Fall 2026
National HVAC design, installation, service.
No salary listed
Houston, TX, USA
In Person
Bachelor's
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Comfort Systems USA provides heating, ventilation, and air conditioning (HVAC) services across the United States. It combines multiple experienced HVAC firms into a national company that designs, installs, tunes, and maintains HVAC systems for a wide range of buildings, from schools and grocery stores to hospitals, museums, hotels, factories, and warehouses. The company works on both new installations and ongoing service, using specialized centers of excellence to ensure the right expertise for each project. Its goal is to offer the broadest possible technical capability and service for any HVAC need, anywhere and anytime.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Houston, Texas
Founded
1997
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Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Plan
401(k) Company Match
Paid Vacation
Paid Holidays
Sick Time
Flexible Work Hours
Hybrid Work Options
Telework
Wellness Program
Mental Health Support
Gym Membership
Conference Attendance Budget
Professional Development Budget
Family Planning Benefits
Fertility Treatment Support
Parent Periodic Leave
Stock Options
Company Equity
Phone/Internet Stipend
Home Office Stipend
Adoption Assistance
Pet Insurance
Employee Referral Bonus
Scholarship Program
Relocation Assistance
Tuition Reimbursement
Training Programs
Professional Certification Support
Mentorship Program
Meal Benefits
Commuter Benefits
Employee Discounts
Company Social Events
Comfort Systems USA is maintaining strong growth momentum heading into 2027, driven by record backlog and technology sector demand. The company's same-store revenues jumped 47% in the first half of 2026, with management projecting full-year growth in the mid- to high-30% range. The company's backlog reached $14.1 billion in Q2 2026, up 73% year over year. Technology customers accounted for 58% of first-half revenues, compared with 40% the previous year, whilst industrial clients represented 75% of revenues. Comfort Systems is expanding its Modular operations to nearly 5 million square feet by late summer 2027, supported by customer volume commitments. However, management acknowledged that maintaining such growth rates will become more challenging due to tougher year-over-year comparisons in upcoming quarters.
Comfort Systems USA, an engineering and construction contractor specialising in plumbing, HVAC, and electrical work, is benefiting from the AI data centre boom. The company reported quarterly revenue of $3.27 million, up 50% year over year, with nearly 60% of its business coming from the technology sector. The company's backlog grew from $12.45 billion at the end of March to $14.06 billion by the end of June, driven primarily by data centre construction. The stock has surged over 140% in the past year and more than 2,000% over five years. Shares currently trade at roughly 30 times next year's expected earnings of $60.04 per share. Analysts rate the stock a strong buy with a consensus price target of $2,217.63, representing over 27% upside from current levels.
Comfort Systems USA reported record second-quarter results, with revenue exceeding $3 billion for the first time and earnings per share rising 92% year-over-year to $12.53. The company's backlog reached a record $14.1 billion, driven by strong demand from technology customers and modular work. Gross margin expanded to 25.9% from 23.5%, whilst operating margin and free cash flow also improved sharply. Same-store revenue increased 44%, with electrical-segment revenue up 81% and mechanical-segment revenue rising 40%. Management expects full-year same-store revenue growth in the mid- to high-30% range. The company is expanding modular capacity tied to customer commitments and continuing strategic investments, including the Hunt Electric acquisition. The quarterly dividend increased to $0.90 per share. Project pipelines remain at historically high levels, with no anticipated slowdown in data-centre demand.
