Comfort Systems USA Inc
FIX- Exchange
- NYSE
- Industry
- Electrical Work
- SEC CIK
- 0001035983
In the last 90 days, Comfort Systems USA Inc insiders filed 0 open-market purchases and 2 sales; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $64.6B in total; superinvestors Coatue Management and Markel Group hold it.
Key figures
- Market capClose on Nov 10, 2026
- $38.7B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $30.5M in total
- 2
- 13F holdersQ2 2026, +165 vs. previous quarter
- 1,363
- 13F valueReported value at the end of Q2 2026
- $64.6B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $9.10B
- +29.5% year over year
- Net income, FY2025
- $1.02B
- +95.7% year over year
- Free cash flow, FY2025
- $1.03B
- +39.8% year over year
- Revenue, Q3 FY2026
- $3.77B
- +53.7% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 757.6K
- Shares sold short
- Change
- −92.4K
- −10.9% vs. previous
- Days to cover
- 1.96
- At average daily volume
Superinvestors holding FIX, Q2 2026
Go to the superinvestors tab2 superinvestors report holding Comfort Systems USA Inc on Form 13F. Percentages are the stock's share of each portfolio.
Coatue Management
Philippe Laffont
0.1%
Comfort Systems USA Inc's share of the portfolio
- Shares
- 17,793
- Value
- $35.3M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Comfort Systems USA Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 27, 2026 (view filing)4:30 PM ET | Aug 26 | 1 day | Lane Brian E.CHIEF EXECUTIVE OFF. | SSale | −16.0K | $1,608.21 | −$25.8M | −9.9%145.1K after | |
| Aug 18, 2026 (view filing)6:00 PM ET | Aug 17 | 1 day | George William IIICHIEF FINANCIAL OFFICER | SSale | −2.55K | $1,859.65 | −$4.75M | −7.8%30.3K after | |
| Aug 12, 2026 (view filing)4:30 PM ET | Aug 10 | 2 days | Myers FranklinDirector | SSale | −3.50K | $1,690.47 | −$5.92M | −5.6%58.6K after | |
| Aug 12, 2026 (view filing)4:30 PM ET | Aug 11 | 1 day | Myers FranklinDirector | SSale | −4.00K | $1,693.92 | −$6.78M | −32.0%8.49K after | |
| Jun 26, 2026 (view filing) | Jun 24 | 2 days | Myers FranklinDirector | SSale | −6.70K | $1,954.47 | −$13.1M | −9.7%62.1K after | |
| May 28, 2026 (view filing) | May 27 | 1 day | Hardy Rhoman JDirector | SSale | −342 | $1,900.08 | −$649.8K | −15.3%1.89K after | |
| May 12, 2026 (view filing) | May 8-11 | 4 days | George William IIICHIEF FINANCIAL OFFICER | SSale | −5.00K | $1,962.73 | −$9.81M | −13.2%32.8K after | 2 lots |
| May 11, 2026 (view filing) | May 11 | Same day | Shaeff JulieCHIEF ACCOUNTING OFFICER | SSale | −1.12K | $2,000.37 | −$2.25M | −8.2%12.6K after | |
| May 8, 2026 (view filing) | May 7 | 1 day | Myers FranklinDirector | SSale | −4.50K | $1,902.57 | −$8.56M | −6.1%69.0K after | |
| May 6, 2026 (view filing) | May 5 | 1 day | Lane Brian E.CHIEF EXECUTIVE OFF. | SSale | −11.1K | $1,969.84 | −$21.9M | −6.5%161.1K after |
Top 10 13F holders, Q2 2026
See all 1,363 holdersThe largest institutional positions in Comfort Systems USA Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,397,683 | $6.73B | 0.10% | −115,244−3.3% | Reduced |
| Vanguard Capital Management LLC | 2,297,509 | $4.55B | 0.10% | +11,560+0.5% | Added |
| Vanguard Portfolio Management LLC | 1,866,170 | $3.70B | 0.17% | −15,014−0.8% | Reduced |
| FMR LLC | 1,659,799 | $3.29B | 0.14% | +210,282+14.5% | Added |
| State Street Corp | 1,537,139 | $3.05B | 0.09% | +65,260+4.4% | Added |
| Geode Capital Management, LLC | 1,151,350 | $2.29B | 0.12% | −87,269−7.0% | Reduced |
| AQR Capital Management LLC | 1,059,017 | $2.08B | 0.73% | −57,213−5.1% | Reduced |
| JPMorgan Chase & Co | 838,417 | $1.63B | 0.10% | −51,474−5.8% | Reduced |
| Capital World Investors | 720,244 | $1.43B | 0.17% | −145,536−16.8% | Reduced |
| Invesco Ltd. | 658,314 | $1.30B | 0.10% | +51,734+8.5% | Added |
Holders of 5% or more of FIX
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Comfort Systems USA Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 8.30%2.92M shares | −2.50 ppfrom 10.80% | Apr 24, 20253 filings | Jan 21, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 7.49%2.63M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.37%1.89M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in FIX3 members of Congress reported 4 trades in Comfort Systems USA Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Jan 7, 2026 |  Byron Donalds House · FL | Buy | $1K-$15K |
| Jan 7, 2026 | Byron Donalds House · FL | Buy | $1K-$15K |
| Feb 13, 2025 |  Robert P. Bresnahan, Jr. House · PA | Sell | $1K-$15K |
Senate · OK · Jul 21, 2026
Buy$1K-$15K
House · FL · Jan 7, 2026
Buy$1K-$15K
House · FL · Jan 7, 2026
Buy$1K-$15K
House · PA · Feb 13, 2025
Sell$1K-$15K