A LONG TERM BUY OPPORTUNITY in FIX (Comfort Systems USA)NYSE:FIX Comfort Systems USA
THE FUNDAMENTALS - THE STORY
the 2025 fundamentals are exceptionally strong from an operating perspective. Revenue grew 29.5% to $9.10B , while net income almost doubled to $1.02B , meaning earnings grew substantially faster than sales.
The improvement in margins is particularly important: gross margin increased from 21.0% to 24.1%, operating margin from 10.7% to 14.4% , and net margin from 7.4% to 11.2%. At the same time, backlog nearly doubled from $5.99B t
Long