Comfort Systems
FIX
Market cap $19B

539.50 USD

+5.73

1.07%

At close Jul 11, 4:00 PM EDT

1 day

1.07%

5 days

-0.32%

1 month

8.62%

3 months

54.69%

6 months

22.85%

Year to date

25.90%

1 year

69.09%

5 years

1,284.04%

10 years

2,200.64%

About: Comfort Systems USA Inc provides comprehensive mechanical contracting services, including heating, ventilation, & air conditioning, or HVAC; plumbing; piping & controls; construction; and other electrical components. Projects are mainly for commercial, industrial, & institutional buildings, & tend to be geared toward HVAC. Revenue is roughly split between installation services for newly constructed facilities & maintenance services for existing buildings. The company installs & repairs products and systems throughout the United States. It operates in two segments, Mechanical services & Electrical services, the majority is from the Mechanical services segment.

Employees: 18,300

Industrials Engineering & Construction

0

Funds holding %

of 7,312 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

38% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 196

8% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $54.9M

1.63% less ownership

Funds ownership: 94.7% [Q4 2024] → 93.07% (-1.63%) [Q1 2025]

6% less funds holding

Funds holding: 657 [Q4 2024] → 619 (-38) [Q1 2025]

20% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 122

25% less capital invested

Capital invested by funds: $14.3B [Q4 2024] → $10.7B (-$3.63B) [Q1 2025]

60% less funds holding in top 10

Funds holding in top 10: 10 [Q4 2024] → 4 (-6) [Q1 2025]

See Fund Rankings

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$581

8%

upside

Avg. target

$606

12%

upside

High target

$630

17%

upside

2 analyst ratings

2 positive

100%

0 neutral

0%

0 negative

0%

Stifel Brian Brophy	8%upside $581	Buy Maintained	11 Jul 2025
DA Davidson Brent Thielman	17%upside $630	Buy Maintained	30 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 18 articles about FIX published over the past 30 days

Zacks Investment Research

FIX's M&A Discipline Holds Firm: Can it Fuel Long-Term Growth?

Comfort Systems leans into strategic M&A, backed by strong cash and a $6.9B backlog, to drive focused long-term growth.

FIX's M&A Discipline Holds Firm: Can it Fuel Long-Term Growth?

Comfort Systems: A Compounder Already Reflecting High Revenue Growth Expectations

Backlog tends to build in Q4 and Q1, while it burns off in Q2 and Q3 due to higher revenues in those periods. Seasonal booking patterns are even more pronounced in the modular segment over the past 3-4 years. The current pipeline remains strong, supporting a positive outlook for Comfort Systems regardless of short-term backlog fluctuations.

Comfort Systems: A Compounder Already Reflecting High Revenue Growth Expectations

Zacks Investment Research

Comfort Systems (FIX) Registers a Bigger Fall Than the Market: Important Facts to Note

Comfort Systems (FIX) closed at $527.42 in the latest trading session, marking a -2.6% move from the prior day.

Comfort Systems (FIX) Registers a Bigger Fall Than the Market: Important Facts to Note

Zacks Investment Research

FIX Stock Trades Near 52-Week High: Should You Chase the Rally?

Comfort Systems USA FIX has seen a spectacular run in recent months. Shares have surged more than 73.3% in the past three months alone, eclipsing the broader Zacks Building Products - Air Conditioner and Heating industry's 37.1% gain and leaving broader Construction sector benchmarks far behind.

FIX Stock Trades Near 52-Week High: Should You Chase the Rally?

Zacks Investment Research

Tariffs and Tech: How Exposed Is Comfort Systems' Project Pipeline?

FIX's record backlog, margin discipline, and strong tech ties help it weather tariff risks in a shifting macro landscape.

Tariffs and Tech: How Exposed Is Comfort Systems' Project Pipeline?

Zacks Investment Research

Here's Why Comfort Systems (FIX) Fell More Than Broader Market

Comfort Systems (FIX) concluded the recent trading session at $521.66, signifying a -2.71% move from its prior day's close.

Here's Why Comfort Systems (FIX) Fell More Than Broader Market

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Zacks Investment Research

Can Comfort Systems Capitalize on Healthcare Construction Growth?

FIX is ramping up healthcare construction work as institutional demand and project visibility grow.

Can Comfort Systems Capitalize on Healthcare Construction Growth?

Comfort Systems USA Powers The Infrastructure Behind The Boom

Comfort Systems USA is a top specialty contractor benefiting from re-shoring, with a record $6.9B backlog and strong sector demand. Modular construction and tech sector exposure drive higher margins and growth, giving Comfort a clear edge over peers like EMCOR and APi. Financials are robust: Q1 2025 saw record earnings, expanding margins, and a strong balance sheet, supporting continued dividend and buyback growth.

Comfort Systems USA Powers The Infrastructure Behind The Boom

Zacks Investment Research

Comfort Systems (FIX) Outperforms Broader Market: What You Need to Know

Comfort Systems (FIX) closed the most recent trading day at $513.32, moving +2.06% from the previous trading session.

Comfort Systems (FIX) Outperforms Broader Market: What You Need to Know

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