Stifel Maintains Buy Rating On Comfort Systems USA (FIX) Citing Q4 Outperformance Potential

Comfort Systems USA Inc. (NYSE:FIX) is one of the stocks that should double by 2030. On January 26, Stifel raised the price target on Comfort Systems USA to $1,196 from $1,155 and maintained a Buy rating. The firm sees opportunity for its electrical and mechanical contractor coverage to outperform consensus expectations in Q4 2025 and noted that its survey work found that overall activity improved sequentially and was ahead of expectations.

Earlier in Q3 2025, Comfort Systems USA Inc. (NYSE:FIX) reported that its EPS doubled year-over-year to $8.25 and revenue rose 35% to $2.5 billion. This was supported by a 33% increase in same-store revenue and a record backlog of $9.4 billion, representing a 65%. The company reported a gross profit of $608 million with a margin of 24.8%, while operating income grew by 86% to $379 million.

The mechanical and electrical segments both saw significant profitability gains, and the company expanded its industrial and healthcare capabilities through the acquisition of two firms expected to contribute over $200 million in annual revenue. The company also addressed workforce expansion and noted that the 15% headcount growth since late 2024 was primarily organic and supported by internal apprenticeship programs.

Comfort Systems USA Inc. (NYSE:FIX), together with its subsidiaries, provides installation, renovation, maintenance, repair, and replacement services for the mechanical & electrical services industry in the US. It has two segments: Mechanical and Electrical.

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Disclosure: None. This article is originally published at Insider Monkey.