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エア・プロダクツ（APD）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
エア・プロダクツの直近四半期売上が大きい（$3.1B vs $2.6B、COMFORT SYSTEMS USA INCの約1.2倍）。エア・プロダクツの純利益率が高く（21.9% vs 12.5%、差は9.4%）。COMFORT SYSTEMS USA INCの前年同期比売上増加率が高い（41.7% vs 5.8%）。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 $-350.5M）。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 2.9%）
エア・プロダクツは世界中で大気ガス、プロセスガス、特殊ガス、関連機器及びサービスを提供する大手産業ガス企業です。酸素、窒素、アルゴン、水素、ヘリウム、二酸化炭素、一酸化炭素、合成ガスを取り扱うほか、空分装置や非極低温発生装置なども供給し、石油精製、化学工業、ガス化など多様な業界に対応しています。
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。
APD vs FIX — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $3.1B | $2.6B |
| 純利益 | $678.2M | $330.8M |
| 粗利率 | 32.1% | 25.5% |
| 営業利益率 | 23.7% | 16.1% |
| 純利益率 | 21.9% | 12.5% |
| 売上前年比 | 5.8% | 41.7% |
| 純利益前年比 | 9.8% | 126.8% |
| EPS（希薄化後） | $3.04 | $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
| Q4 25 | $3.1B | $2.6B | ||
| Q3 25 | $3.2B | $2.5B | ||
| Q2 25 | $3.0B | $2.2B | ||
| Q1 25 | $2.9B | $1.8B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.0B | $1.8B | ||
| Q1 24 | $2.9B | $1.5B |
| Q4 25 | $678.2M | $330.8M | ||
| Q3 25 | $4.9M | $291.6M | ||
| Q2 25 | $713.8M | $230.8M | ||
| Q1 25 | $-1.7B | $169.3M | ||
| Q4 24 | $617.4M | $145.9M | ||
| Q3 24 | $1.9B | $146.2M | ||
| Q2 24 | $696.6M | $134.0M | ||
| Q1 24 | $572.4M | $96.3M |
| Q4 25 | 32.1% | 25.5% | ||
| Q3 25 | 32.3% | 24.8% | ||
| Q2 25 | 32.5% | 23.5% | ||
| Q1 25 | 29.6% | 22.0% | ||
| Q4 24 | 31.2% | 23.2% | ||
| Q3 24 | 34.0% | 21.1% | ||
| Q2 24 | 32.8% | 20.1% | ||
| Q1 24 | 32.0% | 19.3% |
| Q4 25 | 23.7% | 16.1% | ||
| Q3 25 | 0.5% | 15.5% | ||
| Q2 25 | 26.2% | 13.8% | ||
| Q1 25 | -79.8% | 11.4% | ||
| Q4 24 | 22.0% | 12.1% | ||
| Q3 24 | 76.1% | 11.2% | ||
| Q2 24 | 24.7% | 10.2% | ||
| Q1 24 | 21.7% | 8.8% |
| Q4 25 | 21.9% | 12.5% | ||
| Q3 25 | 0.2% | 11.9% | ||
| Q2 25 | 23.6% | 10.6% | ||
| Q1 25 | -59.3% | 9.2% | ||
| Q4 24 | 21.1% | 7.8% | ||
| Q3 24 | 61.2% | 8.1% | ||
| Q2 24 | 23.3% | 7.4% | ||
| Q1 24 | 19.5% | 6.3% |
| Q4 25 | $3.04 | $9.35 | ||
| Q3 25 | $0.03 | $8.25 | ||
| Q2 25 | $3.20 | $6.53 | ||
| Q1 25 | $-7.77 | $4.75 | ||
| Q4 24 | $2.77 | $4.08 | ||
| Q3 24 | $8.75 | $4.09 | ||
| Q2 24 | $3.13 | $3.74 | ||
| Q1 24 | $2.57 | $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 | $1.0B | $981.9M |
| 総負債低いほど良い | — | $145.2M |
| 株主資本純資産 | $15.4B | $2.4B |
| 総資産 | $41.2B | $6.4B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.06× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.0B | $981.9M | ||
| Q3 25 | $1.9B | $860.5M | ||
| Q2 25 | $2.3B | $331.7M | ||
