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COMFORT SYSTEMS USA INC（FIX）与FuboTV Inc.（FUBO）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FuboTV Inc.的1.7倍（$2.6B vs $1.5B），COMFORT SYSTEMS USA INC净利率更高（12.5% vs -0.4%，领先12.9%），FuboTV Inc.同比增速更快（249.4% vs 41.7%），COMFORT SYSTEMS USA INC自由现金流更多（$402.4M vs $-200.8M），过去两年FuboTV Inc.的营收复合增速更高（94.3% vs 31.2%）
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。
FuboTV Inc.（简称Fubo）是源自美国的互联网体育流媒体服务商，业务覆盖美国、加拿大与西班牙地区。该平台主打各类直播体育内容，可提供英超、NFL、MLB、NBA、NHL、MLS等各大主流顶级体育赛事转播，同时也涵盖新闻、剧集等综合影视娱乐内容。
FIX vs FUBO — 直观对比
营收规模更大
FIX
是对方的1.7倍
$1.5B
营收增速更快
FUBO
高出207.7%
41.7%
净利率更高
FIX
高出12.9%
-0.4%
自由现金流更多
FIX
多$603.3M
$-200.8M
两年增速更快
FUBO
近两年复合增速
31.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $1.5B |
| 净利润 | $330.8M | $-6.0M |
| 毛利率 | 25.5% | — |
| 营业利润率 | 16.1% | -1.3% |
| 净利率 | 12.5% | -0.4% |
| 营收同比 | 41.7% | 249.4% |
| 净利润同比 | 126.8% | 84.5% |
| 每股收益（稀释后） | $9.35 | $-0.02 |
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FIXFUBO
| Q4 25 | $2.6B | $1.5B | ||
| Q3 25 | $2.5B | $377.2M | ||
| Q2 25 | $2.2B | $380.0M | ||
| Q1 25 | $1.8B | $416.3M | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.8B | $386.2M | ||
| Q2 24 | $1.8B | $391.0M | ||
| Q1 24 | $1.5B | $402.3M |
净利润FIXFUBO
| Q4 25 | $330.8M | $-6.0M | ||
| Q3 25 | $291.6M | $-18.9M | ||
| Q2 25 | $230.8M | $-8.0M | ||
| Q1 25 | $169.3M | $188.5M | ||
| Q4 24 | $145.9M | — | ||
| Q3 24 | $146.2M | $-52.4M | ||
| Q2 24 | $134.0M | $-25.3M | ||
| Q1 24 | $96.3M | $-56.0M |
毛利率FIXFUBO
| 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 24 | 19.3% | — |
营业利润率FIXFUBO
| Q4 25 | 16.1% | -1.3% | ||
| Q3 25 | 15.5% | -5.3% | ||
| Q2 25 | 13.8% | -1.6% | ||
| Q1 25 | 11.4% | -6.1% | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 11.2% | -15.2% | ||
| Q2 24 | 10.2% | -9.1% | ||
| Q1 24 | 8.8% | -15.7% |
净利率FIXFUBO
| Q4 25 | 12.5% | -0.4% | ||
| Q3 25 | 11.9% | -5.0% | ||
| Q2 25 | 10.6% | -2.1% | ||
| Q1 25 | 9.2% | 45.3% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 8.1% | -13.6% | ||
| Q2 24 | 7.4% | -6.5% | ||
| Q1 24 | 6.3% | -13.9% |
每股收益（稀释后）FIXFUBO
| Q4 25 | $9.35 | $-0.02 | ||
| Q3 25 | $8.25 | $-0.06 | ||
| Q2 25 | $6.53 | $-0.02 | ||
| Q1 25 | $4.75 | $0.55 | ||
| Q4 24 | $4.08 | — | ||
| Q3 24 | $4.09 | $-0.16 | ||
| Q2 24 | $3.74 | $-0.08 | ||
| Q1 24 | $2.69 | $-0.19 |
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 | $981.9M | $452.4M |
| 总债务越低越好 | $145.2M | — |
| 股东权益账面价值 | $2.4B | $275.5M |
| 总资产 | $6.4B | $4.1B |
| 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FIXFUBO
| Q4 25 | $981.9M | $452.4M | ||
