Comfort Systems USA, Inc.

NYSE:FIX Aktierapport

Börsvärde: US$64.8b

Comfort Systems USA Framtida tillväxt

Future kriterier kontrolleras 5/6

Comfort Systems USA förväntas öka intäkter och intäkter med 21.6% respektive 14.8% per år. EPS förväntas tillväxt med 21.6% per år. Avkastningen på eget kapital förväntas bli 39.7% om 3 år.

Viktig information

21.6%

Tillväxttakt i vinsten

21.56%

Tillväxttakt för EPS

Construction vinsttillväxt24.0%
Intäkternas tillväxttakt14.8%
Framtida avkastning på eget kapital39.73%
Bevakning av analytiker

Good

Senast uppdaterad03 Jun 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Seeking Alpha • May 31

Comfort Systems USA: Consolidation Offers Opportunity

Summary Comfort Systems USA rated BUY with a $2,150 12-month price target, leveraging a recent 14% correction as an attractive entry into a secular growth story. FIX’s growth is underpinned by surging AI data center construction and US manufacturing reshoring, with technology clients now 56% of Q1 2026 revenues. Revenues surged 29.5% in 2025 and 56% YoY in Q1 2026, with gross margins expanding to 24.1% and a record $12.5Bn backlog driven by strong order intake. FIX’s fortress balance sheet, robust capital allocation, and sustained backlog growth support the premium multiple, while scenario analysis highlights upside if data center capex meets consensus. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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

Prognoser för vinst- och omsättningstillväxt

NYSE:FIX - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/202815,6382,2942,8763,1062
12/31/202713,9781,8701,5931,9687
12/31/202611,9211,5191,2221,8628
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

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: FIX s prognostiserade vinsttillväxt ( 21.6% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: FIX s intäkter ( 21.6% per år) förväntas växa snabbare än marknaden för US ( 17.1% per år).

Höga tillväxtresultat: FIX s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: FIX s intäkter ( 14.8% per år) förväntas växa snabbare än US marknaden ( 11.9% per år).

Hög tillväxtintäkter: FIX s intäkter ( 14.8% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: FIX s avkastning på eget kapital förväntas bli hög om 3 år ( 39.7 %)

Upptäck tillväxtföretag

7D

1Y

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/07 01:04
Aktiekurs vid dagens slut2026/06/05 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Comfort Systems USA, Inc. bevakas av 13 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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