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エコラボ（ECL）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
エコラボの直近四半期売上が大きい（$4.1B vs $2.6B、COMFORT SYSTEMS USA INCの約1.5倍）。COMFORT SYSTEMS USA INCの純利益率が高く（12.5% vs 10.6%、差は1.9%）。COMFORT SYSTEMS USA INCの前年同期比売上増加率が高い（41.7% vs 10.0%）。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 1.0%）
エコラボ（Ecolab Inc.）はアメリカ合衆国ミネソタ州セントポールに本社を置き、水処理、衛生管理、消毒に関する製品を主に商業施設や産業分野の顧客に提供し、顧客の事業運営の効率化と安全性向上を支援している企業です。
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。
ECL vs FIX — 直接比較
売上が大きい
ECL
1.5倍大きい
$2.6B
売上成長率が高い
FIX
+31.6%の差
10.0%
純利益率が高い
FIX
純利益率が1.9%高い
10.6%
2年売上CAGRが高い
FIX
2年複合成長率
1.0%
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $4.1B | $2.6B |
| 純利益 | $432.6M | $330.8M |
| 粗利率 | — | 25.5% |
| 営業利益率 | 15.3% | 16.1% |
| 純利益率 | 10.6% | 12.5% |
| 売上前年比 | 10.0% | 41.7% |
| 純利益前年比 | 1.3% | 126.8% |
| EPS（希薄化後） | $1.52 | $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ECLFIX
| Q2 26 | $4.1B | — | ||
| Q4 25 | $4.2B | $2.6B | ||
| Q3 25 | $4.2B | $2.5B | ||
| Q2 25 | $4.0B | $2.2B | ||
| Q1 25 | $3.7B | $1.8B | ||
| Q4 24 | $4.0B | $1.9B | ||
| Q3 24 | $4.0B | $1.8B | ||
| Q2 24 | $4.0B | $1.8B |
純利益ECLFIX
| Q2 26 | $432.6M | — | ||
| Q4 25 | $563.9M | $330.8M | ||
| Q3 25 | $585.0M | $291.6M | ||
| Q2 25 | $524.2M | $230.8M | ||
| Q1 25 | $402.5M | $169.3M | ||
| Q4 24 | $472.9M | $145.9M | ||
| Q3 24 | $736.5M | $146.2M | ||
| Q2 24 | $490.9M | $134.0M |
粗利率ECLFIX
| Q2 26 | — | — | ||
| Q4 25 | 44.0% | 25.5% | ||
| Q3 25 | 44.8% | 24.8% | ||
| Q2 25 | 44.8% | 23.5% | ||
| Q1 25 | 44.2% | 22.0% | ||
| Q4 24 | 43.3% | 23.2% | ||
| Q3 24 | 43.4% | 21.1% | ||
| Q2 24 | 43.8% | 20.1% |
営業利益率ECLFIX
| Q2 26 | 15.3% | — | ||
| Q4 25 | 17.0% | 16.1% | ||
| Q3 25 | 18.3% | 15.5% | ||
| Q2 25 | 17.6% | 13.8% | ||
| Q1 25 | 15.0% | 11.4% | ||
| Q4 24 | 14.6% | 12.1% | ||
| Q3 24 | 26.1% | 11.2% | ||
| Q2 24 | 16.5% | 10.2% |
純利益率ECLFIX
| Q2 26 | 10.6% | — | ||
| Q4 25 | 13.4% | 12.5% | ||
| Q3 25 | 14.0% | 11.9% | ||
| Q2 25 | 13.0% | 10.6% | ||
| Q1 25 | 10.9% | 9.2% | ||
| Q4 24 | 11.8% | 7.8% | ||
| Q3 24 | 18.4% | 8.1% | ||
| Q2 24 | 12.3% | 7.4% |
EPS（希薄化後）ECLFIX
| Q2 26 | $1.52 | — | ||
| Q4 25 | $1.98 | $9.35 | ||
| Q3 25 | $2.05 | $8.25 | ||
| Q2 25 | $1.84 | $6.53 | ||
| Q1 25 | $1.41 | $4.75 | ||
| Q4 24 | $1.65 | $4.08 | ||
| Q3 24 | $2.58 | $4.09 | ||
| Q2 24 | $1.71 | $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 | $519.8K | $981.9M |
| 総負債低いほど良い | $8.5M | $145.2M |
| 株主資本純資産 | $10.0M | $2.4B |
| 総資産 | $25.0M | $6.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.85× | 0.06× |
8四半期トレンド — 暦四半期で整列
現金・短期投資ECLFIX
| Q2 26 | $519.8K | — | ||
| Q4 25 | $646.2M | $981.9M | ||
| Q3 25 | $2.0B | $860.5M | ||
| Q2 25 | $1.9B | $331.7M | ||
