Comfort Systems USA stock | Expectations for 2026, valuation & analysis

Comfort Systems USA

NYSE:FIX

$ 1.366,77

+ $8,11 (0,60%)

1.366,77 $

+$8,11 (0,60%)

End-of-day quote: 03/27/2026

Comfort Systems USA Stock Value

The current analyst rating for NYSE:FIX is Buy.

Buy

Comfort Systems USA Company Info

EPS Growth 5Y

49,79%

Market Cap

$48,00 B

Long-Term Debt

$0,14 B

Short Interest

1,38%

Quarterly earnings

04/23/2026

Dividend

$2,87

Dividend Yield

0,21%

Founded

1917

Industry

Industrials

Country

United States

ISIN Number

US1999081045

Website

http://comfortsystemsusa.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$1.680,00

22.92%

Last Update: 03/30/2026

Analysts: 5

Highest Price Target $1.800,00

Average Price Target $1.680,00

Lowest Price Target $1.611,00

In the last five quarters, Comfort Systems USA’s Price Target has risen from $113,74 to $534,40 - a 369,84% increase. Eight analysts predict that Comfort Systems USA’s share price will increase in the coming year, reaching $1.680,00. This would represent an increase of 22,92%.

Top growth stocks in the industrials sector (5Y.)

What does Comfort Systems USA do?

Comfort Systems USA, Inc. provides mechanical and electrical contracting services. Segments The company operates in two segments: mechanical and electrical. The company's mechanical segment principally includes heating, ventilation and air conditioning (HVAC), plumbing, piping and controls, as well as off-site construction, monitoring and fire protection. The company's electrical segment includes installation and servicing of electrical systems. The company builds, installs, maintains, repa...

Comfort Systems USA, Inc. provides mechanical and electrical contracting services.

Segments

The company operates in two segments: mechanical and electrical.

The company's mechanical segment principally includes heating, ventilation and air conditioning (HVAC), plumbing, piping and controls, as well as off-site construction, monitoring and fire protection.

The company's electrical segment includes installation and servicing of electrical systems.

The company builds, installs, maintains, repairs and replaces mechanical, electrical and plumbing (MEP) systems throughout its 47 operating units with 178 locations in 136 cities throughout the United States.

The company operates primarily in the commercial, industrial and institutional MEP markets and perform most of its services in manufacturing, healthcare, education, office, technology, retail and government facilities.

Strategy

The key elements of the company's strategies are to achieve excellence in core competencies; focus on industrial, commercial and institutional markets; leverage resources and capabilities; maintain a diverse customer, geographic, and project base; develop and adopt leading technologies; excel at modular and off-site construction; service growth initiative; seek growth through acquisitions.

Operations and Services Provided

The company provides a wide range of construction, renovation, expansion, maintenance, repair and replacement services for MEP and related systems in commercial, industrial and institutional properties. The company's local management teams maintain responsibility for day-to-day operating decisions. Local management is augmented by regional leadership that focuses on core business competencies, regional financial performance, cooperation and coordination between locations, implementing best practices and corporate initiatives. In addition to senior management, local personnel generally include design engineers, energy efficiency and sustainability experts, sales personnel, customer service personnel, installation and service technicians, sheet metal and prefabrication technicians, estimators and administrative personnel. The company's centralized certain administrative functions such as insurance, employee benefits, training, safety programs, and cash management to enable its local operating management to focus on pursuing new business opportunities and improving operating efficiencies.

Construction and Installation Services for New Buildings

The company's installation business related to newly constructed facilities, which comprised approximately 56.7% of its consolidated 2024 revenue, involves the design, engineering, integration, installation and start-up of MEP and related systems. The company provides 'design and build' and 'plan and spec' installation services for office buildings, retail centers, manufacturing plants, healthcare, education and government facilities and other commercial, industrial and institutional facilities. In a 'design and build' installation, it works with the customer to determine the needed capacity and to optimize energy efficiency of the MEP systems that best suit the proposed facility. The final design, terms, price and timing of the project are then negotiated with the customer or its representatives, after which any necessary modifications are made to the system plan. In 'plan and spec' installation, the company participates in a bid process to provide labor, equipment, materials and installation based on the end user’s plans and engineering specifications.

