Comfort Systems USA outlines plans to grow modular capacity to 4M sq. ft. amid strong technology sector demand
Comfort Systems USA (NYSE:CSUSA) announced plans to significantly expand its modular manufacturing capacity to 4 million square feet, driven by robust demand from the technology sector, particularly data centers. This expansion aims to capture more mechanical and electrical offsite construction work. Management indicated that while the current year's capex is not yet finalized, a substantial portion would be allocated to this strategic initiative.
Key facts: Comfort Systems USA Q4 Revenue Up 41.7%; Dividend Increased
Comfort Systems USA (FIX) reported a strong Q4 2025 with revenue up 41.7% to $2.65 billion and EPS at $9.37. The company's project backlog significantly increased by 99.3% to $11.94 billion, and it announced a dividend increase to $0.70 per share. Analysts suggest "buy-the-dip" opportunities due to benefits from reshoring and labor shortages, despite a rising forward P/E ratio.
Comfort Systems USA (FIX) Surges as Data Center ‘Industrial Supercycle’ Drives Record Q4 Profits
Comfort Systems USA (FIX) shares surged over 12% after reporting record Q4 earnings, driven by an "industrial supercycle" in data center construction, especially for AI infrastructure. The company's focus on specialized HVAC and electrical services for high-density AI facilities led to a massive backlog of $11.94 billion and 41.7% year-over-year revenue growth. FIX is benefiting from the industry's shift to liquid cooling and modular "AI Factories," positioning itself as a critical partner in the AI boom.
Why Comfort Systems (FIX) Stock Is Up Today
Comfort Systems' (FIX) stock jumped significanty after reporting strong fourth-quarter 2025 results, which easily surpassed expectations. The company saw a 41.7% increase in revenue, more than double earnings per share, and a near-doubling of its project backlog. This performance indicates robust operational efficiency and investor confidence, with the stock setting a new 52-week high.
Comfort Systems USA shares rise after blowout Q4 results and near-doubling backlog
Comfort Systems USA (FIX) shares rose 3.7% following its Q4 2025 results, which reported sharply increased net income to $330.8 million and a near-doubling of its backlog to $11.94 billion. The positive sentiment was further boosted by an updated dividend declaration and strong future booked work. While institutional investors showed mixed activity, insider trading data indicated significant share sales by company executives.
Comfort Systems Q4 Earnings & Revenues Beat, Backlog Up Y/Y, Stock Up
Comfort Systems USA, Inc. (FIX) reported stellar fourth-quarter 2025 results, with adjusted earnings and revenues significantly beating Zacks Consensus Estimates and growing year over year. The company's stock rose 4.8% after the announcement, driven by strong demand in the public infrastructure market, growth in the technology sector, particularly data centers, and contributions from recent acquisitions. FIX remains optimistic about continued growth in 2026, anticipating increased market demand for public infrastructure.
Why Comfort Systems Shares Are Trading Higher By Around 5%; Here Are 20 Stocks Moving Premarket
Comfort Systems USA (NYSE: FIX) shares are trading higher by approximately 5% after the company reported strong fourth-quarter financial results, beating analyst estimates for both earnings and sales, and also raised its quarterly dividend. This article details Comfort Systems' performance and lists several other stocks that are experiencing significant pre-market movements, both gains and losses, due to various company-specific news and financial reports.
Comfort Systems: Fourth Quarter Earnings Overview
Comfort Systems USA announced strong fourth-quarter earnings, reporting a net profit of $330.8 million and earnings of $9.37 per share, significantly exceeding analyst estimates. The HVAC specialist generated $2.65 billion in revenue for the quarter. For the full year, the company posted a profit of $1.02 billion on $9.1 billion in revenue.
Comfort Systems USA raises quarterly dividend to 70c per share from 60c
Comfort Systems USA (FIX) has announced that its board of directors declared a quarterly dividend of 70 cents per share, an increase from the previous 60 cents. This dividend is payable on March 17, 2026, to shareholders of record as of March 6, 2026. The announcement was first published on TheFly.