| Q1 25 | $1.2B | $204.8M | ||
| Q4 24 | $1.3B | $549.9M | ||
| Q3 24 | $1.3B | $415.6M | ||
| Q2 24 | $384.0M | $199.4M |
総負債ECLFIX
| Q2 26 | $8.5M | — | ||
| Q4 25 | $7.4B | $145.2M | ||
| Q3 25 | $8.1B | $136.0M | ||
| Q2 25 | $7.5B | $73.0M | ||
| Q1 25 | $7.0B | $67.8M | ||
| Q4 24 | $6.9B | $68.3M | ||
| Q3 24 | $7.0B | $62.3M | ||
| Q2 24 | $7.5B | $73.4M |
株主資本ECLFIX
| Q2 26 | $10.0M | — | ||
| Q4 25 | $9.8B | $2.4B | ||
| Q3 25 | $9.7B | $2.2B | ||
| Q2 25 | $9.3B | $2.0B | ||
| Q1 25 | $8.9B | $1.8B | ||
| Q4 24 | $8.8B | $1.7B | ||
| Q3 24 | $8.5B | $1.6B | ||
| Q2 24 | $8.3B | $1.5B |
総資産ECLFIX
| Q2 26 | $25.0M | — | ||
| Q4 25 | $24.7B | $6.4B | ||
| Q3 25 | $23.9B | $5.8B | ||
| Q2 25 | $23.7B | $5.1B | ||
| Q1 25 | $22.4B | $4.6B | ||
| Q4 24 | $22.4B | $4.7B | ||
| Q3 24 | $22.1B | $4.4B | ||
| Q2 24 | $21.5B | $4.2B |
負債/資本比率ECLFIX
| Q2 26 | 0.85× | — | ||
| Q4 25 | 0.75× | 0.06× | ||
| Q3 25 | 0.83× | 0.06× | ||
| Q2 25 | 0.81× | 0.04× | ||
| Q1 25 | 0.79× | 0.04× | ||
| Q4 24 | 0.79× | 0.04× | ||
| Q3 24 | 0.82× | 0.04× | ||
| Q2 24 | 0.91× | 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 | — | $468.5M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $402.4M |
| FCFマージンFCF / 売上 | — | 15.2% |
| 設備投資強度設備投資 / 売上 | — | 2.5% |
| キャッシュ転換率営業CF / 純利益 | — | 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
営業キャッシュフローECLFIX
| Q2 26 | — | — | ||
| Q4 25 | $1.1B | $468.5M | ||
| Q3 25 | $791.3M | $553.3M | ||
| Q2 25 | $701.8M | $252.5M | ||
| Q1 25 | $369.4M | $-88.0M | ||
| Q4 24 | $766.7M | $210.5M | ||
| Q3 24 | $786.7M | $302.2M | ||
| Q2 24 | $611.1M | $189.9M |
フリーキャッシュフローECLFIX
| Q2 26 | — | — | ||
| Q4 25 | $758.0M | $402.4M | ||
| Q3 25 | $529.7M | $517.9M | ||
| Q2 25 | $485.1M | $221.2M | ||
| Q1 25 | $131.5M | $-110.2M | ||
| Q4 24 | $407.0M | $169.8M | ||
| Q3 24 | $550.3M | $280.1M | ||
| Q2 24 | $414.2M | $166.5M |
FCFマージンECLFIX
| Q2 26 | — | — | ||
| Q4 25 | 18.1% | 15.2% | ||
| Q3 25 | 12.7% | 21.1% | ||
| Q2 25 | 12.1% | 10.2% | ||
| Q1 25 | 3.6% | -6.0% | ||
| Q4 24 | 10.2% | 9.1% | ||
| Q3 24 | 13.8% | 15.5% | ||
| Q2 24 | 10.4% | 9.2% |
設備投資強度ECLFIX
| Q2 26 | — | — | ||
| Q4 25 | 7.9% | 2.5% | ||
| Q3 25 | 6.3% | 1.4% | ||
| Q2 25 | 5.4% | 1.4% | ||
| Q1 25 | 6.4% | 1.2% | ||
| Q4 24 | 9.0% | 2.2% | ||
| Q3 24 | 5.9% | 1.2% | ||
| Q2 24 | 4.9% | 1.3% |
キャッシュ転換率ECLFIX
| Q2 26 | — | — | ||
| Q4 25 | 1.93× | 1.42× | ||
| Q3 25 | 1.35× | 1.90× | ||
| Q2 25 | 1.34× | 1.09× | ||
| Q1 25 | 0.92× | -0.52× | ||
| Q4 24 | 1.62× | 1.44× | ||
| Q3 24 | 1.07× | 2.07× | ||
| Q2 24 | 1.24× | 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
ECL
| Product and equipment sales | $3.2B | 78% |
| Service and lease sales | $891.5M | 22% |
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% |
