SuperworthComfort Systems USA FIX
- Market cap
- $40.9B
- PE
- 28.6×
- 10y median 22.0×
- Forward PE
- 22.0×
- 10y median 18.8×
- Price to sales
- 3.6×
- EV/EBIT
- 18.5×
- Revenue, 12 months
- $11.2B
- +46% on a year ago
- Net margin
- 12.8%
- Free cash flow yield
- 5.3%
Comfort Systems USA trades at 28.6× trailing earnings, pricier than 76% of the last ten years. Revenue was $11.2B over the last twelve months, up 46% on a year earlier with a 13% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $1.4B+23% | $1.4B+22% | $1.5B+31% | $1.8B+40% | $1.8B+32% | $1.9B+38% | $1.8B+19% | $2.2B+20% | $2.5B+35% | $2.6B+42% | $2.9B+57% | $3.3B+50% | |
| Cost of revenue | $1.1B+20% | $1.1B+19% | $1.2B+28% | $1.4B+35% | $1.4B+30% | $1.4B+33% | $1.4B+15% | $1.7B+15% | $1.8B+29% | $2B+38% | $2.1B+48% | $2.4B+46% |
| Gross profit | $277.5M+37% | $279.7M+32% | $297.4M+45% | $363.6M+60% | $381.7M+38% | $433.7M+55% | $403.4M+36% | $509.9M+40% | $607.9M+59% | $674.7M+56% | $754.4M+87% | $844.2M+66% |
| SG&A | $142.9M+18% | $160M+22% | $162.7M+21% | $179.5M+32% | $180.2M+26% | $207.6M+30% | $194.9M+20% | $210.5M+17% | $229.6M+27% | $248.4M+20% | $269M+38% | $287M+36% |
| $135.1M+66% | $120.3M+50% | $135.5M+91% | $184.7M+101% | $202.9M+50% | $226.4M+88% | $209.1M+54% | $299.9M+62% | $378.9M+87% | $426.7M+89% | $485.7M+132% | $558M+86% | |
| Interest expense | $1.9M−48% | $401K−91% | $1.6M−60% | $1.7M−56% | $1.7M−8% | $1.6M+293% | $1.6M−1% | $1.6M−6% | $3M+72% | $2.8M+78% | $2.2M+35% | $1.4M−11% |
| Pre-tax income | $125.4M+69% | $111.7M+59% | $123.1M+87% | $169.7M+99% | $187.8M+50% | $186M+67% | $208M+69% | $296.5M+75% | $370.5M+97% | $418.5M+125% | $482.1M+132% | $566.2M+91% |
| $20.3M+57% | $20.1M+36% | $26.7M+211% | $35.6M+127% | $41.6M+105% | $40.2M+99% | $38.7M+45% | $65.6M+84% | $78.8M+90% | $87.7M+118% | $111.8M+189% | $124.6M+90% | |
| Net income | $105.1M+71% | $91.6M+65% | $96.3M+68% | $134M+93% | $146.2M+39% | $145.9M+59% | $169.3M+76% | $230.8M+72% | $291.6M+99% | $330.8M+127% | $370.4M+119% | $441.6M+91% |
| $2.93+71% | $2.55+66% | $2.69+69% | $3.74+94% | $4.09+40% | $4.09+60% | $4.75+77% | $6.53+75% | $8.25+102% | $9.37+129% | $10.51+121% | $12.53+92% | |
| 35.9M−0% | 35.9M−0% | 35.8M−0% | 35.8M−0% | 35.8M−1% | 35.7M−0% | 35.6M−1% | 35.4M−1% | 35.4M−1% | 35.3M−1% | 35.3M−1% | 35.3M−0% |
Net income: 7 periods, Q3 FY10 to Q1 FY18: not printed by the filing, worked out from its own lines.
EPS, diluted: 7 periods, Q4 FY10 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 16 periods, Q4 FY10 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $3.4B | $3.3B to $3.5B | $12.85 | $12.26 to $13.21 | 7 |
| Q4 FY26 | $3.5B | $3.4B to $3.5B | $13.15 | $12.60 to $13.62 | 7 |
| Q1 FY27 | $3.4B | $3.2B to $3.5B | $12.42 | $11.72 to $13.12 | 4 |
| Q2 FY27 | $3.7B | $3.6B to $3.9B | $14.46 | $13.80 to $15.33 | 1 |
| Q3 FY27 | $3.9B | $3.7B to $4B | $15.03 | $14.34 to $15.93 | 1 |
| Q4 FY27 | $3.9B | $3.8B to $4.1B | $15.33 | $14.63 to $16.25 | 1 |
| Q1 FY28 | $4.2B | $4B to $4.4B | $15.98 | $15.26 to $16.94 | 2 |
| Q2 FY28 | $4.4B | $4.3B to $4.7B | $17.89 | $17.08 to $18.97 | 2 |
Peers
Companies in Engineering & Construction nearest Comfort Systems USA's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| FIXComfort Systems USA | $40.9B | 28.6× | 22.0× | 22.0× | 3.6× | +46% | 12.8% |
| EMEEMCOR | $28.6B | 20.1× | 20.3× | 18.6× | 1.5× | +19% | 7.7% |
| PWRQuanta Services | $82.2B | 62.6× | 31.8× | 30.2× | 2.5× | +26% | 4.0% |
| JJacobs Solutions | $17B | 49.2× | 28.3× | n/m | 1.2× | +20% | 2.4% |
| MTZMasTec | $13.7B | 27.3× | 19.3× | n/m | 0.9× | +23% | 3.1% |
| STRLSterling Infrastructure | $10.9B | 25.6× | 16.1× | n/m | 3.2× | +61% | 12.5% |
| TTEKTetra Tech | $9.5B | 22.3× | 29.7× | n/m | 1.9× | −8% | 8.6% |
| IESCIES | $8.5B | 18.9× | 19.2× | n/m | 2.1× | +23% | 11.4% |
| ACMAecom | $7.8B | 27.7× | 32.7× | n/m | 0.5× | −4% | 1.9% |
| DYDycom Industries | $6.8B | 20.4× | 24.9× | n/m | 1.0× | +38% | 4.8% |
| KBRKBR | $4.9B | 11.8× | 18.9× | n/m | 0.6× | −4% | 5.5% |
| Peer median | $10.2B | 23.9× | 22.6× | 24.4× | 1.4× | +21% | 5.1% |
Investors who own it
Investors we follow who held Comfort Systems USA at the end of Jun 30, 2026, from their 13F filings.
- Baillie GiffordBaillie Gifford0.4% of portfoliotrimmed
- Tom GaynerMarkel Group0.2% of portfolio
- Philippe LaffontCoatue Management0.1% of portfolionew
More on Comfort Systems USA
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Dividend yield
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #2of 32Engineering and Construction stocks with the highest profit margins
- #8of 62Industrial stocks with the fastest expected revenue growth
- #5of 34Engineering and Construction stocks with the fastest revenue growth
- #4of 23Engineering and Construction stocks with the fastest earnings growth
- #10of 55Industrial stocks with the lowest PEG ratio
- #9of 24Engineering and Construction stocks with the highest free cash flow yield
Its groups
About
- Industry
- Engineering & Construction
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .