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
$26B
38.68
$19.44
1.51
$1.70
0.27%

What the Analysts think about Comfort Systems

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

Bulls say / Bears say

Comfort Systems ended Q2 2025 with a record backlog of $8.12 billion, up 41% year-over-year and 18% sequentially, providing strong revenue visibility into 2026 (Nasdaq).
Gross margins expanded to 23.5% in Q2 2025 from 20.1% a year ago, while operating margin rose to 13.8%, reflecting strong pricing discipline and operational leverage (Zacks).
Technology-sector revenue surged from 31% to 40% year-over-year in Q2 2025, driven by robust demand from AI data center projects, underscoring the company’s strategic positioning in high-growth end markets (Investor's Business Daily).
Comfort Systems reported a free cash flow outflow of $109 million in Q1 2025 and saw cash reserves decline by 63% to $204.8 million, highlighting potential inefficiencies in cash conversion despite strong earnings and revenue growth (Investor's Business Daily).
Comfort Systems’ own 10-Q warns that backlog represents only near-term revenue visibility over the next six to twelve months, limiting its usefulness as a predictor of sustained multi-quarter earnings growth (SEC).
The company’s labor model faces intensifying pressure from a tightening pool of skilled tradespeople, with any sustained shortage likely to inflate wage costs and delay project timelines, eroding recent margin gains (Simply Wall St).
Data summarised monthly by Lightyear AI. Last updated on 29 Aug 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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