Renovation, Expansion, Maintenance, Monitoring, Repair and Replacement Services for Existing Buildings

The company's renovation, expansion, maintenance, monitoring, repair and replacement services in existing buildings. Maintenance and repair services are provided either in response to service calls or under a service agreement. Service calls are coordinated by customer service representatives or dispatchers to process orders, arrange service calls, dispatch technicians and communicate with and invoice customers. Service technicians work from service vehicles equipped with commonly used parts, supplies and tools to complete a variety of jobs. Optimal maintenance is crucial to energy efficient operations. Commercial, industrial and institutional service agreements usually have terms of one or more years, with automatic annual renewals, and frequently include thirty- to sixty-day cancellation notice periods. The company also provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems.

Seasonality

Demand for the company's services is generally higher in the second and third calendar quarters (year ended December 31, 2024) due to increased construction activity and increased use of air conditioning during the warmer months.

Sales and Marketing

The company has a diverse customer base, with its top customer representing 13.3% of consolidated 2024 revenue. The company's largest customer can change from year to year. Customers generally include building owners and developers and property managers, as well as general contractors, architects and consulting engineers. The company intends to continue its emphasis on developing and maintaining long-term relationships with its.

Vehicles

The company operates a fleet of various owned or leased service trucks, vans and support vehicles.

Governmental Regulation and Environmental Matters

The company's operations are subject to the federal Clean Air Act, as amended, which governs air emissions and imposes specific requirements on the use and handling of ozone-depleting refrigerants generally classified as chlorofluorocarbons (CFCs) or hydrochlorofluorocarbons (HCFCs).

History

Comfort Systems USA, Inc. was founded in 1917. The company was incorporated in 1996.

Comfort Systems USA Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - **Commercial construction:** approx. 60% - **Residential construction:** approx. 25% - **Industrial:** approx. 15% **TOP 3 markets and their percentage shares:** - **Texas:** approx. 30% - **California:** approx. 20% - **Florida:** approx. 15% Comfort Systems...

At which locations are the company’s products manufactured?

**Production Sites:** Primarily in the USA Comfort Systems USA, Inc. is a leading provider of mechanical services, specializing in heating, ventilation, and air conditioning (HVAC) systems. The company primarily produces and installs its systems in the United States. Services include planning, inst...

What strategy does Comfort Systems USA pursue for future growth?

**Revenue growth (estimated):** 8-10% annually (2025) Comfort Systems USA, Inc. pursues a growth strategy based on strategic acquisitions and expanding its service offerings. In recent years, the company has continuously acquired smaller regional HVAC companies to strengthen its market presence and...

Which raw materials are imported and from which countries?

**Main raw materials:** Copper, steel, aluminum **Countries of origin:** Chile, Canada, China Comfort Systems USA, Inc. is a leading company in the field of mechanical services that heavily relies on raw materials such as copper, steel, and aluminum. These materials are essential for the manufact...

How strong is the company’s competitive advantage?

**Market share:** 5% (estimated, 2025) **EBITDA margin:** 10.5% (2024) **Return on invested capital (ROIC):** 12% (2024) Comfort Systems USA, Inc. is a significant player in the field of mechanical services in the USA, particularly in the installation and maintenance of heating, ventilation, an...

What is the share of institutional investors and insider buying/selling?

**Institutional investor share:** approx. 94% (2023) **Insider purchases/sales:** No significant insider transactions in the past year (2023) Comfort Systems USA, Inc. has a high share of institutional investors, indicating strong confidence from large investors in the company. The share of about...

What percentage market share does Comfort Systems USA have?

**Market share of Comfort Systems USA, Inc.:** Estimated 3-5% (2025) **Main competitors and their market shares:** 1. **Johnson Controls International plc:** Approx. 15% 2. **Carrier Global Corporation:** Approx. 10% 3. **Trane Technologies plc:** Approx. 9% 4. **Lennox International Inc.:** Approx...

Is Comfort Systems USA stock currently a good investment?

**Revenue growth:** 10% (2024) **Profit growth:** 8% (2024) **Market share in the HVAC sector:** 5% (2024) Comfort Systems USA, Inc. recorded a revenue growth of 10% in 2024, attributed to strong demand in the HVAC sector and successful acquisitions. The company has strengthened its market position...

Does Comfort Systems USA pay a dividend – and how reliable is the payout?

**Dividend yield:** 0.8% (2023) Comfort Systems USA, Inc. pays a dividend, with the dividend yield being around 0.8% in 2023. The company has regularly distributed dividends in the past, indicating a certain level of reliability. Comfort Systems USA's payout policy seems to be stable, but the...

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Comfort Systems USA Stock Value

Comfort Systems USA Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Comfort Systems USA do?

Comfort Systems USA Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Comfort Systems USA Stock Value

Comfort Systems USA Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Comfort Systems USA do?

Comfort Systems USA Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.