Shared on 09 Dec 25

FIX: Industrial Reshoring Capex Cycle Will Drive Durable Future Upside

Analysts have raised their price target on Comfort Systems USA to $1,069 from $917, citing stronger than expected Q3 revenue growth, continued pricing power, robust hiring trends, and sustained demand from the ongoing U.S. industrial reshoring capex cycle. Analyst Commentary Recent research notes highlight increasingly constructive views on Comfort Systems USA, with higher price targets and positive ratings reflecting confidence in the company’s ability to execute against a multiyear industrial reshoring opportunity.

Shared on 25 Nov 25

FIX: Manufacturing Reshoring and Hiring Momentum Will Support Ongoing Upside

Analysts have increased their price target for Comfort Systems USA from $917 to $1,069, citing stronger-than-expected revenue growth and robust industry demand that is supporting future performance. Analyst Commentary Industry observers have been closely monitoring Comfort Systems USA following its recent performance and encouraging revenue trends.

Shared on 10 Nov 25

Fair value Increased 12%

FIX: Robust Demand From U.S. Manufacturing Reshoring Will Drive Continued Momentum

Analysts have increased their price target for Comfort Systems USA from $1,007.80 to $1,132.80. They cite stronger-than-expected revenue growth and continued momentum driven by robust industry demand and company performance.

Shared on 27 Oct 25

Fair value Increased 21%

Comfort Systems USA's analyst price target has been raised significantly from approximately $834 to $1,008. Analysts cite stronger-than-expected revenue growth, higher profit margins, and robust demand from industrial reshoring efforts as key drivers for the upward revision.

Shared on 13 Oct 25

Fair value Increased 4.27%

Analysts have raised their price target for Comfort Systems USA from $800.20 to $834.40, citing sustained demand driven by industrial reshoring trends and stronger than expected revenue growth forecasts. Analyst Commentary Recent street research offers both bullish and cautious perspectives regarding Comfort Systems USA’s trajectory.

Shared on 16 Sep 25

Fair value Increased 4.30%

Analysts raised their price target for Comfort Systems USA to $800.20, citing the company's strong positioning in U.S industrial reshoring trends, robust Q2 results, and improved revenue growth outlook for 2025. Analyst Commentary Bullish analysts highlight Comfort Systems USA's strategic position as a key beneficiary of the U.S. industrial reshoring policy, which is expected to drive sustained demand for skilled trades and services.

Shared on 04 Aug 25

Fair value Increased 6.44%

The rise in Comfort Systems USA’s consensus price target reflects investor willingness to pay a higher multiple, as indicated by the increase in the future P/E ratio, resulting in an upward revision of fair value from $720.80 to $767.20. What's in the News Repurchased 62,378 shares for $19.98 million during Q2 2025, bringing total buybacks to 10,759,914 shares for $436.95 million under the plan announced in 2007.

Shared on 07 May 25

Fair value Increased 52%

Shared on 30 Apr 25

Fair value Decreased 7.75%

AnalystConsensusTarget has decreased revenue growth from 8.6% to 7.4%, increased profit margin from 8.2% to 9.1% and decreased future PE multiple from 28.0x to 24.0x.

Shared on 23 Apr 25

Fair value Increased 2.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 5.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 9.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 5.32%

Industrial Reshoring And Modular Demand Will Drive Results Into 2026

FIX: Industrial Reshoring Capex Cycle Will Drive Durable Future Upside

FIX: Manufacturing Reshoring and Hiring Momentum Will Support Ongoing Upside

FIX: Robust Demand From U.S. Manufacturing Reshoring Will Drive Continued Momentum

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