FIXComfort Systems USA
Price
+39%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, price roughly fair, growing in the filings, the market undecided.
Comfort Systems USA, Inc., a Delaware corporation, was established in 1997. We provide mechanical and electrical contracting services. Our mechanical segment principally includes heating, ventilation and air conditioning (“HVAC”), plumbing, piping and controls, as well as off-site construction, monitoring and fire protection. Our electrical segment includes installation and servicing of electrical systems. We build, install, maintain, repair and replace mechanical, electrical and plumbing (“MEP”) systems through our 50 operating units with 190 locations in 142 cities throughout the United States.
In the company’s own words · 10-K filed Feb 19, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Comfort Systems USA (FIX) reported revenue of $3.77B in Q3 2026 (quarter ended Sep 30, 2026), up 54% from the same quarter a year earlier. That came with a gross margin of 25% and net income of $489M (13% of revenue). For the full year FY2025, revenue was $9.10B (+30% year on year) and net income $1.02B. Its largest segment in Q2 2026 (quarter ended Jun 30, 2026) was Mechanical at $2.30B, 74% of the disclosed total, well ahead of Existing Building Construction at 16%. The next results filing is expected around Jan 21, 2027, a quarter after the last one.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 22, 2026Julie Shaeff, Chief Accounting Officer.Earnings release · press release
- Oct 22, 2026On October 16, 2026, William George notified Comfort Systems USA, Inc. (the "Company") of his intention to retire as Executive Vice President and Chief Financial Officer of the Company, effective following the filing of the Company’s Annual Report on Form 10-K for the year ending December 31, 2026 (the "Transition …Director or officer change · Form 8-K
- Aug 3, 2026MARKET OUTLOOK STRONG MARKETS • Technology – Data Centers and Chip Manufacturing • Life Sciences – Pharmaceuticals • Food Processing • Manufacturing • Healthcare • Energy Storage TRENDS • Technology • On - Shoring • Modular • Service.Regulation FD disclosure · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $3.11BThe company’s own SEC segment disclosure.
- Mechanical$2.30B74%
- Existing Building Construction$483.5M16%
- Service Calls Maintenance And Monitoring$183.4M6%
- Service Projects$144.7M5%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Engineering & Construction
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