Comfort Systems Reports Record Q4 Earnings and Backlog Surge
Comfort Systems USA (FIX) announced a significant increase in its Q4 2025 net income, revenue, and operating cash flow, with backlog nearly doubling year-on-year. For the full year 2025, net income and cash flow both exceeded $1 billion, reinforcing positive growth forecasts for 2026. Spark, TipRanks' AI Analyst, rates FIX as "Outperform" due to its strong financial performance, despite a relatively expensive valuation.
Live: Comfort Systems Reports Earnings Tonight After 65% Rally
Comfort Systems USA (FIX) reported outstanding Q4 earnings, significantly beating Wall Street's expectations with an EPS of $9.37 against a $6.75 estimate. The company saw a massive surge in backlog, reaching $11.94 billion, driven by unprecedented demand from data center and semiconductor buildouts. Despite the strong performance, investors are keenly awaiting management's 2026 guidance to determine if the substantial share rally will continue.
Comfort Systems (NYSE:FIX) Reports Upbeat Q4 CY2025
Comfort Systems (NYSE:FIX) reported strong financial results for Q4 CY2025, exceeding Wall Street expectations for both revenue and EPS. The company saw a 41.7% year-on-year revenue increase to $2.65 billion and a GAAP profit of $9.37 per share, an impressive 38.7% above consensus estimates. Key highlights included a significant increase in backlog, demonstrating strong demand for its mechanical and electrical contracting services, and improved operating margins.
Shareholders get $0.70: Comfort Systems USA boosts dividend $0.10 a share
Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.70 per share, marking a $0.10 increase from the previous dividend. The dividend is payable on March 17, 2026, to stockholders of record as of March 6, 2026. Comfort Systems USA is a leading provider of HVAC and electrical contracting services with locations nationwide.
Comfort Systems USA Increases Quarterly Dividend
Comfort Systems USA (NYSE: FIX) has announced a quarterly dividend increase to $0.70 per share, up $0.10 from its previous dividend. This dividend is scheduled to be paid on March 17, 2026, to shareholders recorded by March 6, 2026. The company specializes in commercial, industrial, and institutional HVAC and electrical contracting services across 190 locations nationwide.
Comfort Systems USA Inc (FIX) Shares Up 3.13% on Feb 19
Shares of Comfort Systems USA Inc (FIX) rose by 3.13% on February 19, reaching an intraday high of $1,364.75 before closing at $1,360.72. This places the stock near its 52-week high, significantly above its 52-week low. Wall Street analysts have an average target price of $1,128.71 for FIX, indicating a potential downside, while GuruFocus estimates a fair value (GF Value) of $570.17, suggesting a more substantial downside.
Should You Buy Comfort Systems Stock Before Feb. 20?
Comfort Systems (NYSE: FIX) has seen its stock rally significantly due to high demand for its MEP services, particularly from the booming data center sector. The company reported record-high backlogs and has consistently beaten earnings estimates, driven by its involvement in equipping AI data centers which require specialized HVAC, electrical, and plumbing systems. While the stock's valuation is currently high, its long-term prospects are compelling, especially given its strategic acquisitions and modular construction advantages.
Comfort Systems (FIX) Q4 Earnings Preview: Strong Track Record
Comfort Systems (FIX) is expected to announce its Q4 earnings on February 19th, with analysts forecasting a significant year-over-year increase in both EPS and revenue due to strong financial performance and efficient operations. Despite its robust financial health, the company's valuation metrics suggest potential overvaluation, with the stock trading near historical highs. Institutional ownership is high, but insider selling and rising technical indicators hint at caution for investors.
Comfort Systems USA Is Up 20% in the Last 30 Days. Here’s What to Expect in 2026
Comfort Systems USA stock has risen 20% in the last 30 days, trading near its 52-week high, driven by investor anticipation of strong Q4 and full-year 2025 earnings. Analysts project continued revenue growth and stable operating margins for 2026, with the company maintaining financial flexibility and institutional confidence. The stock is considered modestly undervalued with an implied upside of 11%, powered by sustained revenue growth and operational efficiency.
Should You Hold or Fold Comfort Systems Stock Ahead of Q4 Earnings?
Comfort Systems USA (FIX) is set to announce its Q4 2025 results, with strong growth anticipated in both earnings and revenue driven by favorable market trends in data centers and AI facilities. Despite robust performance and strategic acquisitions, the company faces potential headwinds from elevated SG&A expenses and competitive pricing. Investors are advised to hold existing shares but new investors might await a better entry point due to the stock's premium valuation and balanced investment case.
Comfort Systems USA Rides AI Data Center Boom With Rich Valuation
Comfort Systems USA (FIX) is benefiting significantly from the surge in AI data center construction, acting as a key contractor for complex mechanical and electrical systems. The company is experiencing exceptional backlog growth and solid operational performance, actively pursuing improved returns on capital and supporting earnings through share repurchases. While the stock shows strong recent momentum and favorable valuation according to Simply Wall St, investors should monitor its P/E ratio compared to the industry and be aware of significant insider selling.
Wall Street Analysts Think Comfort Systems (FIX) Is a Good Investment: Is It?
This article examines why Wall Street analysts rate Comfort Systems (FIX) as a good investment despite potential biases. It highlights the average brokerage recommendation (ABR) of 1.67 for FIX, indicating a "Strong Buy" to "Buy" consensus from nine firms. The piece then contrasts this with the Zacks Rank, a proprietary stock rating tool, suggesting that while brokerage recommendations can be biased, the Zacks Rank offers a more reliable indicator for stock performance based on earnings estimate revisions.
Illinois Municipal Retirement Fund Has $5.28 Million Position in Comfort Systems USA, Inc. $FIX
The Illinois Municipal Retirement Fund significantly increased its stake in Comfort Systems USA, Inc. by 15% during Q3, now holding 6,400 shares valued at approximately $5.28 million. This move is part of a broader trend of institutional investment, with major firms like Norges Bank and Third Point LLC also holding substantial positions, resulting in institutional investors owning about 96.51% of the company. Despite recent insider selling totaling nearly $12 million and the stock trading above the average analyst target price of $1,064.50, Comfort Systems USA maintains a "Moderate Buy" consensus rating from analysts.
Why Comfort Systems USA (FIX) Is Up 8.8% After AI Data Center Backlog Hits $9.38 Billion
Comfort Systems USA (FIX) saw its stock rise 8.8% after reporting strong demand for AI data center buildouts, resulting in a project backlog of US$9.38 billion and beating third-quarter estimates. Despite insider selling, investors are focusing on the expanding backlog and improving returns on capital, viewing these as indicators of the company's ability to capitalize on market opportunities. The upcoming Q4 and full-year 2025 results will be crucial in demonstrating whether the record backlog translates into higher earnings and sustainable demand, although growing dependence on large tech and AI data center projects presents a key risk.
Prediction: Comfort Systems USA Will Soar in 2026
Motley Fool contributors Jason Hall and Tyler Crowe predict that Comfort Systems USA (NYSE: FIX) is poised for significant growth in 2026. This projection is attributed to the company's strong position to benefit from the increasing demand for infrastructure related to artificial intelligence. The article encourages investors to consider this opportunity, highlighting past successful stock recommendations by Stock Advisor.
Prediction: Comfort Systems USA Will Soar in 2026
Motley Fool contributors Jason Hall and Tyler Crowe predict that Comfort Systems USA (NYSE: FIX) will perform strongly in 2026. They highlight the company as a major beneficiary of the increasing demand for infrastructure driven by artificial intelligence. The article also includes promotional content for Motley Fool's Stock Advisor service.
Rhumbline Advisers Lowers Stock Holdings in Comfort Systems USA, Inc. $FIX
Rhumbline Advisers recently decreased its stake in Comfort Systems USA, selling 1,732 shares and now owning 96,663 shares valued at approximately $79.76 million. Despite this, other institutional investors have slightly increased their holdings in the construction company. The article also notes recent insider selling by two executives and provides an overview of Wall Street analyst ratings, which currently average a "Moderate Buy" for Comfort Systems USA.
Comfort Systems USA Announces Fourth Quarter and Full Year 2025 Conference Call and Webcast
Comfort Systems USA (NYSE: FIX) has scheduled its quarterly conference call and webcast for Friday, February 20, 2026, at 10:00 a.m. Central Time. The call will discuss fourth quarter and full year 2025 financial results, which will be released after the market closes on Thursday, February 19, 2026. Interested participants can join the webcast live on the company's investor relations website or register to ask questions.
Press Release: Comfort Systems USA Announces Fourth Quarter and Full Year 2025 Conference Call and Webcast
Comfort Systems USA has announced its fourth quarter and full year 2025 conference call and webcast. The article also mentions Unity Software's Q4 financial results, including a 35% year-over-year revenue increase to $609 million and a quarterly loss of 66 cents per share.
Comfort Systems USA Announces Fourth Quarter and Full Year 2025 Conference Call and Webcast
Comfort Systems USA, Inc. (NYSE: FIX) has scheduled its quarterly conference call and webcast for Friday, February 20, 2026, at 10:00 a.m. Central Time to discuss fourth quarter and full year 2025 financial results. The results will be released after market close on Thursday, February 19, 2026. Interested parties can access the webcast and slide presentation on the company's investor relations website.
Comfort Systems USA Announces Fourth Quarter and Full Year 2025 Conference Call and Webcast
Comfort Systems USA (NYSE: FIX) has scheduled a conference call and webcast for Friday, February 20, 2026, at 10:00 a.m. Central Time to discuss its fourth quarter and full year 2025 financial results. The results will be released after market close on Thursday, February 19, 2026. Interested parties can access the live webcast or register for the call to ask questions.
How to listen as Comfort Systems USA reviews its 2025 results Feb. 20
Comfort Systems USA (NYSE: FIX) has scheduled its quarterly conference call and webcast for Friday, February 20, 2026, at 10:00 a.m. Central Time, to discuss its fourth quarter and full-year 2025 financial results. The results will be released after the market closes on Thursday, February 19, 2026. The webcast will be available in listen-only mode on the Company’s investor relations website, with registration required for participants wishing to ask questions.
Comfort Systems is One of the S&P 500’s Top Performers in 2026
Comfort Systems (FIX) saw its stock surge 43% year-to-date in 2026, driven by unprecedented demand from AI data center buildouts. Despite trading at a high 54x trailing earnings and aggressive insider selling, the company's strong Q3 2025 results, record backlog of $9.38 billion, and institutional validation suggest continued growth. The sustainability of this rally largely depends on sustained AI infrastructure spending, making investor focus on upcoming Q4 results crucial.
2,954 Shares in Comfort Systems USA, Inc. $FIX Acquired by Krilogy Financial LLC
Krilogy Financial LLC has acquired a new stake of 2,954 shares, valued at approximately $2.44 million, in Comfort Systems USA (NYSE:FIX) during the third quarter, increasing institutional ownership to about 96.51%. While insiders sold 12,528 shares worth nearly $11.97 million in the last quarter, analysts maintain a "Moderate Buy" rating with a target price of $1,064.50, as the stock trades near its 52-week high with a $47.1 billion market cap.
3 Quality Compounders to Consider Right Now
The article highlights three "quality compounders" – Comfort Systems (FIX), ResMed (RMD), and Amphenol (APH) – explaining why their business models, competitive advantages, and financial performance make them attractive investments. It details their market capitalization, growth metrics like revenue and EPS, and forward P/E ratios, suggesting they could turbocharge returns. The article also mentions that further analysis is available in free research reports for each company.
Comfort Systems USA (FIX) Expected to Announce Quarterly Earnings on Thursday
Comfort Systems USA (FIX) is projected to announce its Q4 2025 earnings before market open on Thursday, February 19th, with analysts expecting $6.77 EPS. The company's stock shows a market capitalization of $47.11 billion and a P/E ratio of 56.55, with recent insider sales totaling approximately $11.97 million. Wall Street analysts have a "Moderate Buy" consensus rating with an average price target of $1,064.50.
