Comfort Systems USA Management
Management Kriterienprüfungen 3/4
Comfort Systems USA CEO ist Brian Lane , ernannt in Dec 2011, hat eine Amtszeit von 14.67 Jahren. Die jährliche Gesamtvergütung beträgt $10.62M , bestehend aus 11.8% Gehalt und 88.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.46% der Aktien des Unternehmens, im Wert von $285.28M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 6.5 Jahre bzw. 11 Jahre.
Wichtige Informationen
Brian Lane
Geschäftsführender
US$10.6m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 11.77% |
| Amtszeit als Geschäftsführer | 14.7yrs |
| Eigentum des Geschäftsführers | 0.5% |
| Durchschnittliche Amtszeit des Managements | 6.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 11yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Jul 31
Comfort Systems USA: Exceptional Execution, But Valuation Limits Upside
Summary Comfort Systems USA (FIX) has transformed into a leading provider of complex MEP systems for AI data centers, advanced manufacturing, and critical infrastructure. FIX's Q2 2026 revenue surged 50% to $3.27 billion, with EPS nearly doubling and backlog reaching a record $14.06 billion, underscoring structural growth. Strategic acquisitions have expanded FIX's technical competencies and geographic reach, enabling participation in higher-margin, complex projects. Despite robust fundamentals, current valuation reflects much of FIX's growth potential, leading to a hold rating as risk/reward appears balanced. Read the full article on Seeking Alpha
Narrative-Update • Jul 24
FIX: AI Data Center Backlog And Modular Expansion Will Sustain Pricing Power
Analysts have nudged their consolidated price target for Comfort Systems USA higher to roughly $2,135 from about $2,048, citing ongoing enthusiasm around the company’s exposure to AI driven data center and broader technology demand, balanced against valuation constraints highlighted in recent research updates. Analyst Commentary Street research on Comfort Systems USA is split between enthusiasm for its growth exposure to AI related data center projects and caution around how much of that story is already reflected in the stock price.Narrative-Update • Jul 06
FIX: AI Data Center Backlog Will Support Pricing Power
Analysts lifted the fair value estimate for Comfort Systems USA to about $2,048 from $1,150. This reflects higher assumed revenue growth, profit margins, and forward P/E multiples following a series of bullish price target hikes, new Buy and Outperform initiations, and inclusion on an Analyst Conviction List that highlight robust demand tied to data centers and other complex facility projects.
Narrative-Update • Jun 22
FIX: AI Data Center Backlog And Modular Capacity Will Shape Future P/E
Comfort Systems USA’s updated analyst price target rises from $1,819 to $2,200. This reflects analysts’ view that robust demand tied to data centers and other complex facilities can support higher revenue growth, margins, and an improved future P/E assumption.Analyseartikel • Jun 20
Comfort Systems USA (FIX) Stock Could Be 17% Below Fair Value After AI Data Center Demand
Comfort Systems USA (FIX) is back in focus after management highlighted strong demand for mechanical and HVAC work on AI data centers and semiconductor projects, along with higher revenue, backlog, and expanded modular capacity. See our latest analysis for Comfort Systems USA. Comfort Systems USA’s recent AI data center headlines come on top of strong price momentum, with a 90 day share price return of 45.01% and a year to date share price return of 96.03%. The very large 5 year total...
Narrative-Update • Jun 06
FIX: Data Center And Modular Backlog Strength Will Test Concentration And Execution Risks
Analysts have adjusted the price target for Comfort Systems USA to $1,910, reflecting updated assumptions for slightly higher revenue growth and profit margins, supported by new Buy and Outperform initiations that cite strong expected demand from complex, technology-driven projects. Analyst Commentary Recent research coverage on Comfort Systems USA highlights a mix of optimism about end market demand and caution around how much good news is already reflected in the stock.Narrative-Update • May 23
FIX: Data Center Projects And Modular Strength May Sustain Returns But Heighten Concentration Risk
Analysts nudged their average price target on Comfort Systems USA higher by about $312 to roughly $1,910, pointing to stronger assumptions for revenue growth, profit margins and future P/E, as they highlight the company’s exposure to data center projects, its modular capabilities and ongoing expansion of its skilled workforce. Analyst Commentary Recent research has focused on Comfort Systems USA's positioning in data center construction, its modular capabilities and its efforts to expand skilled headcount through acquisitions such as Kodiak.Narrative-Update • May 04
FIX: Texas Data Center Exposure May Sustain Upside But Raises Concentration Risk
Analysts have raised the Comfort Systems USA fair value estimate to $1,910 from $1,611, citing Street research that references assumptions for stronger revenue growth, higher profit margins, and a slightly lower future P/E outlook as the basis for the higher price targets. Analyst Commentary Recent research coverage on Comfort Systems USA has focused on updating valuation frameworks rather than signaling clear directional calls.Narrative-Update • Apr 20
