Comfort Systems USA (FIX)
Builds and services mechanical, electrical and plumbing systems for complex US facilities.
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Builds and services HVAC, plumbing, piping, controls, electrical, modular, monitoring and fire-protection systems for commercial, industrial and institutional facilities across the United States. Revenue comes mainly from new construction, with technology facilities the largest customer market and a smaller stream from renovations, maintenance and repair.
Builds, installs, maintains, repairs and replaces mechanical, electrical and plumbing systems for commercial, industrial and institutional facilities across the United States. Mechanical work spans HVAC, plumbing, piping, controls, off-site construction, monitoring and fire protection; electrical work covers system installation and service. Local operating teams manage projects, supported by shared design, prefabrication, purchasing, safety and training resources.
Serves technology and manufacturing sites alongside healthcare, education, government, office and other facilities. Revenue comes from new construction, renovations and expansions, plus service calls, maintenance and monitoring. Design-build expertise, building-information modeling and off-site fabrication help coordinate complex projects and deploy skilled labor across locations. Most recent revenue is concentrated in new construction and technology facilities, while execution depends on labor availability, cost estimates, project schedules and critical equipment supply.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 20, 2026 | UBS | Target | Target: $2,225 | Target: $2,100 |
| Jul 27, 2026 | Stifel Nicolaus | Target | Target: $1,819 | Target: $1,910 |
| Jul 27, 2026 | UBS | Reiterate | Rating: —Target: $2,125 | Target: $2,225 |
| Jul 27, 2026 | KeyBanc | Reiterate | Rating: —Target: $2,004 | Target: $2,110 |
| Jul 9, 2026 | Goldman Sachs | Initiate | Rating: —Target: — | Target: $2,159 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.85B · Total debt $328.0M · Total assets $8.49B · Shareholders' equity $3.22B
- Revenue
- $3.27B
- Operating income
- $558.0M
- Net income
- $441.6M
HistoryDividendAnnual yield
| Institutions | ≈ 90.50% | 31.85M shares | |
|---|---|---|---|
| 1,395 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.07% | 375.6K shares | |
| 18 holders · as of Aug 27, 2026 | |||
| Other | ≈ 8.43% | 2.97M shares | |
| remainder | |||
35.19M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.65% | 3.40M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 2.30M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.30% | 1.87M | as of Jun 30, 2026 |
FMR LLCInstitution | 4.72% | 1.66M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.37% | 1.54M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Brian E. Lane | director, officer: CHIEF EXECUTIVE OFF. | −16,024 | $1,608.21 |
| Aug 17, 2026 | William Iii George | officer: CHIEF FINANCIAL OFFICER | −2,554 | $1,859.65 |
| Aug 11, 2026 | Franklin Myers | director | −4,000 | $1,693.92 |
| Aug 10, 2026 | Franklin Myers | director | −3,500 | $1,690.47 |
| Jun 24, 2026 | Franklin Myers | director | −6,700 | $1,954.47 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Comfort Systems USA | $1,614.59 | −1.10% | $57.46B | 40.2 | 30.6 | 5.1 | +50.3% |
| EMCOR Group | $756.00 | −0.23% | $33.42B | 23.7 | 21.7 | 1.8 | +19.8% |
| APi Group | $37.73 | +0.72% | $16.19B | — | 20.4 | 1.9 | +13.3% |
| Quanta Services | $643.41 | +0.12% | $96.61B | 73.6 | 35.7 | 2.9 | +41.1% |
| MYR Group | $289.63 | +0.41% | $4.49B | 27.4 | 22.5 | 1.1 | +20.2% |
| IES | $320.68 | −0.31% | $12.82B | 28.6 | 25.5 | 3.2 | +39.6% |
| Limbach | $52.01 | −0.39% | $622.4M | 20.9 | 12.4 | 0.9 | +22.0% |
| Median | 27.4 | 22.1 | 1.9 | +21.0% |