Jones Financial Companies Lllp Buys 893 Shares of Comfort Systems USA, Inc. $FIX
Jones Financial Companies Lllp significantly increased its stake in Comfort Systems USA (NYSE:FIX) by 105.7% in Q3, acquiring an additional 893 shares to hold a total of 1,738 shares valued at $1,399,000. Institutional investors collectively own 96.51% of FIX, with major positions held by firms like Westfield Capital, Geode Capital, AQR Capital, JPMorgan, and a new stake from Norges Bank. Analysts maintain a generally positive outlook, with six Buy ratings and two Hold ratings, and the stock is trading near its 52-week high, boasting a market capitalization of approximately $44.7 billion.
RFG Advisory LLC Has $2.86 Million Stake in Comfort Systems USA, Inc. $FIX
RFG Advisory LLC has decreased its stake in Comfort Systems USA by 56.9% in Q3, now holding 3,466 shares valued at approximately $2.86 million. Company insiders have also sold a significant number of shares, totaling $11.97 million in the last three months. Analysts currently rate Comfort Systems USA as a "Moderate Buy" with a consensus target price of $1,064.50.
Comfort Systems USA (FIX) Valuation Check After Share Price Move And Outperform Analyst Rating
Comfort Systems USA (FIX) recently saw a 4.51% share price increase and holds an Outperform analyst rating, leading to increased investor interest. While a popular narrative suggests the stock is 11.6% overvalued at $1,283.65 compared to a fair value of $1,150, a discounted cash flow (DCF) model from Simply Wall St indicates the shares might be 14.9% undervalued with an estimated value of $1,508. The article highlights strong past share price performance but advises investors to consider both valuation models, revenue/profit forecasts, and potential risks like concentration in large projects and labor shortages.
Comfort Systems USA Inc (FIX) Shares Up 4.51% on Feb 9
Shares of Comfort Systems USA Inc (FIX) rose 4.51% on February 9, reaching an intraday high of $1,288.12. Despite this surge, analysts forecast an average target price of $1,089.43, suggesting a potential downside, although the company holds an "Outperform" status based on brokerage recommendations. GuruFocus estimates a significant downside in its GF Value, indicating the stock may be overvalued compared to its fair value.
Cardinal Point Capital Management ULC Sells 3,978 Shares of Comfort Systems USA, Inc. $FIX
Cardinal Point Capital Management ULC significantly reduced its stake in Comfort Systems USA (NYSE:FIX) by 47.1% during the Q3, selling 3,978 shares and now holding 4,472 shares valued at $3.69 million. Despite this, institutional investors collectively own 96.51% of the stock. Analysts currently rate Comfort Systems USA as a "Moderate Buy" with a consensus price target of $1,064.50.
BI Asset Management Fondsmaeglerselskab A S Sells 13,012 Shares of Comfort Systems USA, Inc. $FIX
BI Asset Management Fondsmaeglerselskab A S has reduced its stake in Comfort Systems USA, Inc. by 80.3%, selling 13,012 shares and now owning 3,201 shares valued at $2.641 million. Despite this, institutional ownership remains high at 96.51%, while insiders have sold a significant amount of shares ($11.97 million) in the last three months. Analysts generally maintain a "Moderate Buy" rating with a consensus price target of $1,064.50, though the stock recently traded higher.
How Comfort Systems USA’s S&P 500 Entry and Backlog Surge Could Reshape FIX Investors’ Outlook
Comfort Systems USA (FIX) is poised for S&P 500 inclusion, driven by strong operating results, dividend growth, and acquisitions in AI infrastructure and healthcare. The company boasts a significant backlog, reinforcing its position in non-residential construction, though its shares currently trade at a premium to fair value. Investors should consider the high expectations and potential risks associated with slowing growth or margin compression despite its strong market narrative.
Renaissance Group LLC Sells 34,676 Shares of Comfort Systems USA, Inc. $FIX
Renaissance Group LLC significantly reduced its stake in Comfort Systems USA (NYSE:FIX) by 39.7% in Q3, selling 34,676 shares and now holding 52,704 shares valued at $43.49 million. Concurrently, corporate insiders, including CFO William George III and SVP Laura Finley Howell, have also been net sellers, offloading shares worth approximately $11.97 million in the last 90 days. Despite the selling activity, Comfort Systems USA is trading near its 52-week high, with analysts maintaining a "Moderate Buy" consensus rating and an average price target of $1,064.50.
Bessemer Group Inc. Cuts Position in Comfort Systems USA, Inc. $FIX
Bessemer Group Inc. reduced its stake in Comfort Systems USA (NYSE:FIX) by 4.8% in Q3, selling 1,501 shares, and now holds 29,659 shares valued at approximately $24.47 million. The construction company's stock is trading near a one-year high at $1,229, supported by a "Moderate Buy" consensus rating from analysts, despite significant insider selling totaling $11.97 million last quarter. Comfort Systems USA, which provides HVAC services, has reported strong financial metrics including a market capitalization of $43.35 billion and a P/E ratio of 52.03.
Comfort Systems USA stock hits all-time high at 1222 USD
Comfort Systems USA (NYSE: FIX) stock has reached an all-time high of $1,222, reflecting significant growth over the past year and six months. This surge is backed by strong financial health, robust revenue growth, and positive analyst outlooks, including upgrades and reiterations of "Buy" ratings. Upcoming inclusion in the S&P 500 index and strategic leadership changes further underscore the company's growth potential.
Comfort Systems USA stock hits all-time high at 1222 USD
Comfort Systems USA Inc. (NASDAQ: FIX) stock has reached an all-time high of $1,222, reflecting a 1-year price return of 145.24% and a 66.49% gain in the last six months. The company boasts "GREAT" financial health and robust revenue growth of 27.71%. This surge is supported by positive analyst ratings, its upcoming addition to the S&P 500 index, and strong demand in the data center sector.
Fund Update: 49,575 COMFORT SYSTEMS USA (FIX) shares added to TimesSquare Capital Management, LLC portfolio
TimesSquare Capital Management, LLC has increased its holdings in COMFORT SYSTEMS USA (FIX) by adding 49,575 shares to its portfolio, as per their latest SEC 13F filing for the reporting period ending December 31, 2025. This article details recent hedge fund activity, insider trading, government contracts awarded to FIX, congressional stock trading, and current analyst ratings and price targets for the company's stock.
Comfort Systems USA Inc. (NYSE:FIX): A High-Quality Dividend Growth Stock for Income Investors
Comfort Systems USA Inc. (NYSE:FIX) is identified as a strong candidate for dividend growth investors due to its reliable history of increasing dividends, supported by strong financial health and operational efficiency. The company boasts a low payout ratio of 7.18%, superior returns on capital (ROIC of 32.75%, ROE of 37.50%), and a robust balance sheet with minimal debt. Despite a modest current dividend yield of 0.20% and a high P/E ratio, its consistent growth and financial stability make it an attractive long-term investment for income generation.
How Comfort Systems USA’s S&P 500 Entry and Backlog Surge Could Reshape FIX Investors’ Outlook
Comfort Systems USA has reported strong results, including a dividend increase, strategic acquisitions, and upcoming S&P 500 inclusion, driven by robust non-residential demand and a significant backlog. While these factors create a bullish narrative, the stock's high earnings multiple, increased insider selling, and potential vulnerabilities to slowing growth in key sectors signal that high expectations might lead to faster pressure on its premium valuation. Investors are advised to consider various perspectives and the company's valuation before making investment decisions.
Stifel Maintains Buy Rating On Comfort Systems USA (FIX) Citing Q4 Outperformance Potential
Stifel maintained its Buy rating on Comfort Systems USA (FIX) and raised its price target to $1,196 from $1,155, expecting the company to outperform in Q4 2025. This optimism follows strong Q3 2025 results, with EPS doubling and revenue increasing by 35%, supported by significant backlog growth and strategic acquisitions. The firm believes the electrical and mechanical contractor coverage will exceed consensus expectations.
