FIX Comfort Systems USA (FIX) Insider Trading, Ownership & Congress Trades
Construction · Electrical work · CIK 0001035983
Congress · 1Form 144 · 4
Insider buyers, 180 days
0
Funds added, last quarter
748
13F, latest reported quarter
What the filings say about FIX
Insiders, 180 days
-$100.4M net sold
6 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2025-12-04
Planned sales (Form 144), 90 days
$43.2M
4 notices
Comfort Systems USA insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, COMFORT SYSTEMS USA INC insiders sold a net $100.4M of stock across 115 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on May 5, 2026.
- The trade is 11.0% of the 145,065 shares held after it.
- 2 other insiders sold within 30 days.
- 748 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF EXECUTIVE OFF. Lane Brian E. sold about $25.8M of FIX on Aug 26, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days and 748 funds added in the latest 13F quarter.Context
- 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on May 11, 2026.
- The trade is 8.4% of the 30,250 shares held after it.
- 2 other insiders sold within 30 days.
- 748 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF FINANCIAL OFFICER GEORGE WILLIAM III sold about $4.7M of FIX on Aug 17, 2026; 2 other insiders sold within 30 days and 748 funds added in the latest 13F quarter.Context
- 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Aug 10, 2026.
- The trade is 47.1% of the 8,495 shares held after it.
- 2 other insiders sold within 30 days.
- 748 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director MYERS FRANKLIN sold about $6.8M of FIX on Aug 11, 2026; 2 other insiders sold within 30 days and 748 funds added in the latest 13F quarter.Context
- 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jun 24, 2026.
- The trade is 6.0% of the 58,615 shares held after it.
- 2 other insiders sold within 30 days.
- 748 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director MYERS FRANKLIN sold about $5.9M of FIX on Aug 10, 2026; 2 other insiders sold within 30 days and 748 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on May 7, 2026.
- The trade is 10.8% of the 62,115 shares held after it.
- 1 other insider sold within 30 days.
- 748 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director MYERS FRANKLIN sold about $13.1M of FIX on Jun 24, 2026; 1 other insider sold within 30 days and 748 funds added in the latest 13F quarter.115 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$100.4M over 180 days
-$43.2M over 90 days
below 92% of Construction
Congress
1 member bought in the last year
the lowest in Construction
Funds
748 funds bought in last quarter
the highest in Construction
Revenue
-73.9% year over year
below 99% of Construction
Margin
55.8% net margin
more than 99% of Construction
Buybacks
$346.1M repurchased, FY to 2026-09-30
more than 81% of Construction
Short interest
2.5% of the float short (float per yahoo 2026-10-26) · 2.6 days to cover · settled 2026-09-30
below 62% of Construction
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch FIX
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+47.1%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns FIX: institutional holders (13F)
13F holdings, latest reported quarter
3,397,683 sh
$6.7B
2,297,509 sh
$4.6B
1,866,170 sh
$3.7B
1,659,799 sh
$3.3B
1,537,139 sh
$3.0B
Congress trades in FIX
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2025-12-04 · disclosed 34 days later
$1,001 - $15,000
Sold 2025-01-13 · disclosed 31 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
FIX planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
BRIAN E LANE
Filed 2026-08-26
$25.8M
GEORGE WILLIAM III
Filed 2026-08-17
$4.7M
Franklin Myers
Filed 2026-08-11
$6.7M
MYERS FRANKLIN
Filed 2026-08-10
$5.9M
FIX mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Unusual Whales Subversive Republican Trading ETF
$7.9M position · as of 2026-06-30
9.0%
AdvisorShares Focused Equity ETF
$11.3M position · as of 2026-06-30
8.6%
Virtus KAR Mid-Cap Growth Fund
$31.2M position · as of 2026-06-30
7.7%
AdvisorShares HVAC and Industrials ETF
$1.2M position · as of 2026-06-30
7.2%
SMART Trend 25 ETF
$1.4M position · as of 2026-06-30
6.5%
