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FIX Comfort Systems USA, Inc.

New York Stock Exchange · Engineering & Construction · Industrials

$1774.19
+46.55 (+2.69%)

Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing, electri…

Market Cap: $62.44Bwww.comfortsystemsusa.com

Price (90d)

$1694.55
$1519.96$1702.14$1884.33$2066.51
Apr 29Aug 7

Signal Score (90d)

130
100110120130
Aug 7Aug 14

Quote

Day Range
$1727.41 – $1797.00
52-Week Range
$655.96 – $2073.99
Volume
$300.9K
Market Cap
$62.44B
50-Day Avg
$1796.01
200-Day Avg
$1437.71
Prev Close
$1727.64
Open
$1732.00

Valuation & Ratios

P/E Ratio
32.26
EPS
$28.93
P/B Ratio
13.47
P/S Ratio
3.62
Debt/Equity
0.32
Current Ratio
1.21
Dividend Yield
+0.2%
Gross Margin
+24.1%

Returns & Efficiency

Return on Equity
+41.8%
Return on Assets
+15.9%
FCF Yield
+3.1%
EV/EBITDA
22.70

Revenue & Net Income (Annual)

Fiscal YearRevenueNet IncomeEPS
2025$9.10B$1.02B$28.93
2024$7.03B$522.43M$14.64
2023$5.21B$323.40M$9.03
2022$4.14B$245.95M$6.84
2021$3.07B$143.35M$3.95

Social Signal Score

68
5d
71
4 mentions
+0.0%
30d
67
5 mentions
+0.8%
60d
67
5 mentions
-11.5%
90d
67
5 mentions
-15.0%
4chan: 1 · news: 4

Earnings

Thu, Oct 22(in 2 months)

Consensus estimate $12.79 per share

7of 7 quarters beat consensus

Typical surprise +31.2% (median, so one quarter with a near-zero estimate can't distort it)

  • Thu, Jul 23$12.53 vs $10.45beat
  • Thu, Apr 23$10.51 vs $6.81beat
  • Thu, Feb 19$9.37 vs $6.75beat
  • Thu, Oct 23$8.25 vs $6.29beat
  • Thu, Jul 24$6.53 vs $4.84beat
  • Thu, Apr 24$4.75 vs $3.66beat

Estimates and results for FIX via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.

Valuation

Project earnings forward and see what return today's price implies.

Seeded from FIX's reported EPS growth of 64.5% a year over 4 years. Historical EPS growth of 65% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.

EPS in 5 years
$107.41
Implied price
$3,437
Return from $1,774
14.1% a year

To earn 15.0% a year on these assumptions you'd need to buy at $1,709 -3.7% below today's price.

How sensitive is that answer?

Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.

growth \ P/E2227323742
20.0%-2.2%1.8%5.4%8.5%11.2%
25.0%1.8%6.1%9.7%13.0%15.9%
30.0%5.9%10.3%14.1%17.5%20.5%
35.0%10.0%14.6%18.5%22.0%25.2%
40.0%14.0%18.8%22.9%26.5%29.8%

This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.

Mentions (5)

  • Newszacks.com·1d ago·Positive

    3 Reasons Why Growth Investors Shouldn't Overlook Comfort Systems (FIX) Comfort Systems (FIX) possesses solid growth attributes, which could help it handily outperform the market.

    View source ↗
  • Newszacks.com·2d ago·Positive

    Can Record Backlog Strengthen Comfort Systems' Revenue Visibility? Comfort Systems USA, Inc. FIX enters the second half of 2026 with a record backlog that provides a strong base for future revenues. Backlog reached $14.1 billion at the end of the second quarter, up $5.9 billion, or 73%, from a year ago.

    View source ↗
  • Newszacks.com·3d ago·Neutral

    Wall Street Bulls Look Optimistic About Comfort Systems (FIX): Should You Buy? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

    View source ↗
  • Newszacks.com·3d ago·Positive

    Is Comfort Systems Stock a Buy After Wall Street Raises Estimates? FIX's record backlog, rising estimates and strong cash flow support a buy stance despite a premium valuation and heavy technology exposure.

    View source ↗
  • 4chan /biz/biz·7d ago·Neutral

    WTFWT WTFWT WTFWT HALP FIX THIS

    View source ↗