Comfort Systems/$FIX

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About Comfort Systems

Comfort Systems USA Inc provides comprehensive mechanical contracting services, including heating, ventilation, & air conditioning, or HVAC; plumbing; piping & controls; construction; and other electrical components. Projects are mainly for commercial, industrial, & institutional buildings, & tend to be geared toward HVAC. Revenue is roughly split between installation services for newly constructed facilities & maintenance services for existing buildings. The company installs & repairs products and systems throughout the United States. It operates in two segments, Mechanical services & Electrical services, the majority is from the Mechanical services segment.

Ticker

$FIX

Primary listing

NYSE

Employees

18,300

Comfort Systems Metrics

BasicAdvanced
$29B
42.93
$19.44
1.54
$1.70
0.24%

What the Analysts think about Comfort Systems

Analyst ratings (Buy, Hold, Sell) for Comfort Systems stock.

Bulls say / Bears say

Backlog surged to a record $8.12 billion as of June 30, 2025—up 40.7% year-over-year—providing strong revenue visibility into 2026 and beyond (Nasdaq).
Earnings per share rose 74.6% year-over-year to $6.53 in Q2 2025, more than 39% above consensus estimates, demonstrating robust operational leverage and pricing power (Nasdaq).
Strong demand for data center cooling solutions boosted the modular delivery business—now 17% of operations—and underpinned a 14% stock gain following Q2 results, highlighting industry leadership in a fast-growing market (Investors Business Daily).
High valuation poses downside risk, with Comfort Systems trading at a P/E of 29.20× versus the industrials sector average of ~20×, leaving limited margin for error if growth slows (FT).
Concentration risk is rising as technology projects—primarily data center work—accounted for 40% of Q2 revenue, up from 31% a year earlier, exposing the company to potential tech spending pullbacks (Investors Business Daily).
Intensifying skilled-labor shortages in the construction sector threaten to inflate wage costs and squeeze recently expanded margins, with one industry survey showing backlog gains driven by data center work despite labor constraints (Construction Dive).
Data summarised monthly by Lightyear AI. Last updated on 29 Sept 2025.

Comfort Systems Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Comfort Systems Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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