Comfort Systems USA (FIX) Aperçu de l'action
Comfort Systems USA, Inc. et ses filiales fournissent des services d'installation mécanique et électrique, de rénovation, d'entretien, de réparation et de remplacement pour le secteur des services mécaniques et électriques aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 4/6 |
| Performances passées | 6/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
FIX Community Fair Values
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Analyst Price Targets
Comfort Systems USA, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$1,835.33 |
| Plus haut sur 52 semaines | US$2,073.99 |
| Plus bas sur 52 semaines | US$452.04 |
| Bêta | 1.71 |
| Variation sur 1 mois | 9.63% |
| Variation sur 3 mois | 25.52% |
| Variation sur 1 an | 297.05% |
| Variation sur 3 ans | 1,122.25% |
| Variation sur 5 ans | 2,171.45% |
| Évolution depuis l'introduction en bourse | 11,370.81% |
Nouvelles et mises à jour récentes
Seeking Alpha • May 06
Comfort Systems USA Is On Fire, But It Needs To Chill Down
Summary Comfort Systems USA, Inc. delivered exceptional Q1 2026 results, with revenue up 56.5% to $2.87 billion and net income more than doubling. FIX's organic growth, driven by surging demand in technology, data centers, and large-scale projects, pushed backlog to $12.45 billion, up 80.8% year-over-year. Despite robust growth and a stellar quarter, FIX trades at high valuation multiples, making the stock less appealing for value-oriented investors. I maintain a Hold rating on FIX, citing lofty valuation and potential growth constraints, particularly labor shortages. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Recent updates
Seeking Alpha • May 06
Comfort Systems USA Is On Fire, But It Needs To Chill Down
Summary Comfort Systems USA, Inc. delivered exceptional Q1 2026 results, with revenue up 56.5% to $2.87 billion and net income more than doubling. FIX's organic growth, driven by surging demand in technology, data centers, and large-scale projects, pushed backlog to $12.45 billion, up 80.8% year-over-year. Despite robust growth and a stellar quarter, FIX trades at high valuation multiples, making the stock less appealing for value-oriented investors. I maintain a Hold rating on FIX, citing lofty valuation and potential growth constraints, particularly labor shortages. Read the full article on Seeking AlphaMise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • Feb 21
The AI Cooling Supercycle: Can FIX Sustain a 60x Multiple?
As of late February 2026, Comfort Systems USA (FIX) has officially graduated from a "boring" mechanical contractor to a mission-critical "AI Infrastructure" play. The company just delivered a staggering Q4 2025 earnings beat—reporting $9.37 EPS against an expected $6.77—driven by the insatiable demand for high-density data center cooling.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • Jul 16
When Should You Buy Comfort Systems USA, Inc. (NYSE:FIX)?
Comfort Systems USA, Inc. ( NYSE:FIX ) led the NYSE gainers with a relatively large price hike in the past couple of...Article d’analyse • Jul 02
Comfort Systems USA (NYSE:FIX) Has A Rock Solid Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Seeking Alpha • Mar 26
Why Comfort Systems USA Just Earned A Top Spot In My Portfolio
Summary I added Comfort Systems USA to my portfolio, citing its stellar business model, explosive growth, and 26-year dividend growth streak. FIX's dominance in HVAC, electrical, and plumbing services, backed by a $6B backlog and AI-driven efficiency, positions it as a long-term winner. Trading at a reasonable 24.5x P/E with 26% expected EPS growth this year, FIX offers a rare mix of quality, growth, and value. While the 0.4% yield won't excite income investors, its 27% dividend CAGR and negative net debt give me confidence in its long-term compounding potential. Read the full article on Seeking AlphaRendement pour les actionnaires
| FIX | US Construction | US Marché | |
|---|---|---|---|
| 7D | -10.1% | -8.9% | -0.8% |
| 1Y | 297.1% | 104.6% | 27.1% |
Rendement vs Industrie: FIX a dépassé le secteur US Construction qui a rapporté 104.6 % au cours de l'année écoulée.
Rendement vs marché: FIX a dépassé le marché US qui a rapporté 27.1 % au cours de l'année écoulée.
Volatilité des prix
| FIX volatility | |
|---|---|
| FIX Average Weekly Movement | 7.7% |
| Construction Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: FIX n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de FIX ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1917 | 22,700 | Brian Lane | comfortsystemsusa.com |
Comfort Systems USA, Inc. et ses filiales fournissent des services d'installation mécanique et électrique, de rénovation, d'entretien, de réparation et de remplacement pour le secteur des services mécaniques et électriques aux États-Unis. La société opère à travers deux segments : Mécanique et Électricité. Elle propose des systèmes de chauffage, de ventilation et de climatisation, ainsi que des services de plomberie, d'électricité, de tuyauterie et de contrôle, de construction hors site, de surveillance et de protection contre les incendies.
Comfort Systems USA, Inc. Résumé des fondamentaux
| FIX statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$64.51b |
| Bénéfices(TTM) | US$1.22b |
| Recettes(TTM) | US$10.14b |
52.7x
Ratio P/E6.4x
Ratio P/SLe site FIX est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| FIX compte de résultat (TTM) | |
|---|---|
| Recettes | US$10.14b |
| Coût des recettes | US$7.59b |
| Marge brute | US$2.55b |
| Autres dépenses | US$1.32b |
| Les revenus | US$1.22b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 34.82 |
| Marge brute | 25.13% |
| Marge bénéficiaire nette | 12.07% |
| Ratio dettes/capitaux propres | 1.4% |
Quelles ont été les performances à long terme de FIX?
Voir les performances historiques et les comparaisonsDividendes
0.2%
Rendement actuel des dividendes6%
Ratio de distributionLe site FIX verse-t-il des dividendes fiables ?
Voir FIX l'historique des dividendes et les indices de référence| Comfort Systems USA dates des dividendes | |
|---|---|
| Date ex-dividende | May 15 2026 |
| Date de paiement du dividende | May 26 2026 |
| Jours jusqu'au dividende Ex | 8 days |
| Jours jusqu'à la date de paiement du dividende | 3 days |
Le site FIX verse-t-il des dividendes fiables ?
Voir FIX l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 15:09 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Comfort Systems USA, Inc. est couverte par 12 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brent Thielman | D.A. Davidson & Co. |
| Sophie Karp | Guggenheim Securities, LLC |
| Sangita Jain | KeyBanc Capital Markets Inc. |