FIX is the ticker symbol for COMFORT SYSTEMS USA INC, a publicly traded Industrials sector company listed on NYSE. 13F Pro tracks FIX with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is FIX a good stock to buy?

13F Pro's AI ranking engine scores FIX at 81.3/100, ranked #22 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for FIX is available at https://13fpro.ai/company/FIX. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source FIX data?

All COMFORT SYSTEMS USA INC fundamentals and ownership data come directly from SEC EDGAR. COMFORT SYSTEMS USA INC files with the SEC under CIK 1035983. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

COMFORT SYSTEMS USA INC FIX

NYSELarge CapIndustrials

13F Pro quality score

Rank #22 of 2,925TOP 1%

Why it scores 81 Industrials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$3.77B

Quarter to Sep 30

Net income

$489.04M

Quarter to Sep 30

Free cash flow

$799.53M

Quarter to Sep 30

Operating margin

16.6%

Quarter to Sep 30

Top Institutional Holders

as of Q2 2026

$64.39B total

BlackRock, Inc.

$6.73B-3.3%

VANGUARD CAPITAL MANAGEMENT LLC

$4.55B+0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

$3.70B-0.8%

FMR LLC

$3.29B+14.5%

STATE STREET CORP

$3.05B+4.4%

GEODE CAPITAL MANAGEMENT, LLC

$2.29B-7.0%

AQR CAPITAL MANAGEMENT LLC

$2.08B-5.1%

JPMORGAN CHASE & CO

$1.63B-5.8%

Capital World Investors

$1.43B-16.8%

Invesco Ltd.

$1.30B+8.5%

NORGES BANK

$934.62M--

MORGAN STANLEY

$852.41M-6.5%

FIRST TRUST ADVISORS LP

$743.41M-9.8%

WESTFIELD CAPITAL MANAGEMENT CO LP

$704.45M-42.8%

FEDERATED HERMES, INC.

$676.81M+27.9%

NORTHERN TRUST CORP

$675.83M+3.6%

PRICE T ROWE ASSOCIATES INC /MD/

$643.48M+101.4%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$590.31M+3.5%

Amundi

$580.52M+114.1%

DIMENSIONAL FUND ADVISORS LP

$565.66M+2.0%

GOLDMAN SACHS GROUP INC

$531.64M+9.9%

Value Aligned Research Advisors, LLC

$482.82M+14.0%

DEUTSCHE BANK AG\

$443.75M-7.0%

FRANKLIN RESOURCES INC

$441.91M+9.6%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$440.01MNew

See all 1,360 institutional holders →

What's Driving FIX's Business? Latest 10-Q Breakdown

25/25 datapoints verified

AI-extracted from the 10-Q filed 2026-10-22 — Q3 FY2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Comfort Systems' Q3 2026 revenue rose 53.7% YoY to $3.77B, with same-store growth of 46.3% driven by technology/data center demand and backlog reaching $17.81B.

Biggest Revenue Drivers

Mechanical segment$2.58B+43% YoY

Same-store increase primarily from technology sector activity at a Texas operation ($312.0M), a large Texas modular operation ($177.8M), and a North Carolina operation ($96.2M).

Electrical segment$1.18B+85% YoY

Same-store increase primarily from technology sector activity at the Texas electrical operation ($300.2M); acquisitions contributed $174.1M.

Biggest Revenue Drivers

Total revenue: $3.77B+54% YoY

Mechanical segment$2.58B+43% YoY

Same-store increase primarily from technology sector activity at a Texas operation ($312.0M), a large Texas modular operation ($177.8M), and a North Carolina operation ($96.2M).

Electrical segment$1.18B+85% YoY

Same-store increase primarily from technology sector activity at the Texas electrical operation ($300.2M); acquisitions contributed $174.1M.

Largest Expense Items

Cost of services$2.83B+54% YoY

Cost of services rose in line with revenue; gross margin held at 24.8% as in the prior-year quarter.

Selling, general and administrative expenses$314.2M+37% YoY

Same-store SG&A (excluding amortization) rose $61.2M, mainly from higher compensation costs ($41.2M) tied to headcount and labor cost increases.

Margins: Gross margin was 24.8%, flat versus Q3 2025, while operating margin improved to 16.6% from 15.5% due to SG&A leverage on higher revenue. Prior-year gross profit included $15.5M of previously unrecognized revenue that did not recur.

Watch Items from the Filing

Backlog reached $17.81B, up 90.0% YoY and 26.7% sequentially, with the technology sector a major driver of same-store growth.
Management cites ongoing labor cost increases and intermittent supply chain delays in materials and equipment, which it expects to persist over the next several quarters.
Approximately 60.8% of Q3 revenue came from the technology customer type, concentrating exposure in one sector.
Cash from operations of $2.54B for nine months and $2.05B free cash flow; $1.01B of revolver capacity available.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q3 2026

EDGAR

Net Income

Q3 2026

EDGAR

EPS (Diluted)

Q3 2026

EDGAR

Operating Margin

Q3 2026

EDGAR

ROIC

Q3 2026

EDGAR

Free Cash Flow

Q3 2026

EDGAR

Debt/Equity

Q3 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/FIX

Earnings Per Share

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COMFORT SYSTEMS USA INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$9.1B	$1.0B	14.4%
FY 2024	10-K	$7.0B	$522.4M	10.7%
FY 2023	10-K	$5.2B	$323.4M	8.0%
FY 2022	10-K	$4.1B	$245.9M	6.1%
FY 2021	10-K	$3.1B	$143.3M	6.1%
FY 2020	10-K	$2.9B	$150.1M	6.7%

About COMFORT SYSTEMS USA INC (FIX): stock profile, AI score and financials

COMFORT SYSTEMS USA INC (FIX) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores FIX at 81.3/100 on a composite quality score built from its SEC filings, placing it at rank #22 of 2,925 stocks — the top 1% of the AI-ranked universe. FIX scores in the top quartile across balance sheet strength (96.6), revenue growth (91.4), revenue scale (88.3). Based on the latest XBRL financial filings (Q3 2026), COMFORT SYSTEMS USA INC reports quarterly revenue of $3.8B, net income of $489.0M, an operating margin of 16.6%. Top institutional holders of FIX by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. FIX trades on the NYSE exchange and files with the SEC under CIK 1035983. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FIX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COMFORT SYSTEMS USA INC directly from SEC EDGAR.

Financials through the period ended Sep 30, 2026SEC EDGAR: CIK 1035983 →

COMFORT SYSTEMS USA INC FIX

Top Institutional Holders

What's Driving FIX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

FIX key financials by period

FIX insiders

Congress trading in FIX

About COMFORT SYSTEMS USA INC (FIX): stock profile, AI score and financials

COMFORT SYSTEMS USA INC FIX

Top Institutional Holders

What's Driving FIX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

FIX key financials by period

Companies similar to FIX

FIX insiders

Congress trading in FIX

About COMFORT SYSTEMS USA INC (FIX): stock profile, AI score and financials