Industrials
Comfort Systems USA, Inc.(FIX)
Live Price
Offline$1,854.23
-8.10% today
1Y Change
+267.74%
Window
Jun 27, 2025 โ Jun 18, 2026
- Market Cap
- $70.80B
- Revenue Growth
- +29.5%
- EPS Growth
- +97.6%
- Dividend Yield
- 0.1%
Coverage: 245 bars ยท Jun 27, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Comfort Systems USA, Inc. (FIX) is a Industrials stock with a market cap of $70.80B and listed on NYSE. The stock last traded around $1854.23 and up 267.7% across the available one-year price window (Jun 27, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +29.5%, EPS growth of +97.6%, a dividend yield of 0.1%. What stands out right now is revenue +29.5%, EPS +97.6%, free cash flow +39.8% with operating margin 15.7% and ROIC 37.1%. The dividend is present but secondary, with a yield around 0.1%. Valuation already assumes a fairly strong business story at P/E 57.9 and price/sales 7.0. Stock Foundry combines FIX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+29.5% vs +6.8% peer median
Operating Margin
Near sector median
+15.7% vs +16.9% peer median
P/E
Above sector median
57.9 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 23, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +29.5% and EPS at +97.6%, with operating margin around 15.7%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 0.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +8.4% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 23, 2026 | โ | -2.7% | +3.7% | +3.5% |
2026 Feb 19, 2026 | +38.8% | +6.5% | +4.7% | +5.2% |
2025 Oct 23, 2025 | +31.2% | +19.0% | +16.8% | +6.2% |
Benchmark Edge
FIX vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
FIX
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
FIX Max Drawdown
-15.81%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for FIX and SPY.
Company Overview
Comfort Systems USA, Inc.
New York Stock Exchange
Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. It operates through two segments: Mechanical and Electrical. The company offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection. It also involved in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings; and renovation, expansion, maintenance, monitoring, repair, and replacement of MEP systems in existing buildings. In addition, the company provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems. 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.
- Leadership
- Brian E. Lane
- IPO Date
- Jun 27, 1997
- Employees
- 22.7k
- Street Address
- 9753 Katy Freeway
- Mailing
- Houston, TX, 77024
- Region
- Houston, TX, US
- Reporting Currency
- USD
- Investor Line
- 713 830 9600
- Last Updated
- Apr 29, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 57.9
- EV/EBITDA
- 40.5
- Price/Sales
- 7.0
- Price/Book
- 25.2
Growth
- Revenue
- +29.5%
- EPS
- +97.6%
- Free Cash Flow
- +39.8%
Profitability
- Gross Margin
- 25.1%
- Operating Margin
- 15.7%
- Net Margin
- 12.1%
- ROE
- 51.7%
- ROIC
- 37.1%
Balance Sheet
- Debt/Equity
- 0.13
- Current Ratio
- 1.24
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.