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    Comfort Systems USA Inc (FIX)

    Official site

    INDUSTRIALS • ENGINEERING & CONSTRUCTION • NYSE

    $1481.01
    -60.67 (-3.94%)

    Market Cap: $54.26B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    85%(33/39)
    Avg Surprise
    +19.25%
    Streak
    20 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$12.81
    Range$12.13 - $14.13
    10 analysts
    EPS Revisions
    8
    0
    7d
    7
    0
    30d
    EPS Estimate DriftChange to current
    90d ago$10.76+19.0%
    60d ago$10.76+19.0%
    30d ago$12.79+0.1%
    7d ago$12.810.0%
    Current$12.81
    Revenue Consensus
    $3.4B
    Range$3.3B - $3.6B
    10 analysts
    Period ending Dec 31, 2026
    EPS Consensus$18.94
    Range$18.09 - $22.11
    10 analysts
    Revenue Consensus
    $4.2B
    Range$4.0B - $4.6B
    10 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$18.94---
    Sep 26EST
    		-$12.81---
    Jun 26
    Reported Jul 23
    		$12.53$10.38+20.71%Beat+91.9%
    Mar 26
    Reported Apr 23
    		$10.51$6.81+54.33%Beat+121.3%
    Dec 25
    Reported Feb 19
    		$9.37$6.73+39.23%Beat+129.7%
    Sep 25
    Reported Oct 23
    		$8.25$6.29+31.16%Beat+101.7%
    Jun 25
    Reported Jul 24
    		$6.53$4.84+34.92%Beat+74.6%
    Mar 25
    Reported Apr 24
    		$4.75$3.71+28.03%Beat+76.6%
    Dec 24
    Reported Feb 20
    		$4.08$3.67+11.07%Beat+60.0%
    Sep 24
    Reported Oct 24
    		$4.09$3.97+3.02%Beat+49.3%
    Jun 24
    Reported Jul 25
    		$3.74$3.19+17.24%Beat+87.9%
    Mar 24
    Reported Apr 25
    		$2.69$2.08+29.33%Beat+78.1%
    Dec 23
    Reported Feb 22
    		$2.55$2.20+15.91%Beat+65.6%
    Sep 23
    Reported Oct 26
    		$2.74$2.17+26.27%Beat+60.2%
    Jun 23
    Reported Jul 26
    		$1.99$1.62+22.84%Beat+70.1%
    Mar 23
    Reported Apr 26
    		$1.51$1.08+39.81%Beat+65.9%
    Dec 22
    Reported Feb 22
    		$1.54$1.39+10.79%Beat+48.1%
    Sep 22
    Reported Oct 26
    		$1.71$1.39+23.02%Beat+34.6%
    Jun 22
    Reported Jul 27
    		$1.17$1.01+15.84%Beat+30.0%
    Mar 22
    Reported Apr 27
    		$0.91$0.87+4.60%Beat+24.7%
    Dec 21
    Reported Feb 23
    		$1.04$1.04+0.00%Beat-11.1%
    Sep 21
    Reported Oct 27
    		$1.27$1.01+25.74%Beat+6.7%
    Jun 21
    Reported Jul 28
    		$0.90$0.91-1.10%Miss-16.7%
    Mar 21
    Reported Apr 28
    		$0.73$0.50+46.00%Beat+52.1%
    Dec 20
    Reported Feb 25
    		$1.17$0.83+40.96%Beat+39.3%
    Sep 20
    Reported Oct 26
    		$1.19$1.02+16.67%Beat+21.4%
    Jun 20
    Reported Jul 27
    		$1.08$0.41+163.41%Beat+66.2%
    Mar 20
    Reported Apr 27
    		$0.48$0.41+17.07%Beat-9.4%
    Dec 19
    Reported Feb 26
    		$0.84$0.75+12.00%Beat+13.5%
    Sep 19
    Reported Oct 24
    		$0.98$0.85+15.29%Beat-3.9%
    Jun 19
    Reported Jul 25
    		$0.65$0.86-24.42%Miss-17.7%
    Mar 19
    Reported Apr 25
    		$0.53$0.52+1.92%Beat+43.2%
    Dec 18
    Reported Feb 21
    		$0.74$0.80-7.50%Miss+64.4%
    Sep 18
    Reported Oct 25
    		$1.02$0.84+21.43%Beat+72.9%
    Jun 18
    Reported Jul 26
    		$0.79$0.69+14.49%Beat+68.1%
    Mar 18
    Reported Apr 26
    		$0.37$0.32+15.63%Beat+76.2%
    Dec 17
    Reported Feb 22
    		$0.45$0.51-11.76%Miss+0.0%
    Sep 17
    Reported Oct 26
    		$0.59$0.56+5.36%Beat-
    Jun 17
    Reported Jul 27
    		$0.47$0.50-6.00%Miss-
    Mar 17
    Reported Apr 26
    		$0.21$0.28-25.00%Miss-
    Dec 16
    Reported Feb 23
    		$0.45$0.44+2.27%Beat-

