Glück Conviction Score™ ⓘ
FIX
COMFORT SYSTEMS USA INC
Effektiv: Neutral
Sehr hoch
Bedeutung der Einstufung ⓘ
Insider
0,0
Keine Insider-Käufe
Institutionell
68,4
232 neu, 437 erhöht, 10807,2M $ netto
Aktivist
43,6
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 1,791.54 | +4.8 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 1,228.80 | +52.8 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 1,846.33 | EMA50: 1764.48 | |
| MACD-Histogramm | Bärisch | 10 % | -10.551 | Bearisch | |
| RSI(14) | Neutral | 10 % | 53.2 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 64.5 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 17.1 | +DI: 18.6 / −DI: 20.6 | |
| Z-Score(60) | Neutral | 5 % | 0.74 | In Range | |
| 52W-Position | Bullisch | 5 % | 89.4 % | Hoch 2042.36 / Tief 492.72 | |
| Bollinger(20,2σ) | Neutral | 5 % | 63.4 % | Upper 1951.65 / Mid 1850.48 / Lower 1749.31 | |
| LinReg-Slope(60) | Bullisch | 10 % | +9.6647 | R²=0.65 / annualisiert +141.2 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Hardy Rhoman J | Director | Open Market Sale | -342 | 1.900,08 | -649.827,36 | -15,3% | |
| 2026-05-11 | GEORGE WILLIAM III | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -1.000 | 2.020,97 | -2.020.965,00 | -47,5% | |
| 2026-05-11 | Shaeff Julie | Officer, CHIEF ACCOUNTING OFFICER | Open Market Sale | -1.123 | 2.000,37 | -2.246.415,51 | -52,8% | |
| 2026-05-08 | GEORGE WILLIAM III | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -4.000 | 1.948,17 | -7.792.684,00 | -183,0% | |
| 2026-05-07 | MYERS FRANKLIN | Director | Open Market Sale | -4.500 | 1.902,57 | -8.561.574,00 | -201,1% | |
| 2026-05-05 | Lane Brian E. | Director, Officer, CHIEF EXECUTIVE OFF. | Open Market Sale | -11.113 | 1.969,84 | -21.890.809,69 | -514,2% | |
| 2026-04-30 | Mercado, Pablo G. | Director | Open Market Sale | -500 | 1.779,78 | -889.890,05 | -20,9% | |
| 2026-04-29 | SANDBROOK WILLIAM J | Director | Open Market Sale | -1.500 | 1.732,67 | -2.599.000,05 | -61,0% | |
| 2026-03-03 | Shaeff Julie | Officer, CHIEF ACCOUNTING OFFICER | Open Market Sale | -2.287 | 1.382,15 | -3.160.974,08 | -74,2% | |
| 2026-03-03 | Reed Terrence | Officer, SVP & CHRO | Open Market Sale | -1.116 | 1.397,33 | -1.559.421,40 | -36,6% | |
| 2026-03-03 | ANDERSON DARCY | Director | Open Market Sale | -4.500 | 1.369,74 | -6.163.838,10 | -144,8% | |
| 2026-02-25 | MYERS FRANKLIN | Director | Open Market Sale | -8.636 | 1.472,56 | -12.717.032,48 | -298,7% | |
| 2026-02-25 | Lane Brian E. | Director, Officer, PRESIDENT/CHIEF EXECUTIVE OFF. | Open Market Sale | -9.365 | 1.453,12 | -13.608.438,83 | -319,6% | |
| 2026-02-24 | SANDBROOK WILLIAM J | Director | Open Market Sale | -2.500 | 1.443,32 | -3.608.294,25 | -84,8% | |
| 2026-02-24 | Reed Terrence | Officer, SVP & CHRO | Open Market Sale | -671 | 1.457,17 | -977.761,07 | -23,0% | |
| 2026-02-24 | Skidmore Constance Ellen | Director | Open Market Sale | -1.000 | 1.425,00 | -1.425.000,00 | -33,5% | |
| 2026-02-23 | Mercado, Pablo G. | Director | Open Market Sale | -500 | 1.405,00 | -702.500,00 | -16,5% | |
| 2026-02-23 | GEORGE WILLIAM III | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -9.000 | 1.434,97 | -12.914.748,00 | -303,3% | |
| 2025-12-04 | Howell Laura Finley | Officer, SVP & GENERAL COUNSEL | Open Market Sale | -1.000 | 996,16 | -996.163,40 | -23,4% | |
| 2025-12-01 | GEORGE WILLIAM III | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -4.370 | 958,88 | -4.190.299,05 | -98,4% | |
| 2025-11-24 | Lane Brian E. | Director, Officer, PRESIDENT/CHIEF EXECUTIVE OFF. | Open Market Sale | -7.158 | 947,98 | -6.785.645,13 | -159,4% | |
| 2025-10-31 | ANDERSON DARCY | Director | Open Market Sale | -4.000 | 958,72 | -3.834.888,80 | -90,1% | |
| 2025-10-29 | Mercado, Pablo G. | Director | Open Market Sale | -2.500 | 1.005,41 | -2.513.515,50 | -59,0% | |
| 2025-10-29 | MYERS FRANKLIN | Director | Open Market Sale | -5.000 | 1.006,68 | -5.033.410,50 | -118,2% | |
| 2025-10-29 | BULLS HERMAN E | Director | Open Market Sale | -2.000 | 1.013,62 | -2.027.247,20 | -47,6% | |
| 2025-09-10 | SANDBROOK WILLIAM J | Director | Open Market Sale | -800 | 733,56 | -586.846,64 | -13,8% | |
| 2025-09-09 | SANDBROOK WILLIAM J | Director | Open Market Sale | -600 | 708,97 | -425.382,00 | -10,0% | |
| 2025-09-09 | SANDBROOK WILLIAM J | Director | Open Market Sale | -100 | 706,00 | -70.600,00 | -1,7% | |
| 2025-08-27 | BULLS HERMAN E | Director | Open Market Sale | -3.000 | 710,00 | -2.130.000,00 | -50,0% | |
| 2025-08-25 | SANDBROOK WILLIAM J | Director | Open Market Sale | -700 | 689,58 | -482.702,50 | -11,3% | |
| 2025-08-22 | Mercado, Pablo G. | Director | Open Market Sale | -1.078 | 695,88 | -750.158,64 | -17,6% | |
| 2025-08-12 | Shaeff Julie | Officer, CHIEF ACCOUNTING OFFICER | Open Market Sale | -1.369 | 704,50 | -964.460,50 | -22,7% | |
| 2025-08-08 | GEORGE WILLIAM III | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -8.436 | 692,60 | -5.842.785,41 | -137,2% | |
| 2025-08-07 | Lane Brian E. | Director, Officer, PRESIDENT/CHIEF EXECUTIVE OFF. | Open Market Sale | -10.000 | 691,74 | -6.917.439,00 | -162,5% | |
| 2025-08-06 | MYERS FRANKLIN | Director | Open Market Sale | -4.500 | 683,57 | -3.076.045,20 | -72,3% | |
| 2025-07-31 | Trent T McKenna | Officer, EVP & CHIEF OPERATING OFFICER | Open Market Sale | -4.400 | 716,63 | -3.153.159,68 | -74,1% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 3.512.927 | 3.448.635 | 64.292 | 4.844.290.812 | Aufgestockt | +1,9% | |
| VANGUARD GROUP INC | 4.310.126 | 0 | 4.310.126 | 4.022.597.495 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.285.949 | 0 | 2.285.949 | 3.152.300.811 | Neu | +100,0% | |
| STATE STREET CORP | 1.471.879 | 1.428.674 | 43.205 | 2.029.706.422 | Aufgestockt | +3,0% | |
| FMR LLC | 1.449.517 | 1.670.711 | -221.194 | 1.998.870.948 | Reduziert | -13,2% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.238.619 | 1.185.909 | 52.710 | 1.711.752.025 | Aufgestockt | +4,4% | |
| AQR CAPITAL MANAGEMENT LLC | 1.116.230 | 1.019.922 | 96.308 | 1.490.100.586 | Aufgestockt | +9,4% | |
| Capital World Investors | 865.780 | 1.640.532 | -774.752 | 1.193.901.962 | Reduziert | -47,2% | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 620.915 | 668.835 | -47.920 | 856.235.416 | Reduziert | -7,2% | |
