Update: Comfort Systems USA Reports Surge in Q3 Earnings and Sales; Shares Rise in Premarket Trading

Written by Emily J. Thompson, Senior Investment Analyst

FIX+4.01%

FDS+0.1%

Source: Yahoo Finance

Updated: Oct 24 2025

0mins

Source: Yahoo Finance

Stock Price Movement: Recent updates indicate fluctuations in Comfort S's stock price, reflecting market trends and investor sentiment.
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FIX

$1010.41+Infinity%1D

Analyst Views on FIX

Wall Street analysts forecast FIX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FIX is 1044 USD with a low forecast of 810.00 USD and a high forecast of 1155 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

6 Analyst Rating

5 Buy

1 Hold

0 Sell

Strong Buy

Current: 971.490

Low

810.00

Averages

1044

High

1155

Current: 971.490

Low

810.00

Averages

1044

High

1155

UBS

Joshua Chan

Buy

maintain

$875

2025-10-27

Reason

UBS

Joshua Chan

Price Target

$875

2025-10-27

maintain

Buy

Reason

UBS analyst Joshua Chan raised the firm's price target on Comfort Systems USA to $1,140 from $875 and keeps a Buy rating on the shares. Comfort Systems posted a strong Q3, with backlog increasing sequentially by more than $1B for the second consecutive quarter, the analyst tells investors in a research note. The strong results and even stronger backlog expansion indicate a robust demand pipeline of technology and manufacturing projects which continues to exceed a constrained labor supply, the firm says.

Stifel

Buy

maintain

$917

2025-10-24

Reason

Stifel

Price Target

$917

2025-10-24

maintain

Buy

Reason

Stifel raised the firm's price target on Comfort Systems USA to $1,069 from $917 and keeps a Buy rating on the shares. The firm notes Q3 revenue was above expectations and +35% year-over-year. Organic appears to be driven by pricing but also significant hiring, Stifel adds. Comfort Systems sees Q4 2025 same-store revenue increasing in the high-teens and 2026 is expected to grow in the low-to-mid teens with faster growth in the first half of 2026.

UBS

Buy

maintain

$710 -> $875

2025-09-15

Reason

UBS

Price Target

$710 -> $875

2025-09-15

maintain

Buy

Reason

UBS raised the firm's price target on Comfort Systems USA to $875 from $710 and keeps a Buy rating on the shares. The tone of recent meetings with COO Trent McKenna and CAO Julie Schaeff was bullish, with management indicating that the project environment remains robust as bookings move into late-2026 for traditional construction and mid-2027 for modular, the analyst tells investors in a research note. Comfort Systems is well-positioned to benefit from the strong demand backdrop given also the structural skilled labor shortage in the U.S.

William Blair

Outperform

initiated

2025-09-11

Reason

William Blair

Price Target

2025-09-11

initiated

Outperform

Reason

William Blair initiated coverage of Comfort Systems USA with an Outperform rating. The firm believes both Emcor and Comfort Systems are \"strategic linchpins\" of industrial reshoring policy in the U.S., which will require many hours of labor-intensive skilled trades work. Demand for the companies' services is unlikely to slow down anytime soon, as the U.S. continues to move through the early stages of a reshoring capex supercycle, the analyst tells investors in a research note.

About FIX

Comfort Systems USA, Inc. is a provider of commercial, industrial and institutional heating, ventilation, air conditioning (HVAC) and electrical contracting services. The Company operates through two segments: Mechanical and Electrical. The Mechanical segment includes HVAC, plumbing, piping, and controls, as well as off-site construction, monitoring and fire protection. It also installs connecting and distribution elements, such as piping and ducting. The Electrical segment includes installation and servicing of electrical systems. It builds, installs, maintains, repairs and replaces mechanical, electrical and plumbing (MEP) systems throughout its 47 operating units with 178 locations in 136 cities across the nation. It is engaged in offering engineering, design-assist and turnkey, direct hire construction services of modular systems serving the advanced technology, power and industrial sectors. It also provides mechanical construction services to the commercial and industrial sectors.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.