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COMFORT SYSTEMS USA INC（FIX）とシノプシス（SNPS）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 $2.3B、シノプシスの約1.2倍）。シノプシスの純利益率が高く（19.9% vs 12.5%、差は7.4%）。シノプシスの前年同期比売上増加率が高い（50.6% vs 41.7%）。シノプシスの直近四半期フリーキャッシュフローが多い（$605.2M 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 16.9%）
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。
シノプシスは米国カリフォルニア州サニーベールに本社を置く多国籍電子設計自動化（EDA）企業です。シリコンチップの設計・検証、電子システムレベルの設計・検証、再利用可能なコンポーネント開発を事業の柱とし、半導体設計・製造業界向けに各種ツールとサービスを提供しています。
FIX vs SNPS — 直接比較
売上が大きい
FIX
1.2倍大きい
$2.3B
売上成長率が高い
SNPS
+8.9%の差
41.7%
純利益率が高い
SNPS
純利益率が7.4%高い
12.5%
フリーキャッシュフローが多い
SNPS
FCF $202.7M多い
$402.4M
2年売上CAGRが高い
FIX
2年複合成長率
16.9%
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.6B | $2.3B |
| 純利益 | $330.8M | $448.7M |
| 粗利率 | 25.5% | 71.0% |
| 営業利益率 | 16.1% | 5.4% |
| 純利益率 | 12.5% | 19.9% |
| 売上前年比 | 41.7% | 50.6% |
| 純利益前年比 | 126.8% | -59.7% |
| EPS（希薄化後） | $9.35 | $2.44 |
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FIXSNPS
| Q4 25 | $2.6B | $2.3B | ||
| Q3 25 | $2.5B | $1.7B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.9B | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.8B | $1.5B | ||
| Q1 24 | $1.5B | $1.6B |
純利益FIXSNPS
| Q4 25 | $330.8M | $448.7M | ||
| Q3 25 | $291.6M | $242.5M | ||
| Q2 25 | $230.8M | $345.3M | ||
| Q1 25 | $169.3M | $295.7M | ||
| Q4 24 | $145.9M | $1.1B | ||
| Q3 24 | $146.2M | $408.1M | ||
| Q2 24 | $134.0M | $292.1M | ||
| Q1 24 | $96.3M | $449.1M |
粗利率FIXSNPS
| Q4 25 | 25.5% | 71.0% | ||
| Q3 25 | 24.8% | 78.1% | ||
| Q2 25 | 23.5% | 80.2% | ||
| Q1 25 | 22.0% | 81.4% | ||
| Q4 24 | 23.2% | 78.3% | ||
| Q3 24 | 21.1% | 80.9% | ||
| Q2 24 | 20.1% | 79.4% | ||
| Q1 24 | 19.3% | 80.0% |
営業利益率FIXSNPS
| Q4 25 | 16.1% | 5.4% | ||
| Q3 25 | 15.5% | 9.5% | ||
| Q2 25 | 13.8% | 23.5% | ||
| Q1 25 | 11.4% | 17.3% | ||
| Q4 24 | 12.1% | 20.3% | ||
| Q3 24 | 11.2% | 23.6% | ||
| Q2 24 | 10.2% | 22.8% | ||
| Q1 24 | 8.8% | 21.8% |
純利益率FIXSNPS
| Q4 25 | 12.5% | 19.9% | ||
| Q3 25 | 11.9% | 13.9% | ||
| Q2 25 | 10.6% | 21.5% | ||
| Q1 25 | 9.2% | 20.3% | ||
| Q4 24 | 7.8% | 74.4% | ||
| Q3 24 | 8.1% | 26.7% | ||
| Q2 24 | 7.4% | 20.1% | ||
| Q1 24 | 6.3% | 27.2% |
EPS（希薄化後）FIXSNPS
| Q4 25 | $9.35 | $2.44 | ||
| Q3 25 | $8.25 | $1.50 | ||
| Q2 25 | $6.53 | $2.21 | ||
| Q1 25 | $4.75 | $1.89 | ||
| Q4 24 | $4.08 | $7.13 | ||
| Q3 24 | $4.09 | $2.61 | ||
| Q2 24 | $3.74 | $1.88 | ||
| Q1 24 | $2.69 | $2.89 |
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 | $3.0B |
| 総負債低いほど良い | $145.2M | $13.5B |
| 株主資本純資産 | $2.4B | $28.3B |
| 総資産 | $6.4B | $48.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.06× | 0.48× |
8四半期トレンド — 暦四半期で整列
現金・短期投資FIXSNPS
| Q4 25 | $981.9M | $3.0B | ||
| Q3 25 | $860.5M | $2.6B | ||
| Q2 25 | $331.7M | $14.3B | ||