| Q3 25 | $860.5M | — | ||
| Q2 25 | $331.7M | $283.6M | ||
| Q1 25 | $204.8M | $321.6M | ||
| Q4 24 | $549.9M | — | ||
| Q3 24 | $415.6M | $146.2M | ||
| Q2 24 | $199.4M | $155.2M | ||
| Q1 24 | $100.8M | $168.9M |
总债务FIXFUBO
| 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 | — |
股东权益FIXFUBO
| Q4 25 | $2.4B | $275.5M | ||
| Q3 25 | $2.2B | $915.3M | ||
| Q2 25 | $2.0B | $400.4M | ||
| Q1 25 | $1.8B | $389.0M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.6B | $905.3M | ||
| Q2 24 | $1.5B | $254.2M | ||
| Q1 24 | $1.4B | $236.1M |
总资产FIXFUBO
| Q4 25 | $6.4B | $4.1B | ||
| Q3 25 | $5.8B | $1.3B | ||
| Q2 25 | $5.1B | $1.2B | ||
| Q1 25 | $4.6B | $1.2B | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.4B | $1.1B | ||
| Q2 24 | $4.2B | $1.1B | ||
| Q1 24 | $3.9B | $1.1B |
负债/权益比FIXFUBO
| 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× | — |
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 | $-200.3M |
| 自由现金流经营现金流 - 资本支出 | $402.4M | $-200.8M |
| 自由现金流率自由现金流/营收 | 15.2% | -13.0% |
| 资本支出强度资本支出/营收 | 2.5% | 0.0% |
| 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 | $-81.3M |
8季度趋势，按日历期对齐
经营现金流FIXFUBO
| Q4 25 | $468.5M | $-200.3M | ||
| Q3 25 | $553.3M | $-6.5M | ||
| Q2 25 | $252.5M | $-34.6M | ||
| Q1 25 | $-88.0M | $161.4M | ||
| Q4 24 | $210.5M | — | ||
| Q3 24 | $302.2M | $235.0K | ||
| Q2 24 | $189.9M | $-32.3M | ||
| Q1 24 | $146.6M | $-67.3M |
自由现金流FIXFUBO
| Q4 25 | $402.4M | $-200.8M | ||
| Q3 25 | $517.9M | $-6.5M | ||
| Q2 25 | $221.2M | $-35.0M | ||
| Q1 25 | $-110.2M | $161.1M | ||
| Q4 24 | $169.8M | — | ||
| Q3 24 | $280.1M | $-1.3M | ||
| Q2 24 | $166.5M | $-32.5M | ||
| Q1 24 | $121.6M | $-67.4M |
自由现金流率FIXFUBO
| Q4 25 | 15.2% | -13.0% | ||
| Q3 25 | 21.1% | -1.7% | ||
| Q2 25 | 10.2% | -9.2% | ||
| Q1 25 | -6.0% | 38.7% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 15.5% | -0.3% | ||
| Q2 24 | 9.2% | -8.3% | ||
| Q1 24 | 7.9% | -16.7% |
资本支出强度FIXFUBO
| Q4 25 | 2.5% | 0.0% | ||
| Q3 25 | 1.4% | 0.0% | ||
| Q2 25 | 1.4% | 0.1% | ||
| Q1 25 | 1.2% | 0.1% | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 1.2% | 0.4% | ||
| Q2 24 | 1.3% | 0.1% | ||
| Q1 24 | 1.6% | 0.0% |
现金转化率FIXFUBO
| Q4 25 | 1.42× | — | ||
| Q3 25 | 1.90× | — | ||
| Q2 25 | 1.09× | — | ||
| Q1 25 | -0.52× | 0.86× | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 2.07× | — | ||
| Q2 24 | 1.42× | — | ||
| Q1 24 | 1.52× | — |
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
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% |
FUBO
| Related Party | $1.2B | 75% |
| Subscription And Advertising | $377.9M | 24% |
