Comfort Systems USA (FIX)

ACI Mechanical, Inc. • Air Systems Engineering, Inc. • AirTemp, Inc. • Altrax Tool and Equipment Co LLC • Amteck Holdco LLC • Amteck Sprinkler LLC • Amteck, LLC • Armani East LLC • Associated Boiler Systems, Inc. • Atlantic Electric, LLC ...

IRS number

760526487

FIX stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$549.50

Low target

$524.00

High target

$575.00

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

24 Oct 24

Comfort Systems Usa Reports Third Quarter 2024 Results

25 Jul 24

Comfort Systems Usa Reports Second Quarter 2024 Results

25 Jul 24

8-K

Comfort Systems Announces New Board Member

19 Jul 24

8-K

Submission of Matters to a Vote of Security Holders

22 May 24

8-K

Regulation FD Disclosure

25 Apr 24

Comfort Systems Usa Reports First Quarter Results

25 Apr 24

Transcripts

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FIX

Earnings call transcript

2024 Q3

25 Oct 24

FIX

Earnings call transcript

2024 Q2

26 Jul 24

FIX

Earnings call transcript

2024 Q1

26 Apr 24

FIX

Earnings call transcript

2023 Q4

23 Feb 24

FIX

Earnings call transcript

2023 Q3

27 Oct 23

FIX

Earnings call transcript

2023 Q2

27 Jul 23

FIX

Earnings call transcript

2023 Q2

27 Jul 23

FIX

Earnings call transcript

2023 Q1

27 Apr 23

FIX

Earnings call transcript

2022 Q4

23 Feb 23

FIX

Earnings call transcript

2022 Q3

27 Oct 22

Latest ownership filings

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Notice of proposed sale of securities

Notice of proposed sale of securities

13 Nov 24

SC 13G

Capital World Investors

Notice of proposed sale of securities

8 Nov 24

Pablo G. Mercado,

7 Nov 24

Financial summary

Financial statements Chart FIX financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q2 2024

FIX institutional ownership history Ownership history

95.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	549	450	+22.0%
Opened positions	152	155	-1.9%
Closed positions	53	58	-8.6%
Increased positions	151	93	+62.4%
Reduced positions	190	170	+11.8%

13F shares	Current	Prev Q	Change
Total value	9.85 tn	9.56 tn	+3.0%
Total shares	34.24 mm	32.26 mm	+6.1%
Total puts	102.10 k	106.80 k	-4.4%
Total calls	157.10 k	178.40 k	-11.9%
Total put/call ratio	0.6	0.6	+8.6%

Largest owners	Shares	Value	Change
BLK BlackRock	4.62 mm	$1.40 tn	+3.1%
Vanguard	3.72 mm	$1.13 tn	-4.9%
Capital World Investors	2.43 mm	$738.35 bn	+12.7%
FMR	1.70 mm	$518.52 bn	-21.7%
IVZ Invesco	1.52 mm	$461.74 bn	+19.7%
STT State Street	1.05 mm	$319.04 bn	-16.6%
Baillie Gifford & Co	1.04 mm	$316.10 bn	-1.9%
Westfield Capital Management	864.87 k	$263.02 bn	+29.7%
Geode Capital Management	700.20 k	$212.99 bn	-19.4%
Dimensional Fund Advisors	673.74 k	$204.93 bn	-6.6%

Largest transactions	Shares	Bought/sold	Change
FMR	1.70 mm	-471.87 k	-21.7%
Norges Bank	435.50 k	+435.50 k	NEW
Charles Schwab Investment Management	400.09 k	+400.09 k	NEW
Millennium Management	342.72 k	+342.72 k	NEW
JPM JPMorgan Chase & Co.	357.71 k	-288.14 k	-44.6%
Capital World Investors	2.43 mm	+274.11 k	+12.7%
GFI Investment Counsel	0.00	-254.75 k	EXIT
Jane Street	264.51 k	+251.57 k	+1944.4%
IVZ Invesco	1.52 mm	+249.48 k	+19.7%
Nuveen Asset Management	252.57 k	-235.15 k	-48.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

FIX insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
2 Dec 24	George William Iii	Common Stock	Payment of exercise	Dispose F	No	No	494.86	3,279	1.62 mm	45,244
25 Nov 24	George William Iii	Common Stock	Gift	Dispose G	No	No	0	1,140	0.00	48,523
22 Nov 24	T McKenna Trent	Common Stock	Sell	Dispose S	No	No	484.8138	4,000	1.94 mm	23,990
22 Nov 24	T McKenna Trent	Common Stock	Option exercise	Acquire M	No	No	42.5	2,000	85.00 k	27,990
22 Nov 24	T McKenna Trent	Common Stock	Option exercise	Acquire M	No	No	36.25	2,000	72.50 k	25,990
22 Nov 24	T McKenna Trent	Option to Buy Common Stock	Option exercise	Dispose M	No	No	42.5	2,000	85.00 k	0
22 Nov 24	T McKenna Trent	Option to Buy Common Stock	Option exercise	Dispose M	No	No	36.25	2,000	72.50 k	0
13 Nov 24	Brian E. Lane	Common Stock	Sell	Dispose S	No	No	448.8792	15,000	6.73 mm	204,205
8 Nov 24	George William Iii	Common Stock	Sell	Dispose S	No	No	459.725	5,436	2.50 mm	49,663