Comfort Systems USA, Inc.

Comfort Systems USA, Inc.

FIXยทNYSE

$1.85K

-1.8%
IndustrialsEngineering & Construction

Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. It engages in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) systems; and renovation, expansion, maintenance, monitoring, repair, and replacement of existing buildings. The company offers its services for heating, ventilation, and air conditioning (HVAC) systems, as well as plumbing, piping and controls, off-site construction, electrical, monitoring, and fire protection. It serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional MEP markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$65.13B
EPS28.9300
P/E Ratio32.26
Earnings Date07/23/2026
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Comfort Systems USA, Inc. Street Expectations Map

FIX ยท NYSE

Wall Street analysts project that FIX stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 1.97K, with estimates ranging from a low of 1.80K to a high of 2.20K.

Lowest Target
1.80K
-2.70%
Consensus Target
1.97K
6.45%
Highest Target
2.20K
18.92%

The consensus 1-year price target stands at 1.97K, with estimates ranging from a low of 1.80K to a high of 2.20K.

Analyst Consensus Analysis

Upside Potential

+6.5%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

20.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

6.99x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Comfort Systems USA, Inc. Forward Estimates of Revenue

FIX ยท NYSE
Latest Revenue
9.10B
FY 2025
Avg Estimate
10.16B
FY 2026
Estimate Range
9.99B - 10.33B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Comfort Systems USA, Inc. Forward Estimates of Net Income

FIX ยท NYSE
Latest Net Income
1.02B
FY 2025
Avg Estimate
1.09B
FY 2026
Estimate Range
1.06B - 1.14B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Comfort Systems USA, Inc. Forward Estimates of EPS

FIX ยท NYSE
Latest EPS
28.93
FY 2025
Avg Estimate
$30.79
FY 2026
Estimate Range
$29.64 - $31.97
Analyst Spread

Forward Growth Analysis

Projected Growth+6.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Comfort Systems USA, Inc. Forward Estimates of EBIT

FIX ยท NYSE
Latest EBIT
1.30B
FY 2025
Avg Estimate
741.18M
FY 2026
Estimate Range
728.60M - 753.75M
Analyst Spread

Forward Growth Analysis

Projected Growth-43.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Comfort Systems USA, Inc. Forward Estimates of EBITDA

FIX ยท NYSE
Latest EBITDA
1.44B
FY 2025
Avg Estimate
943.71M
FY 2026
Estimate Range
927.70M - 959.72M
Analyst Spread

Forward Growth Analysis

Projected Growth-34.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Comfort Systems USA, Inc. Forward Estimates of SG&A Expense

FIX ยท NYSE
Latest SG&A Expense
883.28M
FY 2025
Avg Estimate
1.18B
FY 2026
Estimate Range
1.16B - 1.20B
Analyst Spread

Forward Growth Analysis

Projected Growth+33.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Comfort Systems USA, Inc. Insider Positioning

FIX ยท NYSE

During the last 12 months, insiders have sold $158.15M worth of FIX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

24.1K

46.65M

Net Activity

-46.7M

-$46.65M

3-6 Months

Bought

0

0.00

Sold

39.6K

56.84M

Net Activity

-56.8M

-$56.84M

6-9 Months

Bought

0

0.00

Sold

26.9K

26.04M

Net Activity

-26.0M

-$26.04M

9-12 Months

Bought

0

0.00

Sold

44.0K

28.62M

Net Activity

-28.6M

-$28.62M

Top Buyers

No buying activity

Top Sellers

1
LBE

Lane Brian E.

Director, Officer: Chief Executive Off.

37.6K sharesโ€ข4 transactions

$49.20M

2
GWI

George William Iii

Officer: Chief Financial Officer

26.8K sharesโ€ข5 transactions

$32.76M

3
MF

Myers Franklin

Director

22.6K sharesโ€ข4 transactions

$29.39M

4
AD

Anderson Darcy

Director

16.5K sharesโ€ข3 transactions

$14.05M

5
SWJ

Sandbrook William J

Director

5.6K sharesโ€ข5 transactions

$7.35M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $158.15M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$46.65M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.