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COMFORT SYSTEMS USA INC（FIX）とGEヘルスケア（GEHC）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
GEヘルスケアの直近四半期売上が大きい（$5.1B vs $2.6B、COMFORT SYSTEMS USA INCの約1.9倍）。COMFORT SYSTEMS USA INCの純利益率が高く（12.5% vs 8.0%、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 7.4%）。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 $112.0M）。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 3.0%）
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。
GEヘルスケアは米国イリノイ州シカゴに本社を置く医療テクノロジー企業で、4つの事業部門を運営している。分子イメージング・CT・MRI・女性健診・X線システムを含む医用画像、超音波、遠隔患者モニタリング・麻酔呼吸ケア・循環器診断・乳幼児ケアを手がける患者ケアソリューション、医薬品診断の4部門で構成される。
FIX vs GEHC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.6B | $5.1B |
| 純利益 | $330.8M | $411.0M |
| 粗利率 | 25.5% | 38.5% |
| 営業利益率 | 16.1% | 10.0% |
| 純利益率 | 12.5% | 8.0% |
| 売上前年比 | 41.7% | 7.4% |
| 純利益前年比 | 126.8% | -31.0% |
| EPS（希薄化後） | $9.35 | $0.85 |
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 | — | $5.1B | ||
| Q4 25 | $2.6B | $5.7B | ||
| Q3 25 | $2.5B | $5.1B | ||
| Q2 25 | $2.2B | $5.0B | ||
| Q1 25 | $1.8B | $4.8B | ||
| Q4 24 | $1.9B | $5.3B | ||
| Q3 24 | $1.8B | $4.9B | ||
| Q2 24 | $1.8B | $4.8B |
| Q1 26 | — | $411.0M | ||
| Q4 25 | $330.8M | $588.0M | ||
| Q3 25 | $291.6M | $446.0M | ||
| Q2 25 | $230.8M | $486.0M | ||
| Q1 25 | $169.3M | $564.0M | ||
| Q4 24 | $145.9M | $721.0M | ||
| Q3 24 | $146.2M | $470.0M | ||
| Q2 24 | $134.0M | $428.0M |
| Q1 26 | — | 38.5% | ||
| Q4 25 | 25.5% | 39.7% | ||
| Q3 25 | 24.8% | 38.7% | ||
| Q2 25 | 23.5% | 39.6% | ||
| Q1 25 | 22.0% | 42.1% | ||
| Q4 24 | 23.2% | 42.8% | ||
| Q3 24 | 21.1% | 41.7% | ||
| Q2 24 | 20.1% | 41.4% |
| Q1 26 | — | 10.0% | ||
| Q4 25 | 16.1% | 14.5% | ||
| Q3 25 | 15.5% | 12.7% | ||
| Q2 25 | 13.8% | 13.1% | ||
| Q1 25 | 11.4% | 13.2% | ||
| Q4 24 | 12.1% | 15.1% | ||
| Q3 24 | 11.2% | 13.9% | ||
| Q2 24 | 10.2% | 12.6% |
| Q1 26 | — | 8.0% | ||
| Q4 25 | 12.5% | 10.3% | ||
| Q3 25 | 11.9% | 8.7% | ||
| Q2 25 | 10.6% | 9.7% | ||
| Q1 25 | 9.2% | 11.8% | ||
| Q4 24 | 7.8% | 13.6% | ||
| Q3 24 | 8.1% | 9.7% | ||
| Q2 24 | 7.4% | 8.8% |
| Q1 26 | — | $0.85 | ||
| Q4 25 | $9.35 | $1.28 | ||
| Q3 25 | $8.25 | $0.98 | ||
| Q2 25 | $6.53 | $1.06 | ||
| Q1 25 | $4.75 | $1.23 | ||
| Q4 24 | $4.08 | $1.58 | ||
| Q3 24 | $4.09 | $1.02 | ||
| Q2 24 | $3.74 | $0.93 |
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 | $981.9M | — |
| 総負債低いほど良い | $145.2M | $10.1B |
| 株主資本純資産 | $2.4B | $10.7B |
| 総資産 | $6.4B | $37.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.06× | 0.95× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $981.9M | $4.5B | ||
