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Comfort Systems USA, Inc.
FIXIndustrialsNYSEUS
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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.
VRT and FIX's strong guidance and AI-driven demand highlight rising upside as data center spending surges.
Launched on January 26, 2004, the Vanguard Small-Cap Growth Index Fund ETF Shares (VBK) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
On April 27, 2026, Comfort Systems USA Inc (FIX) shares rose 3.9%, bringing the current price to $1794.04. Over the past year, the stock has experienced signifi
Comfort Systems USA delivered exceptional Q1 2026 results, with 56.5% revenue growth and 121% EPS growth year-over-year. FIX's backlog reached a record $12.5 billion, driven by robust demand from advanced technology and data center customers. Despite strong fundamentals and margin expansion, FIX trades at a lofty 43x 2026 EPS, more than double the sector median.
Ever wonder why some portfolios keep delivering steady income even when the market turns choppy?
Revenue: $2.9 billion, an increase of 56% compared to last year.Same-Store Revenue: Increased by 51% or $943 million.Electrical Segment Revenue: Increased by 8
Comfort Systems USA, Inc. (FIX) Q1 2026 Earnings Call Transcript
Comfort Systems USA, Inc. FIX delivered a sharp first quarter of fiscal 2026, with earnings and revenues topping the Zacks Consensus Estimate and increasing year over year. The quarter reflected strong market conditions, led by heavier technology-sector activity, particularly for data centers.
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Comfort Systems (FIX) came out with quarterly earnings of $10.51 per share, beating the Zacks Consensus Estimate of $7.19 per share. This compares to earnings of $4.75 per share a year ago.
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 $0.80 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 May 26, 2026 to stockholders of record at the close of business.
HOUSTON--(BUSINESS WIRE)--Comfort Systems USA, Inc. (NYSE: FIX) (the “Company”) today reported results for the quarter ended March 31, 2026. For the quarter ended March 31, 2026, net income was $370.4 million, or $10.51 per diluted share, as compared to $169.3 million, or $4.75 per diluted share, for the quarter ended March 31, 2025. Revenue for the first quarter of 2026 was $2.87 billion compared to $1.83 billion in 2025. The Company reported operating cash inflows of $388.8 million in the cur.
Comfort Systems shares are up 2% in late trading even as the Nasdaq index is down 1.09% Wall Street expects $6.81 in earnings tonight, but if shares are going to rise tomorrow, the company will need to dramatically pass that figure.
FIX, MTZ, PWR, EME and DY stand out as infrastructure and data center demand offset housing weakness ahead of Q1 2026 earnings season.
Data center and power demand, along with mission-critical projects, give these construction stocks, like FIX, MTZ, PWR, EME and DY, strong growth momentum.
CPC Advisors LLC boosted its stake in Comfort Systems USA, Inc. (NYSE: FIX) by 75.2% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,055 shares of the construction company's stock after buying an additional 4,746 shares during
Crown Advisors Management Inc. lowered its position in Comfort Systems USA, Inc. (NYSE: FIX) by 11.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,000 shares of the construction company's stock after selling 2,000 shares during the period. Comfort
Year to date, Micron Technology and Comfort Systems shares have outperformed Nvidia and Palantir shares by a considerable margin. Micron is a key manufacturer of DRAM, HBM, and NAND flash memory chips that support artificial intelligence workloads in data centers.
