Why did Comfort Systems USA (FIX) stock move recently?

On 7/24/2026, Comfort Systems USA moved -5.3% — Comfort Systems USA shares fell despite Q2 2026 results that beat estimates on revenue and EPS with strong backlog growth, likely reflecting profit-taking or valuation concerns after a substantial prior run-up. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Comfort Systems USA (FIX) overvalued or fairly valued?

MarketChacha shows Comfort Systems USA's valuation in context — a trailing P/E of about 44.3, a forward P/E of about 27.9, a price-to-book of about 91.2 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Comfort Systems USA's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.43×) from reported figures — education, not a rating.

What is Comfort Systems USA's revenue?

Comfort Systems USA reported revenue of $1.8B for FY2025, with net profit of $1.0B, per official filings.

What is the share price of Comfort Systems USA (FIX)?

Comfort Systems USA last traded at $1,674.84 (-1.2% on the day), as of 8/10/2026 — a delayed quote shown for education, not investment advice.

Comfort Systems USA

FIX · NYSE · Industrials · United States

Snapshot

TickerFIX

ExchangeNYSE

SectorIndustrials

IndustryEngineering & Construction

CountryUnited States

Employees22,700

HeadquartersHouston, United States

Websitecomfortsystemsusa.com

Filings tracked17

About Comfort Systems USA

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.

Who owns it

Insiders1.1%
Institutions97.7%
Public & other1.1%

1,783 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.9.65%
Vanguard Capital Management LLC6.50%
Vanguard Portfolio Management LLC5.35%
State Street Corporation4.37%
FMR, LLC4.12%
Geode Capital Management, LLC3.52%
AQR Capital Management, LLC3.17%
JPMORGAN CHASE & CO2.53%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.43×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend6.2% → 55.8%

Margin has expanded by about 49.6 points — the business is getting more profitable.

Return on equity41.8%

Latest ROE of 41.8% — capital is generating a healthy return.

Growth qualityrev -41% · PAT 78%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $3.5B · EPS 13.12

Est. earnings growth +40.0%

Next fiscal year

Rev $15.4B · EPS 60.04

Est. earnings growth +22.6%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$1.8B

Net margin

55.8%

ROE

41.8%

Revenue CAGR (2y)

-40.7%

Profit CAGR (2y)

+77.8%

EPS (FY2025)

28.88

Net profit (FY2025)

$1.0B

Ask MarketChacha about FIX

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Jul 24, 2026
Comfort Systems USA shares fell despite Q2 2026 results that beat estimates on revenue and EPS with strong backlog growth, likely reflecting profit-taking or valuation concerns after a substantial prior run-up.
source 1 ↗source 2 ↗· confidence: medium

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$1.8B	$1.0B	28.88	55.8%	41.8%
FY2024	$7.0B	$522.4M	14.60	7.4%	30.6%
FY2023	$5.2B	$323.4M	9.01	6.2%	25.3%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$3.3B	$441.6M	12.53	13.5%
2026Q1	$2.9B	$370.4M	10.51	12.9%
2025Q3	$2.5B	$291.6M	8.25	11.9%
2025Q2	$2.2B	$230.8M	6.53	10.6%
2025Q1	$1.8B	$169.3M	4.75	9.2%
2024Q3	$1.8B	$146.2M	4.09	8.1%
2024Q2	$1.8B	$134.0M	3.74	7.4%
2024Q1	$1.5B	$96.3M	2.69	6.3%
2023Q3	$1.4B	$105.1M	2.93	7.6%
2023Q2	$1.3B	$69.5M	1.93	5.4%
2023Q1	$1.2B	$57.2M	1.59	4.9%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Reg FD disclosure, Exhibits
SEC8/3/2026material
8-K — Results of operations, Other events, Exhibits
SEC7/23/2026material
10-Q filing
SEC7/23/2026
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC6/22/2026material
8-K — Shareholder vote results
SEC5/21/2026material
8-K — Reg FD disclosure, Exhibits
SEC5/1/2026material
8-K — Results of operations, Other events, Exhibits
SEC4/23/2026material
10-Q filing
SEC4/23/2026
8-K — Reg FD disclosure, Exhibits
SEC2/20/2026material
8-K — Results of operations, Other events, Exhibits
SEC2/19/2026material
10-K filing
SEC2/19/2026

2025

8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC12/19/2025material
8-K — Reg FD disclosure, Exhibits
SEC10/28/2025material
8-K — Results of operations, Other events, Exhibits
SEC10/23/2025material
10-Q filing
SEC10/23/2025
8-K — Material agreement, Termination of agreement, Material financial obligation, Exhibits
SEC9/2/2025material
8-K — Reg FD disclosure, Exhibits
SEC7/29/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.