Zacks Investment Research·1 day ago
Comfort Systems (FIX) Beats Stock Market Upswing: What Investors Need to KnowIn the latest trading session, Comfort Systems (FIX) closed at $1, marking a +2.97% move from the previous day.
Comfort Systems USA, Inc.(FIX)Earnings, Financials & Key Ratios
FIX•NYSE
$1682.37
58.3× P/E·Price updated Jul 7, 2026
SectorIndustrialsIndustryEngineering & ConstructionSub-IndustryBuilding systems and specialty trades
AboutComfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. It engages in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) systems; and renovation, expansion, maintenance, monitoring, repair, and replacement of existing buildings. The company offers its services for heating, ventilation, and air conditioning (HVAC) systems, as well as plumbing, piping and controls, off-site construction, electrical, monitoring, and fire protection. It serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional MEP markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.Show more
- Revenue$9.1B+29.5%
- EBITDA$1.45B+62.5%
- Net Income$1.02B+95.7%
- EPS (Diluted)28.88+97.8%
- Gross Margin24.13%+14.8%
- EBITDA Margin15.98%+25.5%
- Operating Margin14.42%+35.2%
- Net Margin11.23%+51.1%
- ROE49.24%+40.5%
FIX Price & Volume
Comfort Systems USA, Inc. (FIX) stock price & volume — 10-year historical chart
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Industrial Specialization Drives Rapid Revenue Growth Trajectory
Investment Thesis • Updated 2026Q1
VerdictPositive: The company demonstrates strong operational scaling with a 17.0% operating margin in 2026Q1
Growth:Accelerating
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:Project Execution and Labor
Key Thesis Takeaways
- Comfort Systems USA is successfully pivoting toward high-complexity industrial and hyperscale data center projects, which has catalyzed a 56.5% year-over-year revenue surge as of 2026Q1.
- While the company maintains a fortress balance sheet with a conservative 0.12 debt-to-equity ratio, investors should monitor the inherent lumpiness of project-based cash flows and the potential for goodwill impairment given the $1.0B balance sheet concentration.
- The firm's ability to scale operating margins to 17.0% suggests significant competitive advantages in specialized construction, though long-term performance remains sensitive to cyclical capital expenditure shifts in the technology sector.
Verdict Logic
though the high 64.20 P/E ratio suggests that much of this growth is already priced into the equity.
FIX Growth Metrics
Comfort Systems USA, Inc. (FIX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years19.13%
5 Years26.08%
3 Years30.03%
TTM38.43%
Profit CAGR
10 Years35.4%
5 Years46.77%
3 Years60.8%
TTM105.52%
EPS CAGR
10 Years36.35%
5 Years47.83%
3 Years61.78%
TTM107.92%
Return on Capital
10 Years26.93%
5 Years30.5%
3 Years39.63%
Last Year50.72%
FIX Recent Earnings
Comfort Systems USA, Inc. (FIX) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 12/12 qtrs (100%)
Q2 2026Latest
Apr 23, 2026Metric
Actual
Est
EPS
$10.51+54.3%
$6.81
Rev
$2.9B+19.7%
$2.4B
Q1 2026
Feb 19, 2026Metric
Actual
Est
EPS
$9.37+38.8%
$6.75
Rev
$2.6B+13.2%
$2.3B
Q4 2025
Oct 23, 2025Metric
Actual
Est
EPS
$8.25+31.2%
$6.29
Rev
$2.5B+13.6%
$2.2B
Q3 2025
Jul 24, 2025Metric
Actual
Est
EPS
$6.53+34.9%
$4.84
Rev
$2.2B+10.3%
$2.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 23, 2026 | $10.51vs $6.81+54.3% | $2.9Bvs $2.4B+19.7% |
| Q1 2026 | Feb 19, 2026 | $9.37vs $6.75+38.8% | $2.6Bvs $2.3B+13.2% |
| Q4 2025 | Oct 23, 2025 | $8.25vs $6.29+31.2% | $2.5Bvs $2.2B+13.6% |
| Q3 2025 | Jul 24, 2025 | $6.53vs $4.84+34.9% | $2.2Bvs $2.0B+10.3% |
Based on last 12 quarters of dataView full earnings history →
Latest FIX News
Recent stock market news and headlines for Comfort Systems USA, Inc. (FIX)
Forbes·2 days ago
Dividend Growth Stock List: 8 Names Yielding Up To 8.3%Wall Street analysts have one job: predict where companies' earnings are going in the coming quarter. Sounds simple enough, except said suits aren't so good at it!
Investors Business Daily·5 days ago
Comfort Systems Cools Data Centers As Its Stock Heats UpThis data center cooling name saw 121% profit growth in the first quarter. Its stock is in a cup-with-handle base.
Zacks Investment Research·6 days ago
Comfort Systems' Backlog Boom: Can It Overcome Execution Challenges?Comfort Systems USA, Inc. FIX is entering 2026 with unprecedented business momentum, but its record backlog also raises an important question: can the company execute this growing pipeline without compromising profitability? The mechanical and electrical contracting leader ended the first quarter of 2026 with a record backlog of $12.45 billion, nearly doubling from $6.89 billion a year earlier.
Zacks Investment Research·Jun 30, 2026
Comfort Systems (FIX) Outpaces Stock Market Gains: What You Should KnowComfort Systems (FIX) closed at $1 in the latest trading session, marking a +1.67% move from the prior day.
Peers Comparison
Key metrics vs top competitors for Comfort Systems USA, Inc. (FIX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1682.37 | $59.19B | 58.25 | 29.52% | 11.23% | 49.24% | 0.12% | |
| $358.85 | $28.29B | 70.78 | 16.22% | 3% | 14.16% | — | |
| $656.79 | $98.56B | 96.59 | 19.76% | 3.72% | 12.96% | — | |
| $76.89 | $1.16B | 22.03 | 20.46% | 8.24% | 19.38% | — | |
| $419.08 | $6.53B | 55.65 | 8.79% | 3.71% | 22.14% | — | |
| $768.38 | $34.22B | 27.26 | 16.64% | 7.52% | 38.32% | — |
Compare FIX vs Peers
Comfort Systems USA, Inc. (FIX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
FIX SEC Filings & Documents
Comfort Systems USA, Inc. (FIX) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 23, 2026·SEC
Material company update
Feb 20, 2026·SEC
Material company update
Feb 19, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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FIX Frequently Asked Questions
Comfort Systems USA, Inc. (FIX) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Comfort Systems USA, Inc.'s revenue?
Comfort Systems USA, Inc. (FIX) reported $10.14B in revenue for fiscal year 2025. This represents a 3306% increase from $297.6M in 1997.
How fast is Comfort Systems USA, Inc. growing?
Comfort Systems USA, Inc. (FIX) grew revenue by 29.5% over the past year. This is strong growth.
Is FIX profitable?
Yes, Comfort Systems USA, Inc. (FIX) is profitable, generating $1.22B in net income for fiscal year 2025 (11.2% net margin).
Dividend & Returns
Does FIX pay dividends?
Yes, Comfort Systems USA, Inc. (FIX) pays a dividend with a yield of 0.12%. This makes it attractive for income-focused investors.
What is FIX's return on equity?
Comfort Systems USA, Inc. (FIX) has a return on equity (ROE) of 49.2%. This is excellent, indicating efficient use of shareholder capital.
What is Comfort Systems USA, Inc.'s free cash flow?
Comfort Systems USA, Inc. (FIX) generated $1.38B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.