Comfort Systems USA, Inc.

Report azionario NYSE:FIX

Capitalizzazione di mercato: US$67.9b

Comfort Systems USA Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Comfort Systems USA è una società che paga dividendi con un rendimento attuale di 0.16%.

Informazioni chiave

0.2%

Rendimento del dividendo

0.2%

Rendimento del riacquisto

Rendimento totale per gli azionisti0.4%
Rendimento futuro dei dividendi0.2%
Crescita dei dividendi20.2%
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazione6%

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

Aggiornamento della narrazione • 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.
Seeking Alpha • May 31

Comfort Systems USA: Consolidation Offers Opportunity

Summary Comfort Systems USA rated BUY with a $2,150 12-month price target, leveraging a recent 14% correction as an attractive entry into a secular growth story. FIX’s growth is underpinned by surging AI data center construction and US manufacturing reshoring, with technology clients now 56% of Q1 2026 revenues. Revenues surged 29.5% in 2025 and 56% YoY in Q1 2026, with gross margins expanding to 24.1% and a record $12.5Bn backlog driven by strong order intake. FIX’s fortress balance sheet, robust capital allocation, and sustained backlog growth support the premium multiple, while scenario analysis highlights upside if data center capex meets consensus. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: FIX non sta pagando un dividendo degno di nota per il mercato US, pertanto non è necessario verificare se i pagamenti sono stabili.

Dividendo in crescita: FIX non sta pagando un dividendo degno di nota per il mercato US, pertanto non è necessario verificare se i pagamenti stanno aumentando.

Rendimento dei dividendi rispetto al mercato

Comfort Systems USA Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di FIX rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (FIX)0.2%
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.3%
Media del settore (Construction)0.2%
Analista previsionale (FIX) (fino a 3 anni)0.2%

Dividendo notevole: Il dividendo di FIX ( 0.16% ) non è degno di nota rispetto al 25% inferiore dei pagatori di dividendi nel mercato US ( 1.39% ).

Dividendo elevato: Il dividendo di FIX ( 0.16% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato US ( 4.28%.

Distribuzione degli utili agli azionisti

Copertura degli utili: FIX non sta pagando un dividendo degno di nota per il mercato US.

Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: FIX non sta pagando un dividendo degno di nota per il mercato US.

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/18 19:28
Prezzo dell'azione a fine giornata2026/06/18 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 13 analisti. 8 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.

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