight quarters, COMFORT SYSTEMS USA INC's revenue compounded faster (31.2% CAGR vs 1.2%).
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.
Sonoco Products Company is an American provider of diversified consumer packaging, industrial products, protective packaging, and packaging supply chain services and the world's largest producer of composite cans, tubes, and cores. The company was founded in 1889 as Southern Novelty Company with annualized net sales of approximately $7.3 billion. Sonoco has 19,900 employees in more than 335 operations in 33 countries, serving more than 85 nations. The company is headquartered in Hartsville, S...
FIX vs SON — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.6B | $1.7B |
| Net Profit | $330.8M | $68.0M |
| Gross Margin | 25.5% | 20.6% |
| Operating Margin | 16.1% | 7.6% |
| Net Margin | 12.5% | 4.1% |
| Revenue YoY | 41.7% | -1.9% |
| Net Profit YoY | 126.8% | 24.1% |
| EPS (diluted) | $9.35 | $0.68 |
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 | — | $1.7B | ||
| Q4 25 | $2.6B | $1.8B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q1 25 | $1.8B | $1.7B | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.8B | $1.6B |
| Q1 26 | — | $68.0M | ||
| Q4 25 | $330.8M | $332.2M | ||
| Q3 25 | $291.6M | $122.9M | ||
| Q2 25 | $230.8M | $493.4M | ||
| Q1 25 | $169.3M | $54.4M | ||
| Q4 24 | $145.9M | — | ||
| Q3 24 | $146.2M | $50.9M | ||
| Q2 24 | $134.0M | $90.8M |
| Q1 26 | — | 20.6% | ||
| Q4 25 | 25.5% | 19.6% | ||
| Q3 25 | 24.8% | 21.9% | ||
| Q2 25 | 23.5% | 21.3% | ||
| Q1 25 | 22.0% | 20.7% | ||
| Q4 24 | 23.2% | — | ||
| Q3 24 | 21.1% | 21.4% | ||
| Q2 24 | 20.1% | 22.0% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 16.1% | 29.4% | ||
| Q3 25 | 15.5% | 9.1% | ||
| Q2 25 | 13.8% | 9.2% | ||
| Q1 25 | 11.4% | 7.4% | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 11.2% | 7.6% | ||
| Q2 24 | 10.2% | 8.6% |
| Q1 26 | — | 4.1% | ||
| Q4 25 | 12.5% | 18.8% | ||
| Q3 25 | 11.9% | 5.8% | ||
| Q2 25 | 10.6% | 25.8% | ||
| Q1 25 | 9.2% | 3.2% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 8.1% | 3.0% | ||
| Q2 24 | 7.4% | 5.6% |
| Q1 26 | — | $0.68 | ||
| Q4 25 | $9.35 | $3.33 | ||
| Q3 25 | $8.25 | $1.23 | ||
| Q2 25 | $6.53 | $4.96 | ||
| Q1 25 | $4.75 | $0.55 | ||
| Q4 24 | $4.08 | — | ||
| Q3 24 | $4.09 | $0.51 | ||
| Q2 24 | $3.74 | $0.92 |
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 | $224.5M |
| Total DebtLower is stronger | $145.2M | $3.5B |
| Stockholders' EquityBook value | $2.4B | $3.6B |
| Total Assets | $6.4B | $11.1B |
| Debt / EquityLower = less leverage | 0.06× | 0.97× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $224.5M | ||
| Q4 25 | $981.9M | $378.4M | ||
| Q3 25 | $860.5M | $244.9M | ||
| Q2 25 | $331.7M | $329.8M | ||
| Q1 25 | $204.8M | $181.8M | ||
| Q4 24 | $549.9M | — | ||
| Q3 24 | $415.6M | $1.9B | ||
| Q2 24 | $199.4M | $140.2M |
| Q1 26 | — | $3.5B | ||
| Q4 25 | $145.2M | $3.8B | ||
| Q3 25 | $136.0M | $3.8B | ||
| Q2 25 | $73.0M | $5.0B | ||
| Q1 25 | $67.8M | $5.0B | ||
| Q4 24 | $68.3M | — | ||
| Q3 24 | $62.3M | $4.3B | ||
| Q2 24 | $73.4M | $2.5B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $2.4B | $3.6B | ||
| Q3 25 | $2.2B | $3.3B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $1.8B | $2.4B | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.6B | $2.5B | ||
| Q2 24 | $1.5B | $2.4B |
| Q1 26 | — | $11.1B | ||
| Q4 25 | $6.4B | $11.2B | ||
| Q3 25 | $5.8B | $11.7B | ||
| Q2 25 | $5.1B | $12.0B | ||
| Q1 25 | $4.6B | $12.7B | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.4B | $9.0B | ||
| Q2 24 | $4.2B | $7.2B |
| Q1 26 | — | 0.97× | ||
| Q4 25 | 0.06× | 1.05× | ||
| Q3 25 | 0.06× | 1.15× | ||
| Q2 25 | 0.04× | 1.54× | ||
| Q1 25 | 0.04× | 2.03× | ||
| Q4 24 | 0.04× | — | ||
| Q3 24 | 0.04× | 1.74× | ||
| Q2 24 | 0.05× | 1.04× |
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 | — |
| Free Cash FlowOCF − Capex | $402.4M | $-428.3B |
| FCF MarginFCF / Revenue | 15.2% | -25554.2% |
| Capex IntensityCapex / Revenue | 2.5% | 3601.4% |
| Cash ConversionOCF / Net Profit | 1.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-427.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $468.5M | $412.9M | ||
| Q3 25 | $553.3M | $291.5M | ||
| Q2 25 | $252.5M | $193.4M | ||
| Q1 25 | $-88.0M | $-208.1M | ||
| Q4 24 | $210.5M | — | ||
| Q3 24 | $302.2M | $162.1M | ||
| Q2 24 | $189.9M | $109.3M |
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $402.4M | $322.3M | ||
| Q3 25 | $517.9M | $225.6M | ||
| Q2 25 | $221.2M | $98.6M | ||
| Q1 25 | $-110.2M | $-300.8M | ||
| Q4 24 | $169.8M | — | ||
| Q3 24 | $280.1M | $70.5M | ||
| Q2 24 | $166.5M | $16.0M |
| Q1 26 | — | -25554.2% | ||
| Q4 25 | 15.2% | 18.2% | ||
| Q3 25 | 21.1% | 10.6% | ||
| Q2 25 | 10.2% | 5.2% | ||
| Q1 25 | -6.0% | -17.6% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 15.5% | 4.2% | ||
| Q2 24 | 9.2% | 1.0% |
| Q1 26 | — | 3601.4% | ||
| Q4 25 | 2.5% | 5.1% | ||
| Q3 25 | 1.4% | 3.1% | ||
| Q2 25 | 1.4% | 5.0% | ||
| Q1 25 | 1.2% | 5.4% | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 1.2% | 5.5% | ||
| Q2 24 | 1.3% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | 1.24× | ||
| Q3 25 | 1.90× | 2.37× | ||
| Q2 25 | 1.09× | 0.39× | ||
| Q1 25 | -0.52× | -3.82× | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 2.07× | 3.18× | ||
| Q2 24 | 1.42× | 1.20× |
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% |
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $579.4M | 35% |
| All Other | $55.1M | 3% |