Castellan Targeted Equity ETF
$35.2M position · as of 2026-05-29
5.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Lane
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.6M
$21.2M
$2.8M
+1715%
+120%
2024
$8.2M
$14.5M
$2.4M
+721%
+82%
2023
$6.6M
$10.7M
$3.2M
+297%
+58%
2022
$5.4M
$6.9M
$1.6M
+121%
+15%
2021
$4.5M
$7.8M
$1.3M
+89%
+28%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $100.4M sold by insiders over 180 days, 748 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $43.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
FIX financials
Revenue growth
-73.9%
XBRL, annual
Net margin
55.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$12.5B
four quarters, 2025-10-01 to 2026-09-30
Revenue, TTM FIX
| FY Dec 2025 | $9.1B |
| FY Dec 2024 | $7.0B |
| FY Dec 2023 | $5.2B |
| FY Dec 2022 | $4.1B |
| FY Dec 2021 | $3.1B |
| Sep 2026 | $3.8B |
| Jun 2026 | $3.3B |
| Mar 2026 | $2.9B |
| Dec 2025 | $2.6B |
| Sep 2025 | $2.5B |
| Jun 2025 | $2.2B |
| Mar 2025 | $1.8B |
| Dec 2024 | $1.9B |
At each fiscal year end
Single quarter
Net margin, TTM
+13.0%
net income over revenue, 2025-10-01 to 2026-09-30
Net margin, TTM FIX
| FY Dec 2025 | +11.2% |
| FY Dec 2024 | +7.4% |
| FY Dec 2023 | +6.2% |
| FY Dec 2022 | +5.9% |
| FY Dec 2021 | +4.7% |
| Sep 2026 | +13.0% |
| Jun 2026 | +13.5% |
| Mar 2026 | +12.9% |
| Dec 2025 | +12.5% |
| Sep 2025 | +11.9% |
| Jun 2025 | +10.6% |
| Mar 2025 | +9.2% |
| Dec 2024 | +7.8% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$2.4B
operating cash flow minus capex, 2025-10-01 to 2026-09-30
Free cash flow, TTM FIX
| FY Dec 2025 | $1.0B |
| FY Dec 2024 | $738.0M |
| FY Dec 2023 | $544.7M |
| FY Dec 2022 | $253.2M |
| FY Dec 2021 | $157.8M |
| Sep 2026 | $799.5M |
| Jun 2026 | $998.1M |
| Mar 2026 | $241.4M |
| Dec 2025 | $402.4M |
| Sep 2025 | $517.9M |
| Jun 2025 | $221.2M |
| Mar 2025 | -$110.2M |
| Dec 2024 | $169.8M |
At each fiscal year end
Single quarter
Debt to equity
0.01x
long-term 2026-09-30 plus current 2026-09-30; equity 2026-09-30
Debt to equity FIX
| FY Dec 2025 | 0.06x |
| FY Dec 2024 | 0.04x |
| FY Dec 2023 | 0.03x |
| FY Dec 2022 | 0.26x |
| FY Dec 2021 | 0.48x |
| Sep 2026 | 0.01x |
| Jun 2026 | 0.02x |
| Mar 2026 | 0.01x |
| Dec 2025 | 0.06x |
| Sep 2025 | 0.06x |
| Jun 2025 | 0.04x |
| Mar 2025 | 0.04x |
| Dec 2024 | 0.04x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
60.68x
TTM operating cash flow over long-term 2026-09-30 plus current 2026-09-30
Cash flow to debt FIX
| FY Dec 2025 | 8.17x |
| FY Dec 2024 | 12.42x |
| FY Dec 2023 | 14.47x |
| FY Dec 2022 | 1.18x |
| FY Dec 2021 | 0.46x |
| Sep 2026 | 60.68x |
| Jun 2026 | 47.17x |
| Mar 2026 | 42.56x |
| Dec 2025 | 8.17x |
| Sep 2025 | 6.83x |
| Jun 2025 | 9.27x |
| Mar 2025 | 9.06x |
| Dec 2024 | 12.42x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+58.6%
TTM net income over average of 2025-09-30 and 2026-09-30
Return on equity FIX
| FY Dec 2025 | +49.2% |
| FY Dec 2024 | +35.0% |
| FY Dec 2023 | +28.4% |
| FY Dec 2022 | +27.2% |
| FY Dec 2021 | +19.1% |
| Sep 2026 | +58.6% |
| Jun 2026 | +55.3% |
| Mar 2026 | +53.3% |
| Dec 2025 | +49.2% |
| Sep 2025 | +43.8% |
| Jun 2025 | +40.1% |
| Mar 2025 | +37.8% |
| Dec 2024 | +35.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+20.9%
TTM net income over average of 2025-09-30 and 2026-09-30
Return on assets FIX
| FY Dec 2025 | +18.3% |
| FY Dec 2024 | +13.0% |
| FY Dec 2023 | +11.0% |
| FY Dec 2022 | +10.2% |
| FY Dec 2021 | +7.2% |
| Sep 2026 | +20.9% |
| Jun 2026 | +21.2% |
| Mar 2026 | +21.3% |
| Dec 2025 | +18.3% |
| Sep 2025 | +16.4% |
| Jun 2025 | +14.9% |
| Mar 2025 | +14.1% |
| Dec 2024 | +13.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+40.2%
operating income after a 46.2% effective tax rate, over long-term 2026-09-30 plus current 2026-09-30 plus average of 2025-09-30 and 2026-09-30 minus cash
Return on invested capital FIX
| FY Dec 2025 | n/a |
| FY Dec 2024 | +49.7% |
| FY Dec 2023 | +33.1% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +13.1% |
| Sep 2026 | +40.2% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +62.5% |
| Jun 2025 | +48.2% |
| Mar 2025 | +43.8% |
| Dec 2024 | +49.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+29.8%
