What is the 13F Pro Quality Score for FIX?

13F Pro ranks COMFORT SYSTEMS USA INC (FIX) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FIX's current score at https://13fpro.ai/company/FIX (free sign-up required for the full ranking).

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.

What sector is FIX in?

COMFORT SYSTEMS USA INC (FIX) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives FIX's revenue?

Per COMFORT SYSTEMS USA INC's latest 10-Q filed with the SEC on 2026-07-23, the biggest revenue drivers are: Mechanical Segment ($2,296.7M, +40.2% YoY); Electrical Segment ($969.0M, +81.2% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FIX.

What are FIX's largest expenses?

COMFORT SYSTEMS USA INC's latest 10-Q reports these as the largest expense items: Cost of Services ($2,421.4M, -2.4 pts as % of revenue); Selling, General and Administrative Expenses ($287.0M, +36.4% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is FIX research updated on 13F Pro?

FIX's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

COMFORT SYSTEMS USA INC(FIX)Stock Analysis

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SEC EDGAR: CIK 1035983 FIX stock profile & AI dashboard →

13F Pro Quality Score

77.7/100

Rank #61 of 2,961 stocksTOP 5%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

81.2/100

Profitability

75.8/100

Balance Sheet

96.6/100

Earnings Quality

64.7/100

Free Cash Flow

73.1/100

Institutional Flow

54.1/100

Revenue Scale

87.1/100

Dilution Risk

52.4/100

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Why FIX Scores 78/100

exact factor attribution · 2026-09-11

FIX's composite is driven by revenue growth and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+6.2 pts

81th pct

Scale

+5.6 pts

87th pct

Capital efficiency

+4.7 pts

97th pct

Profitability

+3.9 pts

76th pct

Free cash flow

+3.5 pts

73th pct

Earnings growth

+2.1 pts

93th pct

Earnings quality

+1.5 pts

65th pct

Institutional flow

+0.2 pts

54th pct

Shareholder dilution

+0.1 pts

52th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FIX Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for COMFORT SYSTEMS USA INC (FIX), a Industrials sector company. 13F Pro's AI-powered ranking engine scores FIX at 77.7/100 on a 32-signal composite quality model, placing it at rank #61 of 2,961 stocks — the top 5% of the AI-ranked universe. FIX scores in the top quartile across balance sheet strength (96.6), revenue scale (87.1), revenue growth (81.2). Based on the latest XBRL financial filings (Q2 2026), COMFORT SYSTEMS USA INC reports quarterly revenue of $3.3B, net income of $441.6M, an operating margin of 17.1%. 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. COMFORT SYSTEMS USA INC's 13F Pro composite quality score has ranged between 55 and 81 since 2021, currently 77.7 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about COMFORT SYSTEMS USA INC

Quirks, history, and lore behind FIX — the kind of stuff that makes a stock memorable.

1
The Basics
A U.S. industrials company · mid-cap · listed on NYSE · headquartered in Texas.
2
The Numbers
Annual revenue in the range of $5–6 billion, built almost entirely through acquiring smaller contractors across dozens of local markets.
3
The History
Founded in the 1990s as a roll-up play, it grew by gobbling up independent mechanical and electrical contractors at a pace that would make a private-equity firm blush.
4
The Secret
It doesn't build skyscrapers or lay highways — it handles what goes inside the building: HVAC, plumbing, electrical, and fire protection systems.
5
The Lore
Its stock ticker is FIX — which is either the most on-the-nose symbol on Wall Street or a confession about what your air conditioner needs every August.
6
The Giveaway
If a big commercial building in the U.S. is heated, cooled, or ventilated, there's a decent chance this Houston-based mechanical contractor — whose name literally promises coziness — did the work.

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

✓ 27/27 datapoints verified

AI-extracted from COMFORT SYSTEMS USA INC's 10-Q filed 2026-07-23 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue surged 50.3% YoY to $3.27B in Q2 2026, driven by 43.8% same-store growth and strong technology/data center demand, with gross margin expanding to 25.9%.

Biggest Revenue Drivers

Mechanical Segment$2,296.7M+40.2% YoY

Increase in activity in the technology sector at Texas, Indiana, and North Carolina operations; Right Way acquisition contributed $8.4M.

Electrical Segment$969.0M+81.2% YoY

Hunt, Feyen Zylstra, and Meisner acquisitions contributed $132.6M; same-store increase of $301.7M driven by technology sector growth, primarily Texas electrical operation.

Biggest Revenue Drivers

Total revenue: $3,265.7M+50.3% YoY

Mechanical Segment$2,296.7M+40.2% YoY

Increase in activity in the technology sector at Texas, Indiana, and North Carolina operations; Right Way acquisition contributed $8.4M.

Electrical Segment$969.0M+81.2% YoY

Hunt, Feyen Zylstra, and Meisner acquisitions contributed $132.6M; same-store increase of $301.7M driven by technology sector growth, primarily Texas electrical operation.

Largest Expense Items

Cost of Services$2,421.4M-2.4 pts as % of revenue

Improved execution across operating locations and improved mechanical segment gross profit margin.

Selling, General and Administrative Expenses$287.0M+36.4% YoY

Higher same-store revenue and increased compensation costs of $49.1M from increased headcount and higher labor costs; amortization increased $2.7M from acquisitions.

Margins: Gross profit margin expanded 240 basis points to 25.9% in Q2 2026 from 23.5% in Q2 2025, primarily driven by strong same-store revenue growth and improved operational execution. SG&A leverage improved as a percentage of revenue to 8.8% from 9.7%, despite higher absolute compensation costs.

