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Comfort Systems USAFIX

Construction & Engineering · Houston, Texas · In the S&P 500
Solid business
$1,232.66−7.06%After hours: $1,233.10 (+0.04%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 22.0% over 1 year
Comfort Systems USA over 1 yearDaily close, $, to 30 Oct 2026
$1,000$1,500$2,000Nov2026MarMayJulSep$1,233$1,000$1,500$2,000NovMarJul$1,233
Source: Nasdaq daily closes
Market value$43.13B
Price to earnings26.6x
Forward P/E21.5x
Dividend yield0.32%
Year to date+32.1%
One year+22.0%
Next earningsNot scheduled
SectorIndustrials
52-week range (closes)
$876.19$2,066.51

Quality and valuation

How Comfort Systems USA compares with other industrials stocks. A description, not a recommendation.

Comfort Systems USA and 7 construction & engineering peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: in line with its sector

An average business among industrials companies, priced about in line with them.

Comfort Systems USA trades at 21.5 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +50.7% vs +8.2%
  • Keeps less of each sale (gross margin): 25.6% vs 38.1%
  • Less profitable (operating margin): 16.7% vs 17.5%
  • Turns more of its sales into cash: 19.5% vs 13.1%
FIX trades at 21.5x forward earnings, above the sector medianForward p/e, Construction & Engineering peers
LMT20.6xFIX21.5xCAT21.6xUNP22.3xRTX26.8xDE32.3xGE35.7xGEV40.8xSector median 21.4xLMT20.6xFIX21.5xCAT21.6xUNP22.3xRTX26.8xDE32.3xGE35.7xGEV40.8xSector median 21.4x
Source: CNBC quotes; Mostly Markets
At 26.6x earnings, FIX is cheaper than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
20x40x60xAverage 39.2x2025202626.6x20x40x60xAverage 39.2x2025202626.6x
Source: Nasdaq prices; SEC filings

Financials

From Comfort Systems USA's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue grew 53.7% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$1bn$2bn$3bnQ4 ’24Q2 ’25Q4 ’25$3.8bnQ3 ’26$0bn$2bnQ4 ’24Q2 ’25Q4 ’25$3.8bnQ3 ’26
Source: SEC filings
Growth sped up to +53.7% last quarterRevenue growth, year on year, %
0%20%40%Q4 ’24Q2 ’25Q4 ’2553.7%Q3 ’260%20%40%Q4 ’24Q2 ’25Q4 ’2553.7%Q3 ’26
Source: SEC filings
Operating margin was 16.6% last quarterOperating income as a share of revenue, %
0%5%10%15%Q4 ’24Q2 ’25Q4 ’2516.6%Q3 ’260%10%Q4 ’24Q2 ’25Q4 ’2516.6%Q3 ’26
Source: SEC filings
Free cash flow was $2.4 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$500mQ4 ’24Q2 ’25Q4 ’25$800mQ3 ’26$0m$500mQ4 ’24Q2 ’25Q4 ’25$800mQ3 ’26
Source: SEC filings
Last 12 monthsFIXSector median
Revenue growth+50.7%+8.2%
Gross margin25.6%38.1%
Operating margin16.7%17.5%
Free cash flow margin19.5%13.1%
Price to earnings26.6x25.8x

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