| Invesco Ltd. | 606.580 | 652.979 | -46.399 | 836.467.080 | Reduziert | -7,1% | |
| JPMORGAN CHASE & CO | 706.992 | 0 | 706.992 | 659.829.618 | Neu | +100,0% | |
| MORGAN STANLEY | 460.135 | 431.673 | 28.462 | 634.522.928 | Aufgestockt | +6,6% | |
| FIRST TRUST ADVISORS LP | 415.886 | 482.099 | -66.213 | 573.501.909 | Reduziert | -13,7% | |
| Capital International Investors | 391.831 | 113.632 | 278.199 | 540.331.031 | Aufgestockt | +244,8% | |
| NORGES BANK | 503.173 | 0 | 503.173 | 469.606.329 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 329.098 | 318.782 | 10.316 | 453.822.851 | Aufgestockt | +3,2% | |
| CITADEL ADVISORS LLC | 300.895 | 95.839 | 205.056 | 414.931.196 | Aufgestockt | +214,0% | |
| JANE STREET GROUP, LLC | 292.763 | 68.757 | 224.006 | 403.717.249 | Aufgestockt | +325,8% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 287.735 | 286.482 | 1.253 | 396.783.688 | Aufgestockt | +0,4% | |
| DIMENSIONAL FUND ADVISORS LP | 279.947 | 265.524 | 14.423 | 385.799.542 | Aufgestockt | +5,4% | |
| FEDERATED HERMES, INC. | 267.030 | 317.466 | -50.436 | 368.231.700 | Reduziert | -15,9% | |
| Point72 Asset Management, L.P. | 261.532 | 189.754 | 71.778 | 360.650.013 | Aufgestockt | +37,8% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 252.979 | 224.267 | 28.712 | 348.855.511 | Aufgestockt | +12,8% | |
| Hood River Capital Management LLC | 249.385 | 245.857 | 3.528 | 343.899.421 | Aufgestockt | +1,4% | |
| GOLDMAN SACHS GROUP INC | 244.047 | 224.990 | 19.057 | 336.538.976 | Aufgestockt | +8,5% | |
| FULLER & THALER ASSET MANAGEMENT, INC. | 242.196 | 289.039 | -46.843 | 333.986.407 | Reduziert | -16,2% | |
| DEUTSCHE BANK AG\ | 240.791 | 312.824 | -72.033 | 332.048.380 | Reduziert | -23,0% | |
| BAILLIE GIFFORD & CO | 225.118 | 274.742 | -49.624 | 310.435.471 | Reduziert | -18,1% | |
| Value Aligned Research Advisors, LLC | 213.637 | 147.021 | 66.616 | 294.603.287 | Aufgestockt | +45,3% | |
| Castle Hook Partners LP | 208.906 | 267.834 | -58.928 | 288.079.285 | Reduziert | -22,0% | |
| Artisan Partners Limited Partnership | 208.177 | 216.211 | -8.034 | 287.074.473 | Reduziert | -3,7% | |
| FRANKLIN RESOURCES INC | 203.388 | 180.011 | 23.377 | 280.470.018 | Aufgestockt | +13,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 202.572 | 207.969 | -5.397 | 279.344.762 | Reduziert | -2,6% | |
| UBS Group AG | 190.544 | 153.734 | 36.810 | 262.758.271 | Aufgestockt | +23,9% | |
| Nuveen, LLC | 188.471 | 176.986 | 11.485 | 259.899.625 | Aufgestockt | +6,5% | |
| Clearbridge Investments, LLC | 159.961 | 200.545 | -40.584 | 220.584.619 | Reduziert | -20,2% | |
| Legal & General Group Plc | 153.779 | 121.860 | 31.919 | 212.059.710 | Aufgestockt | +26,2% | |
| Capital Research Global Investors | 153.639 | 116.587 | 37.052 | 211.866.645 | Aufgestockt | +31,8% | |
| AMERIPRISE FINANCIAL INC | 147.298 | 115.980 | 31.318 | 203.121.619 | Aufgestockt | +27,0% | |
| ROYAL BANK OF CANADA | 146.195 | 117.366 | 28.829 | 201.601.000 | Aufgestockt | +24,6% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 146.007 | 134.276 | 11.731 | 201.342.193 | Aufgestockt | +8,7% | |
