View ValuationComfort Systems USA 将来の成長Future 基準チェック /56Comfort Systems USA利益と収益がそれぞれ年間21.7%と14.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に40.3% 21.7%なると予測されています。主要情報21.7%収益成長率21.66%EPS成長率Construction 収益成長13.0%収益成長率14.9%将来の株主資本利益率40.32%アナリストカバレッジGood最終更新日08 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 16Now 20% undervaluedOver the last 90 days, the stock has risen 35% to €1,690. The fair value is estimated to be €2,125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 55%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1,690, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 13x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €2,083 per share.Buy Or Sell Opportunity • May 28Now 22% undervaluedOver the last 90 days, the stock has risen 36% to €1,596. The fair value is estimated to be €2,052, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 55%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1,947, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 11x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €875 per share.Upcoming Dividend • May 07Upcoming dividend of US$0.80 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (3.1%).Recent Insider Transactions • May 03Independent Director recently sold €2.2m worth of stockOn the 29th of April, William Sandbrook sold around 2k shares on-market at roughly €1,481 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €91m more than they bought in the last 12 months.お知らせ • Apr 24Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on May 26, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.80 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on May 26, 2026 to stockholders of record at the close of business on May 15, 2026.お知らせ • Apr 18Comfort Systems USA, Inc. to Report Q1, 2026 Results on Apr 23, 2026Comfort Systems USA, Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026お知らせ • Apr 11Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026. Location: the houstonian, 111 north post oak lane, texas 77024, houston United StatesRecent Insider Transactions • Mar 08Independent Director recently sold €5.3m worth of stockOn the 3rd of March, Darcy Anderson sold around 5k shares on-market at roughly €1,181 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €83m more than they bought in the last 12 months.Recent Insider Transactions • Feb 25Independent Director recently sold €1.2m worth of stockOn the 24th of February, Constance Skidmore sold around 1k shares on-market at roughly €1,209 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.6m. Insiders have been net sellers, collectively disposing of €52m more than they bought in the last 12 months.Reported Earnings • Feb 20Full year 2025 earnings released: EPS: US$28.93 (vs US$14.64 in FY 2024)Full year 2025 results: EPS: US$28.93 (up from US$14.64 in FY 2024). Revenue: US$9.10b (up 30% from FY 2024). Net income: US$1.02b (up 96% from FY 2024). Profit margin: 11% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Construction industry in Italy.お知らせ • Feb 20Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on March 17, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.70 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on March 17, 2026 to stockholders of record at the close of business on March 6, 2026.お知らせ • Feb 13Comfort Systems USA, Inc. to Report Q4, 2025 Results on Feb 19, 2026Comfort Systems USA, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1,131, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 14x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €1,356 per share.Buy Or Sell Opportunity • Jan 22Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €952. The fair value is estimated to be €1,228, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1,004, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 13x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €1,332 per share.お知らせ • Dec 20+ 1 more updateComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell Small Cap Comp Growth IndexComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell Small Cap Comp Growth IndexRecent Insider Transactions • Dec 05Executive VP & CFO recently sold €3.6m worth of stockOn the 1st of December, William George sold around 4k shares on-market at roughly €825 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.9m. This was William's only on-market trade for the last 12 months.業績と収益の成長予測BIT:1FIX - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202815,9082,3362,8763,106212/31/202714,0281,8791,5931,968712/31/202611,9211,5191,2221,86283/31/202610,1361,2241,3831,663N/A12/31/20259,1021,0231,0311,186N/A9/30/20258,323838799928N/A6/30/20257,685692561677N/A3/31/20257,322595506615N/A12/31/20247,027522738849N/A9/30/20246,517468716812N/A6/30/20246,083427622724N/A3/31/20245,569363556659N/A12/31/20235,207323545640N/A9/30/20234,966287515599N/A6/30/20234,708244376446N/A3/31/20234,430216309365N/A12/31/20224,140246253302N/A9/30/20223,879228156197N/A6/30/20223,593213147178N/A3/31/20223,289204133159N/A12/31/20213,074143158180N/A9/30/20212,917149202223N/A6/30/20212,797152212233N/A3/31/20212,826159328349N/A12/31/20202,857150262287N/A9/30/20202,877141230259N/A6/30/20202,870127249279N/A3/31/20202,777112133163N/A12/31/20192,615114N/A142N/A9/30/20192,484105N/A179N/A6/30/20192,372108N/A136N/A3/31/20192,256116N/A144N/A12/31/20182,183113N/A147N/A9/30/20182,05695N/A116N/A6/30/20181,94279N/A130N/A3/31/20181,87264N/A108N/A12/31/20171,78855N/A114N/A9/30/20171,71965N/A107N/A6/30/20171,66763N/A76N/A3/31/20171,62963N/A88N/A12/31/20161,63465N/A91N/A9/30/20161,62661N/A73N/A6/30/20161,60858N/A84N/A3/31/20161,59754N/A91N/A12/31/20151,58149N/A98N/A9/30/20151,55347N/A80N/A6/30/20151,51337N/A80N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1FIXの予測収益成長率 (年間21.7% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1FIXの収益 ( 21.7% ) はItalian市場 ( 11.2% ) よりも速いペースで成長すると予測されています。