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Side-by-side financial comparison of COMFORT SYSTEMS USA INC (FIX) and Tapestry, Inc. (TPR). 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 $2.5B, roughly 1.1× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 12.5%, a 9.9% gap on every dollar of revenue. On growth, COMFORT SYSTEMS USA INC posted the faster year-over-year revenue change (41.7% vs 14.0%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $402.4M). Over the past eight quarters, COMFORT SYSTEMS USA INC's revenue compounded faster (31.2% CAGR vs 29.9%).
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.
Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.
FIX vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.6B | $2.5B |
| Net Profit | $330.8M | $561.3M |
| Gross Margin | 25.5% | 75.5% |
| Operating Margin | 16.1% | 28.6% |
| Net Margin | 12.5% | 22.4% |
| Revenue YoY | 41.7% | 14.0% |
| Net Profit YoY | 126.8% | 80.8% |
| EPS (diluted) | $9.35 | $2.68 |
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.
| Q4 25 | $2.6B | $2.5B | ||
| Q3 25 | $2.5B | $1.7B | ||
| Q2 25 | $2.2B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.8B | $1.6B | ||
| Q1 24 | $1.5B | $1.5B |
| Q4 25 | $330.8M | $561.3M | ||
| Q3 25 | $291.6M | $274.8M | ||
| Q2 25 | $230.8M | $-517.1M | ||
| Q1 25 | $169.3M | $203.3M | ||
| Q4 24 | $145.9M | $310.4M | ||
| Q3 24 | $146.2M | $186.6M | ||
| Q2 24 | $134.0M | $159.3M | ||
| Q1 24 | $96.3M | $139.4M |
| Q4 25 | 25.5% | 75.5% | ||
| Q3 25 | 24.8% | 76.3% | ||
| Q2 25 | 23.5% | 76.3% | ||
| Q1 25 | 22.0% | 76.1% | ||
| Q4 24 | 23.2% | 74.4% | ||
| Q3 24 | 21.1% | 75.3% | ||
| Q2 24 | 20.1% | 74.9% | ||
| Q1 24 | 19.3% | 74.7% |
| Q4 25 | 16.1% | 28.6% | ||
| Q3 25 | 15.5% | 19.3% | ||
| Q2 25 | 13.8% | -33.9% | ||
| Q1 25 | 11.4% | 16.0% | ||
| Q4 24 | 12.1% | 22.4% | ||
| Q3 24 | 11.2% | 16.7% | ||
| Q2 24 | 10.2% | 14.8% | ||
| Q1 24 | 8.8% | 13.8% |
| Q4 25 | 12.5% | 22.4% | ||
| Q3 25 | 11.9% | 16.1% | ||
| Q2 25 | 10.6% | -30.0% | ||
| Q1 25 | 9.2% | 12.8% | ||
| Q4 24 | 7.8% | 14.1% | ||
| Q3 24 | 8.1% | 12.4% | ||
| Q2 24 | 7.4% | 10.0% | ||
| Q1 24 | 6.3% | 9.4% |
| Q4 25 | $9.35 | $2.68 | ||
| Q3 25 | $8.25 | $1.28 | ||
| Q2 25 | $6.53 | $-2.30 | ||
| Q1 25 | $4.75 | $0.95 | ||
| Q4 24 | $4.08 | $1.38 | ||
| Q3 24 | $4.09 | $0.79 | ||
| Q2 24 | $3.74 | $0.67 | ||
| Q1 24 | $2.69 | $0.60 |
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 | $1.1B |
| Total DebtLower is stronger | $145.2M | $2.4B |
| Stockholders' EquityBook value | $2.4B | $551.2M |
| Total Assets | $6.4B | $6.5B |
| Debt / EquityLower = less leverage | 0.06× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $981.9M | $1.1B | ||
