vs
Ametek（AME）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 $2.0B、Ametekの約1.3倍）。Ametekの純利益率が高く（19.9% vs 12.5%、差は7.4%）。COMFORT SYSTEMS USA INCの前年同期比売上増加率が高い（41.7% vs 13.4%）。Ametekの直近四半期フリーキャッシュフローが多い（$527.3M vs $402.4M）。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 7.3%）
AMETEK Inc.は米国発の多国籍コングロマリットで、電子計測器および電気機械装置の世界的な設計・製造企業です。本社を米国に置き、世界中に150以上の拠点を持ち、各業界の顧客に高品質な製品とソリューションを提供しています。
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。
AME vs FIX — 直接比較
売上が大きい
FIX
1.3倍大きい
$2.0B
売上成長率が高い
FIX
+28.2%の差
13.4%
純利益率が高い
AME
純利益率が7.4%高い
12.5%
フリーキャッシュフローが多い
AME
FCF $124.8M多い
$402.4M
2年売上CAGRが高い
FIX
2年複合成長率
7.3%
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $2.0B | $2.6B |
| 純利益 | $398.6M | $330.8M |
| 粗利率 | 36.0% | 25.5% |
| 営業利益率 | 25.3% | 16.1% |
| 純利益率 | 19.9% | 12.5% |
| 売上前年比 | 13.4% | 41.7% |
| 純利益前年比 | 2.9% | 126.8% |
| EPS（希薄化後） | $1.73 | $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
売上AMEFIX
| Q4 25 | $2.0B | $2.6B | ||
| Q3 25 | $1.9B | $2.5B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.7B | $1.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.7B | $1.8B | ||
| Q2 24 | $1.7B | $1.8B | ||
| Q1 24 | $1.7B | $1.5B |
純利益AMEFIX
| Q4 25 | $398.6M | $330.8M | ||
| Q3 25 | $371.4M | $291.6M | ||
| Q2 25 | $358.4M | $230.8M | ||
| Q1 25 | $351.8M | $169.3M | ||
| Q4 24 | $387.3M | $145.9M | ||
| Q3 24 | $340.2M | $146.2M | ||
| Q2 24 | $337.7M | $134.0M | ||
| Q1 24 | $310.9M | $96.3M |
粗利率AMEFIX
| Q4 25 | 36.0% | 25.5% | ||
| Q3 25 | 36.3% | 24.8% | ||
| Q2 25 | 35.8% | 23.5% | ||
| Q1 25 | 36.1% | 22.0% | ||
| Q4 24 | 36.6% | 23.2% | ||
| Q3 24 | 36.0% | 21.1% | ||
| Q2 24 | 36.0% | 20.1% | ||
| Q1 24 | 34.1% | 19.3% |
営業利益率AMEFIX
| Q4 25 | 25.3% | 16.1% | ||
| Q3 25 | 25.8% | 15.5% | ||
| Q2 25 | 26.0% | 13.8% | ||
| Q1 25 | 26.3% | 11.4% | ||
| Q4 24 | 26.6% | 12.1% | ||
| Q3 24 | 26.1% | 11.2% | ||
| Q2 24 | 25.8% | 10.2% | ||
| Q1 24 | 24.0% | 8.8% |
純利益率AMEFIX
| Q4 25 | 19.9% | 12.5% | ||
| Q3 25 | 19.6% | 11.9% | ||
| Q2 25 | 20.2% | 10.6% | ||
| Q1 25 | 20.3% | 9.2% | ||
| Q4 24 | 22.0% | 7.8% | ||
| Q3 24 | 19.9% | 8.1% | ||
| Q2 24 | 19.5% | 7.4% | ||
| Q1 24 | 17.9% | 6.3% |
EPS（希薄化後）AMEFIX
| Q4 25 | $1.73 | $9.35 | ||
| Q3 25 | $1.60 | $8.25 | ||
| Q2 25 | $1.55 | $6.53 | ||
| Q1 25 | $1.52 | $4.75 | ||
| Q4 24 | $1.67 | $4.08 | ||
| Q3 24 | $1.47 | $4.09 | ||
| Q2 24 | $1.45 | $3.74 | ||
| Q1 24 | $1.34 | $2.69 |
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 | $458.0M | $981.9M |
| 総負債低いほど良い | $2.3B | $145.2M |
| 株主資本純資産 | $10.6B | $2.4B |
| 総資産 | $16.1B | $6.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.21× | 0.06× |
8四半期トレンド — 暦四半期で整列
現金・短期投資AMEFIX
| Q4 25 | $458.0M | $981.9M | ||
| Q3 25 | $439.2M | $860.5M | ||
| Q2 25 | $619.7M | $331.7M | ||
| Q1 25 | $399.0M | $204.8M | ||
| Q4 24 | $374.0M | $549.9M | ||
