Stocks Industrials FIX
NYSE · IndustrialsComfort Systems USA Inc (FIX)
Comfort Systems USA Inc brought in $11.2B of revenue over the twelve months to June 30, 2026, up 46.1% from a year earlier. Net income was $1.4B, a net margin of 12.8%. Operating cash flow minus capital spending left $1B of free cash flow in fiscal 2025. At June 30, 2026 it held $1.9B in cash against $54.1M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on July 23, 2026.
Key facts about Comfort Systems USA Inc
- Net worth
- Comfort Systems USA Inc has a market value (market cap) of $60.3B at the latest share price, and shareholders' equity of $3.2B on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $9.1B (+29.5% year on year), with net income of $1B. Over the 12 months to June 30, 2026: revenue $11.2B, net income $1.4B.
- Cash flow
- In fiscal 2025 operations brought in $1.2B of cash; after $154.9M of capital spending, free cash flow was $1B.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on July 23, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
- Next earnings report
- Comfort Systems USA Inc's next report is expected around October 22, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Comfort Systems USA Inc declared dividends of $1.95 per share in fiscal 2025, a yield of 0.11% at the current price.
What Comfort Systems USA Inc does
Comfort Systems USA provides mechanical, electrical, and plumbing contracting services. It designs, installs, maintains, and repairs heating, ventilation, air conditioning, and electrical systems for commercial, industrial, and institutional buildings. Customers include general contractors, property managers, office parks, hospitals, data centers, and manufacturing plants. Its shares trade on NYSE under the ticker FIX.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $9.1B | $1B | $28.88 | $1B |
| 2024 | $7B | $522.4M | $14.60 | $738M |
| 2023 | $5.2B | $323.4M | $9.01 | $544.7M |
| 2022 | $4.1B | $245.9M | $6.82 | $253.2M |
| 2021 | $3.1B | $143.3M | $3.93 | $157.8M |
| 2020 | $2.9B | $150.1M | $4.09 | $262.4M |
Full financial statements: income, balance sheet and cash flow
Where FIX ranks in Industrials
Dividends
Comfort Systems USA Inc declared $1.95 per share in fiscal 2025. At the current price that is a yield of 0.11%. It paid out $68.8M in cash dividends, 7% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $1.95 | $68.8M | 7% |
| 2024 | $1.20 | $42.8M | 8% |
| 2023 | $0.85 | $30.4M | 9% |
| 2022 | $0.56 | $20.1M | 8% |
| 2021 | $0.48 | $17.4M | 12% |
| 2020 | $0.43 | $15.5M | 10% |
Latest SEC filings
What Comfort Systems USA Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- August 3, 2026
- July 23, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 50% to $3.3B versus the same quarter last year; diluted EPS $12.53 versus $6.53.
- July 23, 2026
- June 22, 2026
- May 21, 2026
- May 6, 2026Passive stake changed SCHEDULE 13G/A
- May 1, 2026
- April 29, 2026Passive stake (5% or more) SCHEDULE 13G
- April 29, 2026Passive stake (5% or more) SCHEDULE 13G
- April 23, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 56% to $2.9B versus the same quarter last year; diluted EPS $10.51 versus $4.75.
