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COMFORT SYSTEMS USA INC（FIX）とエスアンドピー・グローバル（SPGI）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
エスアンドピー・グローバルの直近四半期売上が大きい（$4.2B vs $2.6B、COMFORT SYSTEMS USA INCの約1.6倍）。エスアンドピー・グローバルの純利益率が高く（36.1% vs 12.5%、差は23.6%）。COMFORT SYSTEMS USA INCの前年同期比売上増加率が高い（41.7% vs 10.0%）。エスアンドピー・グローバルの直近四半期フリーキャッシュフローが多い（$919.0M 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 8.4%）
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。
エスアンドピー・グローバルは米国ニューヨーク・マンハッタンに本社を置く上場企業で、金融情報・分析、エネルギー・コモディティ情報提供を主力事業としています。傘下にS&Pグローバルレーティング、インドの信用格付け会社CRISILなどを有し、合弁事業のS&Pダウ・ジョーンズ・インデックスの過半数所有者です。
FIX vs SPGI — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.6B | $4.2B |
| 純利益 | $330.8M | $1.5B |
| 粗利率 | 25.5% | — |
| 営業利益率 | 16.1% | 48.0% |
| 純利益率 | 12.5% | 36.1% |
| 売上前年比 | 41.7% | 10.0% |
| 純利益前年比 | 126.8% | 28.0% |
| EPS（希薄化後） | $9.35 | $4.69 |
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 | — | $4.2B | ||
| Q4 25 | $2.6B | $3.9B | ||
| Q3 25 | $2.5B | $3.9B | ||
| Q2 25 | $2.2B | $3.8B | ||
| Q1 25 | $1.8B | $3.8B | ||
| Q4 24 | $1.9B | $3.6B | ||
| Q3 24 | $1.8B | $3.6B | ||
| Q2 24 | $1.8B | $3.5B |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $330.8M | $1.1B | ||
| Q3 25 | $291.6M | $1.2B | ||
| Q2 25 | $230.8M | $1.1B | ||
| Q1 25 | $169.3M | $1.1B | ||
| Q4 24 | $145.9M | $879.0M | ||
| Q3 24 | $146.2M | $971.0M | ||
| Q2 24 | $134.0M | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 70.1% | ||
| Q3 25 | 24.8% | 71.2% | ||
| Q2 25 | 23.5% | 70.2% | ||
| Q1 25 | 22.0% | 69.5% | ||
| Q4 24 | 23.2% | 69.8% | ||
| Q3 24 | 21.1% | 70.0% | ||
| Q2 24 | 20.1% | 69.4% |
| Q1 26 | — | 48.0% | ||
| Q4 25 | 16.1% | 42.7% | ||
| Q3 25 | 15.5% | 43.1% | ||
| Q2 25 | 13.8% | 41.3% | ||
| Q1 25 | 11.4% | 41.8% | ||
| Q4 24 | 12.1% | 36.4% | ||
| Q3 24 | 11.2% | 40.1% | ||
| Q2 24 | 10.2% | 40.9% |
| Q1 26 | — | 36.1% | ||
| Q4 25 | 12.5% | 28.9% | ||
| Q3 25 | 11.9% | 30.2% | ||
| Q2 25 | 10.6% | 28.5% | ||
| Q1 25 | 9.2% | 28.9% | ||
| Q4 24 | 7.8% | 24.5% | ||
| Q3 24 | 8.1% | 27.2% | ||
| Q2 24 | 7.4% | 28.5% |
| Q1 26 | — | $4.69 | ||
| Q4 25 | $9.35 | $3.76 | ||
| Q3 25 | $8.25 | $3.86 | ||
| Q2 25 | $6.53 | $3.50 | ||
| Q1 25 | $4.75 | $3.54 | ||
| Q4 24 | $4.08 | $2.85 | ||
| Q3 24 | $4.09 | $3.11 | ||
| Q2 24 | $3.74 | $3.23 |
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 | $13.3B |
| 株主資本純資産 | $2.4B | $31.3B |
| 総資産 | $6.4B | $60.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.06× | 0.43× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $981.9M | $1.8B | ||
| Q3 25 | $860.5M | $1.7B | ||
| Q2 25 | $331.7M | $1.8B | ||
| Q1 25 | $204.8M | $1.5B | ||
| Q4 24 | $549.9M | $1.7B | ||
| Q3 24 | $415.6M | $1.7B | ||
| Q2 24 | $199.4M | $2.0B |
| Q1 26 | — | $13.3B | ||
| Q4 25 | $145.2M | $13.1B | ||
| Q3 25 | $136.0M | $11.4B | ||
| Q2 25 | $73.0M | $11.4B | ||
| Q1 25 | $67.8M | $11.4B | ||
| Q4 24 | $68.3M | $11.4B | ||
| Q3 24 | $62.3M | $11.4B | ||
| Q2 24 | $73.4M | $11.4B |
| Q1 26 | — | $31.3B | ||
| Q4 25 | $2.4B | $31.1B | ||
| Q3 25 | $2.2B | $33.1B | ||
| Q2 25 | $2.0B | $33.4B | ||
| Q1 25 | $1.8B | $33.4B | ||
| Q4 24 | $1.7B | $33.2B | ||
| Q3 24 | $1.6B | $34.0B | ||
| Q2 24 | $1.5B | $34.9B |
| Q1 26 | — | $60.8B | ||
| Q4 25 | $6.4B | $61.2B | ||
| Q3 25 | $5.8B | $59.7B | ||
| Q2 25 | $5.1B | $60.4B | ||
| Q1 25 | $4.6B | $59.9B | ||
| Q4 24 | $4.7B | $60.2B | ||
| Q3 24 | $4.4B | $60.4B | ||
| Q2 24 | $4.2B | $61.0B |
| Q1 26 | — | 0.43× | ||
| Q4 25 | 0.06× | 0.42× | ||
| Q3 25 | 0.06× | 0.34× | ||
| Q2 25 | 0.04× | 0.34× | ||
| Q1 25 | 0.04× | 0.34× | ||
| Q4 24 | 0.04× | 0.34× | ||
| Q3 24 | 0.04× | 0.34× | ||
| Q2 24 | 0.05× | 0.33× |
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 | $919.0M |
| FCFマージンFCF / 売上 | 15.2% | 22.0% |
| 設備投資強度設備投資 / 売上 | 2.5% | 0.6% |
| 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 | $5.5B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $468.5M | $1.7B | ||
| Q3 25 | $553.3M | $1.5B | ||
| Q2 25 | $252.5M | $1.4B | ||
| Q1 25 | $-88.0M | $953.0M | ||
| Q4 24 | $210.5M | $1.7B | ||
| Q3 24 | $302.2M | $1.4B | ||
| Q2 24 | $189.9M | $1.6B |
| Q1 26 | — | $919.0M | ||
| Q4 25 | $402.4M | $1.7B | ||
| Q3 25 | $517.9M | $1.5B | ||
| Q2 25 | $221.2M | $1.4B | ||
| Q1 25 | $-110.2M | $910.0M | ||
| Q4 24 | $169.8M | $1.7B | ||
| Q3 24 | $280.1M | $1.4B | ||
| Q2 24 | $166.5M | $1.5B |
| Q1 26 | — | 22.0% | ||
| Q4 25 | 15.2% | 43.5% | ||
| Q3 25 | 21.1% | 37.6% | ||
| Q2 25 | 10.2% | 36.9% | ||
| Q1 25 | -6.0% | 24.1% | ||
| Q4 24 | 9.1% | 47.5% | ||
| Q3 24 | 15.5% | 39.4% | ||
| Q2 24 | 9.2% | 42.9% |
| Q1 26 | — | 0.6% | ||
| Q4 25 | 2.5% | 1.2% | ||
| Q3 25 | 1.4% | 1.2% | ||
| Q2 25 | 1.4% | 1.6% | ||
| Q1 25 | 1.2% | 1.1% | ||
| Q4 24 | 2.2% | 0.9% | ||
| Q3 24 | 1.2% | 1.0% | ||
| Q2 24 | 1.3% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | 1.54× | ||
| Q3 25 | 1.90× | 1.28× | ||
| Q2 25 | 1.09× | 1.35× | ||
| Q1 25 | -0.52× | 0.87× | ||
| Q4 24 | 1.44× | 1.98× | ||
| Q3 24 | 2.07× | 1.49× | ||
| Q2 24 | 1.42× | 1.54× |
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% |
SPGI
| Ratings | $1.3B | 31% |
| Market Intelligence | $1.3B | 31% |
| Energy | $652.0M | 16% |
| Indices | $519.0M | 12% |
| Mobility | $454.0M | 11% |
