COMFORT SYSTEMS USA INC
No SEC Form 4 filings for $FIX in the last 30 days.
See all $FIX insider activity →On Thursday, ETFs net sold $39.0 million of Comfort Systems USA (FIX) shares, with PDP, SPY, and RSP among the largest sellers. This follows mixed ETF activity over the past week. FIX operates in engineering and construction, reporting $11.23B in trailing-12-month revenue and a market cap of $60.8B.
Comfort Systems USA (FIX) stock is up 77% this year and 871% over three years, driven by AI data center demand. Its backlog of $14.06B exceeds expected 2026 revenue of $13B, with tech revenue at 58% of total. The company notes backlog understates long-term growth potential.
Comfort Systems USA reported first-half 2026 revenue of $6.13b and net income of $812m, driven by tech-linked construction. The acquisition of Hunt Electric for $206m is expected to add $250m in annual revenue, focusing on data centers and AI infrastructure. Analysts forecast revenue of $19.6b and earnings of $2.9b by 2029, with potential upside.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning FIX (COMFORT SYSTEMS USA INC). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.
Recent FIX coverage spans financial news, earnings and mergers & acquisitions.
Recent ETF outflows may weigh on FIX price in the short term.
Backlog growth suggests continued revenue upside but no new contract or guidance disclosed.
Recap of solid earnings and acquisition; no new catalyst.
The deal expands FIX's Western U.S. electrical footprint and cross‑selling opportunities.
Dividend hike and backlog growth may attract income‑focused investors.
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.
On Thursday, ETFs net sold $39.0 million of Comfort Systems USA (FIX) shares, with PDP, SPY, and RSP among the largest sellers. This follows mixed ETF activity over the past week. FIX operates in engineering and construction, reporting $11.23B in trailing-12-month revenue and a market cap of $60.8B.
2 min readComfort Systems USA (FIX) stock is up 77% this year and 871% over three years, driven by AI data center demand. Its backlog of $14.06B exceeds expected 2026 revenue of $13B, with tech revenue at 58% of total. The company notes backlog understates long-term growth potential.
1 min readComfort Systems USA reported first-half 2026 revenue of $6.13b and net income of $812m, driven by tech-linked construction. The acquisition of Hunt Electric for $206m is expected to add $250m in annual revenue, focusing on data centers and AI infrastructure. Analysts forecast revenue of $19.6b and earnings of $2.9b by 2029, with potential upside.
3 min readComfort Systems USA acquired Hunt Electric for $206M, expecting $250M annual revenue. Hunt's electrical services fit Comfort's growth, boosting backlog to $14.06B. Integration shows early promise, but risks include tech-sector demand. Shares up 77.7% YTD, with a 29.46 P/E ratio. Earnings estimates revised: $47.65 for 2026, $59.31 for 2027.
2 min readCipher Digital (CIFR) builds AI data centers, expecting net operating income to rise from $97M to $686M. Sterling Infrastructure (STRL) saw 90% revenue growth, driven by data center construction. Comfort Systems USA (FIX) has a $14.1B backlog, fueled by AI infrastructure demand.
4 min readComfort Systems USA (FIX) stock fell 12.4% in 3 months, underperforming the S&P 500 but outperforming its industry. Q2 2026 revenue rose 50.3% YoY to $3.27B, EPS up 91.9% to $12.53. Backlog reached $14.06B, up 73.1% YoY. Technology and modular demand drive growth, but labor costs and supply-chain issues pose risks. FIX trades at 29.55X forward earnings, above industry average. Analysts remain positive, with an average price target of $2,135.44, implying 32.2% upside.
6 min readArtisan Mid Cap Fund highlighted Comfort Systems USA (FIX) as a notable contributor in its Q2 2026 investor letter, citing strong demand from data center construction and recent earnings growth. FIX shares gained 124.95% over 52 weeks, closing at $1,610.34 on September 4, 2026. The fund added to its position, viewing the company as well-positioned in data center infrastructure. FIX has a market capitalization of $56.67 billion.
2 min readComfort Systems USA (FIX) reported $3.27B revenue, $14.06B backlog, 50.3% YoY growth, driven by hyperscaler data center demand. Vertiv (VRT) saw $3.27B sales, 24% YoY growth, raised 2026 guidance 60%. Sterling Infrastructure (STRL) delivered $1.17B revenue, 90% YoY growth, 116% backlog surge, fueled by long-term hyperscaler projects.
3 min readAnalysts from Oppenheimer and Truist Financial maintained Buy ratings on Comfort Systems (FIX) and Waste Connections (WCN), with price targets of $2400 and $201.64 respectively. Agco (AGCO) also received a Buy rating from Truist, with a consensus target of $124.45. All three stocks have Strong Buy or Moderate Buy consensus ratings.
2 min readLane 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