FIX: Texas Data Center And Modular Exposure Will Shape Future P/E Expectations
Analysts have lifted the price target on Comfort Systems USA to $1,819 from $1,800, citing the company’s exposure to fast growing Texas data center projects, its modular capabilities, and the contribution from Kodiak in expanding its skilled workforce. Analyst Commentary Bullish analysts have been steadily lifting their expectations on Comfort Systems USA, pointing to the same core themes that underpin the latest price target move.Narrative-Update • Apr 05
FIX: Texas Data Center Exposure Will Drive Future Upside Potential
Analysts have raised the blended price target on Comfort Systems USA to $1,611, reflecting higher estimates that rely on the company’s exposure to Texas data center projects, its modular capabilities, and headcount growth via Kodiak. Analyst Commentary Recent research points to a wide range of views on Comfort Systems USA, even as some firms have lifted their price targets.Narrative-Update • Mar 22
FIX: Texas Data Centers And Modular Execution Will Drive Future Upside
Analysts have lifted the price target for Comfort Systems USA to $1,611 from $1,196, citing its exposure to Texas data center construction, its modular capabilities, and support from Kodiak in scaling its workforce. Analyst Commentary Recent research points to a group of analysts who remain optimistic on Comfort Systems USA, highlighting its exposure to Texas data center projects, modular construction capabilities, and support from Kodiak in scaling its workforce.Narrative-Update • Mar 07
FIX: Texas Data Center Exposure And Modular Strength Will Support Future P/E Repricing
Analysts have raised their price target on Comfort Systems USA to $1,800 from $1,200, citing the company's exposure to Texas data center construction, its modular capabilities, and support from recent earnings as key drivers behind the reassessment. Analyst Commentary Bullish analysts are clustering around higher valuation ranges for Comfort Systems USA, pointing to recent earnings, data center exposure in Texas, and the company’s modular capabilities as the core reasons for revisiting their models.Narrative-Update • Feb 21
FIX: S&P 500 Inclusion Will Support Higher Margin And Future P/E Repricing
Analysts have lifted their price target for Comfort Systems USA from $1,310 to $1,800, citing updates to their models that reflect changes to fair value estimates, discount rate, revenue growth, profit margin assumptions and future P/E expectations. Analyst Commentary Recent Street research has highlighted a series of higher price targets for Comfort Systems USA, which points to growing confidence in the company’s outlook and the assumptions used in valuation models.Narrative-Update • Feb 06
FIX: S&P 500 Inclusion Will Support Higher Margin And P/E Assumptions
Analysts have lifted their price target on Comfort Systems USA from US$810 to US$1,310, citing updated assumptions for revenue growth, profit margins, and future P/E that align with recent Street research revisions from firms including UBS and Stifel. Analyst Commentary Recent research shows Bullish analysts lifting their expectations for Comfort Systems USA, with higher price targets that reflect updated views on the company’s revenue trajectory, margin profile, and future P/E assumptions.Narrative-Update • Jan 23
FIX: Index Inclusion And Reshoring Capex Cycle Will Support Pricing Power
Analysts have maintained their price target for Comfort Systems USA at US$1,150, citing largely unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Comfort Systems USA, Inc.Analyseartikel • Jan 17
Comfort Systems USA, Inc.'s (NYSE:FIX) 27% Jump Shows Its Popularity With Investors
Despite an already strong run, Comfort Systems USA, Inc. ( NYSE:FIX ) shares have been powering on, with a gain of 27...Narrative-Update • Jan 09
FIX: Reshoring Capex Cycle Will Support Pricing Power And Index Inclusion
Analysts lifted their fair value estimate for Comfort Systems USA to $1,150 from $1,132.80, citing a higher Street price target supported by stronger than expected Q3 revenue growth, ongoing pricing power, and expectations for high-teens same store revenue growth into 2025 and low to mid teens growth into 2026. Analyst Commentary Bullish Takeaways Bullish analysts point to Q3 revenue coming in above expectations, which they see as support for a higher fair value and Street price targets.Narrative-Update • Dec 23
FIX: Future Index Inclusion And Buybacks Will Support Bullish Outlook
Analysts have raised their price target on Comfort Systems USA sharply, from about $500 to roughly $1,100 per share, citing stronger than expected Q3 revenue growth, robust pricing and hiring trends, and an improved multi year outlook for same store sales and profitability. Analyst Commentary While the latest price target increase reflects confidence in Comfort Systems USA's near term growth trajectory, some bearish analysts remain cautious on the sustainability of current trends and the implied valuation.Narrative-Update • Dec 09
