$FIX

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.

Soros Capital Management said its Q2 2026 equity portfolio rose to $559M and shifted toward semiconductors and AI. New stakes included Micron (MU) $42.5M, Applied Materials (AMAT) $34.5M, Flex (FLEX) $32.2M, AMD $30.2M, and ON Semiconductor $20.6M. TSM rose to $37.5M. It also added EWY $42.8M and cut industrial and energy holdings.

First Trust RBA American Industrial Renaissance ETF (AIRR) with about $10B in assets is highlighted as a concentrated proxy for hyperscaler data center capex. The article cites holdings such as Comfort Systems (FIX), EMCOR (EME), Sterling Infrastructure (STRL), and Powell Industries (POWL), noting strong YTD gains and recent pullbacks, plus EMCOR’s $17.14B remaining performance obligations. It also discusses a September rebalance risk.

Comfort Systems USA (FIX) reported a record $14.1 billion backlog at end of Q2 2026, up $5.9 billion or 73% year over year, and up $1.6 billion sequentially. Technology bookings drove strength, with technology 58% of first-half revenue. Modular work booked $510 million in Q2, with capacity rising above 4 million sq ft by year-end. The article also cites EMCOR (EME) RPOs of $17.14 billion and Quanta (PWR) backlog of about $53.4 billion.

MYERS FRANKLIN sold 4,000 indirectly-held shares of COMFORT SYSTEMS USA INC (FIX) at $1693.92 ($6.78M total) on 2026-08-11.

MYERS FRANKLIN sold 3,500 shares of COMFORT SYSTEMS USA INC (FIX) at $1690.47 ($5.92M total) on 2026-08-10.

The article says Comfort Systems USA (FIX) has outperformed Nvidia over five years, returning over 2,000% versus Nvidia’s just under 1,000%, citing Comfort’s role in AI data center cooling and power infrastructure. It reports Q2 revenue of $3.26B (+50.3% YoY), EPS of $12.53 (+91.9%), and service revenue of $185M, with debt down to $54.1M.

Zacks and analysts raised Comfort Systems USA (FIX) earnings estimates. The Zacks Consensus 2026 EPS estimate rose to $45.48 from $43.08, and 2027 to $57.27 from $52.59, with no downward revisions. Second-quarter revenue rose 50.3% to $3.27B, EPS nearly doubled to $12.53, operating cash flow was $1.14B, and backlog hit a record $14.06B. Analysts’ average price target is $2,139.88.

Simply Wall St says new U.S. tariffs tied to alleged forced labor in China may shift supply chains and highlight three U.S. manufacturing stocks. It profiles Atkore (about $2.1b electrical revenue, $836m safety/infrastructure), Comfort Systems USA (about $8.0b mechanical, $3.2b electrical), and JBT Marel (tariff headwinds $10m-$15m/quarter, $50m-$60m annualized).

Comfort Systems USA (FIX) reported Q2 2026 results with gross margin up 240 bps to 25.9% and operating margin rising to 17.1% from 13.8%. Adjusted EBITDA margin increased to 18.4%. The company cited a record $14.1B backlog (+73% YoY) and expects gross margins to stay in recent strong ranges. Shares have gained 90.3% YTD; forward P/E is 33.83.