Comfort Systems USA Inc (FIX · NYSE)
FIX · MARKET VIEW
Market view · as of Aug 31, 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
60.0%
-26.5% vs 52w high · -12.2% 1mo
Price (last ~year)
Comfort Systems USA (FIX) shares have retreated 17.9% over the past three months to $1518.73, despite the company posting record quarterly results with $3.27 billion in revenue and $441.6 million in net income for the period ending June 30, 2026. The firm maintains a strong liquidity position with $1.85 billion in cash against $328.0 million in debt, supporting 38.8% year-over-year earnings growth. Valuation currently reflects a 39.68 P/E ratio and a 0.708 PEG ratio.
Valuation
- Market cap
- $53.45B
- P/E
- 39.68
- PEG
- 0.708
- P/B
- 17.67
- P/S
- 4.761
- EV/EBITDA
- 27.65
- Beta
- 1.701
- Analyst target
- $2197
Quality & returns
- Gross margin
- 25.7%
- Operating margin
- 7.9%
- Profit margin
- 12.8%
- ROE
- 55.3%
- ROA
- 17.0%
Price movement
- Last
- $1518.73
- 1-month
- -12.2%
- 3-month
- -17.9%
- RSI (14)
- 39
- vs SMA200
- +3.0%
- 52-wk position
- 60.0% -26.5% 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 Comfort Systems USA: Quality At A More Compelling Price (NYSE:FIX) · 2026-08-25
- Bullish Zacks Industry Outlook Comfort Systems, Carrier Global and SPX Technologies · 2026-08-25
- Somewhat-Bullish Comfort Systems USA (NYSE:FIX) Meets All Eight Growth Rules With Strong Fundamental Momentum · 2026-08-22
- Bullish D.A. Davidson Initiates Comfort Systems USA(FIX.US) With Buy Rating, Announces Target Price $2,100 · 2026-08-21
- Bullish COMFORT SYSTEMS USA, INC. : D.A. DAVIDSON INITIATES COVERAGE WITH BUY RATING; TARGET PRICE $2,100 · 2026-08-21
- Bullish D.A. Davidson Maintains Comfort Systems USA(FIX.US) With Buy Rating, Maintains Target Price $2,100 · 2026-08-21
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)