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Comfort Systems USA, Inc. provides HVAC, electrical, and mechanical services for commercial and industrial buildings, including the precision cooling and power distribution systems that AI data centers require.
- Share Price
- 1,105.93USD
- Market Cap
- 38.92BUSD
- Revenue
- 12.54BUSD
- Net Income
- 1.63BUSD
- P/E (trailing)
- 23.9x
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
1,105.93 USD |
| Market Cap |
38.92B USD |
| Shares Outstanding |
35.19M |
| Shares Float |
34.51M |
| 52w Low |
841.66 USD |
| 52w High |
2,073.99 USD |
| Avg Volume |
482,217 |
Valuation
| P/E (trailing) |
23.9x |
| P/E (forward) |
16.5x |
| P/B |
11.58x |
| Enterprise Value |
36.78B USD |
| Book Value / Share |
95.47 USD |
| PEG Ratio |
0.31x |
| P/S |
3.10x |
| EV / Revenue |
2.93x |
| EV / EBITDA |
16.19x |
Income
| Revenue |
12.54B USD |
| Revenue / Share |
356.32 USD |
| EBITDA |
2.27B USD |
| Net Income |
1.63B USD |
| EPS (trailing) |
46.30 USD |
| EPS (forward) |
67.15 USD |
Margins & Profitability
| Gross Margin |
25.7% |
| Operating Margin |
16.5% |
| Profit Margin |
13.0% |
| EBITDA Margin |
18.1% |
| Return on Equity |
58.6% |
| Return on Assets |
16.9% |
Growth
| Revenue Growth |
53.7% |
| Earnings Growth |
68.6% |
Cash & Debt
| Total Cash |
2.22B USD |
| Total Debt |
374.43M USD |
| Free Cash Flow |
2.13B USD |
| Operating Cash Flow |
3.01B USD |
| Debt / Equity |
0.11x |
| Current Ratio |
1.15x |
| Quick Ratio |
1.10x |
Dividend
| Rate |
4.00 USD |
| Yield |
0.4% |
| Payout Ratio |
6.5% |
| Ex-Date |
12-Nov-2026 |
Analyst Consensus
| Target (Mean) |
1,808.50 USD |
| Target (Median) |
1,872.50 USD |
| Target (High) |
2,053.00 USD |
| Target (Low) |
1,050.00 USD |
| Analysts' Rating |
Strong buy |
| # Analysts |
10 |
Identifiers
| ISIN | US1999081046 |
| CUSIP | 199908104 |
| FIGI | BBG000BBJSN8 |
| SEDOL | 2379504 |
Sentiment 68.0%
as of 11-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Comfort Systems benefited from surging demand for advanced HVAC and mechanical systems in AI data center construction projects announced in late October 2026. Strong Q3 earnings beat expectations driven by infrastructure contracts tied to major tech expansions. Positive analyst upgrades highlighted the company's positioning in high-growth AI-adjacent sectors.
Neutral / mixed
Broader market volatility in the industrial sector created mixed trading patterns without clear directional momentum. Regulatory updates on energy efficiency standards introduced some uncertainty but no immediate impact. Seasonal factors in construction activity balanced out recent contract wins.
Negative drivers
Rising material costs and labor shortages in key regions pressured margins during the period. Increased competition from larger engineering firms bidding on similar AI infrastructure projects. Macroeconomic concerns over interest rates weighed on investor sentiment for mid-cap industrials.
Bottom line
Overall sentiment remains moderately positive due to AI-driven growth opportunities outweighing cost pressures. The stock is viewed as a beneficiary of tech infrastructure trends with some near-term execution risks.
Nasdaq
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