DA Davidson Has Strong Forecast for FIX FY2026 Earnings

Comfort Systems USA, Inc. (NYSE:FIX) – Stock analysts at DA Davidson boosted their FY2026 earnings per share (EPS) estimates for shares of Comfort Systems USA in a research report issued on Monday, July 28th. DA Davidson analyst B. Thielman now forecasts that the construction company will post earnings of $26.65 per share for the year, up from their previous forecast of $21.00. DA Davidson currently has a “Buy” rating and a $810.00 price target on the stock. The consensus estimate for Comfort Systems USA’s current full-year earnings is $16.85 per share.

Comfort Systems USA (NYSE:FIX) last posted its quarterly earnings data on Thursday, July 24th. The construction company reported $6.53 EPS for the quarter, topping the consensus estimate of $4.84 by $1.69. Comfort Systems USA had a return on equity of 39.33% and a net margin of 9.01%. The company had revenue of $2.17 billion during the quarter, compared to analyst estimates of $1.97 billion. During the same period in the previous year, the business earned $3.74 EPS. Comfort Systems USA’s quarterly revenue was up 20.1% on a year-over-year basis.

Several other research analysts have also weighed in on the company. Stifel Nicolaus increased their price objective on Comfort Systems USA from $512.00 to $581.00 and gave the stock a “buy” rating in a research report on Friday, July 11th. Wall Street Zen upgraded Comfort Systems USA from a “hold” rating to a “buy” rating in a research report on Saturday, July 26th. Northcoast Research lowered Comfort Systems USA from a “buy” rating to a “neutral” rating in a research report on Monday. Finally, UBS Group increased their price objective on Comfort Systems USA from $545.00 to $710.00 and gave the stock a “buy” rating in a research report on Friday, July 25th. One equities research analyst has rated the stock with a hold rating and five have issued a buy rating to the company’s stock. According to data from MarketBeat.com, Comfort Systems USA currently has a consensus rating of “Moderate Buy” and a consensus target price of $635.60.

Comfort Systems USA Price Performance

FIX stock opened at $703.39 on Wednesday. The company has a debt-to-equity ratio of 0.03, a current ratio of 1.13 and a quick ratio of 1.10. The business has a 50 day simple moving average of $528.17 and a 200-day simple moving average of $441.01. The firm has a market capitalization of $24.82 billion, a PE ratio of 36.15 and a beta of 1.51. Comfort Systems USA has a 1 year low of $272.92 and a 1 year high of $709.40.

Comfort Systems USA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 25th. Shareholders of record on Thursday, August 14th will be issued a dividend of $0.50 per share. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.45. The ex-dividend date of this dividend is Thursday, August 14th. This represents a $2.00 annualized dividend and a dividend yield of 0.28%. Comfort Systems USA’s dividend payout ratio (DPR) is presently 9.25%.

Insider Transactions at Comfort Systems USA

In related news, insider Brian E. Lane sold 15,000 shares of the firm’s stock in a transaction dated Wednesday, May 7th. The stock was sold at an average price of $431.66, for a total transaction of $6,474,900.00. Following the transaction, the insider owned 198,046 shares of the company’s stock, valued at $85,488,536.36. This trade represents a 7.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Darcy Anderson sold 8,000 shares of the firm’s stock in a transaction dated Friday, June 6th. The stock was sold at an average price of $506.82, for a total value of $4,054,560.00. Following the transaction, the director directly owned 26,535 shares in the company, valued at approximately $13,448,468.70. This represents a 23.16% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 40,300 shares of company stock worth $18,485,795. 1.59% of the stock is owned by company insiders.

Institutional Investors Weigh In On Comfort Systems USA

A number of institutional investors have recently added to or reduced their stakes in FIX. Tradewinds Capital Management LLC boosted its holdings in Comfort Systems USA by 49.1% in the 1st quarter. Tradewinds Capital Management LLC now owns 82 shares of the construction company’s stock valued at $26,000 after purchasing an additional 27 shares in the last quarter. Ameritas Advisory Services LLC acquired a new stake in shares of Comfort Systems USA during the 2nd quarter valued at approximately $27,000. Stone House Investment Management LLC acquired a new stake in shares of Comfort Systems USA during the 1st quarter valued at approximately $31,000. Versant Capital Management Inc lifted its position in shares of Comfort Systems USA by 257.1% during the 1st quarter. Versant Capital Management Inc now owns 100 shares of the construction company’s stock valued at $32,000 after acquiring an additional 72 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. lifted its position in shares of Comfort Systems USA by 54.4% during the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 105 shares of the construction company’s stock valued at $34,000 after acquiring an additional 37 shares during the period. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Comfort Systems USA Company Profile

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. It operates through two segments, Mechanical and Electrical. The company offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection.