Comfort Systems (FIX) concluded the recent trading session at $1, signifying a -5.22% move from its prior day's close.
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 $14.06B. Capacity expansion is driven by strong customer demand, with modular production expected to exceed 4M sq. ft. by year-end 2026 and 5M by late summer 2027.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 544 | $185,836.73 | $805,810.88 | $619,974.15 | 333.61% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 24 | $33,096 | $34,537.68 | $1,441.68 | 4.36% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 100 | $82,518 | $143,586 | $61,068 | 74.01% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 335 | $279,123.45 | $488,088.3 | $208,964.85 | 74.86% |
Curtis Ellergodt Rothschild Investment LLC | 2,390 | $3.53M | $3.68M | $156,130.62 | 4.42% |
| Construction & Engineering Industry | Industrials Sector | Brian E. Lane CEO | NYSE Exchange | 199908104 CUSIP |
| US Country | 22,700 Employees | 13 Aug 2026 Last Dividend | - Last Split | 27 Jun 1997 IPO Date |
Comfort Systems USA, Inc., headquartered in Houston, Texas, is a prominent player in the mechanical and electrical services industry within the United States. Since its inception in 1917, the company has grown by extending its offerings through its subsidiaries, underpinning its operations across two main segments: Mechanical and Electrical. Comfort Systems USA is committed to providing a comprehensive suite of installation, renovation, maintenance, repair, and replacement services. Catering to a diverse client base, the company serves building owners and developers, general contractors, architects, consulting engineers, and property managers, focusing primarily on the commercial, industrial, and institutional markets for mechanical, electrical, and plumbing (MEP) systems.
Comfort Systems USA, Inc. delivers a wide array of solutions tailored to meet the intricate demands of the MEP industry. Each offering is designed to enhance operational efficiency, ensure safety, and maximize cost-effectiveness for their clients.