Why Comfort Systems USA (FIX) stock is down today. By: Quiver PriceTracker Posted: 7 hours ago / July 24, 2026 3:39 p.m. UTC Comfort Systems USA (FIX) is down 4.1% today. Here is some analysis on what might have caused this price movement. Analysis: The move appears to be a sell-the-news reaction rather than a response to weak operating results. Comfort Systems USA posted a very strong second quarter, but elevated expectations, a recent analyst downgrade, and valuation concerns may be pushing investors to lock in gains after a huge run in the stock. Comfort Systems USA reported second-quarter 2026 revenue of $3.27 billion, net income of $441.6 million, and diluted EPS of $12.53, all sharply above the prior year. The company's backlog rose to $14.06 billion at June 30, 2026, up from $12.45 billion at March 31, showing demand remains strong. The board also raised the quarterly dividend to $0.90 per share, which suggests management remains confident in cash generation and business momentum. This could be because investors were already positioned for an exceptional report, and a recent downgrade to Hold from Buy by Erste Group may have reinforced concerns that the stock's premium valuation had become harder to justify. Comfort Systems USA, SEC, MarketBeat, Investing.com Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes. $FIX insider trading activity. $FIX insiders have traded $FIX stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales. * BRIAN E. LANE (CHIEF EXECUTIVE OFF.) has made 0 purchases and 2 sales selling 20,478 shares for an estimated $35,499,248. * WILLIAM III GEORGE (CHIEF FINANCIAL OFFICER) sold 9,000 shares for an estimated $12,914,748 * FRANKLIN MYERS sold 8,636 shares for an estimated $12,717,032 * WILLIAM J SANDBROOK has made 0 purchases and 2 sales selling 4,000 shares for an estimated $6,207,294. * DARCY ANDERSON sold 4,500 shares for an estimated $6,163,838 * TERRENCE REED (SVP & CHRO) has made 0 purchases and 2 sales selling 1,787 shares for an estimated $2,537,182. * PABLO G. MERCADO, has made 0 purchases and 2 sales selling 1,000 shares for an estimated $1,592,390. * CONSTANCE ELLEN SKIDMORE sold 1,000 shares for an estimated $1,425,000 * RHOMAN J HARDY sold 342 shares for an estimated $649,827 To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint. Quiver Alerts Receive FIX Data Alerts Get market-moving data, filings, and signals for FIX in real time. $FIX hedge fund activity. We have seen 626 institutional investors add shares of $FIX stock to their portfolio, and 472 decrease their positions in their most recent quarter. Here are some of the largest recent moves: * CAPITAL WORLD INVESTORS removed 774,752 shares (-47.2%) from their portfolio in Q1 2026, for an estimated $1,068,375,260 * NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 309,252 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $426,455,415 * CAPITAL INTERNATIONAL INVESTORS added 278,199 shares (+244.8%) to their portfolio in Q1 2026, for an estimated $383,633,639 * FMR LLC removed 221,194 shares (-13.2%) from their portfolio in Q1 2026, for an estimated $305,024,314 * CURATED WEALTH PARTNERS LLC added 194,612 shares (+128034.2%) to their portfolio in Q2 2026, for an estimated $385,711,253 * JACOBS LEVY EQUITY MANAGEMENT, INC removed 171,652 shares (-64.1%) from their portfolio in Q1 2026, for an estimated $236,706,391 * AMF TJANSTEPENSION AB removed 162,078 shares (-59.7%) from their portfolio in Q1 2026, for an estimated $223,503,941 To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint. $FIX government contracts. We have seen $223,701 of award payments to $FIX over the last year. Here are some of the awards which we have have seen pay out the most over the last year: To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint. $FIX congressional stock trading. Members of Congress have traded $FIX stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales. Here's a breakdown of recent trading of $FIX stock by members of Congress over the last 6 months: To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint. $FIX price targets. Multiple analysts have issued price targets for $FIX recently. We have seen 7 analysts offer price targets for $FIX in the last 6 months, with a median target of $2004.0. Here are some recent targets: * Adam Bubes from Goldman Sachs set a target price of $2159.0 on 07/09/2026 * Joshua Chan from UBS set a target price of $2125.0 on 06/08/2026 * Brent Thielman from Oppenheimer set a target price of $2200.0 on 05/28/2026 * Sangita Jain from Keybanc set a target price of $2004.0 on 04/24/2026 * Austin Wang from GLJ Research set a target price of $2001.0 on 04/21/2026 * Brent Thielman from DA Davidson set a target price of $1800.0 on 02/23/2026 * Brian Brophy from Stifel set a target price of $1196.0 on 01/26/2026 This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Markets dropped sharply on Thursday as Brent crude oil surpassed $100 per barrel, rising 7%, whilst West Texas Intermediate climbed over 6% to $92 per barrel. The ongoing conflict involving Iran and Houthi attacks on Saudi ships has extended beyond initial expectations. The Dow fell 506 points (0.97%), the S&P 500 declined 90 points (1.21%), and the Nasdaq dropped 553 points (2.15%). Intel delivered strong Q2 results, reporting earnings of 42 cents per share, double the consensus of 21 cents, with revenues growing 25% year-over-year to $16.1 billion. Shares rose 5.5% after hours. Comfort Systems reported record earnings of $12.53 per share against estimates of $10.38, whilst revenues surged 50.3% to $3.27 billion.