Comfort Systems USA, Inc. logo

Comfort Systems USA, Inc.

FIX

NYSEIndustrialsEngineering & Construction

Latest quote

$1,655.81

−$17.33 · -1.04%

Aug 21, 3:59 PM ET

FIX company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

85

Deep Value

Momentum

48

Neutral

Sentiment

78

Bullish

Risk resilience

50

Elevated Risk

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Company profile

Company website

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.

Industry
Engineering & Construction
Sector
Industrials
Headquarters
US
CEO
Brian E. Lane
Listed since
Jun 27, 1997
Employees
22,700

Market position

Volume
277.54K
0.59× average
Average volume
470.71K
Average daily volume
Market cap
58.27B USD
Beta
1.7
Market reference 1

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
32.79B USD
EV / EBITDA
22.7×
Earnings yield
3.10%
Free cash flow yield
3.13%

Profitability & efficiency

Return on equity
41.76%
Return on assets
15.88%
Return on invested capital
33.59%

Financial health

Current ratio
1.21×

Earnings

EPS beat rate
100%
11 beats, 0 misses, 0 met estimates
Average EPS surprise
+26.68%
11 comparable reports
Latest EPS result
12.53
Estimate 10.45 · Beat by 19.90%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates13.5410.066.573.09Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual 4.09, estimate 3.63, surprise +12.67%, Beat. Q2 2025, reported Apr 24, 2025: actual 4.75, estimate 3.66, surprise +29.78%, Beat. Q3 2025, reported Jul 24, 2025: actual 6.53, estimate 4.84, surprise +34.92%, Beat. Q4 2025, reported Oct 23, 2025: actual 8.25, estimate 6.29, surprise +31.16%, Beat. Q1 2026, reported Feb 19, 2026: actual 9.37, estimate 6.75, surprise +38.81%, Beat. Q2 2026, reported Apr 23, 2026: actual 10.51, estimate 6.81, surprise +54.33%, Beat. Q3 2026, reported Jul 23, 2026: actual 12.53, estimate 10.45, surprise +19.90%, Beat. Q4 2026, reported Oct 22, 2026: actual —, estimate 12.81, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates3.53B2.9B2.26B1.63BQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual 1.87B USD, estimate 1.77B USD, surprise +5.61%, Beat. Q2 2025, reported Apr 24, 2025: actual 1.83B USD, estimate 1.77B USD, surprise +3.69%, Beat. Q3 2025, reported Jul 24, 2025: actual 2.17B USD, estimate 1.97B USD, surprise +10.31%, Beat. Q4 2025, reported Oct 23, 2025: actual 2.45B USD, estimate 2.16B USD, surprise +13.58%, Beat. Q1 2026, reported Feb 19, 2026: actual 2.65B USD, estimate 2.34B USD, surprise +13.22%, Beat. Q2 2026, reported Apr 23, 2026: actual 2.87B USD, estimate 2.39B USD, surprise +19.74%, Beat. Q3 2026, reported Jul 23, 2026: actual 3.27B USD, estimate 2.99B USD, surprise +9.25%, Beat. Q4 2026, reported Oct 22, 2026: actual —, estimate 3.39B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$2,080

25.63% upside
Past 12 months12-month forecastHigh $2,200Average $2,080Low $1,910

Recent analyst actions

4 institutions

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