Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical ...
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Comfort Systems enters the second half with record backlog, firm data center demand and disciplined modular expansion tied to contracted customer needs.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Comfort Systems USA (NYSE: FIX) reported second-quarter 2026 revenue above $3 billion for the first time, as demand from technology and industrial customers helped drive higher bookings, record backlog and sharply improved profitability. Chief Executive Officer Brian Lane said the company generated $3.3 billion in quarterly revenue and earned $12.53 per share, a 92% increase from
Comfort Systems USA, Inc. (FIX) Q2 2026 Earnings Call Transcript
Comfort Systems USA NYSE: FIX reported second-quarter 2026 revenue above $3 billion for the first time, as demand from technology and industrial customers helped drive higher bookings, record backlog and sharply improved profitability.
Comfort Systems enters the second half with record backlog, firm data center demand and disciplined modular expansion tied to contracted customer needs.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Comfort Systems USA (NYSE: FIX) reported second-quarter 2026 revenue above $3 billion for the first time, as demand from technology and industrial customers helped drive higher bookings, record backlog and sharply improved profitability. Chief Executive Officer Brian Lane said the company generated $3.3 billion in quarterly revenue and earned $12.53 per share, a 92% increase from
Comfort Systems USA, Inc. (FIX) Q2 2026 Earnings Call Transcript
Comfort Systems USA NYSE: FIX reported second-quarter 2026 revenue above $3 billion for the first time, as demand from technology and industrial customers helped drive higher bookings, record backlog and sharply improved profitability.
FIX posts a Q2 earnings and revenue beat as strong demand, margin expansion and record backlog growth reinforce confidence in its business momentum.
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Once Brent crude surged above $100/bbl, market fortunes were settled this trading day.
Comfort Systems (FIX) came out with quarterly earnings of $12.53 per share, beating the Zacks Consensus Estimate of $10.38 per share. This compares to earnings of $6.53 per share a year ago.
HOUSTON--(BUSINESS WIRE)--Comfort Systems USA, Inc. (NYSE: FIX) (the “Company”) today reported results for the quarter ended June 30, 2026. For the quarter ended June 30, 2026, net income was $441.6 million, or $12.53 per diluted share, as compared to $230.8 million, or $6.53 per diluted share, for the quarter ended June 30, 2025. Revenue for the second quarter of 2026 was $3.27 billion compared to $2.17 billion in 2025. The Company reported operating cash flow of $1.14 billion in the current q.
HOUSTON--(BUSINESS WIRE)--Comfort Systems USA, Inc. (NYSE: FIX), a leading provider of commercial, industrial and institutional heating, ventilation, air conditioning and electrical contracting services, today announced that its board of directors declared a quarterly dividend of $0.90 per share, which is a $0.10 increase from the Company's most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on August 24, 2026 to stockholders of record at the close of busine.
These 2 "hidden" AI infrastructure stocks soared 100%-plus in a year. Here's what's driving Comfort Systems and Vertiv now.
FIX Q2 earnings are likely to benefit from a record backlog, strong data-center demand and healthy margins, despite its premium valuation.
Comfort Systems USA (FIX) is rated Buy, driven by its unmatched scale, integrated capabilities, and strong balance sheet supporting data center and tech facility demand. FIX's $12.45B backlog, up 80.8% y/y, provides high revenue visibility, with 65–75% of obligations expected to convert within 12 months. Q1 2026 EBIT margin expanded to 17% (15.5% normalized), reflecting operating leverage and higher-margin backlog conversion.
Baader Bank Aktiengesellschaft acquired a new stake in Comfort Systems USA, Inc. (NYSE: FIX) in the undefined quarter, according to its most recent disclosure with the SEC. The fund acquired 1,407 shares of the construction company's stock, valued at approximately $1,914,000. A number of other institutional investors have also recently modified their holdings
Andra AP fonden boosted its holdings in Comfort Systems USA, Inc. (NYSE: FIX) by 79.7% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,013 shares of the construction company's stock after purchasing an additional 6,213 shares during the quarter. Andra AP
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 500 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.
These five industrial companies pair strong balance sheets with powerful AI and electrification growth tailwinds. Low debt and healthy cash reserves give each business flexibility to invest through economic cycles.
Copeland Capital Management LLC decreased its holdings in Comfort Systems USA, Inc. (NYSE: FIX) by 55.5% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 467 shares of the construction company's stock after selling 582 shares during the quarter. Copeland Capital Management
HOUSTON--(BUSINESS WIRE)--Comfort Systems USA, Inc. (NYSE: FIX), a leading provider of mechanical and electrical contracting services including heating, ventilation, air conditioning, plumbing, electrical, piping and controls, announces that it has scheduled its quarterly conference call and webcast for Friday, July 24, 2026, at 10:00 a.m. Central Time to discuss second quarter 2026 financial results. The results will be released after the market closes on Thursday, July 23, 2026. The conferenc.
