Comfort Systems USA, Inc.
FIX
NYSE·Industrials·Engineering & Construction·Mkt cap $56.7B
$1,610.34
▲ +1.91%
P/E
39.60
Mkt Cap
$56.7B
52-Wk Range
$698.06–$2,074
52-Week Range
$698.06 - $2,073.99
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 125.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- 100+ year operating history and established relationships with major contractors and building owners
- Diversified service offerings across mechanical and electrical disciplines reduce client concentration risk
- Remote monitoring and predictive maintenance capabilities create recurring revenue streams
- Integrated MEP expertise enables full-service solutions for complex commercial and industrial projects
Bear Case
2 risks
- Above-average volatility (beta 1.7).
- Growth premium of 1.5x vs Construction & Engineering peers. Elevated but may be justified by growth trajectory.
Growth
Moderate growth ahead
Rising demand for HVAC and building system upgrades driven by energy efficiency regulations and sustainability mandates
Value
Growth premium of 1.5x vs Construction & Engineering peers. Elevated but may be justified by growth trajectory.
Momentum
Weak
-13.1% over 3m
Quality
Stable
High-growth business (46% revenue growth, 26% gross margin). Profitable with strong growth momentum.
Dividend
Token
0.19% yield
Smart-money signal
Who's buying FIX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 22, 2026
JUL 23, 2026
Reported EPS of $12.53 vs $10.45 consensus (+19.9% surprise). Revenue of $3.3B vs $3.0B expected (+9.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+19.9%
Revenue trend · last 8Q
—
+38%
+19%
+20%
+35%
+42%
+56%
+50%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.8B
$1.9B
$1.8B
$2.2B
$2.5B
$2.6B
$2.9B
$3.3B
Margins · last 8Q
Gross
25.9%
Operating
17.1%
Profit
13.5%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: KeyBanc · Jul 27, 2026
vs Industry
How FIX stacks vs Engineering & Construction
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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