Comfort Systems USA, Inc.

NYSE:FIX 주식 리포트

시가총액: US$61.7b

Comfort Systems USA 배당 및 자사주 매입

배당 기준 점검 0/6

Comfort Systems USA 은(는) 현재 수익률이 0.18% 인 배당금 지급 회사입니다.

핵심 정보

0.2%

배당 수익률

0.2%

자사주 매입 수익률

총 주주 수익률0.4%
미래 배당 수익률0.2%
배당 성장률20.5%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향6%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: FIX US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.

배당금 증가: FIX US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.

배당 수익률 vs 시장

Comfort Systems USA 배당 수익률 vs 시장
FIX의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (FIX)0.2%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Construction)0.2%
분석가 예측 (FIX) (최대 3년)0.2%

주목할만한 배당금: FIX 의 배당금( 0.18% )은 US 시장에서 배당금 지급자의 하위 25%( 1.35% )와 비교해 주목할 만하지 않습니다.

고배당: FIX 의 배당금( 0.18% )은 US 시장에서 배당금 지급자의 상위 25%( 4.18% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: FIX US 시장에서 주목할만한 배당금을 지급하지 않습니다.

주주 현금 배당

현금 흐름 범위: FIX US 시장에서 주목할만한 배당금을 지급하지 않습니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/13 04:13
종가2026/07/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Comfort Systems USA, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brent ThielmanD.A. Davidson & Co.
Adam BubesGoldman Sachs
Sophie KarpGuggenheim Securities, LLC