Comfort Systems (FIX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
On July 16, 2026, Comfort Systems USA Inc (FIX) shares fell 3.2%, closing at $1680.60. The stock has experienced significant volatility, trading within a 52-wee
While investor attention has been firmly fixed on pure-play artificial intelligence stocks in recent years, it may be the construction firms delivering high-tech infrastructure needs that offer value looking ahead.
Artisan Mid Cap Fund portfolio generated strong absolute returns and outpaced the Russell Midcap® Growth Index. Within IT, several semiconductor holdings produced exceptional returns, with multiple positions rising more than 100% during the period. During the quarter, we initiated new positions in Entegris, Modine Manufacturing and C.H. Robinson Worldwide.
Comfort Systems (FIX) closed the most recent trading day at $1, moving 1.37% from the previous trading session.
Both stocks have crushed the S&P 500 and look poised to continue on their winning streaks.
Goldman Sachs dropped four high-conviction calls on July 9, 2026. The number turning heads is a $2,159 price target on Comfort Systems USA (NYSE:FIX | FIX Price Prediction), a contracting services company for the trades.
Comfort Systems USA, Inc. FIX is expanding its modular capabilities as customer demand creates a need for greater off-site production capacity. Modular revenues accounted for 17% of total revenues in the first quarter of 2026, making the business a meaningful part of the company's construction operations.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
FIX's 81% YTD surge reflects AI infrastructure demand, record backlog and margin gains, but its premium valuation makes new buying less clear.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang has a way of turning things to gold.
Cash flow is an essential component for many successful companies, allowing firms to fund new growth via acquisitions or increased production while also reducing the need to rely on debt and providing financial stability. Still, investors may be inclined to overlook cash flow in favor of other key metrics—in doing so, however, they risk missing out on excellent opportunities to buy into companies with the flexibility and stability to expand their operations.
In the latest trading session, Comfort Systems (FIX) closed at $1, marking a +2.97% move from the previous day.
Wall Street analysts have one job: predict where companies' earnings are going in the coming quarter. Sounds simple enough, except said suits aren't so good at it!
This data center cooling name saw 121% profit growth in the first quarter. Its stock is in a cup-with-handle base.
Comfort Systems USA, Inc. FIX is entering 2026 with unprecedented business momentum, but its record backlog also raises an important question: can the company execute this growing pipeline without compromising profitability? The mechanical and electrical contracting leader ended the first quarter of 2026 with a record backlog of $12.45 billion, nearly doubling from $6.89 billion a year earlier.
Comfort Systems (FIX) closed at $1 in the latest trading session, marking a +1.67% move from the prior day.
This is an ideal picks-and-shovels stock to play the ongoing interest in all things artificial intelligence.
Comfort Systems USA, Inc. FIX has built a reputation for delivering strong organic growth, but as demand for data center and advanced technology infrastructure accelerates, investors are increasingly wondering whether acquisitions could become the company's next major growth driver. The company enters this phase from a position of strength.
In the most recent trading session, Comfort Systems (FIX) closed at $1, indicating a +2.43% shift from the previous trading day.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
HOUSTON--(BUSINESS WIRE)--Comfort Systems USA, Inc. (NYSE: FIX) (the “Company”), a leading provider of commercial, industrial and institutional heating, ventilation, air conditioning and electrical contracting services, today announced that Craig Sasser, currently Regional Vice President – Atlantic Region, will be appointed to serve as Chief Operating Officer, effective July 1, 2026. Trent T. McKenna will continue to serve as President of the Company. Mr. Lane commented, “I'm thrilled to congra.
Comfort Systems (FIX) could produce exceptional returns because of its solid growth attributes.
The growing need for data centers, AI infrastructure, semiconductor manufacturing and critical facility upgrades has created a favorable backdrop for mechanical, electrical and HVAC infrastructure companies. Contractors with strong execution capabilities and exposure to these long-term investment themes are benefiting from rising project demand and expanding backlogs.
Comfort Systems USA has a $12.45 billion backlog that is fueling high revenue growth and profit margin expansion. The AI infrastructure build-out has been the main catalyst for the company's exceptional results.
Here is how Comfort Systems (FIX) and Sterling Infrastructure (STRL) have performed compared to their sector so far this year.
Comfort Systems (FIX) concluded the recent trading session at $1, signifying a +1.84% move from its prior day's close.
