Comfort Systems USA, Inc.

NYSE:FIX Voorraadrapport

Marktkapitalisatie: US$64.5b

Comfort Systems USA Toekomstige groei

Future criteriumcontroles 4/6

Comfort Systems USA zal naar verwachting groeien in winst en omzet met respectievelijk 19.6% en 15.6% per jaar. De winst per aandeel zal naar verwachting groeien met 19.8% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 39.7% zijn.

Belangrijke informatie

19.6%

Groei van de winst

19.81%

Groei van de winst per aandeel

Construction winstgroei22.9%
Inkomstengroei15.6%
Toekomstig rendement op eigen vermogen39.73%
Dekking van analisten

Good

Laatst bijgewerkt11 May 2026

Recente toekomstige groei-updates

Recent updates

Seeking Alpha • May 06

Comfort Systems USA Is On Fire, But It Needs To Chill Down

Summary Comfort Systems USA, Inc. delivered exceptional Q1 2026 results, with revenue up 56.5% to $2.87 billion and net income more than doubling. FIX's organic growth, driven by surging demand in technology, data centers, and large-scale projects, pushed backlog to $12.45 billion, up 80.8% year-over-year. Despite robust growth and a stellar quarter, FIX trades at high valuation multiples, making the stock less appealing for value-oriented investors. I maintain a Hold rating on FIX, citing lofty valuation and potential growth constraints, particularly labor shortages. Read the full article on Seeking Alpha
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • Feb 21

The AI Cooling Supercycle: Can FIX Sustain a 60x Multiple?

As of late February 2026, Comfort Systems USA (FIX) has officially graduated from a "boring" mechanical contractor to a mission-critical "AI Infrastructure" play. The company just delivered a staggering Q4 2025 earnings beat—reporting $9.37 EPS against an expected $6.77—driven by the insatiable demand for high-density data center cooling.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Seeking Alpha • Mar 26

Why Comfort Systems USA Just Earned A Top Spot In My Portfolio

Summary I added Comfort Systems USA to my portfolio, citing its stellar business model, explosive growth, and 26-year dividend growth streak. FIX's dominance in HVAC, electrical, and plumbing services, backed by a $6B backlog and AI-driven efficiency, positions it as a long-term winner. Trading at a reasonable 24.5x P/E with 26% expected EPS growth this year, FIX offers a rare mix of quality, growth, and value. While the 0.4% yield won't excite income investors, its 27% dividend CAGR and negative net debt give me confidence in its long-term compounding potential. Read the full article on Seeking Alpha

Winst- en omzetgroeiprognoses

NYSE:FIX - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202814,8871,995N/AN/A1
12/31/202713,9321,8401,4171,7776
12/31/202611,9391,5141,1861,8287
3/31/202610,1361,2241,3831,663N/A
12/31/20259,1021,0231,0311,186N/A
9/30/20258,323838799928N/A
6/30/20257,685692561677N/A
3/31/20257,322595506615N/A
12/31/20247,027522738849N/A
9/30/20246,517468716812N/A
6/30/20246,083427622724N/A
3/31/20245,569363556659N/A
12/31/20235,207323545640N/A
9/30/20234,966287515599N/A
6/30/20234,708244376446N/A
3/31/20234,430216309365N/A
12/31/20224,140246253302N/A
9/30/20223,879228156197N/A
6/30/20223,593213147178N/A
3/31/20223,289204133159N/A
12/31/20213,074143158180N/A
9/30/20212,917149202223N/A
6/30/20212,797152212233N/A
3/31/20212,826159328349N/A
12/31/20202,857150262287N/A
9/30/20202,877141230259N/A
6/30/20202,870127249279N/A
3/31/20202,777112133163N/A
12/31/20192,615114N/A142N/A
9/30/20192,484105N/A179N/A
6/30/20192,372108N/A136N/A
3/31/20192,256116N/A144N/A
12/31/20182,183113N/A147N/A
9/30/20182,05695N/A116N/A
6/30/20181,94279N/A130N/A
3/31/20181,87264N/A108N/A
12/31/20171,78855N/A114N/A
9/30/20171,71965N/A107N/A
6/30/20171,66763N/A76N/A
3/31/20171,62963N/A88N/A
12/31/20161,63465N/A91N/A
9/30/20161,62661N/A73N/A
6/30/20161,60858N/A84N/A
3/31/20161,59754N/A91N/A
12/31/20151,58149N/A98N/A
9/30/20151,55347N/A80N/A
6/30/20151,51337N/A80N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei FIX ( 19.6% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van FIX ( 19.6% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.8% per jaar).

Hoge groeiwinsten: De winst van FIX zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van FIX ( 15.6% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.7% per jaar).

Hoge groei-inkomsten: De omzet van FIX ( 15.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen FIX zal naar verwachting over 3 jaar hoog zijn ( 39.7 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/22 04:38
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Comfort Systems USA, Inc. wordt gevolgd door 12 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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