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アジレント・テクノロジー（A）とCOMFORT SYSTEMS USA INC（FIX）の財務データ比較。上の社名をクリックして会社を切り替えられます
COMFORT SYSTEMS USA INCの直近四半期売上が大きい（$2.6B vs $1.8B、アジレント・テクノロジーの約1.5倍）。アジレント・テクノロジーの純利益率が高く（17.0% vs 12.5%、差は4.5%）。COMFORT SYSTEMS USA INCの前年同期比売上増加率が高い（41.7% vs 7.0%）。COMFORT SYSTEMS USA INCの直近四半期フリーキャッシュフローが多い（$402.4M vs $175.0M）。過去8四半期でCOMFORT SYSTEMS USA INCの売上複合成長率が高い（31.2% vs 6.9%）
アジレント・テクノロジーはライフサイエンス、診断、応用化学分野向けのソリューションを世界中で提供する企業です。ライフサイエンス・応用市場部門は液体クロマトグラフィーシステム、質量分析計、ガスクロマトグラフィー、誘導結合プラズマ質量分析装置、原子吸光光度計などの分析機器を展開しています。
Comfort Systems USA Inc.は米国の企業で、機械・電気工事の請負サービスを主力事業としています。事業範囲は空調設備、給排水・配管工事、制御システム、オフサイト建設、モニタリングサービス、消防設備、電気システムの設置及び保守メンテナンスにまで及びます。
A vs FIX — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.8B | $2.6B |
| 純利益 | $305.0M | $330.8M |
| 粗利率 | 52.6% | 25.5% |
| 営業利益率 | 19.6% | 16.1% |
| 純利益率 | 17.0% | 12.5% |
| 売上前年比 | 7.0% | 41.7% |
| 純利益前年比 | -4.1% | 126.8% |
| EPS（希薄化後） | $1.07 | $9.35 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.9B | $2.6B | ||
| Q3 25 | $1.7B | $2.5B | ||
| Q2 25 | $1.7B | $2.2B | ||
| Q1 25 | $1.7B | $1.8B | ||
| Q4 24 | $1.7B | $1.9B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.6B | $1.8B |
| Q1 26 | $305.0M | — | ||
| Q4 25 | $434.0M | $330.8M | ||
| Q3 25 | $336.0M | $291.6M | ||
| Q2 25 | $215.0M | $230.8M | ||
| Q1 25 | $318.0M | $169.3M | ||
| Q4 24 | $351.0M | $145.9M | ||
| Q3 24 | $282.0M | $146.2M | ||
| Q2 24 | $308.0M | $134.0M |
| Q1 26 | 52.6% | — | ||
| Q4 25 | 53.2% | 25.5% | ||
| Q3 25 | 51.1% | 24.8% | ||
| Q2 25 | 51.9% | 23.5% | ||
| Q1 25 | 53.5% | 22.0% | ||
| Q4 24 | 53.9% | 23.2% | ||
| Q3 24 | 54.2% | 21.1% | ||
| Q2 24 | 54.4% | 20.1% |
| Q1 26 | 19.6% | — | ||
| Q4 25 | 23.8% | 16.1% | ||
| Q3 25 | 20.7% | 15.5% | ||
| Q2 25 | 18.0% | 13.8% | ||
| Q1 25 | 22.4% | 11.4% | ||
| Q4 24 | 24.0% | 12.1% | ||
| Q3 24 | 21.1% | 11.2% | ||
| Q2 24 | 23.1% | 10.2% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 23.3% | 12.5% | ||
| Q3 25 | 19.3% | 11.9% | ||
| Q2 25 | 12.9% | 10.6% | ||
| Q1 25 | 18.9% | 9.2% | ||
| Q4 24 | 20.6% | 7.8% | ||
| Q3 24 | 17.9% | 8.1% | ||
| Q2 24 | 19.6% | 7.4% |
| Q1 26 | $1.07 | — | ||
| Q4 25 | $1.53 | $9.35 | ||
| Q3 25 | $1.18 | $8.25 | ||
| Q2 25 | $0.75 | $6.53 | ||
| Q1 25 | $1.11 | $4.75 | ||
| Q4 24 | $1.23 | $4.08 | ||
| Q3 24 | $0.97 | $4.09 | ||
| Q2 24 | $1.05 | $3.74 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $1.8B | $981.9M |
| 総負債低いほど良い | $3.0B | $145.2M |
| 株主資本純資産 | $6.9B | $2.4B |
| 総資産 | $12.8B | $6.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.44× | 0.06× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $981.9M | ||
| Q3 25 | $1.5B | $860.5M | ||
| Q2 25 | $1.5B | $331.7M | ||
| Q1 25 | $1.5B | $204.8M | ||
| Q4 24 | $1.3B | $549.9M | ||
| Q3 24 | $1.8B | $415.6M | ||
