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EMCOR Group, Inc.（EME）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
EMCOR Group, Inc.の直近四半期売上が大きい（$4.5B vs $2.6B、COMFORT SYSTEMS USA INCの約1.7倍）。COMFORT SYSTEMS USA INCの純利益率が高く（12.5% vs 9.6%、差は2.9%）。COMFORT SYSTEMS USA INCの前年同期比売上増加率が高い（41.7% vs 19.7%）。EMCOR Group, Inc.の直近四半期フリーキャッシュフローが多い（$492.5M 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 14.7%）
EMCOR Group Inc.は米国コネチカット州ノーウォークに本社を置く総合サービス企業で、エンジニアリング、建設、不動産管理を主力事業とし、多様な業界の顧客に各分野の専門的ソリューションや一貫した支援サービスを提供しています。
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。
EME vs FIX — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $4.5B | $2.6B |
| 純利益 | $434.6M | $330.8M |
| 粗利率 | 19.7% | 25.5% |
| 営業利益率 | 12.7% | 16.1% |
| 純利益率 | 9.6% | 12.5% |
| 売上前年比 | 19.7% | 41.7% |
| 純利益前年比 | 48.8% | 126.8% |
| EPS（希薄化後） | $9.64 | $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 | $4.5B | $2.6B | ||
| Q3 25 | $4.3B | $2.5B | ||
| Q2 25 | $4.3B | $2.2B | ||
| Q1 25 | $3.9B | $1.8B | ||
| Q4 24 | $3.8B | $1.9B | ||
| Q3 24 | $3.7B | $1.8B | ||
| Q2 24 | $3.7B | $1.8B | ||
| Q1 24 | $3.4B | $1.5B |
| Q4 25 | $434.6M | $330.8M | ||
| Q3 25 | $295.4M | $291.6M | ||
| Q2 25 | $302.2M | $230.8M | ||
| Q1 25 | $240.7M | $169.3M | ||
| Q4 24 | $292.2M | $145.9M | ||
| Q3 24 | $270.3M | $146.2M | ||
| Q2 24 | $247.6M | $134.0M | ||
| Q1 24 | $197.1M | $96.3M |
| Q4 25 | 19.7% | 25.5% | ||
| Q3 25 | 19.4% | 24.8% | ||
| Q2 25 | 19.4% | 23.5% | ||
| Q1 25 | 18.7% | 22.0% | ||
| Q4 24 | 20.1% | 23.2% | ||
| Q3 24 | 19.9% | 21.1% | ||
| Q2 24 | 18.7% | 20.1% | ||
| Q1 24 | 17.2% | 19.3% |
| Q4 25 | 12.7% | 16.1% | ||
| Q3 25 | 9.4% | 15.5% | ||
| Q2 25 | 9.6% | 13.8% | ||
| Q1 25 | 8.2% | 11.4% | ||
| Q4 24 | 10.3% | 12.1% | ||
| Q3 24 | 9.8% | 11.2% | ||
| Q2 24 | 9.1% | 10.2% | ||
| Q1 24 | 7.6% | 8.8% |
| Q4 25 | 9.6% | 12.5% | ||
| Q3 25 | 6.9% | 11.9% | ||
| Q2 25 | 7.0% | 10.6% | ||
| Q1 25 | 6.2% | 9.2% | ||
| Q4 24 | 7.7% | 7.8% | ||
| Q3 24 | 7.3% | 8.1% | ||
| Q2 24 | 6.8% | 7.4% | ||
| Q1 24 | 5.7% | 6.3% |
| Q4 25 | $9.64 | $9.35 | ||
| Q3 25 | $6.57 | $8.25 | ||
| Q2 25 | $6.72 | $6.53 | ||
| Q1 25 | $5.26 | $4.75 | ||
| Q4 24 | $6.30 | $4.08 | ||
| Q3 24 | $5.80 | $4.09 | ||
| Q2 24 | $5.25 | $3.74 | ||
| Q1 24 | $4.17 | $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 | $1.1B | $981.9M |
| 総負債低いほど良い | — | $145.2M |
| 株主資本純資産 | $3.7B | $2.4B |