| ROYAL LONDON ASSET MANAGEMENT LTD | 138.256 | 194.800 | -56.544 | 190.653.641 | Reduziert | -29,0% | |
| Amundi | 136.835 | 112.626 | 24.209 | 188.694.097 | Aufgestockt | +21,5% | |
| Temasek Holdings (Private) Ltd | 134.356 | 52.557 | 81.799 | 185.275.580 | Aufgestockt | +155,6% | |
| Evercore Wealth Management, LLC | 134.308 | 155.237 | -20.929 | 185.209.389 | Reduziert | -13,5% | |
| RAYMOND JAMES FINANCIAL INC | 135.009 | 86.390 | 48.619 | 181.267.976 | Aufgestockt | +56,3% | |
| Allspring Global Investments Holdings, LLC | 124.989 | 65.366 | 59.623 | 178.549.287 | Aufgestockt | +91,2% | |
| BANK OF AMERICA CORP /DE/ | 129.056 | 154.602 | -25.546 | 177.966.458 | Reduziert | -16,5% | |
| VOYA INVESTMENT MANAGEMENT LLC | 121.608 | 178.127 | -56.519 | 167.223.340 | Reduziert | -31,7% | |
| Allianz Asset Management GmbH | 119.449 | 90.856 | 28.593 | 164.718.975 | Aufgestockt | +31,5% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3.512.927 | 3.448.635 | +1,9% | 4.844.290.812 | 11,79 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.285.949 | 0 | +100,0% | 3.152.300.811 | 7,67 |
| STATE STREET CORP | 1.471.879 | 1.428.674 | +3,0% | 2.029.706.422 | 4,94 |
| FMR LLC | 1.449.517 | 1.670.711 | -13,2% | 1.998.870.948 | 4,87 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.238.619 | 1.185.909 | +4,4% | 1.711.752.025 | 4,17 |
| AQR CAPITAL MANAGEMENT LLC | 1.116.230 | 1.019.922 | +9,4% | 1.490.100.586 | 3,63 |
| Capital World Investors | 865.780 | 1.640.532 | -47,2% | 1.193.901.962 | 2,91 |
| JPMORGAN CHASE & CO | 889.891 | 706.992 | +25,9% | 1.132.992.940 | 2,76 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 620.915 | 668.835 | -7,2% | 856.235.416 | 2,08 |
| Invesco Ltd. | 606.580 | 652.979 | -7,1% | 836.467.080 | 2,04 |
| MORGAN STANLEY | 460.135 | 431.673 | +6,6% | 634.522.928 | 1,54 |
| FIRST TRUST ADVISORS LP | 415.886 | 482.099 | -13,7% | 573.501.909 | 1,40 |
| Capital International Investors | 391.831 | 113.632 | +244,8% | 540.331.031 | 1,32 |
| NORTHERN TRUST CORP | 329.098 | 318.782 | +3,2% | 453.822.851 | 1,10 |
| CITADEL ADVISORS LLC | 300.895 | 95.839 | +214,0% | 414.931.196 | 1,01 |
| JANE STREET GROUP, LLC | 292.763 | 68.757 | +325,8% | 403.717.249 | 0,98 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 287.735 | 286.482 | +0,4% | 396.783.688 | 0,97 |
| DIMENSIONAL FUND ADVISORS LP | 279.947 | 265.524 | +5,4% | 385.799.542 | 0,94 |
| FEDERATED HERMES, INC. | 267.030 | 317.466 | -15,9% | 368.231.700 | 0,90 |
| Point72 Asset Management, L.P. | 261.532 | 189.754 | +37,8% | 360.650.013 | 0,88 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 1.171 | 35,7 | 47.566 |
| 31.12.2025 | ✓ | 1.021 | 35,1 | 31.336 |
| 30.09.2025 | ✓ | 882 | 35,0 | 27.779 |
| 30.06.2025 | ✓ | 750 | 34,3 | 17.612 |
| 31.03.2025 | ✓ | 628 | 36,6 | 11.050 |
| 31.12.2024 | ✓ | 644 | 35,5 | 14.101 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 503.173 | 469.606.329 |
| Allspring Global Investments Holdings, LLC | 65.366 | 65.603.933 |
| Temasek Holdings (Private) Ltd | 52.557 | 49.050.923 |
| National Pension Service | 47.044 | 43.905.695 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 45.060 | 42.054.000 |