Comfort Systems USA, Inc. (FIX) Presents at Sidoti Small-Cap Virtual Investor Conference Transcript
I initiate coverage of Comfort Systems USA with a strong buy rating and a $2,415 price target, implying 26% upside. My growth drivers are data center and technology infrastructure, advanced manufacturing demand, modular and prefabrication capacity, service and retrofit work and electrical capability. I estimate these drivers can contribute about $629.75 million of incremental EBITDA taking the company toward forward EBITDA estimate of $2.73 billion over the next 12 to 18 months.
Does Comfort Systems (FIX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Comfort Systems USA, Inc. FIX is generating record earnings and cash flow, giving management more flexibility than ever in allocating capital. The key question for investors is whether the company should prioritize shareholder returns through dividends and buybacks or continue investing aggressively in future growth.
The AI buildout's real bottleneck is the steel, copper, and chilled water surrounding the GPUs.
In the closing of the recent trading day, Comfort Systems (FIX) stood at $1, denoting a +1.85% move from the preceding trading day.
Comfort Systems USA FIX is delivering the kind of earnings growth that investors rarely ignore. After posting another quarter of record revenue, expanding margins and sharply higher profits, the company is increasingly emerging as one of the biggest beneficiaries of the ongoing boom in data centers, semiconductor manufacturing and industrial construction.
Analysts see room to run after monster rally. The AI data center play boasts triple-digit earnings growth.
Comfort Systems USA, Inc. FIX delivered another eye-catching quarter in early 2026, but one development stood out from the rest: the extraordinary performance of its Electrical segment. As demand for data centers and advanced technology infrastructure accelerates, investors are increasingly asking whether electrical services could become a much larger part of the company's growth story.
CAT, MOD, PWR, FIX and VRT are five industrial stocks \riding the AI data center boom as demand for power, cooling and grid gear accelerates.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
In the closing of the recent trading day, Comfort Systems (FIX) stood at $1, denoting a -3.69% move from the preceding trading day.
Comfort Systems (FIX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Stocks like FIX, AAON, SPXC and TGEN are likely to benefit from the Air Conditioner & Heating industry's pro-environmental moves and data center surge.
MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.
Here is how Comfort Systems (FIX) and Sterling Infrastructure (STRL) have performed compared to their sector so far this year.
On June 03, 2026, we present a detailed DCF analysis for Comfort Systems USA Inc (FIX). The company has shown impressive price performance, with a year-to-date
Comfort Systems USA, Inc. FIX is riding one of the strongest growth waves in its history, but its increasing reliance on technology customers raises an important question: could concentration risk eventually become a concern? The company delivered an exceptional first quarter of 2026, with revenues soaring 56% year over year to $2.87 billion and earnings per share more than doubling to $10.51.
Comfort Systems USA delivered 56.5% YoY revenue growth in Q1 2026, driven by strong performance in both electrical and mechanical segments. Robust demand, a record backlog, and secular AI infrastructure tailwinds underpin double-digit topline growth visibility through and beyond FY26. Execution and operational efficiency remain a key focus for profitability growth in the future.
Comfort Systems USA rated BUY with a $2,150 12-month price target, leveraging a recent 14% correction as an attractive entry into a secular growth story. FIX's growth is underpinned by surging AI data center construction and US manufacturing reshoring, with technology clients now 56% of Q1 2026 revenues. Revenues surged 29.5% in 2025 and 56% YoY in Q1 2026, with gross margins expanding to 24.1% and a record $12.5Bn backlog driven by strong order intake.
Comfort Systems (FIX) closed at $1 in the latest trading session, marking a -1.45% move from the prior day.
Pre-Market Stock Futures: Futures are trading lower on Thursday as new records are set almost daily, with the AI/Data center trade continuing to push stocks higher on Wednesday. All four major indices hit or closed Wednesday's session at record highs, with the legacy Dow Jones Industrial Average leading the way, up 0.36% at 50,664, setting... Here Are Thursday's Top Wall Street Analyst Research Calls: Agilent, Boston Scientific, Comfort Systems, Dick's Sporting Goods, Dominion Energy, Electronic Arts, First Solar, Trade Desk, Valvoline, and More
On May 28, 2026, we present a DCF analysis for Comfort Systems USA Inc (FIX), a company that has shown remarkable price performance over the past year. The stoc
FIX's backlog hits $12.45B as data center demand drives revenues and EPS sharply higher, raising questions about how long the boom can last.
AI-driven data center spending is boosting FIX, STRL and PWR, with strong earnings, guidance and upside targets fueling gains.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Comfort Systems (FIX) could produce exceptional returns because of its solid growth attributes.
