COMFORT SYSTEMS USA INC
FIXNYSE · SIC 1731
$1,674.06
↓ -0.4%Jul 17 close · end-of-day
Price
1Y↑ +206.9%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$59.0B
Enterprise Value
$58.0B
P/E
48.3
P/S
20.6
P/B
21.0
EV/EBITDA
104.9
PEG
0.8
FCF Yield
2.3%
Dividend Yield
0.1%
Revenue (TTM)
$2.9B
Net Income (TTM)
$1.2B
Free Cash Flow (TTM)
$1.4B
Gross Margin
26.3%
Operating Margin
17.0%
Net Margin
42.7%
ROE
43.5%
ROIC
13.5%
Debt / Equity
0.0
Net Cash
$1.0B
Return 1Y
+204.8%
Company profile
Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services. The company offers its services for heating, ventilation, and air conditioning (HVAC) systems, plumbing, piping and controls, off-site construction, electrical, monitoring, and fire protection.
- CEO
- Brian E. Lane
- Sector
- Construction
- Industry
- Construction
- Employees
- 14,100
- Headquarters
- Texas
- Website
- comfortsystemsusa.com
Management & directors
- George William IiiCHIEF FINANCIAL OFFICER
- Shaeff JulieCHIEF ACCOUNTING OFFICER
- Lane Brian E.PRESIDENT/CHIEF EXECUTIVE OFF.
- Eslicker Rachel R.SVP & GENERAL COUNSEL
- Reed TerrenceSVP & CHRO
- Trent T MckennaPRESIDENT/CHIEF OPERATING OFF.
- Howell Laura FinleySVP & GENERAL COUNSEL
Roles derived from SEC Form 4 filings.
Earnings
Next earnings · estimated2026-07-23
FIX Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$2.9B↑ +56.5%
Diluted EPS$10.51↑ +121.3%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $2.9B | $3.1B | $4.1B | $5.2B | $7.0B | $1.8B |
| Gross profit | $547.0M | $563.2M | $741.6M | $990.5M | $1.5B | $403.4M |
| Operating income | $190.7M | $188.4M | $253.8M | $418.4M | $749.4M | $209.1M |
| Net income | $150.1M | $143.3M | $245.9M | $323.4M | $522.4M | $1.0B |
| Diluted EPS | $4.09 | $3.93 | $6.82 | $9.01 | $14.60 | $28.88 |
| Operating cash flow | $286.5M | $180.2M | $301.5M | $639.6M | $849.1M | $1.2B |
| Free cash flow | $262.4M | $157.8M | $253.2M | $544.7M | $738.0M | $1.0B |
| Gross margin | 19.1% | 18.3% | 17.9% | 19.0% | 21.0% | 22.0% |
| Operating margin | 6.7% | 6.1% | 6.1% | 8.0% | 10.7% | 11.4% |
| Net margin | 5.3% | 4.7% | 5.9% | 6.2% | 7.4% | 55.8% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.8B | $1.8B | $1.9B | $1.8B | $2.2B | $2.5B | -$4.6B | $2.9B |
| Gross profit | $363.6M | $381.7M | $433.7M | $403.4M | $509.9M | $607.9M | -$1.1B | $754.4M |
| Operating income | $184.7M | $202.9M | $226.4M | $209.1M | $299.9M | $378.9M | -$678.7M | $485.7M |
| Net income | $134.0M | $146.2M | $145.9M | $169.3M | $230.8M | $291.6M | $330.8M | $370.4M |
| Diluted EPS | $3.74 | $4.09 | $4.08 | $4.75 | $6.53 | $8.25 | $9.35 | $10.51 |
| Operating cash flow | $189.9M | $302.2M | $210.5M | -$88.0M | $252.5M | $553.3M | $468.5M | $388.8M |
| Free cash flow | $166.5M | $280.1M | $169.8M | -$110.2M | $221.2M | $517.9M | $402.4M | $241.4M |
