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伊士曼化工（EMN）与COMFORT SYSTEMS USA INC（FIX）财务数据对比。点击上方公司名可切换其他公司
COMFORT SYSTEMS USA INC的季度营收约是伊士曼化工的1.3倍（$2.6B vs $2.0B），COMFORT SYSTEMS USA INC净利率更高（12.5% vs 5.3%，领先7.2%），COMFORT SYSTEMS USA INC同比增速更快（41.7% vs -13.8%），过去两年COMFORT SYSTEMS USA INC的营收复合增速更高（31.2% vs -8.6%）
伊士曼化工是总部位于美国田纳西州金斯波特的全球特种材料企业，前身为柯达子公司，1920年成立，1994年独立运营。公司在全球拥有36个生产基地、约1.4万名员工，生产各类先进材料、化学品和纤维产品，广泛应用于日常生活领域，2023年销售额约92.1亿美元。
Comfort Systems USA Inc.是一家美国企业，主营机电工程承包服务，核心业务覆盖暖通空调、给排水、管道工程、控制系统、场外预制建造、监测服务、消防系统，以及电气系统的安装与运维，为各类客户提供一体化机电设施解决方案。
EMN vs FIX — 直观对比
营收规模更大
FIX
是对方的1.3倍
$2.0B
营收增速更快
FIX
高出55.5%
-13.8%
净利率更高
FIX
高出7.2%
5.3%
两年增速更快
FIX
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.6B |
| 净利润 | $105.0M | $330.8M |
| 毛利率 | 17.1% | 25.5% |
| 营业利润率 | — | 16.1% |
| 净利率 | 5.3% | 12.5% |
| 营收同比 | -13.8% | 41.7% |
| 净利润同比 | -42.3% | 126.8% |
| 每股收益（稀释后） | $0.93 | $9.35 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收EMNFIX
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $2.6B | ||
| Q3 25 | $2.2B | $2.5B | ||
| Q2 25 | $2.3B | $2.2B | ||
| Q1 25 | $2.3B | $1.8B | ||
| Q4 24 | $2.2B | $1.9B | ||
| Q3 24 | $2.5B | $1.8B | ||
| Q2 24 | $2.4B | $1.8B |
净利润EMNFIX
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $330.8M | ||
| Q3 25 | $47.0M | $291.6M | ||
| Q2 25 | $140.0M | $230.8M | ||
| Q1 25 | $182.0M | $169.3M | ||
| Q4 24 | $330.0M | $145.9M | ||
| Q3 24 | $180.0M | $146.2M | ||
| Q2 24 | $230.0M | $134.0M |
毛利率EMNFIX
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | 25.5% | ||
| Q3 25 | 19.7% | 24.8% | ||
| Q2 25 | 22.1% | 23.5% | ||
| Q1 25 | 24.8% | 22.0% | ||
| Q4 24 | 24.7% | 23.2% | ||
| Q3 24 | 24.6% | 21.1% | ||
| Q2 24 | 25.3% | 20.1% |
营业利润率EMNFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 16.1% | ||
| Q3 25 | 6.1% | 15.5% | ||
| Q2 25 | 7.4% | 13.8% | ||
| Q1 25 | 11.0% | 11.4% | ||
| Q4 24 | 13.2% | 12.1% | ||
| Q3 24 | 11.4% | 11.2% | ||
| Q2 24 | 12.1% | 10.2% |
净利率EMNFIX
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | 12.5% | ||
| Q3 25 | 2.1% | 11.9% | ||
| Q2 25 | 6.1% | 10.6% | ||
| Q1 25 | 7.9% | 9.2% | ||
| Q4 24 | 14.7% | 7.8% | ||
| Q3 24 | 7.3% | 8.1% | ||
| Q2 24 | 9.7% | 7.4% |
每股收益（稀释后）EMNFIX
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $9.35 | ||
| Q3 25 | $0.40 | $8.25 | ||
| Q2 25 | $1.20 | $6.53 | ||
| Q1 25 | $1.57 | $4.75 | ||
| Q4 24 | $2.81 | $4.08 | ||
| Q3 24 | $1.53 | $4.09 | ||
| Q2 24 | $1.94 | $3.74 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $566.0M | $981.9M |
| 总债务越低越好 | — | $145.2M |
| 股东权益账面价值 | $6.0B | $2.4B |