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.Narrative-Update • 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.Narrative-Update • Nov 10
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.Analyseartikel • Oct 28
Brokers Are Upgrading Their Views On Comfort Systems USA, Inc. (NYSE:FIX) With These New Forecasts
Celebrations may be in order for Comfort Systems USA, Inc. ( NYSE:FIX ) shareholders, with the analysts delivering a...Narrative-Update • Oct 27
Industrial Reshoring And Modular Demand Will Drive Results Into 2026
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.Narrative-Update • Oct 13
Modular Construction And Data Center Demand Will Drive Progress
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.Narrative-Update • Sep 16
Modular Construction And Data Center Demand Will Drive Progress
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.Analyseartikel • Aug 19
Comfort Systems USA, Inc. (NYSE:FIX) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
NYSE:FIX 1 Year Share Price vs Fair Value Explore Comfort Systems USA's Fair Values from the Community and select yours...Analyseartikel • Aug 15
Shareholders Would Enjoy A Repeat Of Comfort Systems USA's (NYSE:FIX) Recent Growth In Returns
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$1b |
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$11m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$838m |
| Jun 30 2025 | n/a | n/a | US$692m |
| Mar 31 2025 | n/a | n/a | US$595m |
| Dec 31 2024 | US$8m | US$1m | US$522m |
| Sep 30 2024 | n/a | n/a | US$468m |
| Jun 30 2024 | n/a | n/a | US$427m |
| Mar 31 2024 | n/a | n/a | US$363m |
| Dec 31 2023 | US$7m | US$1m | US$323m |
| Sep 30 2023 | n/a | n/a | US$287m |
| Jun 30 2023 | n/a | n/a | US$244m |
| Mar 31 2023 | n/a | n/a | US$216m |
| Dec 31 2022 | US$5m | US$871k | US$246m |
| Sep 30 2022 | n/a | n/a | US$228m |
| Jun 30 2022 | n/a | n/a | US$213m |
| Mar 31 2022 | n/a | n/a | US$204m |
| Dec 31 2021 | US$5m | US$792k | US$143m |
| Sep 30 2021 | n/a | n/a | US$149m |
| Jun 30 2021 | n/a | n/a | US$152m |
| Mar 31 2021 | n/a | n/a | US$159m |
| Dec 31 2020 | US$4m | US$765k | US$150m |
| Sep 30 2020 | n/a | n/a | US$141m |
| Jun 30 2020 | n/a | n/a | US$127m |
| Mar 31 2020 | n/a | n/a | US$112m |
| Dec 31 2019 | US$3m | US$740k | US$114m |
Vergütung im Vergleich zum Markt: BrianDie Gesamtvergütung ($USD10.62M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.56M).
Entschädigung vs. Einkommen: BrianDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.
Geschäftsführer
Brian Lane (69 yo)
14.7yrs
Amtszeit
US$10,620,815
Vergütung
Mr. Brian E. Lane serves as Independent Director of Main Street Capital Corporation since November 2015. He joined the firm in 2015. He also serves as Chief Executive Officer and Director of Comfort System...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 14.7yrs | US$10.62m | 0.46% $ 285.3m | |
| President | 7.6yrs | US$3.59m | 0.064% $ 39.6m | |
| Executive VP & CFO | 21.3yrs | US$3.88m | 0.093% $ 58.1m | |
| Senior VP & Chief Human Resources Officer | 5.4yrs | US$1.60m | 0.0084% $ 5.3m | |
| Senior Executive Advisor | less than a year | US$2.30m | 0.014% $ 8.5m | |
| Chief Operating Officer | less than a year | keine Daten | 0.0018% $ 1.1m | |
| Senior VP & Chief Accounting Officer | 21.3yrs | US$1.42m | 0.036% $ 22.4m | |
| Senior VP | less than a year | keine Daten | 0.0017% $ 1.1m | |
| Regional President | no data | keine Daten | keine Daten | |
| Regional President | no data | keine Daten | keine Daten | |
| Chief Strategy & Innovation Officer | no data | keine Daten | keine Daten | |
| President of Comfort Systems USA Southwest | no data | keine Daten | keine Daten |
6.5yrs
Durchschnittliche Betriebszugehörigkeit
60.5yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von FIX ist erfahren und erfahren (durchschnittliche Amtszeit von 6.5 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 15.8yrs | US$10.62m | 0.46% $ 285.3m | |
| Independent Chairman | 21.3yrs | US$364.83k | 0.21% $ 132.1m | |
| Independent Director | 25.5yrs | US$239.83k | 0.085% $ 52.9m | |
| Independent Director | 18.4yrs | US$239.83k | 0.052% $ 32.1m | |
| Independent Director | 8.3yrs | US$239.83k | 0.022% $ 13.8m | |
| Independent Director | 7.8yrs | US$269.83k | 0.0088% $ 5.5m | |
| Independent Director | 13.7yrs | US$259.83k | 0.036% $ 22.6m | |
| Independent Director | 2.1yrs | US$239.83k | 0.0024% $ 1.5m | |
| Independent Director | 5.3yrs | US$259.83k | 0.017% $ 10.3m | |
| Independent Director | 2.9yrs | US$239.83k | 0.0054% $ 3.3m |
11.0yrs
Durchschnittliche Betriebszugehörigkeit
68.5yo
Durchschnittliches Alter
Erfahrener Vorstand: FIXDie Vorstandsmitglieder sind sehr erfahren ( 11 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/04 03:44 |
| Aktienkurs zum Tagesende | 2026/08/03 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
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Metriken für Industrie und Sektor
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Analysten-Quellen
Comfort Systems USA, Inc. wird von 14 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Brent Thielman | D.A. Davidson & Co. |
| Adam Bubes | Goldman Sachs |
| Sophie Karp | Guggenheim Securities, LLC |