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Side-by-side financial comparison of COMFORT SYSTEMS USA INC (FIX) and V F CORP (VFC). Click either name above to swap in a different company.
V F CORP is the larger business by last-quarter revenue ($2.9B vs $2.6B, roughly 1.1× COMFORT SYSTEMS USA INC). COMFORT SYSTEMS USA INC runs the higher net margin — 12.5% vs 10.5%, a 2.0% gap on every dollar of revenue. On growth, COMFORT SYSTEMS USA INC posted the faster year-over-year revenue change (41.7% vs 1.5%). V F CORP produced more free cash flow last quarter ($977.9M vs $402.4M). Over the past eight quarters, COMFORT SYSTEMS USA INC's revenue compounded faster (31.2% CAGR vs 10.1%).
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.
The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.
FIX vs VFC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.6B | $2.9B |
| Net Profit | $330.8M | $300.8M |
| Gross Margin | 25.5% | 56.6% |
| Operating Margin | 16.1% | 10.1% |
| Net Margin | 12.5% | 10.5% |
| Revenue YoY | 41.7% | 1.5% |
| Net Profit YoY | 126.8% | 79.3% |
| EPS (diluted) | $9.35 | $0.76 |
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 | $2.9B | ||
| Q3 25 | $2.5B | $2.8B | ||
| Q2 25 | $2.2B | $1.8B | ||
| Q1 25 | $1.8B | $2.0B | ||
| Q4 24 | $1.9B | $2.8B | ||
| Q3 24 | $1.8B | $2.8B | ||
| Q2 24 | $1.8B | $1.9B | ||
| Q1 24 | $1.5B | $2.4B |
| Q4 25 | $330.8M | $300.8M | ||
| Q3 25 | $291.6M | $189.8M | ||
| Q2 25 | $230.8M | $-116.4M | ||
| Q1 25 | $169.3M | $-150.8M | ||
| Q4 24 | $145.9M | $167.8M | ||
| Q3 24 | $146.2M | $52.2M | ||
| Q2 24 | $134.0M | $-258.9M | ||
| Q1 24 | $96.3M | $-418.3M |
| Q4 25 | 25.5% | 56.6% | ||
| Q3 25 | 24.8% | 52.2% | ||
| Q2 25 | 23.5% | 53.9% | ||
| Q1 25 | 22.0% | 52.7% | ||
| Q4 24 | 23.2% | 56.3% | ||
| Q3 24 | 21.1% | 52.2% | ||
| Q2 24 | 20.1% | 52.0% | ||
| Q1 24 | 19.3% | 48.4% |
| Q4 25 | 16.1% | 10.1% | ||
| Q3 25 | 15.5% | 11.2% | ||
| Q2 25 | 13.8% | -4.9% | ||
| Q1 25 | 11.4% | 2.2% | ||
| Q4 24 | 12.1% | 8.0% | ||
| Q3 24 | 11.2% | 9.9% | ||
| Q2 24 | 10.2% | -12.6% | ||
| Q1 24 | 8.8% | -15.0% |
| Q4 25 | 12.5% | 10.5% | ||
| Q3 25 | 11.9% | 6.8% | ||
| Q2 25 | 10.6% | -6.6% | ||
| Q1 25 | 9.2% | -7.5% | ||
| Q4 24 | 7.8% | 5.9% | ||
| Q3 24 | 8.1% | 1.9% | ||
| Q2 24 | 7.4% | -13.6% | ||
| Q1 24 | 6.3% | -17.6% |
| Q4 25 | $9.35 | $0.76 | ||
| Q3 25 | $8.25 | $0.48 | ||
| Q2 25 | $6.53 | $-0.30 | ||
| Q1 25 | $4.75 | $-0.37 | ||
| Q4 24 | $4.08 | $0.43 | ||
| Q3 24 | $4.09 | $0.13 | ||
| Q2 24 | $3.74 | $-0.67 | ||
| Q1 24 | $2.69 | $-1.07 |
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 | $1.5B |
| Total DebtLower is stronger | $145.2M | $3.6B |
| Stockholders' EquityBook value | $2.4B | $1.8B |
| Total Assets | $6.4B | $10.4B |
| Debt / EquityLower = less leverage | 0.06× | 1.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $981.9M | $1.5B | ||
