Comfort Systems USA has ridden the modular power and data center build-out to 2026Q3 revenue of $3.8B, up 53.7% year-over-year, with operating margin roughly doubling from 10.2% in 2024Q2 to 16.6% on meaningful overhead leverage and a $3.9B deferred revenue balance that implies multi-year visibility alongside an $8.1B…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated from 35.2% in 2025Q3 to 53.7% in 2026Q3 while operating margin expanded to 16.6%, though gross margin compression from the 26.3% peak to 24.8% and the 2026Q2 EPS miss of $0.26 suggest early fatigue in the mix-driven margin expansion.
Comfort Systems USA is benefiting from the ongoing data center construction boom, driving record highs and expected 31% sales growth.
The company has strong demand for its infrastructure services, supported by a robust backlog and consistent project flow.
FIX's stock is seen as undervalued after a macro-driven selloff, presenting a compelling investment opportunity.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 22, 2026 | $13.91+8.2% vs $12.85 | $3.8B+10.7% vs $3.4B |
Q3 2026 Jul 23, 2026 | $12.53+19.9% vs $10.45 | $3.3B+9.2% vs $3.0B |
Q2 2026 Apr 23, 2026 | $10.51+54.3% vs $6.81 | $2.9B+19.7% vs $2.4B |
Q1 2026 Feb 19, 2026 | $9.37+38.8% vs $6.75 | $2.6B+13.2% vs $2.3B |
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Where our analysts see opportunity in the AI sell-off.
Comfort Systems (FIX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Investors need to pay close attention to FIX stock based on the movements in the options market lately.
Benchmark FIX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Comfort Systems USA, Inc. (FIX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1017.50 | $35.81B | 21.92 | 29.52% | 13.01% | 55.24% | 0.19% | |
| $174.10 | $13.76B | 28.18 | 16.22% | 2.85% | 13.54% | — | |
| $540.90 | $81.17B | 48.78 | 19.76% | 4.54% | 17.58% | 0.07% | |
| $66.22 | $1B | 16.22 | 20.46% | 8.19% | 18.99% | — | |
| $262.91 | $4.09B | 21.39 | 8.79% | 4.48% | 26.32% | — | |
| $608.45 | $27.04B | 17.47 | 16.62% | 7.77% | 38.77% | 0.16% |
Comfort Systems USA, Inc. (FIX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Comfort Systems USA, Inc. (FIX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 22, 2026·SEC
Oct 22, 2026·SEC
Jul 23, 2026·SEC
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Comfort Systems USA, Inc. (FIX) stock FAQ — growth, dividends, profitability & financials explained
Comfort Systems USA, Inc. (FIX) reported $12.54B in revenue over the trailing twelve months. Revenue was $9.10B in fiscal year 2025. That is 2958% more than the $297.6M of fiscal year 1997.
Comfort Systems USA, Inc. (FIX) grew revenue by 50.7% over the trailing twelve months, compared with the twelve months before.
Yes. Comfort Systems USA, Inc. (FIX) earned $1.63B in net income over the trailing twelve months (a 13.0% net margin).
Yes. Comfort Systems USA, Inc. (FIX) pays a dividend that yields 0.19% at the current price, a small yield.
Comfort Systems USA, Inc. (FIX) had a return on equity (ROE) of 55.2% over the trailing twelve months. That is well above the market's typical 10-15%.
Comfort Systems USA, Inc. (FIX) generated $2.44B in free cash flow over the trailing twelve months.