| Q1 25 | $1.6B | $204.8M | ||
| Q4 24 | $2.0B | $549.9M | ||
| Q3 24 | $3.0B | $415.6M | ||
| Q2 24 | $2.4B | $199.4M | ||
| Q1 24 | $2.6B | $100.8M |
| Q4 25 | — | $145.2M | ||
| Q3 25 | — | $136.0M | ||
| Q2 25 | — | $73.0M | ||
| Q1 25 | — | $67.8M | ||
| Q4 24 | — | $68.3M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $73.4M | ||
| Q1 24 | — | $77.0M |
| Q4 25 | $15.4B | $2.4B | ||
| Q3 25 | $15.0B | $2.2B | ||
| Q2 25 | $15.5B | $2.0B | ||
| Q1 25 | $14.7B | $1.8B | ||
| Q4 24 | $16.7B | $1.7B | ||
| Q3 24 | $17.0B | $1.6B | ||
| Q2 24 | $15.1B | $1.5B | ||
| Q1 24 | $14.9B | $1.4B |
| Q4 25 | $41.2B | $6.4B | ||
| Q3 25 | $41.1B | $5.8B | ||
| Q2 25 | $41.7B | $5.1B | ||
| Q1 25 | $38.9B | $4.6B | ||
| Q4 24 | $40.0B | $4.7B | ||
| Q3 24 | $39.6B | $4.4B | ||
| Q2 24 | $37.0B | $4.2B | ||
| Q1 24 | $35.9B | $3.9B |
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.04× | ||
| Q4 24 | — | 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 | $900.7M | $468.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $-350.5M | $402.4M |
| FCFマージンFCF / 売上 | -11.3% | 15.2% |
| 設備投資強度設備投資 / 売上 | 40.3% | 2.5% |
| キャッシュ転換率営業CF / 純利益 | 1.33× | 1.42× |
| 直近12ヶ月FCF直近4四半期 | — | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $900.7M | $468.5M | ||
| Q3 25 | — | $553.3M | ||
| Q2 25 | $855.8M | $252.5M | ||
| Q1 25 | $328.1M | $-88.0M | ||
| Q4 24 | $811.7M | $210.5M | ||
| Q3 24 | — | $302.2M | ||
| Q2 24 | $1.3B | $189.9M | ||
| Q1 24 | $801.7M | $146.6M |
| Q4 25 | $-350.5M | $402.4M | ||
| Q3 25 | — | $517.9M | ||
| Q2 25 | $-640.0M | $221.2M | ||
| Q1 25 | $-1.6B | $-110.2M | ||
| Q4 24 | $-1.3B | $169.8M | ||
| Q3 24 | — | $280.1M | ||
| Q2 24 | $-345.2M | $166.5M | ||
| Q1 24 | $-867.7M | $121.6M |
| Q4 25 | -11.3% | 15.2% | ||
| Q3 25 | — | 21.1% | ||
| Q2 25 | -21.2% | 10.2% | ||
| Q1 25 | -53.6% | -6.0% | ||
| Q4 24 | -44.5% | 9.1% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | -11.6% | 9.2% | ||
| Q1 24 | -29.6% | 7.9% |
| Q4 25 | 40.3% | 2.5% | ||
| Q3 25 | 47.9% | 1.4% | ||
| Q2 25 | 49.5% | 1.4% | ||
| Q1 25 | 64.9% | 1.2% | ||
| Q4 24 | 72.2% | 2.2% | ||
| Q3 24 | 65.1% | 1.2% | ||
| Q2 24 | 53.8% | 1.3% | ||
| Q1 24 | 57.0% | 1.6% |
| Q4 25 | 1.33× | 1.42× | ||
| Q3 25 | — | 1.90× | ||
| Q2 25 | 1.20× | 1.09× | ||
| Q1 25 | — | -0.52× | ||
| Q4 24 | 1.31× | 1.44× | ||
| Q3 24 | — | 2.07× | ||
| Q2 24 | 1.81× | 1.42× | ||
| Q1 24 | 1.40× | 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
APD
| Other | $1.6B | 53% |
| Onsite | $783.9M | 25% |
| Merchant | $557.8M | 18% |
| Saleof Equipment | $117.0M | 4% |
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% |
