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Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.
It operates through two segments: Mechanical and Electrical. The company offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection. It also involved in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings; and renovation, expansion, maintenance, monitoring, repair, and replacement of MEP systems in existing buildings. In addition, the company provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems. It serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional MEP markets.
Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.
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Aberdeen Group plc bought a new stake in Comfort Systems USA, Inc. (NYSE: FIX) during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 2,214 shares of the construction company's stock, valued at approximately $2,066,000. Several other institutional investors and hedge funds have

Flagship Harbor Advisors LLC trimmed its position in shares of Comfort Systems USA, Inc. (NYSE: FIX) by 49.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 740 shares of the construction company's stock after selling 738 shares during the

Comfort Systems USA is benefiting from the AI boom and sitting on a vast backlog. Its acquisition strategy should lead to more market share as it compounds growth.

Arista Networks (NYSE: ANET) and Comfort Systems USA (NYSE: FIX) look nothing alike on the surface.

Comfort Systems USA, Inc. FIX has been delivering record-breaking performance, but its growing emphasis on modular and off-site construction could be the next major driver of sustained growth. It reported exceptional 2025 results, with revenue rising 29.5% year over year to $9.1 billion and EPS surging 97.8% to $28.88, attributable to robust demand across technology and industrial markets, particularly data center projects, which increasingly favor prefabricated solutions.

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Mezzasalma Advisors LLC boosted its stake in shares of Comfort Systems USA, Inc. (NYSE: FIX) by 55.9% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,557 shares of the construction company's stock after purchasing an additional 558 shares during the period. Mezzasalma Advisors LLC's

Park Capital Management LLC WI bought a new position in shares of Comfort Systems USA, Inc. (NYSE: FIX) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 932 shares of the construction company's stock, valued at approximately $870,000. A number of other institutional

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.26%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.

Top stocks near buy points this week include three lesser-known AI-adjacent plays.

Fifth Third Wealth Advisors LLC trimmed its position in shares of Comfort Systems USA, Inc. (NYSE: FIX) by 73.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 315 shares of the construction company's stock after selling 855

Comfort Systems USA FIX has emerged as one of the strongest performers in the construction and HVAC space, with its stock rallying 52.9% year to date. This surge has significantly outpaced the Zacks Building Products – Air Conditioner and Heating industry, which gained 14%, as well as the broader Construction sector and the S&P 500.

I am shifting capital allocation toward scarcity-driven assets like energy, metals, infrastructure, and defense, as the abundance trade in software faces structural disruption from AI. My TOLL framework prioritizes companies with hard assets, durable competitive moats, and long-duration cash flows that are less vulnerable to AI-driven commoditization. Key investment themes include nuclear utilities (VST, CEG), copper producers (FCX), gold/silver streamers (FNV, WPM), grid/infrastructure suppliers (ETN, FIX), and defense/aerospace leaders (RTX, TDG).

Comfort Systems USA delivered a record Q4 FY25, with revenue up 41.7% YoY to $2.65B, driven by nearly 100% growth in the electrical segment. FIX's backlog doubled to $12B, underpinned by robust data center demand and strong new bookings across sectors, supporting double-digit topline growth outlook in FY26. Despite trading at a forward P/E of ~35x, FIX remains attractive due to its robust pipeline, structural tailwinds, and disciplined execution, making it a buy.