| Q3 25 | $860.5M | $419.1M | ||
| Q2 25 | $331.7M | $642.4M | ||
| Q1 25 | $204.8M | $429.4M | ||
| Q4 24 | $549.9M | $1.4B | ||
| Q3 24 | $415.6M | $492.2M | ||
| Q2 24 | $199.4M | $637.4M | ||
| Q1 24 | $100.8M | $674.6M |
| Q4 25 | $145.2M | $3.6B | ||
| Q3 25 | $136.0M | $3.5B | ||
| Q2 25 | $73.0M | $3.6B | ||
| Q1 25 | $67.8M | $3.4B | ||
| Q4 24 | $68.3M | $3.9B | ||
| Q3 24 | $62.3M | $4.0B | ||
| Q2 24 | $73.4M | $3.9B | ||
| Q1 24 | $77.0M | $4.7B |
| Q4 25 | $2.4B | $1.8B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.7B | $1.7B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | $1.4B | $1.7B |
| Q4 25 | $6.4B | $10.4B | ||
| Q3 25 | $5.8B | $10.6B | ||
| Q2 25 | $5.1B | $10.2B | ||
| Q1 25 | $4.6B | $9.4B | ||
| Q4 24 | $4.7B | $10.6B | ||
| Q3 24 | $4.4B | $12.2B | ||
| Q2 24 | $4.2B | $11.5B | ||
| Q1 24 | $3.9B | $11.6B |
| Q4 25 | 0.06× | 1.99× | ||
| Q3 25 | 0.06× | 2.40× | ||
| Q2 25 | 0.04× | 2.76× | ||
| Q1 25 | 0.04× | 2.30× | ||
| Q4 24 | 0.04× | 2.31× | ||
| Q3 24 | 0.04× | 2.86× | ||
| Q2 24 | 0.05× | 2.84× | ||
| Q1 24 | 0.06× | 2.84× |
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 | $1.0B |
| Free Cash FlowOCF − Capex | $402.4M | $977.9M |
| FCF MarginFCF / Revenue | 15.2% | 34.0% |
| Capex IntensityCapex / Revenue | 2.5% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.42× | 3.36× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $357.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $468.5M | $1.0B | ||
| Q3 25 | $553.3M | $-227.0M | ||
| Q2 25 | $252.5M | $-145.5M | ||
| Q1 25 | $-88.0M | $-171.1M | ||
| Q4 24 | $210.5M | $918.1M | ||
| Q3 24 | $302.2M | $-301.6M | ||
| Q2 24 | $189.9M | $19.8M | ||
| Q1 24 | $146.6M | — |
| Q4 25 | $402.4M | $977.9M | ||
| Q3 25 | $517.9M | $-253.5M | ||
| Q2 25 | $221.2M | $-173.7M | ||
| Q1 25 | $-110.2M | $-193.0M | ||
| Q4 24 | $169.8M | $899.7M | ||
| Q3 24 | $280.1M | $-322.4M | ||
| Q2 24 | $166.5M | $-5.4M | ||
| Q1 24 | $121.6M | — |
| Q4 25 | 15.2% | 34.0% | ||
| Q3 25 | 21.1% | -9.0% | ||
| Q2 25 | 10.2% | -9.9% | ||
| Q1 25 | -6.0% | -9.6% | ||
| Q4 24 | 9.1% | 31.7% | ||
| Q3 24 | 15.5% | -11.7% | ||
| Q2 24 | 9.2% | -0.3% | ||
| Q1 24 | 7.9% | — |
| Q4 25 | 2.5% | 1.1% | ||
| Q3 25 | 1.4% | 0.9% | ||
| Q2 25 | 1.4% | 1.6% | ||
| Q1 25 | 1.2% | 1.1% | ||
| Q4 24 | 2.2% | 0.6% | ||
| Q3 24 | 1.2% | 0.8% | ||
| Q2 24 | 1.3% | 1.3% | ||
| Q1 24 | 1.6% | — |
| Q4 25 | 1.42× | 3.36× | ||
| Q3 25 | 1.90× | -1.20× | ||
| Q2 25 | 1.09× | — | ||
| Q1 25 | -0.52× | — | ||
| Q4 24 | 1.44× | 5.47× | ||
| Q3 24 | 2.07× | -5.78× | ||
| Q2 24 | 1.42× | — | ||
| Q1 24 | 1.52× | — |
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% |
VFC
| Outdoor | $1.9B | 67% |
| Sales Channel Through Intermediary | $813.4M | 28% |
| Other | $136.3M | 5% |