| Q3 25 | $860.5M | $4.0B | ||
| Q2 25 | $331.7M | $3.7B | ||
| Q1 25 | $204.8M | $2.5B | ||
| Q4 24 | $549.9M | $2.9B | ||
| Q3 24 | $415.6M | $3.5B | ||
| Q2 24 | $199.4M | $2.0B |
| Q1 26 | — | $10.1B | ||
| Q4 25 | $145.2M | $10.0B | ||
| Q3 25 | $136.0M | $10.3B | ||
| Q2 25 | $73.0M | $10.3B | ||
| Q1 25 | $67.8M | $8.8B | ||
| Q4 24 | $68.3M | $9.0B | ||
| Q3 24 | $62.3M | $10.3B | ||
| Q2 24 | $73.4M | $9.2B |
| Q1 26 | — | $10.7B | ||
| Q4 25 | $2.4B | $10.4B | ||
| Q3 25 | $2.2B | $10.0B | ||
| Q2 25 | $2.0B | $9.7B | ||
| Q1 25 | $1.8B | $9.2B | ||
| Q4 24 | $1.7B | $8.4B | ||
| Q3 24 | $1.6B | $8.3B | ||
| Q2 24 | $1.5B | $7.8B |
| Q1 26 | — | $37.1B | ||
| Q4 25 | $6.4B | $36.9B | ||
| Q3 25 | $5.8B | $36.1B | ||
| Q2 25 | $5.1B | $35.5B | ||
| Q1 25 | $4.6B | $33.6B | ||
| Q4 24 | $4.7B | $33.1B | ||
| Q3 24 | $4.4B | $33.9B | ||
| Q2 24 | $4.2B | $31.9B |
| Q1 26 | — | 0.95× | ||
| Q4 25 | 0.06× | 0.96× | ||
| Q3 25 | 0.06× | 1.03× | ||
| Q2 25 | 0.04× | 1.06× | ||
| Q1 25 | 0.04× | 0.95× | ||
| Q4 24 | 0.04× | 1.06× | ||
| Q3 24 | 0.04× | 1.24× | ||
| Q2 24 | 0.05× | 1.18× |
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 | $112.0M |
| FCFマージンFCF / 売上 | 15.2% | 2.2% |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $468.5M | — | ||
| Q3 25 | $553.3M | — | ||
| Q2 25 | $252.5M | $94.0M | ||
| Q1 25 | $-88.0M | $250.0M | ||
| Q4 24 | $210.5M | — | ||
| Q3 24 | $302.2M | — | ||
| Q2 24 | $189.9M | $-119.0M |
| Q1 26 | — | $112.0M | ||
| Q4 25 | $402.4M | — | ||
| Q3 25 | $517.9M | — | ||
| Q2 25 | $221.2M | $8.0M | ||
| Q1 25 | $-110.2M | $98.0M | ||
| Q4 24 | $169.8M | — | ||
| Q3 24 | $280.1M | — | ||
| Q2 24 | $166.5M | $-183.0M |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 21.1% | — | ||
| Q2 25 | 10.2% | 0.2% | ||
| Q1 25 | -6.0% | 2.1% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 15.5% | — | ||
| Q2 24 | 9.2% | -3.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 2.4% | ||
| Q3 25 | 1.4% | 2.1% | ||
| Q2 25 | 1.4% | 1.7% | ||
| Q1 25 | 1.2% | 3.2% | ||
| Q4 24 | 2.2% | 1.9% | ||
| Q3 24 | 1.2% | 1.9% | ||
| Q2 24 | 1.3% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | — | ||
| Q3 25 | 1.90× | — | ||
| Q2 25 | 1.09× | 0.19× | ||
| Q1 25 | -0.52× | 0.44× | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 2.07× | — | ||
| Q2 24 | 1.42× | -0.28× |
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
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% |
GEHC
| Imaging revenues | $2.3B | 45% |
| AVS revenues | $1.3B | 26% |
| PDx revenues | $770.0M | 15% |
| PCS revenues | $704.0M | 14% |
| Other revenues | $18.0M | 0% |
