Comfort Systems USA is experiencing hypergrowth driven by unprecedented data center construction demand, with revenue surging 50.3% YoY to $3.3B in 2026Q2 and gross margins expanding from 19.3% to 25.9% over the past two years. The company's strategic shift to...
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 accelerated to 50.3% YoY in 2026Q2, with gross margin expanding to 25.9% from 19.3% in 2024Q1, driving EPS growth of 91.9% YoY to $12.53.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 23, 2025 | $8.25+31.2% vs $6.29 | $2.5B+13.6% vs $2.2B |
Comfort Systems USA, Inc. FIX is benefiting from favorable developments in project execution as work progresses through the construction cycle. Changes in project estimates can affect revenues as costs, pricing and project conditions become clearer.
AI chips get the attention, but these three contractors sit at the physical bottleneck. See how their backlogs, growth, margins, and risk compare as data center spending accelerates.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Zacks Rank.
Comfort Systems (FIX) concluded the recent trading session at $1, signifying a -1.14% move from its prior day's close.
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 |
|---|---|---|---|---|---|---|---|
| $1624.09 | $57.16B | 56.24 | 29.52% | 11.23% | 49.24% | 0.12% | |
| $221.69 | $17.52B | 43.73 | 16.22% | 3.12% | 14.86% | — | |
| $642.63 | $96.43B | 94.50 | 19.76% | 4.08% | 14.73% | — | |
| $79.89 | $1.21B | 22.89 | 20.46% | 8.8% | 20.92% | — | |
| $289.05 | $4.5B | 38.39 | 8.79% | 4.13% | 24.17% | — | |
| $756.50 | $33.62B | 26.84 | 16.64% | 7.72% | 38.41% | — |
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)
Jul 23, 2026·SEC
Jun 22, 2026·SEC
May 21, 2026·SEC
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Comfort Systems USA, Inc. (FIX) stock FAQ — growth, dividends, profitability & financials explained
Comfort Systems USA, Inc. (FIX) reported $11.23B in revenue for fiscal year 2025. This represents a 3673% increase from $297.6M in 1997.
Comfort Systems USA, Inc. (FIX) grew revenue by 29.5% over the past year. This is strong growth.
Yes, Comfort Systems USA, Inc. (FIX) is profitable, generating $1.43B in net income for fiscal year 2025 (11.2% net margin).
Yes, Comfort Systems USA, Inc. (FIX) pays a dividend with a yield of 0.12%. This makes it attractive for income-focused investors.
Comfort Systems USA, Inc. (FIX) has a return on equity (ROE) of 49.2%. This is excellent, indicating efficient use of shareholder capital.
Comfort Systems USA, Inc. (FIX) generated $2.16B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