| Q3 24 | $396.3M | $415.6M | ||
| Q2 24 | $396.6M | $199.4M | ||
| Q1 24 | $373.8M | $100.8M |
総負債AMEFIX
| Q4 25 | $2.3B | $145.2M | ||
| Q3 25 | — | $136.0M | ||
| Q2 25 | — | $73.0M | ||
| Q1 25 | — | $67.8M | ||
| Q4 24 | $2.1B | $68.3M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $73.4M | ||
| Q1 24 | — | $77.0M |
株主資本AMEFIX
| Q4 25 | $10.6B | $2.4B | ||
| Q3 25 | $10.5B | $2.2B | ||
| Q2 25 | $10.4B | $2.0B | ||
| Q1 25 | $10.0B | $1.8B | ||
| Q4 24 | $9.7B | $1.7B | ||
| Q3 24 | $9.6B | $1.6B | ||
| Q2 24 | $9.3B | $1.5B | ||
| Q1 24 | $9.0B | $1.4B |
総資産AMEFIX
| Q4 25 | $16.1B | $6.4B | ||
| Q3 25 | $16.2B | $5.8B | ||
| Q2 25 | $15.3B | $5.1B | ||
| Q1 25 | $14.9B | $4.6B | ||
| Q4 24 | $14.6B | $4.7B | ||
| Q3 24 | $14.8B | $4.4B | ||
| Q2 24 | $14.8B | $4.2B | ||
| Q1 24 | $14.9B | $3.9B |
負債/資本比率AMEFIX
| Q4 25 | 0.21× | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.04× | ||
| Q4 24 | 0.22× | 0.04× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.05× | ||
| Q1 24 | — | 0.06× |
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 | $584.3M | $468.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $527.3M | $402.4M |
| FCFマージンFCF / 売上 | 26.4% | 15.2% |
| 設備投資強度設備投資 / 売上 | 2.9% | 2.5% |
| キャッシュ転換率営業CF / 純利益 | 1.47× | 1.42× |
| 直近12ヶ月FCF直近4四半期 | $1.7B | $1.0B |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローAMEFIX
| Q4 25 | $584.3M | $468.5M | ||
| Q3 25 | $440.9M | $553.3M | ||
| Q2 25 | $359.1M | $252.5M | ||
| Q1 25 | $417.5M | $-88.0M | ||
| Q4 24 | $550.0M | $210.5M | ||
| Q3 24 | $487.2M | $302.2M | ||
| Q2 24 | $381.4M | $189.9M | ||
| Q1 24 | $410.2M | $146.6M |
フリーキャッシュフローAMEFIX
| Q4 25 | $527.3M | $402.4M | ||
| Q3 25 | $420.0M | $517.9M | ||
| Q2 25 | $329.8M | $221.2M | ||
| Q1 25 | $394.5M | $-110.2M | ||
| Q4 24 | $498.3M | $169.8M | ||
| Q3 24 | $460.9M | $280.1M | ||
| Q2 24 | $360.0M | $166.5M | ||
| Q1 24 | $382.6M | $121.6M |
FCFマージンAMEFIX
| Q4 25 | 26.4% | 15.2% | ||
| Q3 25 | 22.2% | 21.1% | ||
| Q2 25 | 18.5% | 10.2% | ||
| Q1 25 | 22.8% | -6.0% | ||
| Q4 24 | 28.3% | 9.1% | ||
| Q3 24 | 27.0% | 15.5% | ||
| Q2 24 | 20.8% | 9.2% | ||
| Q1 24 | 22.0% | 7.9% |
設備投資強度AMEFIX
| Q4 25 | 2.9% | 2.5% | ||
| Q3 25 | 1.1% | 1.4% | ||
| Q2 25 | 1.6% | 1.4% | ||
| Q1 25 | 1.3% | 1.2% | ||
| Q4 24 | 2.9% | 2.2% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 1.2% | 1.3% | ||
| Q1 24 | 1.6% | 1.6% |
キャッシュ転換率AMEFIX
| Q4 25 | 1.47× | 1.42× | ||
| Q3 25 | 1.19× | 1.90× | ||
| Q2 25 | 1.00× | 1.09× | ||
| Q1 25 | 1.19× | -0.52× | ||
| Q4 24 | 1.42× | 1.44× | ||
| Q3 24 | 1.43× | 2.07× | ||
| Q2 24 | 1.13× | 1.42× | ||
| Q1 24 | 1.32× | 1.52× |
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
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
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% |
