View ValuationComfort Systems USA 향후 성장Future 기준 점검 5/6Comfort Systems USA (는) 각각 연간 21.7% 및 14.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 40.3% 로 예상됩니다.핵심 정보21.7%이익 성장률21.66%EPS 성장률Construction 이익 성장13.0%매출 성장률14.9%향후 자기자본이익률40.32%애널리스트 커버리지Good마지막 업데이트08 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측BIT:1FIX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202815,9082,3362,8763,106212/31/202714,0281,8791,5931,968712/31/202611,9211,5191,2221,86283/31/202610,1361,2241,3831,663N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1FIX 의 연간 예상 수익 증가율(21.7%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1FIX 의 연간 수익(21.7%)이 Italian 시장(11.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1FIX 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1FIX 의 수익(연간 14.9%)이 Italian 시장(연간 5.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1FIX 의 수익(연간 14.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1FIX의 자본 수익률은 3년 후 40.3%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 03:24종가2026/06/17 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Comfort Systems USA, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brent ThielmanD.A. Davidson & Co.Sophie KarpGuggenheim Securities, LLCSangita JainKeyBanc Capital Markets Inc.10명의 분석가 더 보기
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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.