
FIX's 84% rally, record $14.06B backlog and strong data center demand fuel growth, but premium valuation and execution risks raise caution.
Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair and replacement services for the mechanical and electrical service industry in the United States. The company is headquartered in Houston, Texas.
| Revenue (TTM) | $11.23B |
| Gross Profit (TTM) | $2.88B |
| EBITDA | $2.00B |
| Operating Margin | 17.10% |
| Return on Equity | 55.30% |
| Return on Assets | 17.00% |
| Revenue/Share (TTM) | $318.53 |
| Book Value | $91.55 |
| Price-to-Book | 17.79 |
| Price-to-Sales (TTM) | 4.51 |
| EV/Revenue | 4.96 |
| EV/EBITDA | 27.85 |
| Quarterly Earnings Growth (YoY) | 91.90% |
| Quarterly Revenue Growth (YoY) | 50.30% |
| Shares Outstanding | $35.19M |
| Float | $34.72M |
| % Insiders | 1.08% |
| % Institutions | 95.75% |
Volatility is currently expanding

FIX's 84% rally, record $14.06B backlog and strong data center demand fuel growth, but premium valuation and execution risks raise caution.

Comfort Systems USA is positioned to benefit from multi-year AI/data center infrastructure cycles, reshoring, electrification, and modular construction trends. FIX reported Q2 2026 revenue up 50% YoY to $3.27B, with technology-related activity now 58% of revenue and backlog reaching a record $14.06B. Capacity expansion is driven by strong customer demand, with modular production expected to exceed 4M sq. ft. by year-end 2026 and 5M by late summer 2027.

Comfort Systems (FIX) concluded the recent trading session at $1, signifying a -4.21% move from its prior day's close.

FIX's EPS surges 92% as record backlog, expanding margins and rising data-center exposure fuel a powerful growth cycle.

In the most recent trading session, Comfort Systems (FIX) closed at $1, indicating a +1.89% shift from the previous trading day.

Comfort Systems USA FIX and EMCOR Group EME are two leading U.S. specialty contractors positioned to benefit from rising investment in data centers, advanced manufacturing, electrical infrastructure and complex mechanical systems. Comfort Systems has built strong exposure to technology-related construction and modular solutions, while EMCOR operates a broader portfolio spanning electrical and mechanical construction, building services and industrial services.

FIX's $206M Hunt Electric deal adds Western electrical scale, $250M in annualized revenue and cross-selling potential as technology demand holds.

Comfort Systems USA, Inc. FIX is benefiting from favorable developments in project execution as work progresses through the construction cycle. Changes in project estimates can affect revenues as costs, pricing and project conditions become clearer.

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Zacks Rank.

Comfort Systems (FIX) concluded the recent trading session at $1, signifying a -1.14% move from its prior day's close.
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