高成長収益: 1FIXの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 1FIXの収益 ( 14.9% ) Italian市場 ( 5.9% ) よりも速いペースで成長すると予測されています。高い収益成長: 1FIXの収益 ( 14.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1FIXの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 40.3 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 02:10終値2026/06/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Comfort Systems USA, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Brent ThielmanD.A. Davidson & Co.Sophie KarpGuggenheim Securities, LLCSangita JainKeyBanc Capital Markets Inc.10 その他のアナリストを表示
Buy Or Sell Opportunity • Jun 16Now 20% undervaluedOver the last 90 days, the stock has risen 35% to €1,690. The fair value is estimated to be €2,125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 55%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1,690, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 13x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €2,083 per share.
Buy Or Sell Opportunity • May 28Now 22% undervaluedOver the last 90 days, the stock has risen 36% to €1,596. The fair value is estimated to be €2,052, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 55%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1,947, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 11x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €875 per share.
Upcoming Dividend • May 07Upcoming dividend of US$0.80 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (3.1%).
Recent Insider Transactions • May 03Independent Director recently sold €2.2m worth of stockOn the 29th of April, William Sandbrook sold around 2k shares on-market at roughly €1,481 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €91m more than they bought in the last 12 months.
お知らせ • Apr 24Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on May 26, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.80 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on May 26, 2026 to stockholders of record at the close of business on May 15, 2026.
お知らせ • Apr 18Comfort Systems USA, Inc. to Report Q1, 2026 Results on Apr 23, 2026Comfort Systems USA, Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026
お知らせ • Apr 11Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026. Location: the houstonian, 111 north post oak lane, texas 77024, houston United States
Recent Insider Transactions • Mar 08Independent Director recently sold €5.3m worth of stockOn the 3rd of March, Darcy Anderson sold around 5k shares on-market at roughly €1,181 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €83m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 25Independent Director recently sold €1.2m worth of stockOn the 24th of February, Constance Skidmore sold around 1k shares on-market at roughly €1,209 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.6m. Insiders have been net sellers, collectively disposing of €52m more than they bought in the last 12 months.
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: US$28.93 (vs US$14.64 in FY 2024)Full year 2025 results: EPS: US$28.93 (up from US$14.64 in FY 2024). Revenue: US$9.10b (up 30% from FY 2024). Net income: US$1.02b (up 96% from FY 2024). Profit margin: 11% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Construction industry in Italy.
お知らせ • Feb 20Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on March 17, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.70 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on March 17, 2026 to stockholders of record at the close of business on March 6, 2026.
お知らせ • Feb 13Comfort Systems USA, Inc. to Report Q4, 2025 Results on Feb 19, 2026Comfort Systems USA, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1,131, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 14x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €1,356 per share.
Buy Or Sell Opportunity • Jan 22Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €952. The fair value is estimated to be €1,228, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1,004, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 13x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €1,332 per share.
お知らせ • Dec 20+ 1 more updateComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell Small Cap Comp Growth IndexComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell Small Cap Comp Growth Index
Recent Insider Transactions • Dec 05Executive VP & CFO recently sold €3.6m worth of stockOn the 1st of December, William George sold around 4k shares on-market at roughly €825 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.9m. This was William's only on-market trade for the last 12 months.