| Q1 25 | $204.8M | $3.8B | ||
| Q4 24 | $549.9M | $4.1B | ||
| Q3 24 | $415.6M | $2.0B | ||
| Q2 24 | $199.4M | $1.7B | ||
| Q1 24 | $100.8M | $1.3B |
総負債FIXSNPS
| Q4 25 | $145.2M | $13.5B | ||
| Q3 25 | $136.0M | $14.3B | ||
| Q2 25 | $73.0M | $10.1B | ||
| Q1 25 | $67.8M | — | ||
| Q4 24 | $68.3M | — | ||
| Q3 24 | $62.3M | — | ||
| Q2 24 | $73.4M | — | ||
| Q1 24 | $77.0M | — |
株主資本FIXSNPS
| Q4 25 | $2.4B | $28.3B | ||
| Q3 25 | $2.2B | $27.6B | ||
| Q2 25 | $2.0B | $9.9B | ||
| Q1 25 | $1.8B | $9.3B | ||
| Q4 24 | $1.7B | $9.0B | ||
| Q3 24 | $1.6B | $7.7B | ||
| Q2 24 | $1.5B | $7.2B | ||
| Q1 24 | $1.4B | $6.7B |
総資産FIXSNPS
| Q4 25 | $6.4B | $48.2B | ||
| Q3 25 | $5.8B | $48.2B | ||
| Q2 25 | $5.1B | $23.8B | ||
| Q1 25 | $4.6B | $13.0B | ||
| Q4 24 | $4.7B | $13.1B | ||
| Q3 24 | $4.4B | $11.6B | ||
| Q2 24 | $4.2B | $11.0B | ||
| Q1 24 | $3.9B | $10.6B |
負債/資本比率FIXSNPS
| Q4 25 | 0.06× | 0.48× | ||
| Q3 25 | 0.06× | 0.52× | ||
| Q2 25 | 0.04× | 1.01× | ||
| 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 | $639.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $402.4M | $605.2M |
| FCFマージンFCF / 売上 | 15.2% | 26.8% |
| 設備投資強度設備投資 / 売上 | 2.5% | 1.5% |
| キャッシュ転換率営業CF / 純利益 | 1.42× | 1.43× |
| 直近12ヶ月FCF直近4四半期 | $1.0B | $1.3B |
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FIXSNPS
| Q4 25 | $468.5M | $639.7M | ||
| Q3 25 | $553.3M | $671.0M | ||
| Q2 25 | $252.5M | $275.4M | ||
| Q1 25 | $-88.0M | $-67.5M | ||
| Q4 24 | $210.5M | $562.8M | ||
| Q3 24 | $302.2M | $455.4M | ||
| Q2 24 | $189.9M | $476.6M | ||
| Q1 24 | $146.6M | $-87.8M |
フリーキャッシュフローFIXSNPS
| Q4 25 | $402.4M | $605.2M | ||
| Q3 25 | $517.9M | $632.4M | ||
| Q2 25 | $221.2M | $219.8M | ||
| Q1 25 | $-110.2M | $-108.2M | ||
| Q4 24 | $169.8M | $558.4M | ||
| Q3 24 | $280.1M | $415.4M | ||
| Q2 24 | $166.5M | $438.2M | ||
| Q1 24 | $121.6M | $-128.2M |
FCFマージンFIXSNPS
| Q4 25 | 15.2% | 26.8% | ||
| Q3 25 | 21.1% | 36.3% | ||
| Q2 25 | 10.2% | 13.7% | ||
| Q1 25 | -6.0% | -7.4% | ||
| Q4 24 | 9.1% | 37.3% | ||
| Q3 24 | 15.5% | 27.2% | ||
| Q2 24 | 9.2% | 30.1% | ||
| Q1 24 | 7.9% | -7.8% |
設備投資強度FIXSNPS
| Q4 25 | 2.5% | 1.5% | ||
| Q3 25 | 1.4% | 2.2% | ||
| Q2 25 | 1.4% | 3.5% | ||
| Q1 25 | 1.2% | 2.8% | ||
| Q4 24 | 2.2% | 0.3% | ||
| Q3 24 | 1.2% | 2.6% | ||
| Q2 24 | 1.3% | 2.6% | ||
| Q1 24 | 1.6% | 2.4% |
キャッシュ転換率FIXSNPS
| Q4 25 | 1.42× | 1.43× | ||
| Q3 25 | 1.90× | 2.77× | ||
| Q2 25 | 1.09× | 0.80× | ||
| Q1 25 | -0.52× | -0.23× | ||
| Q4 24 | 1.44× | 0.51× | ||
| Q3 24 | 2.07× | 1.12× | ||
| Q2 24 | 1.42× | 1.63× | ||
| Q1 24 | 1.52× | -0.20× |
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% |
SNPS
| License And Maintenance | $940.7M | 42% |
| Other | $640.0M | 28% |
| Design IP Segment | $407.1M | 18% |
| KR | $236.9M | 11% |
| Sales Based Royalties | $30.1M | 1% |