| 总资产 | $14.9B | $6.4B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资EMNFIX
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $981.9M | ||
| Q3 25 | — | $860.5M | ||
| Q2 25 | — | $331.7M | ||
| Q1 25 | — | $204.8M | ||
| Q4 24 | $837.0M | $549.9M | ||
| Q3 24 | — | $415.6M | ||
| Q2 24 | — | $199.4M |
总债务EMNFIX
| 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 |
股东权益EMNFIX
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $2.4B | ||
| Q3 25 | $5.8B | $2.2B | ||
| Q2 25 | $5.8B | $2.0B | ||
| Q1 25 | $5.9B | $1.8B | ||
| Q4 24 | $5.8B | $1.7B | ||
| Q3 24 | $5.7B | $1.6B | ||
| Q2 24 | $5.6B | $1.5B |
总资产EMNFIX
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $6.4B | ||
| Q3 25 | $15.0B | $5.8B | ||
| Q2 25 | $15.2B | $5.1B | ||
| Q1 25 | $15.0B | $4.6B | ||
| Q4 24 | $15.2B | $4.7B | ||
| Q3 24 | $15.1B | $4.4B | ||
| Q2 24 | $14.9B | $4.2B |
负债/权益比EMNFIX
| 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× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $468.5M |
| 自由现金流经营现金流 - 资本支出 | — | $402.4M |
| 自由现金流率自由现金流/营收 | — | 15.2% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | — | 1.42× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流EMNFIX
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $468.5M | ||
| Q3 25 | $402.0M | $553.3M | ||
| Q2 25 | $233.0M | $252.5M | ||
| Q1 25 | $-167.0M | $-88.0M | ||
| Q4 24 | $540.0M | $210.5M | ||
| Q3 24 | $396.0M | $302.2M | ||
| Q2 24 | $367.0M | $189.9M |
自由现金流EMNFIX
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $402.4M | ||
| Q3 25 | $265.0M | $517.9M | ||
| Q2 25 | $83.0M | $221.2M | ||
| Q1 25 | $-314.0M | $-110.2M | ||
| Q4 24 | $361.0M | $169.8M | ||
| Q3 24 | $276.0M | $280.1M | ||
| Q2 24 | $252.0M | $166.5M |
自由现金流率EMNFIX
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 15.2% | ||
| Q3 25 | 12.0% | 21.1% | ||
| Q2 25 | 3.6% | 10.2% | ||
| Q1 25 | -13.7% | -6.0% | ||
| Q4 24 | 16.1% | 9.1% | ||
| Q3 24 | 11.2% | 15.5% | ||
| Q2 24 | 10.7% | 9.2% |
资本支出强度EMNFIX
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 2.5% | ||
| Q3 25 | 6.2% | 1.4% | ||
| Q2 25 | 6.6% | 1.4% | ||
| Q1 25 | 6.4% | 1.2% | ||
| Q4 24 | 8.0% | 2.2% | ||
| Q3 24 | 4.9% | 1.2% | ||
| Q2 24 | 4.9% | 1.3% |
现金转化率EMNFIX
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | 1.42× | ||
| Q3 25 | 8.55× | 1.90× | ||
| Q2 25 | 1.66× | 1.09× | ||
| Q1 25 | -0.92× | -0.52× | ||
| Q4 24 | 1.64× | 1.44× | ||
| Q3 24 | 2.20× | 2.07× | ||
| Q2 24 | 1.60× | 1.42× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
EMN
暂无分部数据
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% |
