InsidersTradesSigma
Track the Comfort Systems USA INC share price and the full management transaction log of the company, a publicly traded company based in United States. Shares are listed on the US market, under the oversight of SEC (Form 4). Operating in the Construction sector, Comfort Systems USA INC has logged 246 insider filings. Market capitalisation: €54.4bn. The latest transaction was disclosed on 27 August 2026 (Cession). Among the most active insiders: GEORGE WILLIAM III. Every trade is openly available.
246
Insider Decl.
n/a
Thresholds
€116,360
2 ops.
Buy Volume
€195m
90 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Comfort Systems USA INC Strong Buy (bullish), based on 8 analysts. Average price target: US$2,197.00.
49Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 14,313 of 29,064 companies
52.4
score / 100
Value33
Quality71
FCF yld1.9%
Earn yld1.9%
EV/EBITDA38.0x
ROE55%
Gross mgn24%
Net mgn11%
Debt/EBITDA0.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 27 August 2026
Declarations246 total
16,024 shares@ US$1,608.20790.047% mcap28.9% of flowCommon StockSEC:0001448240-26-000019:0
2,554 shares@ US$1,859.65130.0072% mcap17.9% of flowCommon StockSEC:0001205073-26-000013:0
2,554 shares@ US$1,859.65130.0072% mcap21.9% of flowCommonSEC144:0001974078-26-000310
3,500 shares@ US$1,690.47070.0099% mcap9.9% of flowCommon StockSEC:0001207002-26-000015:0
4,000 shares@ US$1,693.92270.011% mcap11.4% of flowCommon StockSEC:0001207002-26-000015:1
4,000 shares@ US$1,674.840.011% mcap100.0% of flowCommonSEC144:0001207002-26-000013
3,500 shares@ US$1,696.670.0100% mcap12.6% of flowCommonSEC144:0001959173-26-005836
6,700 sharesCommon StockSEC:0001207002-26-000011:0
342 shares@ US$1,900.080.0010% mcap82.8% of flowCommon StockSEC:0001936828-26-000004:0
273 shares0Common StockSEC:0001207002-26-000009:0
105 shares0Common StockSEC:0001199361-26-000006:0
500 shares@ US$1,779.78010.0014% mcap25.2% of flowCommon StockSEC:0001535246-26-000004:0
1,500 shares@ US$1,732.66670.0042% mcap50.6% of flowCommon StockSEC:0001527678-26-000004:0
284 shares@ US$1,429.5953.0% of flowCommon StockSEC:0001205073-26-000008:0
297 shares@ US$1,429.5953.1% of flowCommon StockSEC:0001205073-26-000008:1
87 shares@ US$1,429.5955.0% of flowCommon StockSEC:0001319782-26-000007:0
145 shares@ US$1,429.5958.4% of flowCommon StockSEC:0001319782-26-000007:2
266 shares@ US$1,429.5956.0% of flowCommon StockSEC:0001373205-26-000005:0
210 shares@ US$1,429.5954.8% of flowCommon StockSEC:0001373205-26-000005:1
341 shares@ US$1,429.5957.8% of flowCommon StockSEC:0001373205-26-000005:2
1,146 shares@ US$1,429.5954.4% of flowCommon StockSEC:0001448240-26-000011:0
941 shares@ US$1,429.5953.6% of flowCommon StockSEC:0001448240-26-000011:1
1,512 shares@ US$1,429.5955.8% of flowCommon StockSEC:0001448240-26-000011:2
93 shares@ US$1,429.59528.0% of flowCommon StockSEC:0001903895-26-000008:2
31 shares@ US$1,429.59531.3% of flowCommon StockSEC:0002103050-26-000008:0
25 of 246 declarations
关于 Comfort Systems USA INC
Comfort Systems USA Inc. (NYSE: FIX) 是一家总部位于美国德克萨斯州休斯顿的美国建筑系统安装和服务公司。对于法语投资者而言，该公司最好理解为建筑技术服务领域的专家，其业务涵盖建筑、维护、改造工程和经常性服务收入。该公司于1997年6月上市，其既定目标是成为全国性的建筑系统安装和维护提供商。自那时以来，它已发展成为一个广泛的全国性平台，由美国184个以上地点的50多家运营公司组成。 该业务分为两个核心部门：机械和电气。机械部门包括HVAC安装和服务、管道、工艺管道、楼宇控制和相关技术系统。电气部门涵盖商业、工业和机构设施的电气系统安装和维护。Comfort Systems USA还强调模块化建筑、楼宇自动化、改造项目和能源效率解决方案，这使得该集团的收入来源既有项目收入，也有与客户设施和持续维护需求相关的更稳定的服务活动。 从竞争角度来看，Comfort Systems USA在一个高度分散的行业中脱颖而出。许多竞争对手是区域性专家或专注于单一行业，而Comfort Systems USA则提供全国性的业务覆盖和多学科平台。其战略将本地运营专业知识与大型上市公司的规模优势相结合，使其能够服务从小型企业到财富500强集团的客户。其终端市场包括学校、医院、办公大楼、工业设施和其他需要安装、现代化和持续维护的技术复杂建筑。 最近的发展强化了公司强劲的运营势头。2025年，Comfort Systems USA报告了创纪录的财务业绩，收入、盈利和运营现金流均实现强劲增长。截至2025年第四季度末，积压订单达到11.94 billion美元，凸显了需求强度和项目可见性。公司还在2025年完成了有针对性的收购，包括在美国不同地区的电气业务，支持了地域扩张和服务深度。对于投资者而言，FIX提供了对美国非住宅建筑系统支出、能源效率升级以及在纽约证券交易所上市的美国市场内通过有纪律的收购实现增长的投资机会。
