FIXIndustrials · Engineering & ConstructionThe 10 Wall Street analysts covering Comfort Systems USA, Inc. hold a median 12-month price target of $2,149 — +85.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 23 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Comfort Systems USA, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (99): The business earns solid, repeatable profits on what it owns.
Volatility (47): The share price moves around a lot.
Size (6): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on FIX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +85.1% from it.
Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | Keybanc | Maintains | Overweight | $2,110 → $2,125 |
| 21 Aug 2026 | DA Davidson | Initiates | Buy | — |
| 21 Aug 2026 | DA Davidson | Initiates | Buy | $2,100 |
| 27 July 2026 | Keybanc | Maintains | Overweight | $2,004 → $2,110 |
| 27 July 2026 | Keybanc | Maintains | Overweight | — |
| 27 July 2026 | UBS | Maintains | Buy | $2,125 → $2,225 |
| 27 July 2026 | UBS | Maintains | Buy | — |
| 9 July 2026 | Goldman Sachs | Initiates | Buy | — |
| 9 July 2026 | Goldman Sachs | Initiates | Buy | $2,159 |
| 8 June 2026 | UBS | Maintains | Buy | — |
| 28 May 2026 | Oppenheimer | Initiates | Outperform | — |
| 27 Apr 2026 | UBS | Maintains | Buy | — |
| 24 Apr 2026 | Keybanc | Upgrade | Overweight | — |
| 21 Apr 2026 | GLJ Research | Initiates | Buy | — |
| 23 Feb 2026 | DA Davidson | Maintains | Buy | — |
| 26 Jan 2026 | Stifel | Maintains | Buy | — |
| 19 Dec 2025 | DA Davidson | Maintains | Buy | — |
| 16 Dec 2025 | Stifel | Maintains | Buy | — |
| 27 Oct 2025 | UBS | Maintains | Buy | — |
| 13 Oct 2025 | Stifel | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 9 pass every test this week.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Comfort Systems USA, Inc. returned +41.0% against +14.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 22% of US stocks
Cheaper than 30% of US stocks
Cheaper than 6% of US stocks
Cheaper than 13% of US stocks
Higher than 86% of US stocks
Higher than 82% of US stocks
Higher than 28% of US stocks
Higher than 75% of US stocks
Higher than 75% of US stocks
Higher than 94% of US stocks
Higher than 98% of US stocks
Higher than 64% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Comfort Systems USA, Inc. has a market value of $45.0B and an enterprise value of $43.4B.
Revenue in the twelve months to 30 June 2026: $11.2B. The latest quarter grew 50.3% year on year.
Net income over the same four quarters: $1.4B, a 12.8% net margin.
Diluted earnings per share, trailing twelve months: $40.66.
Free cash flow in the twelve months to 30 June 2026: $2.2B, after $386.5M of capital spending.
Comfort Systems USA, Inc. spent $112.9M on share buybacks and $91.6M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 34.5×; forward P/E: 21.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.28%, paying out 6% of earnings.
Comfort Systems USA, Inc. employs 22,700 people — $495K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Comfort Systems USA, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Seeking Alpha published a transcript of Comfort Systems USA’s Q3 2026 earnings call, held October 23, 2026. The excerpt lists company executives and participating analysts but provides no discussion of results or outlook.
Why it matters — The transcript may offer FIX watchers management commentary, but the supplied excerpt contains no substantive details about the company’s performance.
Comfort Systems reported that its backlog increased 90% year over year to $17.8 billion. The company expects modular capacity to reach 6 million square feet by late 2027.
Why it matters — The backlog growth and planned modular capacity expansion are operating developments relevant to investors following FIX.
Comfort Systems reported revenue and earnings above expectations and a strongly growing backlog, but its stock fell alongside other hardware and industrial stocks tied to the AI build-out.
Why it matters — FIX watchers may note the contrast between strong reported results and the stock’s decline.
Comfort Systems USA reported sharply higher third-quarter results, citing strong construction demand—particularly from technology and industrial customers—and continued growth in its electrical and modular operations.
Why it matters — The call highlights demand trends and operating-area growth that FIX watchers may track.
Zacks Investment Research says Comfort Systems (FIX) has solid growth attributes that could support exceptional returns. The headline highlights three reasons growth investors should not overlook the company.
Why it matters — The item draws attention to FIX’s growth attributes, a factor relevant to investors following the company’s growth prospects.
The 10 Wall Street analysts covering Comfort Systems USA, Inc. have a median 12-month price target of $2,149, with estimates ranging from $1,875 to $2,500. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering Comfort Systems USA, Inc., 9 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Comfort Systems USA, Inc. 96 out of 100 across roughly 4,600 US stocks as at 23 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Oct 2026, Comfort Systems USA, Inc. ranks 96 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (99 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +85.1% from the last close, and Ticker Nerd's factor model ranks Comfort Systems USA, Inc. 96 out of 100 as at 23 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Comfort Systems USA, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for FIX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $1,875 to $2,500 over the next 12 months.
Comfort Systems USA, Inc. returned +41.0% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Comfort Systems USA Inc. is a U.S.
The most recent item we track (Seeking Alpha, 23 Oct 2026): "Comfort Systems USA, Inc. (FIX) Q3 2026 Earnings Call Transcript". Seeking Alpha published a transcript of Comfort Systems USA’s Q3 2026 earnings call, held October 23, 2026. The excerpt lists company executives and participating analysts but provides no discussion of results or outlook.
Comfort Systems USA Inc. is a U.S. mechanical and electrical contracting company that provides building systems services for commercial, industrial, and institutional customers. Comfort Systems USA Inc. focuses on heating, ventilation, and air conditioning, plumbing, piping, electrical work, controls, and fire protection, along with off-site construction and monitoring services. The company also supports the design, integration, installation, maintenance, repair, and replacement of mechanical, electrical, and plumbing systems in both new construction and existing facilities. Its work serves building owners, developers, general contractors, architects, consulting engineers, and property managers across a wide range of industries. Through its Mechanical and Electrical segments, Comfort Systems USA Inc. plays a central role in helping buildings operate safely, efficiently, and reliably.
CEO Mr. Brian E. Lane · 22,700 employees · United States · https://comfortsystemsusa.com
