Comfort Systems USA (FIX) Hisse Özeti
Comfort Systems USA, Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri'nde mekanik ve elektrik hizmetleri endüstrisi için mekanik ve elektrik tesisatı, yenileme, bakım, onarım ve değiştirme hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
FIX Community Fair Values
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Analyst Price Targets
Comfort Systems USA, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$1,828.25 |
| 52 Haftanın En Yüksek Seviyesi | US$2,073.99 |
| 52 Haftanın En Düşük Seviyesi | US$465.05 |
| Beta | 1.71 |
| 1 Aylık Değişim | 5.92% |
| 3 Aylık Değişim | 24.49% |
| 1 Yıllık Değişim | 287.75% |
| 3 Yıllık Değişim | 1,118.83% |
| 5 Yıllık Değişim | 2,105.37% |
| Halka arzdan bu yana değişim | 11,326.56% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.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 AlphaRecent updates
Anlatı Güncellemesi • 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.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 AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaHissedar Getirileri
| FIX | US Construction | US Pazar | |
|---|---|---|---|
| 7D | -1.4% | -1.9% | 1.1% |
| 1Y | 287.8% | 103.1% | 28.7% |
Getiri vs. Endüstri: FIX geçen yıl % 103.1 oranında getiri sağlayan US Construction sektörünü aştı.
Getiri vs Piyasa: FIX geçen yıl % 28.7 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| FIX volatility | |
|---|---|
| FIX Average Weekly Movement | 7.7% |
| Construction Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: FIX son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: FIX 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1917 | 22,700 | Brian Lane | comfortsystemsusa.com |
Comfort Systems USA, Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri'nde mekanik ve elektrik hizmetleri endüstrisi için mekanik ve elektrik tesisatı, yenileme, bakım, onarım ve değiştirme hizmetleri sunmaktadır. Şirket iki segmentte faaliyet göstermektedir: Mekanik ve Elektrik. Isıtma, havalandırma ve iklimlendirme sistemlerinin yanı sıra sıhhi tesisat, elektrik, boru ve kontroller, saha dışı inşaat, izleme ve yangından korunma hizmetleri sunmaktadır.
Comfort Systems USA, Inc. Temel Bilgiler Özeti
| FIX temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$64.25b |
| Kazançlar(TTM) | US$1.22b |
| Gelir(TTM) | US$10.14b |
52.5x
F/K Oranı6.3x
P/S OranıFIX aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| FIX gelir tablosu (TTM) | |
|---|---|
| Gelir | US$10.14b |
| Gelir Maliyeti | US$7.59b |
| Brüt Kâr | US$2.55b |
| Diğer Giderler | US$1.32b |
| Kazançlar | US$1.22b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 34.82 |
| Brüt Marj | 25.13% |
| Net Kâr Marjı | 12.07% |
| Borç/Özkaynak Oranı | 1.4% |
FIX uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.2%
Mevcut Temettü Verimi6%
Ödeme OranıFIX güvenilir bir temettü ödüyor mu?
FIX temettü geçmişine ve kıyaslamalara bakın| Comfort Systems USA temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | May 15 2026 |
| Temettü Ödeme Tarihi | May 26 2026 |
| Eski temettüye kadar geçen günler | 10 days |
| Temettü ödeme tarihine kadar geçen günler | 1 day |
FIX güvenilir bir temettü ödüyor mu?
FIX temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/25 10:03 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Comfort Systems USA, Inc. 12 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Brent Thielman | D.A. Davidson & Co. |
| Sophie Karp | Guggenheim Securities, LLC |
| Sangita Jain | KeyBanc Capital Markets Inc. |