Comfort Systems USA (FIX) Stock Overview
Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 5/6 |
| Past Performance | 6/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
FIX Community Fair Values
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Analyst Price Targets
Comfort Systems USA, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$1,655.61 |
| 52 Week High | US$2,073.99 |
| 52 Week Low | US$670.19 |
| Beta | 1.7 |
| 1 Month Change | -4.50% |
| 3 Month Change | -9.44% |
| 1 Year Change | 140.12% |
| 3 Year Change | 810.93% |
| 5 Year Change | 2,079.29% |
| Change since IPO | 10,247.56% |
Recent News & Updates
Narrative Update • 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.
Narrative Update • 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.Seeking Alpha • Jul 31
Comfort Systems USA: Exceptional Execution, But Valuation Limits Upside
Summary Comfort Systems USA (FIX) has transformed into a leading provider of complex MEP systems for AI data centers, advanced manufacturing, and critical infrastructure. FIX's Q2 2026 revenue surged 50% to $3.27 billion, with EPS nearly doubling and backlog reaching a record $14.06 billion, underscoring structural growth. Strategic acquisitions have expanded FIX's technical competencies and geographic reach, enabling participation in higher-margin, complex projects. Despite robust fundamentals, current valuation reflects much of FIX's growth potential, leading to a hold rating as risk/reward appears balanced. Read the full article on Seeking AlphaRecent updates
Narrative Update • 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.Narrative Update • 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.Seeking Alpha • Jul 31
Comfort Systems USA: Exceptional Execution, But Valuation Limits Upside
Summary Comfort Systems USA (FIX) has transformed into a leading provider of complex MEP systems for AI data centers, advanced manufacturing, and critical infrastructure. FIX's Q2 2026 revenue surged 50% to $3.27 billion, with EPS nearly doubling and backlog reaching a record $14.06 billion, underscoring structural growth. Strategic acquisitions have expanded FIX's technical competencies and geographic reach, enabling participation in higher-margin, complex projects. Despite robust fundamentals, current valuation reflects much of FIX's growth potential, leading to a hold rating as risk/reward appears balanced. Read the full article on Seeking AlphaNarrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Shareholder Returns
| FIX | US Construction | US Market | |
|---|---|---|---|
| 7D | -6.7% | -6.9% | -1.5% |
| 1Y | 140.1% | 47.4% | 17.8% |
Return vs Industry: FIX exceeded the US Construction industry which returned 47.4% over the past year.
Return vs Market: FIX exceeded the US Market which returned 17.8% over the past year.
Price Volatility
| FIX volatility | |
|---|---|
| FIX Average Weekly Movement | 8.9% |
| Construction Industry Average Movement | 10.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: FIX has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: FIX's weekly volatility (9%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1917 | 22,700 | Brian Lane | 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.
Comfort Systems USA, Inc. Fundamentals Summary
| FIX fundamental statistics | |
|---|---|
| Market cap | US$58.17b |
| Earnings (TTM) | US$1.43b |
| Revenue (TTM) | US$11.23b |
40.6x
P/E Ratio5.2x
P/S RatioIs FIX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| FIX income statement (TTM) | |
|---|---|
| Revenue | US$11.23b |
| Cost of Revenue | US$8.35b |
| Gross Profit | US$2.88b |
| Other Expenses | US$1.45b |
| Earnings | US$1.43b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 40.82 |
| Gross Margin | 25.66% |
| Net Profit Margin | 12.78% |
| Debt/Equity Ratio | 1.7% |
How did FIX perform over the long term?
See historical performance and comparisonDividends
0.2%
Current Dividend Yield6%
Payout RatioDoes FIX pay a reliable dividends?
See FIX dividend history and benchmarks| Comfort Systems USA dividend dates | |
|---|---|
| Ex Dividend Date | Aug 13 2026 |
| Dividend Pay Date | Aug 24 2026 |
| Days until Ex dividend | 10 days |
| Days until Dividend pay date | 1 day |
Does FIX pay a reliable dividends?
See FIX dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/23 03:24 |
| End of Day Share Price | 2026/08/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Comfort Systems USA, Inc. is covered by 15 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brent Thielman | D.A. Davidson & Co. |
| Kurt Yinger | D.A. Davidson & Co. |
| Adam Bubes | Goldman Sachs |