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COMFORT SYSTEMS USA INC（FIX）とIES Holdings, Inc.（IESC）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 $871.0M、IES Holdings, Inc.の約3.0倍）。COMFORT SYSTEMS USA INCの純利益率が高く（12.5% vs 10.5%、差は2.0%）。COMFORT SYSTEMS USA INCの前年同期比売上増加率が高い（41.7% vs 16.2%）。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 $-18.9M）。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 11.1%）
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。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
FIX vs IESC — 直接比較
損益計算書 — Q4 2025 vs Q1 2026
| 指標 | | |
|---|---|---|
| 売上 | $2.6B | $871.0M |
| 純利益 | $330.8M | $91.8M |
| 粗利率 | 25.5% | 25.3% |
| 営業利益率 | 16.1% | 11.2% |
| 純利益率 | 12.5% | 10.5% |
| 売上前年比 | 41.7% | 16.2% |
| 純利益前年比 | 126.8% | 59.1% |
| EPS（希薄化後） | $9.35 | $4.51 |
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 | $2.6B | $871.0M | ||
| Q3 25 | $2.5B | $897.8M | ||
| Q2 25 | $2.2B | $890.2M | ||
| Q1 25 | $1.8B | $834.0M | ||
| Q4 24 | $1.9B | $749.5M | ||
| Q3 24 | $1.8B | $775.8M | ||
| Q2 24 | $1.8B | $768.4M | ||
| Q1 24 | $1.5B | $705.7M |
| Q4 25 | $330.8M | $91.8M | ||
| Q3 25 | $291.6M | $102.3M | ||
| Q2 25 | $230.8M | $79.3M | ||
| Q1 25 | $169.3M | $72.6M | ||
| Q4 24 | $145.9M | $57.7M | ||
| Q3 24 | $146.2M | $65.5M | ||
| Q2 24 | $134.0M | $66.6M | ||
| Q1 24 | $96.3M | $56.8M |
| Q4 25 | 25.5% | 25.3% | ||
| Q3 25 | 24.8% | 26.0% | ||
| Q2 25 | 23.5% | 26.9% | ||
| Q1 25 | 22.0% | 25.0% | ||
| Q4 24 | 23.2% | 23.8% | ||
| Q3 24 | 21.1% | 24.0% | ||
| Q2 24 | 20.1% | 25.3% | ||
| Q1 24 | 19.3% | 24.3% |
| Q4 25 | 16.1% | 11.2% | ||
| Q3 25 | 15.5% | 11.6% | ||
| Q2 25 | 13.8% | 12.6% | ||
| Q1 25 | 11.4% | 11.1% | ||
| Q4 24 | 12.1% | 10.0% | ||
| Q3 24 | 11.2% | 9.7% | ||
| Q2 24 | 10.2% | 11.7% | ||
| Q1 24 | 8.8% | 11.0% |
| Q4 25 | 12.5% | 10.5% | ||
| Q3 25 | 11.9% | 11.4% | ||
| Q2 25 | 10.6% | 8.9% | ||
| Q1 25 | 9.2% | 8.7% | ||
| Q4 24 | 7.8% | 7.7% | ||
| Q3 24 | 8.1% | 8.4% | ||
| Q2 24 | 7.4% | 8.7% | ||
| Q1 24 | 6.3% | 8.0% |
| Q4 25 | $9.35 | $4.51 | ||
| Q3 25 | $8.25 | $4.99 | ||
| Q2 25 | $6.53 | $3.81 | ||
| Q1 25 | $4.75 | $3.50 | ||
| Q4 24 | $4.08 | $2.72 | ||
| Q3 24 | $4.09 | $3.06 | ||
| Q2 24 | $3.74 | $2.67 | ||
| Q1 24 | $2.69 | $2.29 |
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 | $258.7M |
| 総負債低いほど良い | $145.2M | — |
| 株主資本純資産 | $2.4B | $961.1M |
| 総資産 | $6.4B | $1.7B |
| 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 | $981.9M | $258.7M | ||
| Q3 25 | $860.5M | $231.8M | ||
| Q2 25 | $331.7M | $168.3M | ||
| Q1 25 | $204.8M | $88.3M | ||
| Q4 24 | $549.9M | $112.0M | ||
| Q3 24 | $415.6M | $135.8M | ||
| Q2 24 | $199.4M | $44.9M | ||
| Q1 24 | $100.8M | $106.0M |
| 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 | $2.4B | $961.1M | ||
| Q3 25 | $2.2B | $884.0M | ||
| Q2 25 | $2.0B | $781.4M | ||
| Q1 25 | $1.8B | $705.8M | ||
| Q4 24 | $1.7B | $652.4M | ||
| Q3 24 | $1.6B | $611.1M | ||
| Q2 24 | $1.5B | $567.5M | ||
| Q1 24 | $1.4B | $534.8M |
| Q4 25 | $6.4B | $1.7B | ||
| Q3 25 | $5.8B | $1.6B | ||
| Q2 25 | $5.1B | $1.5B | ||
| Q1 25 | $4.6B | $1.4B | ||
| Q4 24 | $4.7B | $1.3B | ||
| Q3 24 | $4.4B | $1.2B | ||
| Q2 24 | $4.2B | $1.2B | ||
| Q1 24 | $3.9B | $1.1B |
| 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 | $468.5M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $402.4M | $-18.9M |
| 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% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 1.42× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $1.0B | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $468.5M | $27.7M | ||
| Q3 25 | $553.3M | $132.0M | ||
| Q2 25 | $252.5M | $92.0M | ||
| Q1 25 | $-88.0M | $24.8M | ||
| Q4 24 | $210.5M | $37.3M | ||
| Q3 24 | $302.2M | $92.8M | ||
| Q2 24 | $189.9M | $82.9M | ||
| Q1 24 | $146.6M | $33.7M |
| Q4 25 | $402.4M | $-18.9M | ||
| Q3 25 | $517.9M | $112.0M | ||
| Q2 25 | $221.2M | $74.8M | ||
| Q1 25 | $-110.2M | $7.9M | ||
| Q4 24 | $169.8M | $24.1M | ||
| Q3 24 | $280.1M | $78.5M | ||
| Q2 24 | $166.5M | $65.4M | ||
| Q1 24 | $121.6M | $26.9M |
| Q4 25 | 15.2% | -2.2% | ||
| Q3 25 | 21.1% | 12.5% | ||
| Q2 25 | 10.2% | 8.4% | ||
| Q1 25 | -6.0% | 0.9% | ||
| Q4 24 | 9.1% | 3.2% | ||
| Q3 24 | 15.5% | 10.1% | ||
| Q2 24 | 9.2% | 8.5% | ||
| Q1 24 | 7.9% | 3.8% |
| Q4 25 | 2.5% | 5.3% | ||
| Q3 25 | 1.4% | 2.2% | ||
| Q2 25 | 1.4% | 1.9% | ||
| Q1 25 | 1.2% | 2.0% | ||
| Q4 24 | 2.2% | 1.8% | ||
| Q3 24 | 1.2% | 1.8% | ||
| Q2 24 | 1.3% | 2.3% | ||
| Q1 24 | 1.6% | 1.0% |
| Q4 25 | 1.42× | 0.30× | ||
| Q3 25 | 1.90× | 1.29× | ||
| Q2 25 | 1.09× | 1.16× | ||
| Q1 25 | -0.52× | 0.34× | ||
| Q4 24 | 1.44× | 0.65× | ||
| Q3 24 | 2.07× | 1.42× | ||
| Q2 24 | 1.42× | 1.24× | ||
| Q1 24 | 1.52× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
