Comfort Systems USA Inc (FIX · NYSE)
FIX · MARKET VIEW
Market view · as of Jul 27, 2026
Revenue (TTM)
$11.23B
+1.0% YoY
Gross margin
25.7%
EPS (latest q)
$12.53
vs $10.38 est · beat
52-wk position
77.9%
-16.1% vs 52w high · -14.1% 1mo
Price (last ~year)
Comfort Systems USA (FIX) reported Q2 2026 revenue of $3.27 billion and net income of $441.6 million, marking four consecutive quarterly earnings beats. The company maintains a strong liquidity position with $1.85 billion in cash against $328.0 million in total debt, supporting a 38.8% year-over-year earnings increase and a recent dividend hike. With a market capitalization of $61.01 billion, the firm currently posts a 55.3% return on equity and a 12.8% profit margin against a P/E ratio of 42.73.
Valuation
- Market cap
- $61.01B
- P/E
- 42.73
- PEG
- 0.828
- P/B
- 18.96
- P/S
- 5.43
- EV/EBITDA
- 29.74
- Beta
- 1.66
- Analyst target
- $2135.43
Quality & returns
- Gross margin
- 25.7%
- Operating margin
- 7.9%
- Profit margin
- 12.8%
- ROE
- 55.3%
- ROA
- 17.0%
Price movement
- Last
- $1733.60
- 1-month
- -14.1%
- 3-month
- +0.9%
- RSI (14)
- 45
- vs SMA200
- +25.9%
- 52-wk position
- 77.9% -16.1% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-06-30 | $3.27B | $558.0M | $441.6M | $558.0M |
| 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 |
Recent news
- Bullish Public Employees Retirement System of Ohio Sells 852 Shares of Comfort Systems USA, Inc. $FIX · 2026-07-26
- Bullish Cumberland Partners Ltd Purchases Shares of 2,000 Comfort Systems USA, Inc. $FIX · 2026-07-25
- Bullish Entropy Technologies LP Has $8.90 Million Holdings in Comfort Systems USA, Inc. $FIX · 2026-07-25
- Bullish How Investors May Respond To Comfort Systems USA (FIX) Record Q2 Results, Dividend Hike And Backlog Growth · 2026-07-25
- Somewhat-Bullish Comfort Systems USA (FIX) Stock Faces Rich P/E As EPS Growth Reinforces Bullish Narratives · 2026-07-25
- Somewhat-Bullish Comfort Systems USA (FIX) Lifts Quarterly Dividend By $0.10 Per Share · 2026-07-24
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)