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FIX logo

Comfort Systems USA, Inc. Stock Price

NYSE:FIX Community·US$55.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 219 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

FIX Share Price Performance

US$1,690.82
937.13 (124.34%)
​
US$2,197.00
Fair Value
US$1,690.82
937.13 (124.34%)
23.0% undervalued intrinsic discount
US$2,197.00
Fair Value
Price US$1,690.82
AnalystConsensusTarget US$2,197.00
AnalystLowTarget US$1,910.00
AnalystHighTarget US$2,500.00
Sat, 22 Aug 26
Fair ValueUS$2,197.00
Share Pricen/a

FIX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$2.2k 23.0% undervalued intrinsic discount

Industrial Reshoring And Modular Demand Will Drive Results Into 2026

0users have liked this narrative
0users have commented on this narrative
80users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$1.91k 11.5% undervalued intrinsic discount

Data Center Slump And Labor Scarcity Will Erode Project Pipelines

0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$2.5k 32.4% undervalued intrinsic discount

Sunbelt Urbanization And ESG Mandates Will Drive Retrofit Demand

0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
FIX logo
Comfort Systems USA
23.0% undervalued intrinsic discount

Industrial Reshoring And Modular Demand Will Drive Results Into 2026

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 22 Aug
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FIX logo
Comfort Systems USA
32.4% undervalued intrinsic discount

Sunbelt Urbanization And ESG Mandates Will Drive Retrofit Demand

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 7 Aug
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FIX logo
Comfort Systems USA
11.5% undervalued intrinsic discount

Data Center Slump And Labor Scarcity Will Erode Project Pipelines

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 6 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
FIX logo

FIX: AI Infrastructure Demand And Modular Capacity Will Support Future Earnings Power

Fair Value: US$2.2k 23.0% undervalued intrinsic discount
80 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
FIX logo

FIX: AI Data Center Backlog Will Drive Future P/E Re-Rating

Fair Value: US$2.5k 32.4% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
FIX logo

FIX: Data Center And Modular Backlog Strength Will Test Concentration And Execution Risks

Fair Value: US$1.91k 11.5% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Outstanding track record with flawless balance sheet.

1 Risk
4 Rewards
View Full Analysis

Comfort Systems USA, Inc. Key Details

US$11.2b

Revenue

US$8.3b

Cost of Revenue

US$2.9b

Gross Profit

US$1.4b

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
40.82
25.66%
12.78%
1.7%
View Full Analysis

About FIX

Founded
1917
Employees
22700
CEO
Brian Lane
WebsiteView website
comfortsystemsusa.com

Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection. The company is also involved in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings; and renovation, expansion, maintenance, monitoring, repair, and replacement of systems in existing buildings. In addition, it provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems. The company serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.

Recent FIX News & 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

Recent updates

No updates

Comfort Systems USA, Inc. Competitors

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