| Gross margin | 20.1% | 21.1% | 23.2% | 22.0% | 23.5% | 24.8% | 24.2% | 26.3% |
| Operating margin | 10.2% | 11.2% | 12.1% | 11.4% | 13.8% | 15.5% | 14.7% | 17.0% |
| Net margin | 7.4% | 8.1% | 7.8% | 9.2% | 10.6% | 11.9% | -7.2% | 12.9% |
Company news
Jul 20, 2026
Jul 17, 2026
Jul 16, 2026
Jul 13, 2026
- 7d agoComfort Systems (FIX) Declines More Than Market: Some Information for Investorsfinance.yahoo.com
- 7d agoBillionaires are loading up on these superior stocks. Why it pays to follow their money.marketwatch.com
- 7d agoIncreased Demand Lifted Comfort Systems (FIX) in Q2finance.yahoo.com
- 7d agoArgan vs. Comfort Systems USA: Which AI Infrastructure Stock Is the Better Buy?fool.com
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-24 | MYERS FRANKLIN | Sale | 6,700 | $1,954.47 | $13.1M | filing |
| 2026-05-27 | Hardy Rhoman J | Sale | 342 | $1,900.08 | $649,827.36 | filing |
| 2026-05-21 | MYERS FRANKLIN | Gift | 273 | $0.00 | $0.00 | filing |
| 2026-05-18 | BULLS HERMAN E | Award | 105 | $0.00 | $0.00 | filing |
| 2026-05-18 | Hardy Rhoman J | Award | 105 | $0.00 | $0.00 | filing |
| 2026-05-18 | Kapoor Gaurav | Award | 105 | $0.00 | $0.00 | filing |
| 2026-05-18 | Mercado, Pablo G. | Award | 105 | $0.00 | $0.00 | filing |
| 2026-05-18 | SANDBROOK WILLIAM J | Award | 105 | $0.00 | $0.00 | filing |
| 2026-05-18 | Wallis-Lage Cindy L. | Award | 105 | $0.00 | $0.00 | filing |
| 2026-05-18 | Skidmore Constance Ellen | Award | 105 | $0.00 | $0.00 | filing |
| 2026-05-18 | ANDERSON DARCY | Award | 105 | $0.00 | $0.00 | filing |
| 2026-05-18 | MYERS FRANKLIN | Award | 105 | $0.00 | $0.00 | filing |
| 2026-05-11 | Shaeff Julie· CHIEF ACCOUNTING OFFICER | Sale | 1,123 | $2,000.37 | $2.2M | filing |
| 2026-05-11 | GEORGE WILLIAM III· CHIEF FINANCIAL OFFICER | Sale | 1,000 | $2,020.97 | $2.0M | filing |
| 2026-05-08 | GEORGE WILLIAM III· CHIEF FINANCIAL OFFICER | Sale | 4,000 | $1,948.17 | $7.8M | filing |
| 2026-05-07 | MYERS FRANKLIN | Sale | 4,500 | $1,902.57 | $8.6M | filing |
| 2026-05-07 | MYERS FRANKLIN | Gift | 205 | $0.00 | $0.00 | filing |
| 2026-05-07 | MYERS FRANKLIN | Gift | 51 | $0.00 | $0.00 | filing |
| 2026-05-07 | MYERS FRANKLIN | Gift | 256 | $0.00 | $0.00 | filing |
| 2026-05-05 | Lane Brian E.· CHIEF EXECUTIVE OFF. | Sale | 11,113 | $1,969.84 | $21.9M | filing |
| 2026-04-30 | Mercado, Pablo G. | Sale | 500 | $1,779.78 | $889,890.05 | filing |
| 2026-04-29 | SANDBROOK WILLIAM J | Sale | 1,500 | $1,732.67 | $2.6M | filing |
| 2026-04-01 | Lane Brian E.· CHIEF EXECUTIVE OFF. | Tax withholding | 1,512 | $1,429.60 | $2.2M | filing |
| 2026-04-01 | Lane Brian E.· CHIEF EXECUTIVE OFF. | Tax withholding | 1,146 | $1,429.60 | $1.6M | filing |
| 2026-04-01 | Lane Brian E.· CHIEF EXECUTIVE OFF. | Tax withholding | 941 | $1,429.60 | $1.3M | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.