Comfort Systems
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
300% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 16 (+12) [Q2]
271% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 48
69% more capital invested
Capital invested by funds: $10.7B [Q1] → $18.1B (+$7.4B) [Q2]
26% more call options, than puts
Call options by funds: $78.2M | Put options by funds: $62.1M
19% more funds holding
Funds holding: 624 [Q1] → 745 (+121) [Q2]
18% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 225
2.43% more ownership
Funds ownership: 93.17% [Q1] → 95.59% (+2.43%) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
UBS
Joshua Chan
|
$875
|
Buy
Maintained
|
15 Sep 2025 |
DA Davidson
Brent Thielman
|
$810
|
Buy
Maintained
|
28 Jul 2025 |
Stifel
Brian Brophy
|
$581
|
Buy
Maintained
|
11 Jul 2025 |
Financial journalist opinion
Based on 19 articles about FIX published over the past 30 days