@gunnaosrs Do you have the current estimated balance sheet like assets, debt, cash on hand of $FIX vs $LGN on hand by any chance (after IPO)? From what I've read Legence raised $728M but even after that they still hav...
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
46
新增排序
24h 提及
0
短线新增
7日新闻
0
none
收入同比
29.5%
改善
概览
作者立场：中性；价格动量：看多。最新证据：@gunnaosrs Do you have the current estimated balance sheet like assets, debt, cash on hand of $FIX vs $LGN on hand by any chance (after IPO)? From what I've read Legence raised $728M but even after that they still hav... 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 2 条披露，需要复核新增信息质量。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2025-10-30 20:23
来源
llm
更新时间
2025-10-30 20:23
作者立场：中性；价格动量：看多。最新证据：@gunnaosrs Do you have the current estimated balance sheet like assets, debt, cash on hand of $FIX vs $LGN on hand by any chance (after IPO)? From what I've read Legence raised $728M but even after that they still hav...
当前观点证据
@gunnaosrs Do you have the current estimated balance sheet like assets, debt, cash on hand of $FIX vs $LGN on hand by any chance (after IPO)? From what I've read Legence raised $728M but even after that they still hav...
Serenity 变化
@gunnaosrs Do you have the current estimated balance sheet like assets, debt, cash on hand of $FIX vs $LGN on hand by any chance (after IPO)? From what I've read Legence raised $728M but even after that they still hav...
@gunnaosrs Do you have the current estimated balance sheet like assets, debt, cash on hand of $FIX vs $LGN on hand by any chance (after IPO)? From what I've read Legence raised $728M but even after that they still hav...
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
9B
营收同比
29.5%
毛利率
24.1%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 none。
当前 profile 没有可解析的公司新闻。
近期披露
Filing body read (8-K 2026-05-21) Comfort Systems USA filed an 8-K reporting the voting results from its May 18, 2026 annual stockholders meeting, including director elections, auditor ratification, and advisory approval of executive compensation. Material changes: Stockholders elected all ten named director nominees to the Board of Directors.; Stockholders ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026.; Stockholders approved, on an advisory basis, the compensation paid to named executive officers.. Next checks: Review the 2026 proxy statement for details on director nominees, executive compensation, and auditor fees.; Check whether any director with comparatively higher withheld votes triggers governance follow-up under company policies.; Confirm current board committee composition after the annual meeting..
近期推文
立场
中性
价格动量
看多
@gunnaosrs Do you have the current estimated balance sheet like assets, debt, cash on hand of $FIX vs $LGN on hand by any chance (after IPO)? From what I've read Legence raised $728M but even after that they still hav...
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
1.71
敏感度
高 beta
情绪风险
高
估值风险
正常
背景
industrials-engineering-construction
-
等待 GPT xhigh 分析。
研究问题
背景
industrials-engineering-construction
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
46
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
0
长周期热度
7日新闻
0
none
30日披露
2
8-K
收入同比
29.5%
改善
Beta
1.71
高 beta
llm · 2025-10-30 20:23
@gunnaosrs Do you have the current estimated balance sheet like assets, debt, cash on hand of $FIX vs $LGN on hand by any chance (after IPO)? From what I've read Legence raised $728M but even after that they still hav...
@gunnaosrs Do you have the current estimated balance sheet like assets, debt, cash on hand of $FIX vs $LGN on hand by any chance (after IPO)? From what I've read Legence raised $728M but even after that they still hav...
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
9B
营收同比
29.5%
毛利率
24.1%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
industrials-engineering-construction
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 3B | - | 18.3% | 6.1% | 4.7% |
| 2022 | 4B | 34.7% | 17.9% | 6.1% | 5.9% |
| 2023 | 5B | 25.8% | 19.0% | 8.0% | 6.2% |
| 2024 | 7B | 35.0% | 21.0% | 10.7% | 7.4% |
| 2025 | 9B | 29.5% | 24.1% | 14.4% | 11.2% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 高 · 低
简读 + 重点消息
消息简读
0 条 7日新闻，压力 none。
重点消息
当前 profile 没有可解析的公司新闻。
新增披露摘要
披露分析
Filing body read (8-K 2026-05-21) Comfort Systems USA filed an 8-K reporting the voting results from its May 18, 2026 annual stockholders meeting, including director elections, auditor ratification, and advisory approval of executive compensation. Material changes: Stockholders elected all ten named director nominees to the Board of Directors.; Stockholders ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026.; Stockholders approved, on an advisory basis, the compensation paid to named executive officers.. Next checks: Review the 2026 proxy statement for details on director nominees, executive compensation, and auditor fees.; Check whether any director with comparatively higher withheld votes triggers governance follow-up under company policies.; Confirm current board committee composition after the annual meeting..
近期披露
beta / 动量 / 主题
Beta
1.71
状态
高 beta
立场
中性
动量
看多
观察 · 正常
板块定位
industrials-engineering-construction