Here is how Comfort Systems (FIX) and M-tron Industries, Inc. (MPTI) have performed compared to their sector so far this year.
The AI boom continues unabated, and some of the biggest beneficiaries are emerging from unexpected corners of the market. With hyperscalers projected to spend more than $500 billion on capex in 2026, most investors focus on GPUs, but building out next-generation data centers requires far more than compute.
Comfort Systems USA (FIX) delivered a record Q3 2025, with revenue up 35.2% and adjusted EPS more than doubling to $8.25. FIX's $9.4B backlog, robust demand in technology and manufacturing, and recent acquisitions underpin strong double-digit topline growth visibility through FY26. Margins expected to remain strong with a high-margin project mix and strong execution.
FIX sees rising pharma and life sciences planning activity, signaling a strong long-term pipeline for its specialized mechanical and electrical work.
Comfort Systems USA, Inc. (FIX) Presents at Sidoti Year End Virtual Investor Conference Transcript
Stocks like FIX and SPXC are likely to benefit from the Air Conditioner & Heating industry's pro-environmental moves and data center surge.
MU, FIX, KGC, ONON and MDB are five growth picks showing strong revenue and earnings growth heading into December.
Comfort Systems USA, Inc. FIX rose 29.3% in the past three months, significantly outperforming the Zacks Building Products - Air Conditioner and Heating industry, the Construction sector and the S&P 500 Index. The company's prospects are gaining from increased opportunities across large-scale projects, especially for data center and chip manufacturing-related activities.
Comfort Systems USA, Inc. FIX boasts a strong record when it comes to accretive acquisitions, with an average of $93.9 million spent between 2007 and 2024, reflecting about 75% of capital allocation. Its approach toward expansion through inorganic efforts continued into 2025 as well, with the completion of reportedly five acquisitions.
FIX's expanding technology work, record backlog and strong data-center demand highlight its growing momentum and long-term opportunity.
Comfort Systems (FIX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
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?