operating income (EBIT proxy) over average of 2025-09-30 and 2026-09-30 minus current liabilities
Return on capital employed FIX
| FY Dec 2025 | +8.1% |
| FY Dec 2024 | +40.4% |
| FY Dec 2023 | +27.8% |
| FY Dec 2022 | +18.1% |
| FY Dec 2021 | +15.5% |
| Sep 2026 | +29.8% |
| Jun 2026 | +24.5% |
| Mar 2026 | +17.8% |
| Dec 2025 | +8.1% |
| Sep 2025 | +47.1% |
| Jun 2025 | +44.2% |
| Mar 2025 | +42.0% |
| Dec 2024 | +40.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
25.07x
close 2026-10-23 over four quarters of diluted EPS, 2025-10-01 to 2026-09-30
P/E, trailing FIX
| FY Dec 2025 | 32.30x |
| FY Dec 2024 | 29.05x |
| FY Dec 2023 | 22.85x |
| FY Dec 2022 | 16.87x |
| FY Dec 2021 | 25.18x |
| Sep 2026 | 35.72x |
| Jun 2026 | 48.76x |
| Mar 2026 | 39.80x |
| Dec 2025 | 32.30x |
| Sep 2025 | 34.95x |
| Jun 2025 | 27.57x |
| Mar 2025 | 19.35x |
| Dec 2024 | 29.05x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$38.5B
market value at close 2026-10-23 on 2026-10-16 shares, plus long-term 2026-09-30 plus current 2026-09-30, minus cash 2026-09-30
Enterprise value FIX
| FY Dec 2025 | $32.1B |
| FY Dec 2024 | $14.6B |
| FY Dec 2023 | $7.2B |
| FY Dec 2022 | $4.3B |
| FY Dec 2021 | $3.9B |
| Sep 2026 | $56.1B |
| Jun 2026 | $68.0B |
| Mar 2026 | $47.5B |
| Dec 2025 | $32.1B |
| Sep 2025 | $28.4B |
| Jun 2025 | $18.7B |
| Mar 2025 | $11.3B |
| Dec 2024 | $14.6B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+6.0%
TTM free cash flow over market value at close 2026-10-23
FCF yield FIX
| FY Dec 2025 | +3.1% |
| FY Dec 2024 | +4.9% |
| FY Dec 2023 | +7.4% |
| FY Dec 2022 | +6.2% |
| FY Dec 2021 | +4.4% |
| Sep 2026 | +4.2% |
| Jun 2026 | +3.1% |
| Mar 2026 | +2.9% |
| Dec 2025 | +3.1% |
| Sep 2025 | +2.7% |
| Jun 2025 | +3.0% |
| Mar 2025 | +4.4% |
| Dec 2024 | +4.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.26x
P/E over trailing EPS growth of 96%: four quarters to 2026-09-30 against the four to 2025-09-30
PEG, trailing FIX
| FY Dec 2025 | 0.33x |
| FY Dec 2024 | 0.47x |
| FY Dec 2023 | 0.71x |
| FY Dec 2022 | 0.23x |
| FY Dec 2021 | n/a |
| Sep 2026 | 0.37x |
| Jun 2026 | 0.45x |
| Mar 2026 | 0.37x |
| Dec 2025 | 0.33x |
| Sep 2025 | 0.43x |
| Jun 2025 | 0.44x |
| Mar 2025 | 0.30x |
| Dec 2024 | 0.47x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $9.1B | $7.0B | $5.2B | $4.1B |
| Gross profit | $403.4M | $1.5B | $990.5M | $741.6M |
| Operating income | $209.1M | $749.4M | $418.4M | $253.8M |
| Net income | $1.0B | $522.4M | $323.4M | $245.9M |
| EPS (diluted) | 28.88 | 14.60 | 9.01 | 6.82 |
| Operating cash flow | $1.2B | $849.1M | $639.6M | $301.5M |
| Cash | $981.9M | $549.9M | $205.2M | $57.2M |
| Long-term debt | $139.1M | $62.3M | $39.3M | $247.2M |
| Buybacks | $216.0M | $57.9M | $21.2M | $38.2M |
| Dividends paid | $68.8M | $42.8M | $30.4M | $20.1M |
SEC XBRL, fiscal years, as known on 2026-10-27
FIX Stock Sonar score 6/7 axes
Find similar shapesCompareFIX ranks highest on financial health (94th percentile) and profitability (93rd), and lowest on growth (1st), among Construction peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
FIX filings, in plain words
Are Comfort Systems USA insiders buying or selling FIX?
In the 180 days to 2026-10-27, Comfort Systems USA insiders were net sellers, a net $100.4M across purchases and sales reported on Form 4, by 6 sellers.
Have members of Congress traded FIX?
Yes. In the year to 2026-10-27, 1 House member disclosed buying FIX and 0 House members disclosed selling it; the latest on record is a purchase by Byron Donalds dated 2025-12-04.
Are there planned insider sales of FIX?
Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $43.2M of stock; the latest, by BRIAN E LANE, was filed 2026-08-26.
Read the full summary
In the 180 days to 2026-10-27, Comfort Systems USA insiders were net sellers of FIX, a net $100.4M across purchases and sales reported on Form 4 by 6 sellers. None of the 12 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-27, 1 member of Congress disclosed buying FIX and 0 members disclosed selling it; the latest on record is a purchase by Byron Donalds dated 2025-12-04. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $43.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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