Comfort Systems USA vs Jacobs Solutions
Jacobs Solutions reported revenue of $12.0 billion in fiscal 2025, 1.3 times Comfort Systems USA's $9.1 billion in fiscal 2025. Comfort Systems USA's revenue grew 29.5% in its latest year, and Jacobs Solutions' grew 4.6%. Comfort Systems USA had an operating margin of 14.4%, against 7.2% at Jacobs Solutions. Free cash flow was $1.0 billion at Comfort Systems USA and $607 million at Jacobs Solutions. Their fiscal years end in different months (December 31 and September 26), so the periods don't line up exactly.
Side by side
| Comfort Systems USA | Jacobs Solutions | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2025, Sep 26, 2025 |
| Revenue | $9.1B | $12.0B |
| Revenue growth | 29.5% | 4.6% |
| Revenue growth a year, last 5 years | 26.1% | −2.4% |
| Gross margin | 24.1% | 24.8% |
| Operating margin | 14.4% | 7.2% |
| Net margin | 11.2% | 2.4% |
| Free cash flow | $1.0B | $607M |
| Free cash flow margin | 11.3% | 5.0% |
| Return on capital | 73.3% | 10.1% |
| Net debt to EBITDA | −0.6x | 1.1x |
| Dividends and buybacks | $285M | $907M |
| Change in diluted share count | −1.0% | −3.1% |
| Last close | $1,244.19 | $147.14 |
| P/E at the last close | 26.9× | 51.6× |
| Insider trades, last 12 months | sold $185.2 million | bought $813,529, sold $2.7 million |
| Piotroski F-score | 7 of 9 | 7 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Comfort Systems USAJacobs Solutions
Operating margin
Percent of revenue
Comfort Systems USAJacobs Solutions
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Comfort Systems USAJacobs Solutions
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Comfort Systems USA and Jacobs Solutions pages.