| Q2 24 | $1.7B | $199.4M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $145.2M | ||
| Q3 25 | $3.4B | $136.0M | ||
| Q2 25 | $3.3B | $73.0M | ||
| Q1 25 | $3.3B | $67.8M | ||
| Q4 24 | $3.3B | $68.3M | ||
| Q3 24 | $2.1B | $62.3M | ||
| Q2 24 | $2.1B | $73.4M |
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.7B | $2.4B | ||
| Q3 25 | $6.4B | $2.2B | ||
| Q2 25 | $6.1B | $2.0B | ||
| Q1 25 | $6.0B | $1.8B | ||
| Q4 24 | $5.9B | $1.7B | ||
| Q3 24 | $5.9B | $1.6B | ||
| Q2 24 | $6.2B | $1.5B |
| Q1 26 | $12.8B | — | ||
| Q4 25 | $12.7B | $6.4B | ||
| Q3 25 | $12.2B | $5.8B | ||
| Q2 25 | $12.2B | $5.1B | ||
| Q1 25 | $11.9B | $4.6B | ||
| Q4 24 | $11.8B | $4.7B | ||
| Q3 24 | $11.0B | $4.4B | ||
| Q2 24 | $10.9B | $4.2B |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.45× | 0.06× | ||
| Q3 25 | 0.53× | 0.06× | ||
| Q2 25 | 0.55× | 0.04× | ||
| Q1 25 | 0.56× | 0.04× | ||
| Q4 24 | 0.57× | 0.04× | ||
| Q3 24 | 0.36× | 0.04× | ||
| Q2 24 | 0.34× | 0.05× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $268.0M | $468.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $175.0M | $402.4M |
| FCFマージンFCF / 売上 | 9.7% | 15.2% |
| 設備投資強度設備投資 / 売上 | 5.2% | 2.5% |
| キャッシュ転換率営業CF / 純利益 | 0.88× | 1.42× |
| 直近12ヶ月FCF直近4四半期 | $993.0M | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $268.0M | — | ||
| Q4 25 | $545.0M | $468.5M | ||
| Q3 25 | $362.0M | $553.3M | ||
| Q2 25 | $221.0M | $252.5M | ||
| Q1 25 | $431.0M | $-88.0M | ||
| Q4 24 | $481.0M | $210.5M | ||
| Q3 24 | $452.0M | $302.2M | ||
| Q2 24 | $333.0M | $189.9M |
| Q1 26 | $175.0M | — | ||
| Q4 25 | $452.0M | $402.4M | ||
| Q3 25 | $259.0M | $517.9M | ||
| Q2 25 | $107.0M | $221.2M | ||
| Q1 25 | $334.0M | $-110.2M | ||
| Q4 24 | $388.0M | $169.8M | ||
| Q3 24 | $360.0M | $280.1M | ||
| Q2 24 | $230.0M | $166.5M |
| Q1 26 | 9.7% | — | ||
| Q4 25 | 24.3% | 15.2% | ||
| Q3 25 | 14.9% | 21.1% | ||
| Q2 25 | 6.4% | 10.2% | ||
| Q1 25 | 19.9% | -6.0% | ||
| Q4 24 | 22.8% | 9.1% | ||
| Q3 24 | 22.8% | 15.5% | ||
| Q2 24 | 14.6% | 9.2% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 5.0% | 2.5% | ||
| Q3 25 | 5.9% | 1.4% | ||
| Q2 25 | 6.8% | 1.4% | ||
| Q1 25 | 5.8% | 1.2% | ||
| Q4 24 | 5.5% | 2.2% | ||
| Q3 24 | 5.8% | 1.2% | ||
| Q2 24 | 6.5% | 1.3% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.26× | 1.42× | ||
| Q3 25 | 1.08× | 1.90× | ||
| Q2 25 | 1.03× | 1.09× | ||
| Q1 25 | 1.36× | -0.52× | ||
| Q4 24 | 1.37× | 1.44× | ||
| Q3 24 | 1.60× | 2.07× | ||
| Q2 24 | 1.08× | 1.42× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
A
| Service Other | $525.0M | 29% |
| Chemicaland Energy Market | $422.0M | 23% |
| Agilent Cross Lab | $273.0M | 15% |
| Environmentaland Forensics Market | $177.0M | 10% |
| Food Market | $166.0M | 9% |
| Academiaand Government Market | $130.0M | 7% |
| Applied Markets | $98.0M | 5% |
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% |