What is FIX worth? A DCF from its reported cash flow
Insider trades
What the people running Comfort Systems USA Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $43.2M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 26, 2026 | Lane Brian E.CHIEF EXECUTIVE OFF., Director | Sold | 16,024 | $25.8M |
| August 17, 2026 | George William IIICHIEF FINANCIAL OFFICER | Sold | 2,554 | $4.7M |
| August 11, 2026 | Myers FranklinDirector | Soldindirect | 4,000 | $6.8M |
| August 10, 2026 | Myers FranklinDirector | Sold | 3,500 | $5.9M |
| June 24, 2026 | Myers FranklinDirector | Sold | 6,700 | $13.1M |
| May 27, 2026 | Hardy Rhoman JDirector | Sold | 342 | $649.8K |
| May 21, 2026 | Myers FranklinDirector | Gave as a gift | 273 | - |
| May 18, 2026 | Anderson DarcyDirector | Received as pay | 105 | - |
Who owns FIX
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Capital Management13G, passive | 7.49% | April 29, 2026 |
| Vanguard Portfolio Management13G, passive | 5.37% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 1,348 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 3,397,683 | -115,244 |
| Vanguard Capital Management LLC | 2,297,509 | +11,560 |
| Vanguard Portfolio Management LLC | 1,866,170 | -15,014 |
| Fmr LLC | 1,659,799 | +210,282 |
| State Street Corp | 1,537,139 | +65,260 |
| Geode Capital Management, LLC | 1,151,350 | -87,269 |
| Aqr Capital Management LLC | 1,059,017 | -57,213 |
| Jpmorgan Chase & Co | 838,417 | -51,474 |
| Capital World Investors | 720,244 | -145,536 |
| Invesco Ltd. | 658,314 | +51,734 |
| Norges Bank | 471,564 | new |
| Morgan Stanley | 430,085 | -30,050 |
| First Trust Advisors LP | 375,090 | -40,796 |
| Westfield Capital Management Co LP | 355,433 | -265,482 |
| Federated Hermes, Inc. | 341,485 | +74,455 |
| Northern Trust Corp | 340,992 | +11,894 |
| Charles Schwab Investment Management Inc | 297,845 | +10,110 |
| Amundi | 292,904 | +156,069 |
| Dimensional Fund Advisors LP | 285,445 | +5,498 |
| Goldman Sachs Group Inc | 268,240 | +24,193 |
Insiders
16 insiders reported holding 369,076 shares in total, about $632.3M at the last price.
| Holder | Shares |
|---|---|
| Lane Brian E.CHIEF EXECUTIVE OFF., Director | 145,065 |
| Myers FranklinDirector | 67,1108,495 held indirectly |
| George William IIICHIEF FINANCIAL OFFICER | 30,250 |
| Bulls Herman EDirector | 29,879 |
| Trent T McKennaPRESIDENT/CHIEF OPERATING OFF. | 22,346 |
| Anderson DarcyDirector | 18,140 |
| Skidmore Constance EllenDirector | 12,732 |
| Shaeff JulieCHIEF ACCOUNTING OFFICER | 12,624 |
| Howell Laura FinleySVP & GENERAL COUNSEL | 7,938 |
| Sandbrook William JDirector | 7,771 |
Questions about FIX
What does Comfort Systems USA Inc do?
Comfort Systems USA provides mechanical, electrical, and plumbing contracting services. It designs, installs, maintains, and repairs heating, ventilation, air conditioning, and electrical systems for commercial, industrial, and institutional buildings. Customers include general contractors, property managers, office parks, hospitals, data centers, and manufacturing plants. Its shares trade on NYSE under the ticker FIX.
What is Comfort Systems USA Inc's net worth?
Comfort Systems USA Inc has a market value (market cap) of $60.3B at the latest share price, and shareholders' equity of $3.2B on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Comfort Systems USA Inc profitable?
Yes. Over the twelve months to June 30, 2026 it reported net income of $1.4B on revenue of $11.2B, a net margin of 12.8%.
How much revenue does Comfort Systems USA Inc make?
Over the twelve months to June 30, 2026 Comfort Systems USA Inc reported revenue of $11.2B. That is 46.1% more than a year earlier.
When did Comfort Systems USA Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on July 23, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the insider trade from August 27, 2026.
When is Comfort Systems USA Inc's next earnings report?
Comfort Systems USA Inc's next report is expected around October 22, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
Does Comfort Systems USA Inc pay a dividend?
Yes. Comfort Systems USA Inc declared dividends of $1.95 per share in fiscal 2025, a yield of 0.11% at the current price.
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Follow FIX: get an email when it filesWhere the numbers come from
Financial figures are the values Comfort Systems USA Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.