vs
COMFORT SYSTEMS USA INC（FIX）とRaymond James Financial（RJF）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
Raymond James Financialの直近四半期売上が大きい（$3.9B vs $2.6B、COMFORT SYSTEMS USA INCの約1.5倍）。Raymond James Financialの純利益率が高く（14.1% vs 12.5%、差は1.6%）。COMFORT SYSTEMS USA INCの前年同期比売上増加率が高い（41.7% vs 13.0%）。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 1.3%）
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。
レイモンド・ジェームズ・フィナンシャルは米国の多国籍独立系投資銀行・金融サービス企業です。子会社を通じて個人、企業、自治体に各種金融サービスを提供し、主力事業は投資・財務計画、投資銀行業務、資産運用で、本社はフロリダ州セントピーターズバーグにあります。
FIX vs RJF — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.6B | $3.9B |
| 純利益 | $330.8M | $544.0M |
| 粗利率 | 25.5% | — |
| 営業利益率 | 16.1% | — |
| 純利益率 | 12.5% | 14.1% |
| 売上前年比 | 41.7% | 13.0% |
| 純利益前年比 | 126.8% | 10.0% |
| EPS（希薄化後） | $9.35 | $2.83 |
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 | — | $3.9B | ||
| Q4 25 | $2.6B | $4.2B | ||
| Q3 25 | $2.5B | $4.2B | ||
| Q2 25 | $2.2B | $3.8B | ||
| Q1 25 | $1.8B | $3.8B | ||
| Q4 24 | $1.9B | $4.0B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.8B | $3.8B |
| Q1 26 | — | $544.0M | ||
| Q4 25 | $330.8M | $563.0M | ||
| Q3 25 | $291.6M | $604.0M | ||
| Q2 25 | $230.8M | $436.0M | ||
| Q1 25 | $169.3M | $495.0M | ||
| Q4 24 | $145.9M | $600.0M | ||
| Q3 24 | $146.2M | $602.0M | ||
| Q2 24 | $134.0M | $492.0M |
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | — | ||
| Q3 25 | 24.8% | — | ||
| Q2 25 | 23.5% | — | ||
| Q1 25 | 22.0% | — | ||
| Q4 24 | 23.2% | — | ||
| Q3 24 | 21.1% | — | ||
| Q2 24 | 20.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 15.5% | — | ||
| Q2 25 | 13.8% | 14.7% | ||
| Q1 25 | 11.4% | 17.5% | ||
| Q4 24 | 12.1% | 18.6% | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 10.2% | 17.1% |
| Q1 26 | — | 14.1% | ||
| Q4 25 | 12.5% | 13.5% | ||
| Q3 25 | 11.9% | 14.4% | ||
| Q2 25 | 10.6% | 11.3% | ||
| Q1 25 | 9.2% | 12.9% | ||
| Q4 24 | 7.8% | 14.9% | ||
| Q3 24 | 8.1% | 15.0% | ||
| Q2 24 | 7.4% | 13.1% |
| Q1 26 | — | $2.83 | ||
| Q4 25 | $9.35 | $2.79 | ||
| Q3 25 | $8.25 | $2.96 | ||
| Q2 25 | $6.53 | $2.12 | ||
| Q1 25 | $4.75 | $2.36 | ||
| Q4 24 | $4.08 | $2.86 | ||
| Q3 24 | $4.09 | $2.85 | ||
| Q2 24 | $3.74 | $2.31 |
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 | $5.4B |
| 総負債低いほど良い | $145.2M | — |
| 株主資本純資産 | $2.4B | $52.0M |
| 総資産 | $6.4B | $91.9B |
| 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
| Q1 26 | — | $5.4B | ||
| Q4 25 | $981.9M | $9.9B | ||
| Q3 25 | $860.5M | $11.4B | ||
| Q2 25 | $331.7M | $9.2B | ||
| Q1 25 | $204.8M | $9.7B | ||
| Q4 24 | $549.9M | $10.0B | ||
| Q3 24 | $415.6M | $11.0B | ||
| Q2 24 | $199.4M | $9.1B |
| Q1 26 | — | — | ||
| 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 26 | — | $52.0M | ||
| Q4 25 | $2.4B | $12.6B | ||
| Q3 25 | $2.2B | $12.5B | ||
| Q2 25 | $2.0B | $12.3B | ||
| Q1 25 | $1.8B | $12.2B | ||
| Q4 24 | $1.7B | $11.9B | ||
| Q3 24 | $1.6B | $11.7B | ||
| Q2 24 | $1.5B | $11.2B |
| Q1 26 | — | $91.9B | ||
| Q4 25 | $6.4B | $88.8B | ||
| Q3 25 | $5.8B | $88.2B | ||
| Q2 25 | $5.1B | $84.8B | ||
| Q1 25 | $4.6B | $83.1B | ||
| Q4 24 | $4.7B | $82.3B | ||
| Q3 24 | $4.4B | $83.0B | ||
| Q2 24 | $4.2B | $80.6B |
| Q1 26 | — | — | ||
| 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× | — |
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
| Q1 26 | — | — | ||
| Q4 25 | $468.5M | $-10.0M | ||
| Q3 25 | $553.3M | $796.0M | ||
| Q2 25 | $252.5M | $691.0M | ||
| Q1 25 | $-88.0M | $117.0M | ||
| Q4 24 | $210.5M | $830.0M | ||
| Q3 24 | $302.2M | $510.0M | ||
| Q2 24 | $189.9M | $711.0M |
| Q1 26 | — | — | ||
| Q4 25 | $402.4M | $-56.0M | ||
| Q3 25 | $517.9M | $752.0M | ||
| Q2 25 | $221.2M | $634.0M | ||
| Q1 25 | $-110.2M | $71.0M | ||
| Q4 24 | $169.8M | $789.0M | ||
| Q3 24 | $280.1M | $460.0M | ||
| Q2 24 | $166.5M | $655.0M |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | -1.3% | ||
| Q3 25 | 21.1% | 17.9% | ||
| Q2 25 | 10.2% | 16.5% | ||
| Q1 25 | -6.0% | 1.8% | ||
| Q4 24 | 9.1% | 19.6% | ||
| Q3 24 | 15.5% | 11.5% | ||
| Q2 24 | 9.2% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 1.1% | ||
| Q3 25 | 1.4% | 1.1% | ||
| Q2 25 | 1.4% | 1.5% | ||
| Q1 25 | 1.2% | 1.2% | ||
| Q4 24 | 2.2% | 1.0% | ||
| Q3 24 | 1.2% | 1.2% | ||
| Q2 24 | 1.3% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | -0.02× | ||
| Q3 25 | 1.90× | 1.32× | ||
| Q2 25 | 1.09× | 1.58× | ||
| Q1 25 | -0.52× | 0.24× | ||
| Q4 24 | 1.44× | 1.38× | ||
| Q3 24 | 2.07× | 0.85× | ||
| Q2 24 | 1.42× | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
