Comfort Systems USA Inc (FIX · NYSE)
FIX · MARKET VIEW
Market view · as of Sep 14, 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
71.5%
-18.1% vs 52w high · -2.1% 1mo
Price (last ~year)
Comfort Systems USA (FIX) has exceeded earnings estimates for four consecutive quarters, most recently posting $12.53 per share for the period ending June 30, 2026, compared to the $10.38 estimate. The mechanical and electrical services provider reported a 38.8% year-over-year earnings increase, supported by demand in data center construction and a balance sheet featuring a 0.2x debt-to-EBITDA ratio. Shares closed at $1690.82, up 6.3% over the last trading day.
Valuation
- Market cap
- $59.51B
- P/E
- 41.67
- PEG
- 0.565
- P/B
- 18.5
- P/S
- 5.3
- EV/EBITDA
- 28.99
- Beta
- 1.676
- 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
- $1690.82
- 1-month
- -2.1%
- 3-month
- -11.6%
- RSI (14)
- 53
- vs SMA200
- +12.3%
- 52-wk position
- 71.5% -18.1% 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
- Somewhat-Bullish Why Has Comfort Systems USA (FIX) Become a Talking Point? · 2026-09-12
- Bullish Artisan Added Comfort Systems USA (FIX) as Data Center Demand Accelerates · 2026-09-08
- Bullish Do Upgraded Earnings Forecasts Quietly Redefine Comfort Systems USA’s Competitive Edge (FIX)? · 2026-09-01
- Bullish Aubrey Capital Management Ltd Trims Position in Comfort Systems USA, Inc. $FIX · 2026-09-01
- Bullish Moore Capital Management LP Has $17.94 Million Stock Holdings in Comfort Systems USA, Inc. $FIX · 2026-08-31
- Bullish Two Sigma Securities LLC Buys New Shares in Comfort Systems USA, Inc. $FIX · 2026-08-31
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)