Comfort Systems USA (NYSE:FIX) Releases Earnings Results

Comfort Systems USA (NYSE:FIX) announced its quarterly earnings data on Thursday. The construction company reported $12.53 earnings per share for the quarter, topping the consensus estimate of $10.45 by $2.08, FiscalAI reports. The business had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $2.99 billion. Comfort Systems USA had a return on equity of 57.40% and a net margin of 12.77%.Comfort Systems USA’s revenue for the quarter was up 50.3% on a year-over-year basis. During the same period in the prior year, the company earned $6.53 EPS.

Comfort Systems USA Stock Performance

Shares of FIX stock opened at $1,728.75 on Friday. The firm has a market capitalization of $60.85 billion, a PE ratio of 42.52 and a beta of 1.66. The firm has a fifty day simple moving average of $1,835.76 and a two-hundred day simple moving average of $1,568.67. Comfort Systems USA has a 12 month low of $648.23 and a 12 month high of $2,073.99. The company has a current ratio of 1.24, a quick ratio of 1.21 and a debt-to-equity ratio of 0.01.

Comfort Systems USA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 24th. Investors of record on Thursday, August 13th will be given a $0.90 dividend. This represents a $3.60 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Thursday, August 13th. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.80. Comfort Systems USA’s payout ratio is 9.23%.

Comfort Systems USA News Summary

Here are the key news stories impacting Comfort Systems USA this week:

• Positive Sentiment: The company reported Q2 2026 earnings of $12.53 per share, well above analyst estimates and far ahead of last year’s $6.53 per share, showing significant profit growth. Comfort Systems USA Reports Second Quarter 2026 Results
• Positive Sentiment: Revenue also topped expectations at $3.27 billion, with sales up 50.3% year over year, reinforcing the view that demand across Comfort Systems’ construction and services businesses remains strong. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
• Positive Sentiment: Management highlighted record backlog growth, which suggests a solid pipeline of future work and supports confidence in continued execution. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
• Positive Sentiment: The board raised the quarterly dividend to $0.90 per share from $0.80, a 12.5% increase that signals confidence in cash generation and shareholder returns. Comfort Systems USA Increases Quarterly Dividend
• Neutral Sentiment: Investors are also focusing on the earnings call transcript for guidance on margins, demand trends, and how long the current growth cycle can last. Comfort Systems USA, Inc. (FIX) Q2 2026 Earnings Call Transcript

Insiders Place Their Bets

In other Comfort Systems USA news, insider Brian E. Lane sold 11,113 shares of Comfort Systems USA stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $1,969.84, for a total value of $21,890,831.92. Following the sale, the insider owned 161,089 shares of the company’s stock, valued at approximately $317,319,555.76. The trade was a 6.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Julie Shaeff sold 1,123 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $2,000.37, for a total value of $2,246,415.51. Following the completion of the sale, the chief accounting officer directly owned 12,624 shares in the company, valued at approximately $25,252,670.88. The trade was a 8.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,778 shares of company stock worth $59,746,124 in the last 90 days. Company insiders own 1.24% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Great Lakes Advisors LLC grew its stake in Comfort Systems USA by 3.0% in the fourth quarter. Great Lakes Advisors LLC now owns 312 shares of the construction company’s stock worth $291,000 after purchasing an additional 9 shares during the period. Clark Capital Management Group Inc. lifted its position in Comfort Systems USA by 5.1% during the 4th quarter. Clark Capital Management Group Inc. now owns 266 shares of the construction company’s stock valued at $248,000 after acquiring an additional 13 shares during the period. Dorsey & Whitney Trust CO LLC boosted its stake in Comfort Systems USA by 2.4% during the fourth quarter. Dorsey & Whitney Trust CO LLC now owns 737 shares of the construction company’s stock worth $688,000 after acquiring an additional 17 shares in the last quarter. Axxcess Wealth Management LLC lifted its holdings in shares of Comfort Systems USA by 3.4% during the fourth quarter. Axxcess Wealth Management LLC now owns 544 shares of the construction company’s stock valued at $508,000 after purchasing an additional 18 shares during the last quarter. Finally, Hancock Whitney Corp boosted its position in shares of Comfort Systems USA by 0.7% in the 3rd quarter. Hancock Whitney Corp now owns 2,810 shares of the construction company’s stock worth $2,319,000 after purchasing an additional 20 shares in the last quarter. 96.51% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently commented on FIX shares. KeyCorp upgraded Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price target for the company in a research note on Friday, April 24th. UBS Group lifted their target price on Comfort Systems USA from $1,992.00 to $2,125.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Weiss Ratings reiterated a “buy (b)” rating on shares of Comfort Systems USA in a report on Friday, July 17th. Erste Group Bank lowered shares of Comfort Systems USA from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Finally, The Goldman Sachs Group initiated coverage on shares of Comfort Systems USA in a research report on Thursday, July 9th. They set a “buy” rating and a $2,159.00 price objective for the company. Nine equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $2,015.43.

About Comfort Systems USA

Comfort Systems USA, Inc is a U.S.-based mechanical contracting company that provides a range of heating, ventilation and air conditioning (HVAC) services to commercial, industrial and institutional customers. The company focuses on the design, installation, maintenance and repair of HVAC systems, and it supports projects from initial engineering and system selection through long-term service agreements and upgrades.

Its service offerings include new construction and retrofit installations, preventive and corrective maintenance, emergency repair, energy management and building automation systems.