| Q3 25 | $860.5M | $743.2M | ||
| Q2 25 | $331.7M | $1.1B | ||
| Q1 25 | $204.8M | $1.1B | ||
| Q4 24 | $549.9M | $1.0B | ||
| Q3 24 | $415.6M | $7.3B | ||
| Q2 24 | $199.4M | $7.2B | ||
| Q1 24 | $100.8M | $7.4B |
| Q4 25 | $145.2M | $2.4B | ||
| Q3 25 | $136.0M | $2.4B | ||
| Q2 25 | $73.0M | $2.4B | ||
| Q1 25 | $67.8M | $2.4B | ||
| Q4 24 | $68.3M | $2.4B | ||
| Q3 24 | $62.3M | $7.0B | ||
| Q2 24 | $73.4M | $6.9B | ||
| Q1 24 | $77.0M | $7.7B |
| Q4 25 | $2.4B | $551.2M | ||
| Q3 25 | $2.2B | $399.5M | ||
| Q2 25 | $2.0B | $857.8M | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.6B | $3.0B | ||
| Q2 24 | $1.5B | $2.9B | ||
| Q1 24 | $1.4B | $2.8B |
| Q4 25 | $6.4B | $6.5B | ||
| Q3 25 | $5.8B | $6.4B | ||
| Q2 25 | $5.1B | $6.6B | ||
| Q1 25 | $4.6B | $7.3B | ||
| Q4 24 | $4.7B | $7.3B | ||
| Q3 24 | $4.4B | $13.7B | ||
| Q2 24 | $4.2B | $13.4B | ||
| Q1 24 | $3.9B | $13.7B |
| Q4 25 | 0.06× | 4.32× | ||
| Q3 25 | 0.06× | 5.95× | ||
| Q2 25 | 0.04× | 2.77× | ||
| Q1 25 | 0.04× | 1.59× | ||
| Q4 24 | 0.04× | 1.78× | ||
| Q3 24 | 0.04× | 2.35× | ||
| Q2 24 | 0.05× | 2.39× | ||
| Q1 24 | 0.06× | 2.77× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $402.4M | $1.0B |
| FCF MarginFCF / Revenue | 15.2% | 41.5% |
| Capex IntensityCapex / Revenue | 2.5% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.42× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $468.5M | $1.1B | ||
| Q3 25 | $553.3M | $112.6M | ||
| Q2 25 | $252.5M | $446.8M | ||
| Q1 25 | $-88.0M | $144.3M | ||
| Q4 24 | $210.5M | $506.0M | ||
| Q3 24 | $302.2M | $119.5M | ||
| Q2 24 | $189.9M | $256.0M | ||
| Q1 24 | $146.6M | $97.8M |
| Q4 25 | $402.4M | $1.0B | ||
| Q3 25 | $517.9M | $80.2M | ||
| Q2 25 | $221.2M | $411.5M | ||
| Q1 25 | $-110.2M | $113.4M | ||
| Q4 24 | $169.8M | $475.1M | ||
| Q3 24 | $280.1M | $93.9M | ||
| Q2 24 | $166.5M | $209.8M | ||
| Q1 24 | $121.6M | $78.8M |
| Q4 25 | 15.2% | 41.5% | ||
| Q3 25 | 21.1% | 4.7% | ||
| Q2 25 | 10.2% | 23.9% | ||
| Q1 25 | -6.0% | 7.2% | ||
| Q4 24 | 9.1% | 21.6% | ||
| Q3 24 | 15.5% | 6.2% | ||
| Q2 24 | 9.2% | 13.2% | ||
| Q1 24 | 7.9% | 5.3% |
| Q4 25 | 2.5% | 1.7% | ||
| Q3 25 | 1.4% | 1.9% | ||
| Q2 25 | 1.4% | 2.0% | ||
| Q1 25 | 1.2% | 2.0% | ||
| Q4 24 | 2.2% | 1.4% | ||
| Q3 24 | 1.2% | 1.7% | ||
| Q2 24 | 1.3% | 2.9% | ||
| Q1 24 | 1.6% | 1.3% |
| Q4 25 | 1.42× | 1.93× | ||
| Q3 25 | 1.90× | 0.41× | ||
| Q2 25 | 1.09× | — | ||
| Q1 25 | -0.52× | 0.71× | ||
| Q4 24 | 1.44× | 1.63× | ||
| Q3 24 | 2.07× | 0.64× | ||
| Q2 24 | 1.42× | 1.61× | ||
| Q1 24 | 1.52× | 0.70× |
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% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
