Comfort Systems USA, Inc.

NYSE:FIX Rapport sur les actions

Capitalisation boursière : US$64.5b

Comfort Systems USA Croissance future

Future contrôle des critères 4/6

Comfort Systems USA devrait augmenter ses bénéfices et son chiffre d'affaires de 19.6% et de 15.6% par an respectivement. Le BPA devrait croître de de 19.8% par an. Le rendement des capitaux propres devrait être 39.7% dans 3 ans.

Informations clés

19.6%

Taux de croissance des bénéfices

19.81%

Taux de croissance du BPA

Construction croissance des bénéfices22.9%
Taux de croissance des recettes15.6%
Rendement futur des capitaux propres39.73%
Couverture par les analystes

Good

Dernière mise à jour11 May 2026

Mises à jour récentes de la croissance future

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 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.
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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:FIX - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202814,8871,995N/AN/A1
12/31/202713,9321,8401,4171,7776
12/31/202611,9391,5141,1861,8287
3/31/202610,1361,2241,3831,663N/A
12/31/20259,1021,0231,0311,186N/A
9/30/20258,323838799928N/A
6/30/20257,685692561677N/A
3/31/20257,322595506615N/A
12/31/20247,027522738849N/A
9/30/20246,517468716812N/A
6/30/20246,083427622724N/A
3/31/20245,569363556659N/A
12/31/20235,207323545640N/A
9/30/20234,966287515599N/A
6/30/20234,708244376446N/A
3/31/20234,430216309365N/A
12/31/20224,140246253302N/A
9/30/20223,879228156197N/A
6/30/20223,593213147178N/A
3/31/20223,289204133159N/A
12/31/20213,074143158180N/A
9/30/20212,917149202223N/A
6/30/20212,797152212233N/A
3/31/20212,826159328349N/A
12/31/20202,857150262287N/A
9/30/20202,877141230259N/A
6/30/20202,870127249279N/A
3/31/20202,777112133163N/A
12/31/20192,615114N/A142N/A
9/30/20192,484105N/A179N/A
6/30/20192,372108N/A136N/A
3/31/20192,256116N/A144N/A
12/31/20182,183113N/A147N/A
9/30/20182,05695N/A116N/A
6/30/20181,94279N/A130N/A
3/31/20181,87264N/A108N/A
12/31/20171,78855N/A114N/A
9/30/20171,71965N/A107N/A
6/30/20171,66763N/A76N/A
3/31/20171,62963N/A88N/A
12/31/20161,63465N/A91N/A
9/30/20161,62661N/A73N/A
6/30/20161,60858N/A84N/A
3/31/20161,59754N/A91N/A
12/31/20151,58149N/A98N/A
9/30/20151,55347N/A80N/A
6/30/20151,51337N/A80N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de FIX ( 19.6% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de FIX ( 19.6% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de FIX devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de FIX ( 15.6% par an) devrait croître plus rapidement que le marché US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de FIX ( 15.6% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de FIX devrait être élevé dans 3 ans ( 39.7 %)

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 06:06
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

AnalysteInstitution
Brent ThielmanD.A. Davidson & Co.
Sophie KarpGuggenheim Securities, LLC
Sangita JainKeyBanc Capital Markets Inc.