| Korea Investment CORP | 26.156 | 24.411.133 |
| Polar Capital Holdings Plc | 25.225 | 23.542.240 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 24.800 | 23.145.592 |
| Lighthouse Investment Partners, LLC | 21.998 | 20.530.513 |
| Jain Global LLC | 21.911 | 20.449.317 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| VANGUARD GROUP INC | 4.310.126 | 625.567 | +17.0 % | 4.022.597.495 |
| STATE STREET CORP | 1.428.674 | 375.118 | +35.6 % | 1.333.367.157 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.185.909 | 332.441 | +39.0 % | 1.103.453.055 |
| AQR CAPITAL MANAGEMENT LLC | 1.019.922 | 184.362 | +22.1 % | 951.883.354 |
| Point72 Asset Management, L.P. | 189.754 | 154.870 | +444.0 % | 177.095.511 |
| SG Americas Securities, LLC | 122.465 | 120.400 | +5830.5 % | 114.295 |
| Amundi | 112.626 | 104.546 | +1293.9 % | 105.112.720 |
| Value Aligned Research Advisors, LLC | 147.021 | 92.306 | +168.7 % | 137.213.229 |
| KBC Group NV | 91.729 | 90.754 | +9308.1 % | 85.610 |
| Squarepoint Ops LLC | 90.569 | 87.199 | +2587.5 % | 84.527.142 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BlackRock, Inc. | 3.448.635 | -528.953 | -13.3 % | 3.218.576.427 |
| Invesco Ltd. | 652.979 | -411.577 | -38.7 % | 609.419.227 |
| MILLENNIUM MANAGEMENT LLC | 63.344 | -297.241 | -82.4 % | 59.118.322 |
| FMR LLC | 1.670.711 | -221.310 | -11.7 % | 1.559.258.462 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 668.835 | -164.360 | -19.7 % | 624.217.111 |
| Capital World Investors | 1.640.532 | -158.778 | -8.8 % | 1.531.092.110 |
| COMERICA BANK | 4.655 | -153.751 | -97.1 % | 4.344.791 |
| BAILLIE GIFFORD & CO | 274.742 | -138.042 | -33.4 % | 256.413.961 |
| Qube Research & Technologies Ltd | 83.184 | -133.531 | -61.6 % | 77.634.795 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 65.954 | -100.568 | -60.4 % | 61.554.209 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 06.05.2026 | FMR LLC | Passiv (13G/A) | 4,10 % | 1.449.518 | -1,30 pp | |
| 06.05.2026 | Abigail P. Johnson | Passiv (13G/A) | 4,10 % | 1.449.518 | -1,30 pp | |
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 5,37 % | 1.891.176 | Neu | |
| 29.04.2026 | Vanguard Capital Management | Passiv (13G) | 7,49 % | 2.634.611 | Neu | |
| 26.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -12,21 pp | |
| 13.02.2026 | Capital World Investors | Passiv (13G/A) | 4,70 % | 1.640.532 | -0,40 pp | |
| 30.01.2026 | The Vanguard Group | Passiv (13G/A) | 12,21 % | 4.309.811 | +1,25 pp | |
| 21.01.2026 | BlackRock, Inc. | Passiv (13G/A) | 8,30 % | 2.917.000 | -2,50 pp | |
| 04.12.2025 | BlackRock, Inc. | Passiv (13G/A) | 10,80 % | 3.803.901 | +1,40 pp | |
| 13.11.2025 | Capital World Investors | Passiv (13G/A) | 5,10 % | 1.799.310 | -1,30 pp | |
| 05.11.2025 | Abigail P. Johnson | Passiv (13G) | 5,40 % | 1.892.021 | Neu | |
| 05.11.2025 | FMR LLC | Passiv (13G) | 5,40 % | 1.892.021 | Neu | |
| 24.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 9,40 % | 3.349.547 | Neu | |
| 13.11.2024 | Capital World Investors | Passiv (13G) | 6,40 % | 2.277.814 | +1,60 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 10,96 % | 3.914.091 | -0,05 pp | |
| 09.02.2024 | Capital World Investors | Passiv (13G/A) | 4,80 % | 1.701.855 | -0,90 pp | |
| 23.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 13,50 % | 4.807.189 | -2,90 pp | |
| 13.02.2023 | Capital World Investors | Passiv (13G) | 5,70 % | 2.033.116 | Neu | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 11,01 % | 3.938.900 | +0,77 pp | |
| 26.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 16,40 % | 5.880.679 | 0,00 pp | |
| 20.01.2023 | . BlackRock, Inc. | Passiv (13G) | 16,40 % | 5.880.679 | +1,20 pp | |
| 09.02.2022 | The Vanguard Group | Passiv (13G/A) | 10,24 % | 3.691.256 | +0,21 pp | |
| 27.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 15,20 % | 5.487.085 | 0,00 pp | |
| 26.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 15,20 % | 5.487.085 | +0,20 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 04.12.2025 | Byron Donalds | – | House | Kauf | $1,001 – $15,000 |
| 04.12.2025 | Byron Donalds | – | House | Kauf | $1,001 – $15,000 |
| 13.01.2025 | Rob Bresnahan | – | House | Verkauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
Comfort Systems USA, Inc. bietet zusammen mit seinen Tochtergesellschaften mechanische und elektrische Installations-, Renovierungs-, Wartungs-, Reparatur- und Austauschdienstleistungen für die mechanische und elektrische Dienstleistungsbranche in den Vereinigten Staaten. Das Unternehmen operiert über zwei Segmente: Mechanical und Electrical. Das Unternehmen bietet Heizungs-, Lüftungs- und Klimaanlagesysteme sowie Klempnerarbeiten, Elektrotechnik, Rohrleitungen und Steuerungen, Offsite-Konstruktion, Überwachung und Brandschutz. Das Unternehmen befasst sich zudem mit Planung, Engineering, Integration, Installation und Inbetriebnahme von mechanischen, elektrischen und Klempnersystemen (MEP) sowie damit verbundenen Systemen in Neubauten sowie Renovierung, Erweiterung, Wartung, Überwachung, Reparatur und Austausch von MEP-Systemen in bestehenden Gebäuden. Darüber hinaus bietet das Unternehmen Fernüberwachung des Stromverbrauchs, der Temperatur, des Drucks, der Luftfeuchtigkeit und des Luftstroms für MEP- und andere Gebäudesysteme. Das Unternehmen bedient Gebäudeeigentümer und -entwickler, Generalunternehmer, Architekten, beratende Ingenieure und Immobilienverwalter in den kommerziellen, industriellen und institutionellen MEP-Märkten. Comfort Systems USA, Inc. wurde 1917 gegründet und hat seinen Sitz in Houston, Texas.
Unternehmen & Branche
| Name | COMFORT SYSTEMS USA INC |
|---|---|
| Ticker | FIX |
| CIK | 0001035983 |
| Boerse | NYSE |
| Sektor | Industrials |
| Industrie | Engineering & Construction |
| SIC | 1731 · Electrical Work |
Wertpapier & Kennzahlen
| CUSIP | 199908104 |
|---|---|
| ISIN | US1999081045 |
| Typ | Common Stock |
| Marktkapitalisierung | 60,49 Mrd. USD |
| KGV (P/E) | 59,54 |
| Beta | 1,69 |
| Dividendenrendite | 0,00 % |
Bewertung
| KBV (P/B) | 24,70 vs. 4,43 (2021) ▲ |
|---|---|
| KUV (P/S) | 6,65 vs. 1,16 (2021) ▲ |
| EV/EBITDA | 43,6 vs. 18,6 (2021) ▲ |
| FCF-Rendite | 1,7 % vs. 4,4 % (2021) ▼ |
| Buyback-Rendite | 0,4 % vs. 0,8 % (2021) ▼ |
| Ausschüttungsquote | 6,7 % vs. 12,1 % (2021) ▼ |
Qualität & Bilanz
| Bruttomarge | 24,1 % vs. 18,3 % (2021) ▲ |
|---|---|
| Operative Marge | 14,4 % vs. 6,1 % (2021) ▲ |
| Nettomarge | 11,2 % vs. 4,7 % (2021) ▲ |
| ROIC | 34,9 % vs. 10,9 % (2021) ▲ |
| Nettoverschuldung/EBITDA | -0,4 vs. 2,1 (2021) ▼ |
| Zinsdeckungsgrad | 145,9 vs. 30,4 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 4,43 | 4,12 | 5,74 | 8,85 | 13,41 | |
| KUV (P/S) | 1,16 | 0,99 | 1,41 | 2,15 | 3,61 | |
| EV/EBITDA | 18,6 | 15,5 | 16,2 | 18,6 | 23,5 | |
| FCF-Rendite | 4,4 % | 6,2 % | 7,4 % | 4,9 % | 3,1 % | |
| Buyback-Rendite | 0,8 % | 0,9 % | 0,3 % | 0,4 % | 0,7 % | |
| Ausschüttungsquote | 12,1 % | 8,2 % | 9,4 % | 8,2 % | 6,7 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 18,3 % | 17,9 % | 19,0 % | 21,0 % | 24,1 % | |
| Operative Marge | 6,1 % | 6,1 % | 8,0 % | 10,7 % | 14,4 % | |
| Nettomarge | 4,7 % | 5,9 % | 6,2 % | 7,4 % | 11,2 % | |
| ROIC | 10,9 % | 17,7 % | 21,1 % | 25,9 % | 34,9 % | |
| Nettoverschuldung/EBITDA | 2,1 | 1,2 | 0,1 | -0,3 | -0,4 | |
| Zinsdeckungsgrad | 30,4 | 19,0 | 40,7 | 112,7 | 145,9 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 2.865.332.000 | 370.378.000 | 10,51 | 6.938.346.000 | 2.815.048.000 |
| 2025-12-31 | 10-K | 9.101.641.000 | 1.022.558.000 | 28,88 | 6.441.169.000 | 2.448.774.000 |
| 2025-09-30 | 10-Q | 2.450.969.000 | 291.615.000 | 8,25 | 5.777.851.000 | 2.233.386.000 |
| 2025-06-30 | 10-Q | 2.173.319.000 | 230.848.000 | 6,53 | 5.063.729.000 | 1.971.209.000 |
| 2025-03-31 | 10-Q | 1.831.286.000 | 169.289.000 | 4,75 | 4.569.218.000 | 1.777.013.000 |
| 2024-12-31 | 10-K | 7.027.476.000 | 522.433.000 | 14,60 | 4.711.088.000 | 1.704.676.000 |
| 2024-09-30 | 10-Q | 1.812.366.000 | 146.235.000 | 4,09 | 4.412.765.000 | 1.587.722.000 |
| 2024-06-30 | 10-Q | 1.810.290.000 | 134.009.000 | 3,74 | 4.213.984.000 | 1.482.294.000 |
| 2024-03-31 | 10-Q | 1.537.016.000 | 96.319.000 | 2,69 | 3.902.829.000 | 1.372.536.000 |
| 2023-12-31 | 10-K | 5.206.760.000 | 323.398.000 | 9,01 | 3.305.579.000 | 1.277.829.000 |
| 2023-09-30 | 10-Q | 1.378.124.000 | 105.125.000 | 2,93 | 3.140.619.000 | 1.207.162.000 |
| 2023-06-30 | 10-Q | 1.296.430.000 | 69.476.000 | 1,93 | 2.915.117.000 | 1.111.464.000 |
| 2023-03-31 | 10-Q | 1.174.640.000 | 57.216.000 | 1,59 | 2.839.471.000 | 1.053.490.000 |
| 2022-12-31 | 10-K | 4.140.364.000 | 245.947.000 | 6,82 | 2.597.478.000 | 999.923.000 |
| 2022-09-30 | 10-Q | 1.120.012.000 | 61.515.000 | 1,71 | 2.549.473.000 | 951.132.000 |
| 2022-06-30 | 10-Q | 1.017.948.000 | 42.246.000 | 1,17 | 2.439.622.000 | 896.845.000 |
| 2022-03-31 | 10-Q | 885.216.000 | 86.762.000 | 2,40 | 2.308.413.000 | 878.408.000 |
| 2021-12-31 | 10-K | 3.073.636.000 | 143.348.000 | 3,93 | 2.209.114.000 | 805.666.000 |
| 2021-09-30 | 10-Q | 833.896.000 | 46.297.000 | 1,27 | 1.951.334.000 | 771.789.000 |
| 2021-06-30 | 10-Q | 713.895.000 | 32.965.000 | 0,90 | 1.754.950.000 | 752.012.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Mechanical Segment | 6,7 Mrd. | 5,5 Mrd. | 3,9 Mrd. | 3,2 Mrd. | – | 73,3 % | +20,7% | |
| Electrical Segment | 2,4 Mrd. | 1,5 Mrd. | 1,3 Mrd. | 961,9 Mio. | – | 26,7 % | +61,9% | |
| Mechanical Services | – | – | – | – | 2,5 Mrd. | – | – | |
| Electrical Services | – | – | – | – | 531,0 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 23.04.2026 | 2,9 Mrd. USD | 10,51 |
| Q3 2025 | 30.09.2025 | 23.10.2025 | 2,5 Mrd. USD | 8,25 |
| Q2 2025 | 30.06.2025 | 23.10.2025 | 2,2 Mrd. USD | 6,53 |
| Q1 2025 | 31.03.2025 | 23.04.2026 | 1,8 Mrd. USD | 4,75 |
| Q3 2024 | 30.09.2024 | 23.10.2025 | 1,8 Mrd. USD | 4,09 |
| Q2 2024 | 30.06.2024 | 23.10.2025 | 1,8 Mrd. USD | 3,74 |
| Q1 2024 | 31.03.2024 | 23.10.2025 | 1,5 Mrd. USD | 2,69 |
| Q3 2023 | 30.09.2023 | 24.10.2024 | 1,4 Mrd. USD | 2,93 |
| Q2 2023 | 30.06.2023 | 24.10.2024 | 1,3 Mrd. USD | 1,93 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 23.04.2026 | 10-Q | – | – | SEC » |
| 19.02.2026 | 10-K | 31.12.2025 | 50 Tage | SEC » |
| 23.10.2025 | 10-Q | 30.09.2025 | 23 Tage | SEC » |
| 24.07.2025 | 10-Q | 30.06.2025 | 24 Tage | SEC » |
| 24.04.2025 | 10-Q | 31.03.2025 | 24 Tage | SEC » |
| 20.02.2025 | 10-K | 31.12.2024 | 51 Tage | SEC » |
| 24.10.2024 | 10-Q | 30.09.2024 | 24 Tage | SEC » |
| 25.07.2024 | 10-Q | 30.06.2024 | 25 Tage | SEC » |
| 25.04.2024 | 10-Q | 31.03.2024 | 25 Tage | SEC » |
| 22.02.2024 | 10-K | 31.12.2023 | 53 Tage | SEC » |
| 26.10.2023 | 10-Q | 30.09.2023 | 26 Tage | SEC » |
| 26.07.2023 | 10-Q | 30.06.2023 | 26 Tage | SEC » |
| 26.04.2023 | 10-Q | 31.03.2023 | 26 Tage | SEC » |
| 22.02.2023 | 10-K | 31.12.2022 | 53 Tage | SEC » |
| 26.10.2022 | 10-Q | 30.09.2022 | 26 Tage | SEC » |
| 27.07.2022 | 10-Q | 30.06.2022 | 27 Tage | SEC » |
| 27.04.2022 | 10-Q | 31.03.2022 | 27 Tage | SEC » |
| 23.02.2022 | 10-K | 31.12.2021 | 54 Tage | SEC » |
| 27.10.2021 | 10-Q | 30.09.2021 | 27 Tage | SEC » |
| 28.07.2021 | 10-Q | 30.06.2021 | 28 Tage | SEC » |
| 28.04.2021 | 10-Q | 31.03.2021 | 28 Tage | SEC » |
| 25.02.2021 | 10-K | 31.12.2020 | 56 Tage | SEC » |
| 26.10.2020 | 10-Q | 30.09.2020 | 26 Tage | SEC » |
| 27.07.2020 | 10-Q | 30.06.2020 | 27 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 19.12.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 20.03.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 19.07.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 28.09.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 23.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 19.01.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 23.02.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.12.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-14 | 649 | 2.034,63 | 1.320.475 |
| 2026-04-27 | 2 | 1.726,12 | 3.452 |
| 2026-04-20 | 55 | 1.650,47 | 90.776 |
| 2026-04-17 | 19 | 1.605,97 | 30.513 |
| 2026-04-06 | 4 | 1.417,19 | 5.669 |
| 2026-03-25 | 448 | 1.461,52 | 654.761 |
| 2026-03-24 | 9 | 1.408,25 | 12.674 |
| 2026-03-23 | 2 | 1.356,75 | 2.714 |
| 2026-03-19 | 57 | 1.423,00 | 81.111 |
| 2026-02-23 | 1.047 | 1.462,23 | 1.530.955 |
| 2026-01-21 | 4.491 | 1.134,75 | 5.096.162 |
| 2026-01-20 | 1.000 | 1.119,98 | 1.119.980 |
| 2026-01-06 | 41 | 1.032,31 | 42.325 |
| 2025-12-23 | 329 | 950,79 | 312.810 |
| 2025-12-22 | 329 | 940,74 | 309.503 |