Comfort Systems USA Inc (FIX · NYSE)
FIX · MARKET VIEW
Market view · as of Jul 13, 2026
Revenue (TTM)
$10.14B
+1.0% YoY
Gross margin
25.1%
EPS (latest q)
$10.51
vs $6.81 est · beat
52-wk position
79.8%
-15.0% vs 52w high · +2.1% 1mo
Price (last ~year)
Comfort Systems USA (FIX) reported a strong start to 2026, with Q1 revenue of $2.87 billion and net income of $370.4 million, representing a 38.8% year-over-year increase in earnings. The company maintains a robust balance sheet with $1.05 billion in cash against $339.1 million in total debt, while continuing to expand its modular capacity toward a 4 million square-foot target by year-end. Shares are currently trading at $1756.09, down 15.0% from their 52-week high, following a streak of four consecutive quarterly earnings beats.
Valuation
- Market cap
- $61.79B
- P/E
- 50.77
- PEG
- 0.839
- P/B
- 21.96
- P/S
- 6.1
- EV/EBITDA
- 35.49
- Beta
- 1.66
- Analyst target
- $2064
Quality & returns
- Gross margin
- 25.1%
- Operating margin
- 7.9%
- Profit margin
- 12.1%
- ROE
- 53.3%
- ROA
- 17.3%
Price movement
- Last
- $1756.09
- 1-month
- +2.1%
- 3-month
- +6.4%
- RSI (14)
- 41
- vs SMA200
- +32.0%
- 52-wk position
- 79.8% -15.0% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-03-31 | $2.87B | $485.4M | $370.4M | $523.3M |
| 2025-12-31 | $2.65B | $426.4M | $330.8M | $458.9M |
| 2025-09-30 | $2.45B | $378.9M | $291.6M | $418.3M |
| 2025-06-30 | $2.17B | $299.9M | $230.8M | $332.7M |
Recent news
- Bullish Comfort Systems USA (FIX) Expands Modular Capacity, Is The Stock Fully Priced? · 2026-07-12
- Somewhat-Bullish Kornitzer Capital Management Inc. KS Sells 3,800 Shares of Comfort Systems USA, Inc. $FIX · 2026-07-11
- Somewhat-Bullish Comfort Systems USA, Inc. $FIX Shares Acquired by Sumitomo Mitsui Trust Group Inc. · 2026-07-11
- Bullish Comfort Systems USA (FIX) Q4 2025 earnings summary · 2026-07-11
- Neutral Comfort Systems vs Trane: Which HVAC Giant Is the Better Stock? · 2026-07-11
- Bullish Comfort Systems USA (FIX) Q4 2025 earnings summary · 2026-07-10
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)