Comfort Systems USA (FIX) Panoramica del titolo
Comfort Systems USA, Inc. insieme alle sue consociate, fornisce servizi di installazione, ristrutturazione, manutenzione, riparazione e sostituzione di impianti meccanici ed elettrici per il settore dei servizi meccanici ed elettrici negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 6/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
FIX Community Fair Values
Create NarrativeSee what 192 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Comfort Systems USA, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$1,672.94 |
| Massimo di 52 settimane | US$2,073.99 |
| Minimo di 52 settimane | US$670.19 |
| Beta | 1.7 |
| Variazione di 1 mese | -5.67% |
| Variazione a 3 mesi | -8.50% |
| Variazione di 1 anno | 141.06% |
| Variazione a 3 anni | 832.42% |
| Variazione a 5 anni | 2,159.51% |
| Variazione dall'IPO | 10,355.88% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 07
FIX: AI Data Center Backlog Will Drive Future P/E Re-Rating
Analysts have raised their fair value estimate for Comfort Systems USA to $2,500 from $2,200, citing higher price targets across the Street, strong order trends in data center related work, and expectations for continued operating leverage from modular projects. Analyst Commentary Recent research on Comfort Systems USA points to a generally constructive view on the stock, with several bullish analysts updating price targets and initiating coverage.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 AlphaRecent updates
Aggiornamento narrativa • Aug 07
FIX: AI Data Center Backlog Will Drive Future P/E Re-Rating
Analysts have raised their fair value estimate for Comfort Systems USA to $2,500 from $2,200, citing higher price targets across the Street, strong order trends in data center related work, and expectations for continued operating leverage from modular projects. Analyst Commentary Recent research on Comfort Systems USA points to a generally constructive view on the stock, with several bullish analysts updating price targets and initiating coverage.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
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Rendimenti per gli azionisti
| FIX | US Construction | US Mercato | |
|---|---|---|---|
| 7D | -3.2% | -2.1% | -0.8% |
| 1Y | 141.1% | 56.4% | 20.5% |
Ritorno vs Industria: FIX ha superato il US Construction che ha restituito 56.4 % nell'ultimo anno.
Rendimento vs Mercato: FIX ha superato il mercato US che ha restituito 20.5 % nell'ultimo anno.
Volatilità dei prezzi
| FIX volatility | |
|---|---|
| FIX Average Weekly Movement | 8.9% |
| Construction Industry Average Movement | 10.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: FIX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di FIX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1917 | 22,700 | Brian Lane | comfortsystemsusa.com |
Comfort Systems USA, Inc. insieme alle sue consociate, fornisce servizi di installazione, ristrutturazione, manutenzione, riparazione e sostituzione di impianti meccanici ed elettrici per il settore dei servizi meccanici ed elettrici negli Stati Uniti. L'azienda opera attraverso due segmenti: Meccanico ed Elettrico. Offre sistemi di riscaldamento, ventilazione e condizionamento dell'aria, oltre a impianti idraulici, elettrici, tubazioni e controlli, costruzioni fuori sede, monitoraggio e protezione antincendio.
Comfort Systems USA, Inc. Riepilogo dei fondamenti
| FIX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$59.59b |
| Utili (TTM) | US$1.43b |
| Ricavi(TTM) | US$11.23b |
41.0x
Rapporto P/E5.2x
Rapporto P/SFIX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| FIX Conto economico (TTM) | |
|---|---|
| Ricavi | US$11.23b |
| Costo del fatturato | US$8.35b |
| Profitto lordo | US$2.88b |
| Altre spese | US$1.45b |
| Utili | US$1.43b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 40.82 |
| Margine lordo | 25.66% |
| Margine di profitto netto | 12.78% |
| Rapporto debito/patrimonio netto | 1.7% |
Come si è comportato FIX nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.2%
Rendimento attuale del dividendo6%
Rapporto di remunerazioneFIX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di FIX| Comfort Systems USA date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Aug 13 2026 |
| Data di pagamento dei dividendi | Aug 24 2026 |
| Giorni fino al dividendo Ex | 8 days |
| Giorni prima della data di pagamento dei dividendi | 3 days |
FIX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di FIXAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 21:57 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Comfort Systems USA, Inc. è coperta da 14 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brent Thielman | D.A. Davidson & Co. |
| Adam Bubes | Goldman Sachs |
| Sophie Karp | Guggenheim Securities, LLC |