Backlog tends to build in Q4 and Q1, while it burns off in Q2 and Q3 due to higher revenues in those periods. Seasonal booking patterns are even more pronounced in the modular segment over the past 3-4 years. The current pipeline remains strong, supporting a positive outlook for Comfort Systems regardless of short-term backlog fluctuations.
Comfort Systems (FIX) closed at $527.42 in the latest trading session, marking a -2.6% move from the prior day.
Comfort Systems USA FIX has seen a spectacular run in recent months. Shares have surged more than 73.3% in the past three months alone, eclipsing the broader Zacks Building Products - Air Conditioner and Heating industry's 37.1% gain and leaving broader Construction sector benchmarks far behind.
FIX's record backlog, margin discipline, and strong tech ties help it weather tariff risks in a shifting macro landscape.
Comfort Systems (FIX) concluded the recent trading session at $521.66, signifying a -2.71% move from its prior day's close.
FIX is ramping up healthcare construction work as institutional demand and project visibility grow.
Comfort Systems USA is a top specialty contractor benefiting from re-shoring, with a record $6.9B backlog and strong sector demand. Modular construction and tech sector exposure drive higher margins and growth, giving Comfort a clear edge over peers like EMCOR and APi. Financials are robust: Q1 2025 saw record earnings, expanding margins, and a strong balance sheet, supporting continued dividend and buyback growth.
Comfort Systems (FIX) closed the most recent trading day at $513.32, moving +2.06% from the previous trading session.
STRL and FIX are expanding fast in data centers as AI demand fuels growth across critical infrastructure.
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FIX hits a record $6.89 billion backlog as technology and industrial demand drive revenue momentum and fuel growth expectations.
Comfort Systems (FIX) concluded the recent trading session at $492.72, signifying a -1.7% move from its prior day's close.