AUG 27·SEC EDGARMed
Lane Brian E. sold $25.8M of FIX
Lane Brian E. (CHIEF EXECUTIVE OFF.) sold 16,024 shares of COMFORT SYSTEMS USA INC (FIX) at $1608.21 ($25.77M total) on 2026-08-26.
StockNYSE · US · USDIndustrials · Engineering & Construction
$FIX
COMFORT SYSTEMS USA INC
Price · $FIXvia TradingView
AI sentiment · 7d4 articles
- Bullish
- 4
- Neutral
- 0
- Bearish
- 0
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $43.2M 4 txs
MYERS FRANKLIN2× · $12.7M
10b5-1 share of filings0%
Top stories · $FIXMore →
AUG 27·tradingview.com
Can Comfort Systems' 81% Electrical Growth Keep Outpacing Mechanical?
Comfort Systems USA (FIX) reported Q2 2026 revenue growth of 81.2% in Electrical segment, outpacing 40.2% growth in Mechanical. Electrical revenues reached $969M, driven by technology demand and acquisitions. Mechanical revenues were $2.30B, with strong margins. FIX stock is up 73.1% YTD, with a forward P/E of 29.92. Earnings estimates for 2026 and 2027 were revised higher.
AUG 24·investing.com
Top Infrastructure Services Stocks to Watch, Says DA Davidson
DA Davidson initiated coverage of three infrastructure services companies with BUY ratings, citing improved valuations and rising estimates. Comfort Systems USA (FIX) received a $2,100 price target, Everus Construction Group (ECG) a $168 target, and Sterling Infrastructure (STRL) a $700 target. All three companies reported strong second-quarter results, with FIX and ECG beating estimates and STRL posting higher-than-expected revenue and earnings.
FIX sentiment & insider activity
Over the past 7 days, alphai's AI scored 4 news stories mentioning FIX (COMFORT SYSTEMS USA INC). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.
Recent FIX coverage spans earnings, insider activity and financial news.
In the last 30 days, FIX insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($43.2M). The most active reporter was MYERS FRANKLIN with 2 filings.
What's driving FIX
Large insider sell by the chief executive may signal negative outlook, likely pressuring the stock lower.
Strong electrical segment growth may drive short-term upside for FIX as investors reassess growth outlook.
Positive earnings surprise and new coverage may lift the stock.
Robust earnings and record backlog support bullish outlook.
Improved outlook may drive the stock higher.
alphai scores every news story that mentions FIX with an AI model for sentiment and relevance, and aggregates insider trades from COMFORT SYSTEMS USA INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $FIX
Score
Lane Brian E. sold $25.8M of FIX
Lane Brian E. (CHIEF EXECUTIVE OFF.) sold 16,024 shares of COMFORT SYSTEMS USA INC (FIX) at $1608.21 ($25.77M total) on 2026-08-26.
1 min read
Can Comfort Systems' 81% Electrical Growth Keep Outpacing Mechanical?
Comfort Systems USA (FIX) reported Q2 2026 revenue growth of 81.2% in Electrical segment, outpacing 40.2% growth in Mechanical. Electrical revenues reached $969M, driven by technology demand and acquisitions. Mechanical revenues were $2.30B, with strong margins. FIX stock is up 73.1% YTD, with a forward P/E of 29.92. Earnings estimates for 2026 and 2027 were revised higher.
2 min readTop Infrastructure Services Stocks to Watch, Says DA Davidson
DA Davidson initiated coverage of three infrastructure services companies with BUY ratings, citing improved valuations and rising estimates. Comfort Systems USA (FIX) received a $2,100 price target, Everus Construction Group (ECG) a $168 target, and Sterling Infrastructure (STRL) a $700 target. All three companies reported strong second-quarter results, with FIX and ECG beating estimates and STRL posting higher-than-expected revenue and earnings.
3 min readSterling vs. Comfort Systems: Which AI Infrastructure Stock Wins?
Sterling Infrastructure (STRL) and Comfort Systems (FIX) are benefiting from AI infrastructure growth. STRL reported Q2 2026 revenues of $1.17B (+90% YoY) and adjusted EPS of $5.80 (+116% YoY), with strong backlog growth. FIX reported Q2 revenues of $3.27B (+50% YoY) and EPS of $12.53 (+92% YoY), with record backlog. Both raised outlooks, but FIX has higher valuation.
3 min read
Buy 2 High-Flying AI Construction Giants for Solid Short-Term Upside
Zacks Investment Research highlights Quanta Services (PWR) and Comfort Systems USA (FIX) as top-ranked AI-powered construction stocks with strong short-term upside. PWR expects $39.3B-$39.7B revenue and $16.45-$16.95 EPS for 2026, with a record backlog of $53.4B. FIX reports a 73.2% year-over-year backlog increase to $14.06B and anticipates mid- to high-30% same-store revenue growth for 2026.
3 min readHere's How Much $100 Invested In Comfort Systems USA 15 Years Ago Would Be Worth Today - Comfort Systems
Comfort Systems USA (FIX) has outperformed the market over the past 15 years, with an average annual return of 41.29%. A $100 investment 15 years ago would be worth $18,608.90 today, based on a current price of $1673.40. The company has a market capitalization of $58.89 billion.
1 min readGEORGE WILLIAM III sold $4.7M of FIX
GEORGE WILLIAM III (CHIEF FINANCIAL OFFICER) sold 2,554 shares of COMFORT SYSTEMS USA INC (FIX) at $1859.65 ($4.75M total) on 2026-08-17.
2 min readComfort Systems, Littelfuse, MasTec, American Superconductor, and AAON Stocks Trade Down, What You Need To Know
U.S. industrial production rose 0.2% in July, below the 0.4% forecast, causing shares of Comfort Systems (FIX), Littelfuse (LFUS), MasTec (MTZ), American Superconductor (AMSC), and AAON to decline. Littelfuse reported strong Q2 results, with revenue up 20.4% YoY and EPS beating estimates by 10.7%.
5 min read
Today's Stocks to Watch
Semiconductor stocks are rebounding after recent sell-offs. SanDisk (SNDK) gained 8.88% on Monday, closing at $1,786.85. Coherent (COHR) rose nearly 8% after strong quarterly results. Comfort Systems (FIX) raised its dividend by 12.5% and reported a 50.7% revenue increase. Carvana (CVNA) and Charter Communications (CHTR) saw declines, while Constellation Brands (STZ) fell after Berkshire Hathaway (BRK-B) sold its stake.
6 min readHow fast can the U.S. build data centers amid labour concerns?
Investing.com cites Bernstein analysts saying U.S. data center construction could rise from 12 GW in 2026 to 35 GW by 2030, but labor shortages in mechanical, electrical and plumbing trades may cap growth. Bernstein estimates 100 MW projects need about 90 such workers. The article flags overbuild risk for power-equipment suppliers, naming Caterpillar (CAT) and Cummins (CMI), and potential benefits for Eaton, Schneider Electric, Vertiv, Quanta Services, Comfort Systems USA and EMCOR.
4 min read