    Dividends

    Dividend Metrics

    Forward Yield0.22%
    Forward Annual Dividend$3.20
    Payout Ratio4.14%
    FrequencyQuarterly
    Pay MonthsMar, May, Aug, Nov

    Growth

    3Y CAGR+51.57%
    5Y CAGR+35.62%
    FIX dividend history and ex-dividend datesRun FIX in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio36.42EV/EBITDA25.57x
    Price/FCF24.15xFCF Yield4.14%
    Profitability
    Profit Margin12.80%Operating Margin17.10%
    ROE55.30%ROIC43.26%
    Financial Health
    Debt/Equity0.02xInterest Coverage192.84x
    Current Ratio1.21xQuick Ratio1.19x
    Trading Statistics
    Beta1.66Avg Volume355.58K
    52-Week High$2072.1052-Week Low$768.90

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$1670.99
    SMA 20$1660.49
    SMA 50$1649.99
    SMA 200$1587.47
    EMA 10$1625.34
    EMA 20$1644.09
    EMA 50$1662.43
    EMA 200$1530.58

    MACD

    Line: -14.50Signal: 6.85Hist: -21.35

    ADX

    ADX: 15.6+DI: 15.0-DI: 34.9

    Aroon & PSAR

    Aroon Up72.0
    Aroon Down100.0
    PSAR$1801.69

    Bollinger Bands

    Upper Band$1802.71
    Lower Band$1518.27
    %B Position1713%(Upper)
    Band Width-0.13

    RSI (14-Day)

    Neutral
    34.3

    Momentum Oscillators

    Stoch %K18.0
    Stoch %D24.3
    Williams %R-79.4
    ROC (10d)-12.1%
    Momentum-204.28
    CCI (20d)-271.9
    MFI (14d)37.2

    Volatility Measures

    ATR (14d)$82.63(5.6%)
    StdDev (20d)71.11
    Hist Vol46.2%(High)

    Volume Flow

    VWAP$1455.57
    OBV25.7M
    AD Line8.9M
    CMF (20d)0.247

    Volume Metrics

    Avg Vol (20d)364.8K
    Vol Ratio2.3x(High)
    VWMA (20d)$1646.92

    Pivot Points

    R3$1714.79
    R2$1669.03
    R1$1605.36
    Pivot Point$1559.60
    S1$1495.93
    S2$1450.17
    S3$1386.50

    Advanced Oscillators

    TSI-5.25
    Ultimate Osc48.8
    KST26.15

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$3.27B$2.87B$2.65B$2.45B$2.17B$1.83B$1.87B$1.81B$1.81B$1.54B$1.36B$1.38B
    Cost of Revenue$2.42B$2.11B$1.97B$1.84B$1.66B$1.43B$1.43B$1.43B$1.45B$1.24B$1.08B$1.10B
    Gross Profit$844.23M$754.41M$674.72M$607.87M$509.90M$403.42M$433.74M$381.71M$363.60M$297.36M$279.69M$277.50M
    Operating Expenses$286.26M$268.69M$247.97M$229.00M$210.02M$194.32M$207.38M$178.83M$178.93M$161.90M$159.41M$142.36M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$287.05M$269.00M$248.37M$229.58M$210.47M$194.87M$207.63M$180.18M$179.54M$162.72M$160.03M$142.94M
    Operating Income$557.97M$485.72M$426.74M$378.87M$299.87M$209.10M$226.35M$202.88M$184.67M$135.46M$120.28M$135.14M
    Interest Income$11.05M$8.51M$8.14M$6.38M$2.82M$4.27M$4.86M$3.83M$1.26M$1.60M$1.05M$952,000
    Interest Expense$1.44M$2.18M$2.81M$2.97M$1.60M$1.62M$1.58M$1.73M$1.71M$1.63M$401,000$1.89M
    Income Before Tax$566.24M$482.15M$418.50M$370.46M$296.48M$208.01M$186.04M$187.81M$169.66M$123.06M$111.73M$125.44M
    Income Tax Expense$124.64M$111.77M$87.69M$78.84M$65.64M$38.72M$40.17M$41.58M$35.65M$26.74M$20.15M$20.31M
    Net Income$441.60M$370.38M$330.81M$291.62M$230.85M$169.29M$145.87M$146.24M$134.01M$96.32M$91.58M$105.13M
    EBITDA$600.17M$515.00M$451.02M$403.07M$330.09M$239.66M$217.81M$222.64M$208.95M$158.42M$132.83M$146.93M
    EBIT$556.63M$475.81M$413.17M$367.05M$295.27M$205.36M$182.75M$185.72M$170.10M$123.09M$111.08M$126.37M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $215986
    Gov Obligations / Revenue
    0.0%
    Obligations YoY
    N/A
    Active Awards
    8
    New Awards (TTM)
    2
    Avg Remaining Term
    1.9 mo

