Price chart
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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2.9B | $0.4B | $0.5B | $0.2B | 12.9% | 16.9% |
| 2025-12-31 | $2.6B | $0.3B | $0.4B | $0.4B | 12.5% | 16.1% |
| 2025-09-30 | $2.5B | $0.3B | $0.4B | $0.5B | 11.9% | 15.4% |
| 2025-06-30 | $2.2B | $0.2B | $0.3B | $0.2B | 10.6% | 13.8% |
| 2025-03-31 | $1.8B | $0.2B | $0.2B | $-0.1B | 9.2% | 11.4% |
| 2024-12-31 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-04-23 | 10.51 | 6.81 | +54.4% |
| 2026-02-19 | 9.37 | 6.75 | +38.7% |
| 2025-10-23 | 8.25 | 6.29 | +31.3% |
| 2025-07-24 | 6.53 | 4.84 | +35.0% |
| 2025-04-24 | 4.75 | 3.71 | +28.1% |
| 2025-02-20 | 4.08 | 3.67 | +11.1% |
| 2024-10-24 | 4.09 | 3.99 | +2.4% |
| 2024-07-25 | 3.74 | 3.19 | +17.2% |
| 2024-04-25 | 2.69 | 2.08 | +29.6% |
| 2024-02-22 | 2.55 | 2.18 | +17.1% |
| 2023-10-26 | 2.74 | 2.17 | +26.3% |
| 2023-07-26 | 1.99 | 1.62 | +23.2% |
| 2023-04-26 | 1.51 | 1.08 | +39.4% |
| 2023-02-22 | 1.54 | 1.37 | +12.4% |
| 2022-10-26 | 1.71 | 1.39 | +23.0% |
| 2022-07-27 | 1.17 | 1.01 | +15.5% |
| 2022-04-27 | 0.91 | 0.87 | +4.2% |
| 2022-02-23 | 1.04 | 1.05 | -0.9% |
| 2021-10-27 | 1.27 | 1.01 | +25.7% |
| 2021-07-28 | 0.90 | 0.91 | -1.5% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Industrials
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| FIX ★ | $66B | 54.4 | 35.4 | 6.5 | 39.6 | 102.6 | 25.1% | 1.0% | 38.8% | 1.66% |
| GE | $332B | 39.5 | 36.6 | 6.9 | 31.0 | 17.8 | 31.1% | 24.7% | -1.8% | 1.71% |
| RTX | $235B | 32.7 | 23.1 | 2.6 | 17.6 | 3.5 | 20.2% | 8.7% | 32.5% | 3.08% |
| CAT | $419B | 45.2 | 30.3 | 5.9 | 31.5 | 22.5 | 28.6% | 22.2% | 30.2% | 0.90% |
| HON | $149B | 37.6 | 20.5 | 4.0 | 20.6 | 11.0 | 36.9% | 2.4% | -41.9% | 1.97% |
| BA | $172B | 86.0 | 52.1 | 1.9 | -61.7 | 28.7 | 4.8% | 14.0% | — | 1.49% |
| UNP | $157B | 21.8 | 19.3 | 6.4 | 14.9 | 8.5 | 56.5% | 3.2% | 6.2% | 2.57% |
| LMT | $118B | 24.9 | 16.0 | 1.6 | 17.2 | 15.8 | 9.9% | 0.3% | -11.5% | 3.37% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 43.55%
| Holder | Shares | % out |
|---|---|---|
| Blackrock Inc. | 3,512,927 | 9.98% |
| Vanguard Capital Management LLC | 2,285,949 | 6.49% |
| Vanguard Portfolio Management LLC | 1,881,184 | 5.34% |
| State Street Corporation | 1,471,879 | 4.18% |
| FMR, LLC | 1,449,517 | 4.12% |
| Geode Capital Management, LLC | 1,238,619 | 3.52% |
| AQR Capital Management, LLC | 1,116,230 | 3.17% |
| JPMORGAN CHASE & CO | 889,891 | 2.53% |
| Capital World Investors | 865,780 | 2.46% |
| Westfield Capital Management Co LP | 620,915 | 1.76% |
Insider activity · 90d
No insider trades for FIX in last 90d.
Analyst estimates
yfinanceConsensus: strong_buy (mean 1.25). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-05-28 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-22 | Insider transaction (Form 4) | view · |
| 8-K | 2026-05-21 | FORM 8-K | view · |
| 4 | 2026-05-19 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-19 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-19 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-19 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-19 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-19 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-19 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-19 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-19 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-12 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-11 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-08 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-06 | Insider transaction (Form 4) | view · |
| 8-K | 2026-05-01 | FORM 8-K | view · |
| 4 | 2026-05-01 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-30 | Insider transaction (Form 4) | view · |
| 10-Q | 2026-04-23 | 10-Q | view · |
| 8-K | 2026-04-23 | 8-K | view · |
| DEF 14A | 2026-04-09 | DEFINITIVE PROXY STATEMENT | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-03-25 | Insider transaction (Form 4) | view · |
| 4 | 2026-03-25 | Insider transaction (Form 4) | view · |
| 4 | 2026-03-25 | Insider transaction (Form 4) | view · |
| 4 | 2026-03-25 | Insider transaction (Form 4) | view · |
| 4 | 2026-03-25 | Insider transaction (Form 4) | view · |
| 4 | 2026-03-25 | Insider transaction (Form 4) | view · |
| 4 | 2026-03-05 | Insider transaction (Form 4) | view · |
| 4 | 2026-03-05 | Insider transaction (Form 4) | view · |
| 4 | 2026-03-04 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-27 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-26 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-26 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-24 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-24 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-24 | Insider transaction (Form 4) | view · |
| 8-K | 2026-02-20 | FORM 8-K | view · |
| 10-K | 2026-02-19 | 10-K | view · |
| 8-K | 2026-02-19 | 8-K | view · |
| 8-K | 2025-12-19 | FORM 8-K | view · |
| 4 | 2025-12-05 | Insider transaction (Form 4) | view · |
| 4 | 2025-12-04 | Insider transaction (Form 4) | view · |
| 4 | 2025-12-03 | Insider transaction (Form 4) | view · |
| 4 | 2025-11-25 | Insider transaction (Form 4) | view · |
| 4 | 2025-11-19 | Insider transaction (Form 4) | view · |
| 4 | 2025-11-03 | Insider transaction (Form 4) | view · |
| 4 | 2025-10-31 | Insider transaction (Form 4) | view · |
| 4 | 2025-10-31 | Insider transaction (Form 4) | view · |
| 4 | 2025-10-30 | Insider transaction (Form 4) | view · |
| 8-K | 2025-10-28 | FORM 8-K | view · |
| 10-Q | 2025-10-23 | 10-Q | view · |
| 8-K | 2025-10-23 | 8-K | view · |
| 4 | 2025-09-10 | Insider transaction (Form 4) | view · |
About
Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection. The company is also involved in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings; and renovation, expansion, maintenance, monitoring, repair, and replacement of systems in existing buildings. In addition, it provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems. The company serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.