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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
38% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 197
8% more call options, than puts
Call options by funds: $59.5M | Put options by funds: $54.9M
1.59% less ownership
Funds ownership: 94.7% [Q4 2024] → 93.11% (-1.59%) [Q1 2025]
5% less funds holding
Funds holding: 657 [Q4 2024] → 621 (-36) [Q1 2025]
19% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 122
25% less capital invested
Capital invested by funds: $14.3B [Q4 2024] → $10.7B (-$3.62B) [Q1 2025]
60% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 4 (-6) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
DA Davidson Brent Thielman | 16%upside $810 | Buy Maintained | 28 Jul 2025 |
UBS Joshua Chan | 1%upside $710 | Buy Maintained | 25 Jul 2025 |
Stifel Brian Brophy | 17%downside $581 | Buy Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 29 articles about FIX published over the past 30 days