| 総資産 | $9.3B | $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 | $1.1B | $981.9M | ||
| Q3 25 | $655.1M | $860.5M | ||
| Q2 25 | $486.0M | $331.7M | ||
| Q1 25 | $576.7M | $204.8M | ||
| Q4 24 | $1.3B | $549.9M | ||
| Q3 24 | $1.0B | $415.6M | ||
| Q2 24 | $807.3M | $199.4M | ||
| Q1 24 | $841.0M | $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 | $3.7B | $2.4B | ||
| Q3 25 | $3.3B | $2.2B | ||
| Q2 25 | $3.1B | $2.0B | ||
| Q1 25 | $2.9B | $1.8B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $2.8B | $1.6B | ||
| Q2 24 | $2.7B | $1.5B | ||
| Q1 24 | $2.6B | $1.4B |
| Q4 25 | $9.3B | $6.4B | ||
| Q3 25 | $8.6B | $5.8B | ||
| Q2 25 | $8.4B | $5.1B | ||
| Q1 25 | $8.1B | $4.6B | ||
| Q4 24 | $7.7B | $4.7B | ||
| Q3 24 | $7.3B | $4.4B | ||
| Q2 24 | $7.1B | $4.2B | ||
| Q1 24 | $6.7B | $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 | $524.4M | $468.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $492.5M | $402.4M |
| FCFマージンFCF / 売上 | 10.9% | 15.2% |
| 設備投資強度設備投資 / 売上 | 0.7% | 2.5% |
| キャッシュ転換率営業CF / 純利益 | 1.21× | 1.42× |
| 直近12ヶ月FCF直近4四半期 | $1.2B | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $524.4M | $468.5M | ||
| Q3 25 | $475.5M | $553.3M | ||
| Q2 25 | $193.7M | $252.5M | ||
| Q1 25 | $108.5M | $-88.0M | ||
| Q4 24 | $469.5M | $210.5M | ||
| Q3 24 | $526.4M | $302.2M | ||
| Q2 24 | $279.7M | $189.9M | ||
| Q1 24 | $132.3M | $146.6M |
| Q4 25 | $492.5M | $402.4M | ||
| Q3 25 | $448.8M | $517.9M | ||
| Q2 25 | $165.6M | $221.2M | ||
| Q1 25 | $82.3M | $-110.2M | ||
| Q4 24 | $451.8M | $169.8M | ||
| Q3 24 | $508.7M | $280.1M | ||
| Q2 24 | $260.4M | $166.5M | ||
| Q1 24 | $112.0M | $121.6M |
| Q4 25 | 10.9% | 15.2% | ||
| Q3 25 | 10.4% | 21.1% | ||
| Q2 25 | 3.8% | 10.2% | ||
| Q1 25 | 2.1% | -6.0% | ||
| Q4 24 | 12.0% | 9.1% | ||
| Q3 24 | 13.8% | 15.5% | ||
| Q2 24 | 7.1% | 9.2% | ||
| Q1 24 | 3.3% | 7.9% |
| Q4 25 | 0.7% | 2.5% | ||
| Q3 25 | 0.6% | 1.4% | ||
| Q2 25 | 0.7% | 1.4% | ||
| Q1 25 | 0.7% | 1.2% | ||
| Q4 24 | 0.5% | 2.2% | ||
| Q3 24 | 0.5% | 1.2% | ||
| Q2 24 | 0.5% | 1.3% | ||
| Q1 24 | 0.6% | 1.6% |
| Q4 25 | 1.21× | 1.42× | ||
| Q3 25 | 1.61× | 1.90× | ||
| Q2 25 | 0.64× | 1.09× | ||
| Q1 25 | 0.45× | -0.52× | ||
| Q4 24 | 1.61× | 1.44× | ||
| Q3 24 | 1.95× | 2.07× | ||
| Q2 24 | 1.13× | 1.42× | ||
| Q1 24 | 0.67× | 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
EME
セグメントデータなし
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% |
