Comfort Systems USA 경영진
경영진 기준 점검 3/4
Comfort Systems USA CEO는 Brian Lane, Dec2011 에 임명되었습니다 의 임기는 14.75 년입니다. 총 연간 보상은 $10.62M, 11.8% 급여 및 88.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $239.13M 가치에 해당하는 회사 주식의 0.41% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.6 년과 11.1 년입니다.
핵심 정보
Brian Lane
최고경영자
US$10.6m
총 보수
| CEO 급여 비율 | 11.77% |
| CEO 재임 기간 | 14.8yrs |
| CEO 지분 보유율 | 0.4% |
| 경영진 평균 재임 기간 | 6.6yrs |
| 이사회 평균 재임 기간 | 11.1yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Aug 25
Comfort Systems USA: Quality At A More Compelling Price
Summary Comfort Systems USA delivered another record quarter, with Q2 revenue up 50.3% to $3.27B and EBITDA margin expanding 300 bps to 18.4%. Continued strength across FIX's technology sector business and a record $14.1B backlog should continue to support revenue growth through 2026. Despite recent underperformance, FIX's improved valuation and strong fundamentals present a compelling long-term opportunity. I am upgrading FIX to a Strong Buy, citing durable growth, margin expansion, and sector tailwinds, particularly in AI infrastructure and modular construction. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 22
FIX: AI Infrastructure Demand And Modular Capacity Will Support Future Earnings Power
Analysts have lifted the fair value estimate for Comfort Systems USA to $2,197 from $2,135, citing higher revenue growth assumptions supported by strong data center and modular demand, a series of raised price targets and fresh Buy initiations, partly offset by slightly lower margin and P/E expectations and one recent downgrade on valuation grounds. Analyst Commentary Recent research on Comfort Systems USA highlights a mix of optimism around growth and execution, alongside some caution on valuation as the stock reflects strong expectations for data center and modular demand.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.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.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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$1b |
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$11m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$838m |
| Jun 30 2025 | n/a | n/a | US$692m |
| Mar 31 2025 | n/a | n/a | US$595m |
| Dec 31 2024 | US$8m | US$1m | US$522m |
| Sep 30 2024 | n/a | n/a | US$468m |
| Jun 30 2024 | n/a | n/a | US$427m |
| Mar 31 2024 | n/a | n/a | US$363m |
| Dec 31 2023 | US$7m | US$1m | US$323m |
| Sep 30 2023 | n/a | n/a | US$287m |
| Jun 30 2023 | n/a | n/a | US$244m |
| Mar 31 2023 | n/a | n/a | US$216m |
| Dec 31 2022 | US$5m | US$871k | US$246m |
| Sep 30 2022 | n/a | n/a | US$228m |
| Jun 30 2022 | n/a | n/a | US$213m |
| Mar 31 2022 | n/a | n/a | US$204m |
| Dec 31 2021 | US$5m | US$792k | US$143m |
| Sep 30 2021 | n/a | n/a | US$149m |
| Jun 30 2021 | n/a | n/a | US$152m |
| Mar 31 2021 | n/a | n/a | US$159m |
| Dec 31 2020 | US$4m | US$765k | US$150m |
| Sep 30 2020 | n/a | n/a | US$141m |
| Jun 30 2020 | n/a | n/a | US$127m |
| Mar 31 2020 | n/a | n/a | US$112m |
| Dec 31 2019 | US$3m | US$740k | US$114m |
보상 대 시장: Brian의 총 보수(USD10.62M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M) 수준입니다.
보상과 수익: Brian의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Brian Lane (69 yo)
14.8yrs
재임 기간
US$10,620,815
보수
Mr. Brian E. Lane serves as Independent Director of Main Street Capital Corporation since November 2015. He joined the firm in 2015. He also serves as Chief Executive Officer and Director of Comfort System...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 14.8yrs | US$10.62m | 0.41% $ 239.1m | |
| President | 7.7yrs | US$3.59m | 0.064% $ 36.8m | |
| Executive VP & CFO | 21.3yrs | US$3.88m | 0.086% $ 49.9m | |
| Senior VP & Chief Human Resources Officer | 5.5yrs | US$1.60m | 0.0084% $ 4.9m | |
| Senior Executive Advisor | less than a year | US$2.30m | 0.014% $ 7.9m | |
| Chief Operating Officer | less than a year | 데이터 없음 | 0.0018% $ 1.1m | |
| Senior VP & Chief Accounting Officer | 21.3yrs | US$1.42m | 0.036% $ 20.8m | |
| Senior VP | less than a year | 데이터 없음 | 0.0017% $ 1.0m | |
| Regional President | no data | 데이터 없음 | 데이터 없음 | |
| Regional President | no data | 데이터 없음 | 데이터 없음 | |
| Chief Strategy & Innovation Officer | no data | 데이터 없음 | 데이터 없음 | |
| President of Comfort Systems USA Southwest | no data | 데이터 없음 | 데이터 없음 |
6.6yrs
평균 재임 기간
60.5yo
평균 나이
경험이 풍부한 관리: FIX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 15.8yrs | US$10.62m | 0.41% $ 239.1m | |
| Independent Chairman | 21.3yrs | US$364.83k | 0.19% $ 110.6m | |
| Independent Director | 25.6yrs | US$239.83k | 0.085% $ 49.3m | |
| Independent Director | 18.5yrs | US$239.83k | 0.052% $ 29.9m | |
| Independent Director | 8.4yrs | US$239.83k | 0.022% $ 12.8m | |
| Independent Director | 7.8yrs | US$269.83k | 0.0088% $ 5.1m | |
| Independent Director | 13.8yrs | US$259.83k | 0.036% $ 21.0m | |
| Independent Director | 2.2yrs | US$239.83k | 0.0024% $ 1.4m | |
| Independent Director | 5.3yrs | US$259.83k | 0.017% $ 9.6m | |
| Independent Director | 3yrs | US$239.83k | 0.0054% $ 3.1m |
11.1yrs
평균 재임 기간
68.5yo
평균 나이
경험이 풍부한 이사회: FIX의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11.1 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/09 04:06 |
| 종가 | 2026/09/09 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 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 15명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brent Thielman | D.A. Davidson & Co. |
| Kurt Yinger | D.A. Davidson & Co. |
| Adam Bubes | Goldman Sachs |