    Top agency: Department of Veterans Affairs at 88.2% of trailing twelve month obligations across 4 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    H9224026PE034Department of DefenseU.S. Special Operations Command$12492Apr 16, 2026
    70Z02726PPORT0046Department of Homeland SecurityU.S. Coast Guard$7585Jun 4, 2026

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Comfort Systems USA Announces Third Quarter 2026 Conference Call and Webcast

    Comfort Systems USA (NYSE: FIX) has scheduled its quarterly conference call and webcast for Friday, October 23, 2026...

    Yahoo Finance•10/16/26•Neutral

    Is Comfort Systems USA (FIX) Still Cheap After Its Huge Rerating?

    Comfort Systems USA (FIX) has seen significant share price movement, prompting questions about its current valuation relative to its cash flows. A Discounted Cash Flow (DCF) model suggests the company's intrinsic value...

    Simply Wall Street•10/16/26•Bullish

    What Does Comfort Systems Stock’s Winning Streak Really Prove?

    Comfort Systems USA (FIX) has outperformed the S&P 500 for five consecutive years, a rare feat achieved by only 9 out of 485 large U.S. stocks. While statistical probability suggests some streaks could be due to luck...

    Trefis•10/16/26•Bullish

    KeyBanc raises target for Comfort Systems USA stock to USD 2,125

    KeyBanc has increased its price target for Comfort Systems USA (FIX) to $2,125 from $2,110, maintaining a Sector Weight rating. This adjustment follows strong second-quarter revenue of $3.27 billion...

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    KeyBanc Maintains Comfort Systems USA(FIX.US) With Buy Rating, Raises Target Price to $2,125

    KeyBanc has reaffirmed its Buy rating for Comfort Systems USA (FIX.US) and increased its price target to $2,125. This adjustment reflects the firm's continued confidence in the company's performance and future outlook....

    Moomoo•10/15/26•Bullish

    FIX Valuation and Fair Value

    P/E
    36.4x
    Forward P/E
    26.0x
    EV/EBITDA
    25.6x
    P/FCF
    24.2x
    PEG
    0.5x
    P/B
    16.2x
    See GNG's fair value

    FIX Profitability: Margins, ROIC and FCF

    Gross margin
    25.7%
    Operating margin
    17.1%
    Net margin
    12.8%
    ROIC
    43.3%
    ROE
    55.3%
    FCF margin
    19.2%
    FCF yield
    4.1%

    FIX Competitors

    CompanyTicker
    Ametek IncAME
    Delta Air Lines IncDAL
    Fastenal CompanyFAST
    Honeywell Aerospace IncHONA
    PACCAR IncPCAR
    Westinghouse Air Brake Technologies CorpWAB
    Transdigm Group IncorporatedTDG
    Rockwell Automation IncROK

    Sector: Industrials

    FIX Analyst Ratings

    Consensus
    Buy
    Analysts
    10
    Strong Buy
    0
    Buy
    9
    Hold
    1
    Sell
    0
    Strong Sell
    0

    FIX Bull Case vs Bear Case

    Bull case

    • FIX earns a 43.3% return on invested capital.
    • FIX converts 19.2% of revenue into free cash flow.
    • FIX beat EPS estimates in 100.0% of its last 8 reported quarters.

    FIX Earnings: Beat Rate and Next Report

    Beat rate
    8 of 8 quarters (100.0%)
    Average surprise
    27.8%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $12.81
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    7 up, 0 down

    FIX Dividend

    Forward yield
    0.2%
    Payout ratio
    4.1%
    3Y DPS growth
    51.6%
    5Y DPS growth
    35.6%
    Pay months
    Mar, May, Aug, Nov
    FIX dividend history

    Frequently Asked Questions About FIX

    What is FIX's current dividend yield?

    Comfort Systems USA Inc (FIX) has a forward dividend yield of 0.22%.

    Does FIX pay dividends?

    Yes, Comfort Systems USA Inc pays dividends with a forward dividend yield of 0.22%.

    What is FIX's P/E ratio?

    Comfort Systems USA Inc has a price-to-earnings (P/E) ratio of 36.42.

    What is FIX's market cap?

    Comfort Systems USA Inc (FIX) has a market capitalization of $54.26B with a current stock price of $1481.01.

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