Watch Items from the Filing

Backlog of $14.06B as of June 30, 2026, up 73.1% YoY and concentrated in technology/data center projects; company expects 65–75% to be recognized within 12 months, creating near-term execution risk.
Technology sector now represents 58.7% of Q2 2026 revenue (up from 43.0% YoY), with significant concentration in Texas modular and electrical operations; demand concentration creates sector-specific risk.
Company acknowledged increasing labor costs and intermittent supply chain delays persisting through 2026; attempting cost recovery through change orders and customer collaboration.
Cash provided by operations surged to $1.53B in H1 2026 from $164.5M in H1 2025, driven by $684.7M benefit from advance customer payments and billings timing; working capital dynamics may reverse.

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

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$3.3B

Net Income

Q2 2026

$441.6M

Free Cash Flow

Q2 2026

$998.1M

Operating Margin

Q2 2026

17.1%

ROIC

Q2 2026

68.2%

D/E Ratio

Q2 2026

0.02

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+29.5% YoY

$9.10BFY 2025

FY22 $4.14BFY23 $5.21BFY24 $7.03BFY25 $9.10B

Net Income

+95.7% YoY

$1.02BFY 2025

FY22 $245.9MFY23 $323.4MFY24 $522.4MFY25 $1.02B

Operating Income

+75.4% YoY

$1.31BFY 2025

FY22 $253.8MFY23 $418.4MFY24 $749.4MFY25 $1.31B

EPS (Diluted)

+97.8% YoY

$28.88FY 2025

FY22 $6.82FY23 $9.01FY24 $14.60FY25 $28.88

Total Assets

+36.7% YoY

$6.44BFY 2025

FY22 $2.60BFY23 $3.31BFY24 $4.71BFY25 $6.44B

Total Debt

+103.5% YoY

$151.4MFY 2025

FY22 $256.2MFY23 $53.9MFY24 $74.4MFY25 $151.4M

Op. Cash Flow

+39.7% YoY

$1.19BFY 2025

FY22 $301.5MFY23 $639.6MFY24 $849.1MFY25 $1.19B

Free Cash Flow

+39.8% YoY

$1.03BFY 2025

FY22 $253.2MFY23 $544.7MFY24 $738.0MFY25 $1.03B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$9.10B +29.5%	$7.03B +35.0%	$5.21B +25.8%	$4.14B +34.7%	$3.07B +7.6%	$2.86B
Net Income	$1.02B +95.7%	$522.4M +61.5%	$323.4M +31.5%	$245.9M +71.6%	$143.3M -4.5%	$150.1M
Operating Income	$1.31B +75.4%	$749.4M +79.1%	$418.4M +64.8%	$253.8M +34.7%	$188.4M -1.2%	$190.7M
EPS (Diluted)	$28.88 +97.8%	$14.60 +62.0%	$9.01 +32.1%	$6.82 +73.5%	$3.93 -3.9%	$4.09
Total Assets	$6.44B +36.7%	$4.71B +42.5%	$3.31B +27.3%	$2.60B +17.6%	$2.21B +25.7%	$1.76B
Total Debt	$151.4M +103.5%	$74.4M +37.9%	$53.9M -78.9%	$256.2M -34.0%	$388.2M +64.5%	$236.0M
Operating Cash Flow	$1.19B +39.7%	$849.1M +32.8%	$639.6M +112.1%	$301.5M +67.4%	$180.2M -37.1%	$286.5M
Free Cash Flow	$1.03B +39.8%	$738.0M +35.5%	$544.7M +115.2%	$253.2M +60.4%	$157.8M -39.8%	$262.4M

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Available Research

13F Pro tracks comprehensive data for COMFORT SYSTEMS USA INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FIX

BlackRock, Inc.
$6.7B3,397,683 sh
VANGUARD CAPITAL MANAGEMENT LLC
$4.6B2,297,509 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$3.7B1,866,170 sh
FMR LLC
$3.3B1,659,799 sh
STATE STREET CORP
$3.0B1,537,139 sh
GEODE CAPITAL MANAGEMENT, LLC
$2.3B1,151,350 sh
AQR CAPITAL MANAGEMENT LLC
$2.1B1,059,017 sh
JPMORGAN CHASE & CO
$1.6B838,417 sh
Capital World Investors
$1.4B720,244 sh
Invesco Ltd.
$1.3B658,314 sh

Fund	Value	Shares
BlackRock, Inc.	$6.7B	3,397,683
VANGUARD CAPITAL MANAGEMENT LLC	$4.6B	2,297,509
VANGUARD PORTFOLIO MANAGEMENT LLC	$3.7B	1,866,170
FMR LLC	$3.3B	1,659,799
STATE STREET CORP	$3.0B	1,537,139
GEODE CAPITAL MANAGEMENT, LLC	$2.3B	1,151,350
AQR CAPITAL MANAGEMENT LLC	$2.1B	1,059,017
JPMORGAN CHASE & CO	$1.6B	838,417
Capital World Investors	$1.4B	720,244
Invesco Ltd.	$1.3B	658,314

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Is FIX a good stock to buy?

13F Pro's AI-powered analysis of COMFORT SYSTEMS USA INC (FIX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FIX are available on the FIX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FIX is classified as a large company.

Which hedge funds own FIX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FIX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of COMFORT SYSTEMS USA INC's investment landscape.