Does Comfort Systems (FIX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Comfort Systems USA, Inc. FIX entered 2026 with extraordinary momentum, but investors are now asking whether its record-breaking backlog can continue fueling its rapid expansion. After posting another stellar quarter, the mechanical and electrical contracting leader ended the first quarter of 2026 with backlog reaching an all-time high of $12.45 billion, up 80.8% year over year from $6.89 billion.
FIX is edging PWR as AI infrastructure fuels record backlog, modular expansion and sharp margin gains, with a lower forward P/E.
Here is how Comfort Systems (FIX) and Sterling Infrastructure (STRL) have performed compared to their sector so far this year.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever.
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.
Comfort Systems is a major beneficiary of the data center infrastructure build-out arms race.
Comfort Systems USA, Inc. FIX delivered a stunning first-quarter performance for 2026, but beyond the eye-popping revenue growth, one key question stands out for investors: Is margin expansion becoming the company's true long-term earnings engine? The company reported first-quarter 2026 earnings of $10.51 per share, up 121.3% from $4.75 reported in the year-ago quarter.
The Allspring Premier Large Company Growth Fund outperformed the Russell 1000 Growth Index during the first quarter that ended March 31, 2026. Comfort Systems has benefited from increased adoption of its modular solutions, which are manufactured offsite and well suited for labor-constrained, rural markets. Vertiv benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space.
Jessica Inskip (@jessicainskip) walks us through today's Big 3 trades. She likes Arch Capital (ACGL) as a top tier stock in its sector, Comfort Systems (FIX) as they're becoming increasingly tied to AI infrastructure demand, and MSCI (MSCI) as it highlights record reoccurring subscriptions.
On May 11, 2026, Comfort Systems USA Inc (FIX) shares rose by 4.1%, bringing the current price to $2032.98. The stock has shown remarkable performance, trading
When it comes to artificial intelligence (AI) stocks, dividend returns aren't typically what investors think of. Among technology stocks in the S&P 500 Index; approximately half do not pay a dividend at all.
Comfort Systems USA, Inc. delivered exceptional Q1 2026 results, with revenue up 56.5% to $2.87 billion and net income more than doubling. FIX's organic growth, driven by surging demand in technology, data centers, and large-scale projects, pushed backlog to $12.45 billion, up 80.8% year-over-year. Despite robust growth and a stellar quarter, FIX trades at high valuation multiples, making the stock less appealing for value-oriented investors.
Comfort Systems USA, Inc. FIX has emerged as one of the strongest-performing industrial and construction-related stocks in 2026. The stock has surged 38.1% over the past month and 110.8% year to date, significantly outperforming the Zacks Building Products – Air Conditioner and Heating industry's 21.6% monthly and 38.5% year-to-date gains.
Shares soar to new highs on strong HVAC demand.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Comfort Systems (FIX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Does Comfort Systems (FIX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Comfort Systems USA, Inc. FIX is doubling down on growth while raising a key question for investors, that whether its rising capital expenditures translate into sustained returns or not. In the first quarter of 2026, the company significantly ramped up capital expenditure (CapEx) to $147 million, up by a whopping 564.4% from $22 million a year ago, signaling an aggressive push toward expanding its modular construction capabilities.
Here is how Comfort Systems (FIX) and Argan (AGX) have performed compared to their sector so far this year.
FIX, TXN, ONTO, NTRS and DOW are five large-cap stocks riding April's record rally, backed by AI demand, earnings strength and momentum signals heading into May.
Comfort Systems USA entered 2026 with a robust backlog and high visibility into projected revenue for complex projects, benefiting from increased adoption of its modular solutions manufactured offsite. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. Quanta Services, Inc. performed well during the quarter following a strong earnings beat and record backlog, as power infrastructure became a critical bottleneck in the build-out of AI.
NVDA, MU, AVGO, WDC, VRT and peers stand to gain as Big Tech lifts AI capex to $725B by 2026, fueling demand for chips, memory, and data center infrastructure.
FIX, DVN and WST made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on April 29th, 2026.
Class A shares of the Alger Mid Cap Growth Fund underperformed the Russell Midcap Growth Index during the first quarter of 2026. FTAI Aviation Ltd., Vertiv Holdings Co. and Comfort Systems USA, Inc., were among the top contributors to performance. Repligen Corporation, AppLovin Corp., and Carvana Co. were among the top detractors from performance.
The HVAC and building systems space has become one of the more attractive corners of the U.S. construction market, helped by data center expansion, manufacturing reshoring, energy-efficiency upgrades and rising demand for complex mechanical and electrical systems. Two leading public names benefiting from these trends are Comfort Systems USA FIX and EMCOR Group EME.
