Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$61.2B
35M shares
52-week range
$655.96 – $2,073.99
76% from low
Sector
ELECTRICAL WORK
Exchange
NYSE
CS
Comfort Systems USA Inc provides comprehensive mechanical contracting services, including heating, ventilation, & air conditioning, or HVAC; plumbing; piping & controls; construction; and other electrical components. Projects are mainly for commercial, industrial, & institutional buildings, & tend to be geared toward HVAC. Revenue is roughly split between installation services for newly constructed facilities & maintenance services for existing buildings. The company installs & repairs products and systems throughout the United States. It operates in two segments, Mechanical services & Electrical services, the majority is from the Mechanical services segment.
www.comfortsystemsusa.comNo one on the platform currently holds FIX.
| Institution | Shares | Reported |
|---|---|---|
| Third Point LLCas of 2025-12-31 | 105,000 | $98.0M |
| Bridgewater Associatesas of 2026-03-31 | 86,462 | $119.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-13 | $0.9000 | 2026-08-24 |
| 2026-05-15 | $0.8000 | 2026-05-26 |
| 2026-03-06 | $0.7000 | 2026-03-17 |
| 2025-11-13 | $0.6000 | 2025-11-24 |
| 2025-08-14 | $0.5000 | 2025-08-25 |
| 2025-05-16 | $0.4500 | 2025-05-27 |
| 2025-03-10 | $0.4000 | 2025-03-21 |
| 2024-11-14 | $0.3500 | 2024-11-25 |
| 2024-08-12 | $0.3000 | 2024-08-23 |
| 2024-05-10 | $0.3000 | 2024-05-24 |
No one on the platform has traded FIX yet.
| 56,660 |
| $78.1M |
| 2024-03-07 | $0.2500 | 2024-03-19 |
| 2023-11-15 | $0.2500 | 2023-11-27 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$FIX this is so boring but I keep buying
View on StockTwits ↗$SITM JB tick$ tock$ gonna $FIX this chit$ @Jblack500 @WAJeff @cynicaloptimist @BustaCapital @IsabellaDC
View on StockTwits ↗$PSA $B $RELX $FIX $D Public Storage dominates self-storage, Barnes Group benefits from aerospace demand, RELX leads information analytics, Comfort Systems benefits from data center construction, and Dominion Energy provides regulated utility stability.
View on StockTwits ↗AI Infra Builders are squeezing out moderate gains. $VRT $ETN $SPX $ANET $FIX
View on StockTwits ↗$PSA $B $RELX $FIX $D Public Storage dominates self-storage, Barnes Group benefits from aerospace demand, RELX leads information analytics, Comfort Systems benefits from data center construction, and Dominion Energy provides regulated utility stability.
View on StockTwits ↗$FIX Strong backbone structure. Everyone need their A/C
View on StockTwits ↗Some AI infra builders are starting to enter RSI oversold (last column). Looking to finally start some accumulation here. $VRT $GRID $FIX $ETN $SPX
View on StockTwits ↗$FIX At 46x earnings, the market is paying a tech multiple for a construction company — either visionary or delusional, depending on how long the data center boom lasts. https://stratafinance.beehiiv.com/p/comfort-systems
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $13.0B | +47.3% | $48.97 | $45.39–$52.17 | 35.3× | 7 |
| 2027 | $15.6B | +20.2% | $60.04 | $51.84–$66.31 | 28.8× | 7 |
| 2028 | $18.5B | +19.0% | $75.46 | $70.13–$80.79 | 22.9× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-23 | $10.45 | $12.53 | +19.9% |
| 2026-04-23 | $6.81 | $10.51 | +54.3% |
| 2026-02-19 | $6.75 | $9.37 | +38.8% |
| 2025-10-23 | $6.29 | $8.25 | +31.2% |
| 2025-07-24 | $4.84 | $6.53 | +34.9% |
| 2025-04-24 | $3.66 | $4.75 | +29.8% |
| 2025-02-20 | $3.63 | $4.09 | +12.7% |
| 2024-10-24 | $3.97 | $4.09 | +3.0% |
| $9.9B |
| — |
| DYDycom Industries, Inc. | $409.41 | -0.19% | $12.3B | — |
| EMEEMCOR Group, Inc. | $831.23 | -0.26% | $36.7B | — |
Source: Financial Modeling Prep · peers by sector/industry