Comfort Systems USA, Inc.

NYSE:FIX Stock Report

Market Cap: US$55.3b

Comfort Systems USA Future Growth

Future criteria checks 4/6

Comfort Systems USA is forecast to grow earnings and revenue by 17.5% and 13.5% per annum respectively. EPS is expected to grow by 17.8% per annum. Return on equity is forecast to be 29.8% in 3 years.

Key information

17.5%

Earnings growth rate

17.78%

EPS growth rate

Construction earnings growth21.9%
Revenue growth rate13.5%
Future return on equity29.84%
Analyst coverage

Good

Last updated02 Apr 2026

Recent future growth updates

Results: Comfort Systems USA, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Apr 26
Results: Comfort Systems USA, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Recent updates

Comfort Systems: The Hidden Data Center Play

Mar 26

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.

Comfort Systems USA, Inc.'s (NYSE:FIX) 27% Jump Shows Its Popularity With Investors

Jan 17
Comfort Systems USA, Inc.'s (NYSE:FIX) 27% Jump Shows Its Popularity With Investors

Brokers Are Upgrading Their Views On Comfort Systems USA, Inc. (NYSE:FIX) With These New Forecasts

Oct 28
Brokers Are Upgrading Their Views On Comfort Systems USA, Inc. (NYSE:FIX) With These New Forecasts

Comfort Systems USA, Inc. (NYSE:FIX) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Aug 19
Comfort Systems USA, Inc. (NYSE:FIX) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Shareholders Would Enjoy A Repeat Of Comfort Systems USA's (NYSE:FIX) Recent Growth In Returns

Aug 15
Shareholders Would Enjoy A Repeat Of Comfort Systems USA's (NYSE:FIX) Recent Growth In Returns

When Should You Buy Comfort Systems USA, Inc. (NYSE:FIX)?

Jul 16
When Should You Buy Comfort Systems USA, Inc. (NYSE:FIX)?

Comfort Systems USA (NYSE:FIX) Has A Rock Solid Balance Sheet

Jul 02
Comfort Systems USA (NYSE:FIX) Has A Rock Solid Balance Sheet

Comfort Systems USA, Inc.'s (NYSE:FIX) Shares Climb 30% But Its Business Is Yet to Catch Up

May 16
Comfort Systems USA, Inc.'s (NYSE:FIX) Shares Climb 30% But Its Business Is Yet to Catch Up

Results: Comfort Systems USA, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Apr 26
Results: Comfort Systems USA, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

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

Mar 26

Comfort Systems USA: A Wonderful Business With Sound Growth Prospects

Feb 28

Earnings and Revenue Growth Forecasts

NYSE:FIX - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202813,2661,639N/AN/A1
12/31/202712,3721,5401,3521,5206
12/31/202610,9401,2901,2371,3507
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
12/31/20192,615114110142N/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

Analyst Future Growth Forecasts

Earnings vs Savings Rate: FIX's forecast earnings growth (17.5% per year) is above the savings rate (3.4%).

Earnings vs Market: FIX's earnings (17.5% per year) are forecast to grow faster than the US market (15.6% per year).

High Growth Earnings: FIX's earnings are forecast to grow, but not significantly.

Revenue vs Market: FIX's revenue (13.5% per year) is forecast to grow faster than the US market (10.6% per year).

High Growth Revenue: FIX's revenue (13.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: FIX's Return on Equity is forecast to be high in 3 years time (29.8%)

Discover growth companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/10 13:00
End of Day Share Price 2026/04/10 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 12 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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