{"data":{"ticker":"FIX","slug":"comfort-systems-usa","name":"Comfort Systems USA","exchange":"NYSE","sector":"Industrials","headquarters":"Houston, Texas","ceo":"Brian E. Lane","employees":22700,"website":"https://comfortsystemsusa.com","founded":"1917","layers":[{"slug":"utilities-grid","name":"Utilities & Grid"},{"slug":"data-centers","name":"Data Centers & Hardware"}],"exposure":{"score":55,"tier":"Strategic","rationale":"Comfort Systems installs mechanical, electrical, and plumbing systems, with a record backlog dominated by data center and chip fab construction. AI-driven industrial construction is now the primary growth engine, though it remains a diversified contractor underneath."},"quote":{"price":1017.5,"change24hPct":5.45,"change7dPct":-17.45,"change30dPct":-40.37,"change1yPct":6.73,"high52w":2065.44,"low52w":874.94,"marketCap":35810230272,"peRatio":21.98,"eps":46.3,"volume24h":1167228177},"nextEarningsDate":"2026-10-22","summary":"Comfort Systems USA is a mechanical and electrical contractor. It earns revenue installing and servicing the mechanical, electrical, and plumbing systems that large buildings depend on, working across industrial and commercial construction in the United States.","explainer":["Comfort Systems USA is a mechanical and electrical contractor. It earns revenue installing and servicing the mechanical, electrical, and plumbing systems that large buildings depend on, working across industrial and commercial construction in the United States.","Its business has tilted hard toward the AI economy. The company's record backlog is dominated by data center and chip fab construction, where cooling, power, and plumbing demands are far beyond ordinary buildings. That data center MEP construction work has become its signature exposure.","Founded in 1917 and headquartered in Houston, Texas, Comfort Systems trades on the NYSE and employs roughly 22,700 people."],"buildoutRole":"Comfort Systems sits in the Data Centers & Hardware layer of the buildout as one of the contractors physically assembling it. Its record backlog is dominated by data center and chip fab construction, making AI-driven industrial construction its primary growth engine. Underneath, it remains a diversified mechanical and electrical contractor with a broad commercial base. That concentration in buildout construction earns it an AI Exposure Score of 55 out of 100 on Supercycle.","faq":[{"q":"What does Comfort Systems USA do?","a":"Comfort Systems installs and services mechanical, electrical, and plumbing systems for large buildings. It earns revenue on construction and service contracts across US industrial and commercial projects."},{"q":"How is Comfort Systems exposed to AI?","a":"Its record backlog is dominated by data center and chip fab construction, making AI-driven industrial building its primary growth engine. Supercycle rates its AI Exposure Score at 55 out of 100."},{"q":"What role does Comfort Systems play in the AI buildout?","a":"It performs the mechanical, electrical, and plumbing construction inside data centers and chip fabs, where cooling and power demands far exceed those of ordinary commercial buildings."},{"q":"Is FIX a pure play AI stock?","a":"No. Comfort Systems remains a diversified contractor underneath its data center work. Its score of 55 out of 100 reflects a backlog now dominated by buildout-related construction."},{"q":"Where is Comfort Systems based and who leads it?","a":"Comfort Systems USA is headquartered in Houston, Texas, and is led by CEO Brian Lane. Founded in 1917, it employs roughly 22,700 people and trades on the NYSE."}],"history1y":[{"date":"2026-09-28","close":1658.3},{"date":"2026-09-29","close":1665.05},{"date":"2026-09-30","close":1654.09},{"date":"2026-10-01","close":1685.29},{"date":"2026-10-02","close":1728.01},{"date":"2026-10-05","close":1713.07},{"date":"2026-10-06","close":1817.96},{"date":"2026-10-07","close":1741.36},{"date":"2026-10-08","close":1706.39},{"date":"2026-10-09","close":1715.69},{"date":"2026-10-12","close":1638.05},{"date":"2026-10-13","close":1626.64},{"date":"2026-10-14","close":1541.68},{"date":"2026-10-15","close":1481.27},{"date":"2026-10-16","close":1439.07},{"date":"2026-10-19","close":1464.07},{"date":"2026-10-20","close":1397.09},{"date":"2026-10-21","close":1401.27},{"date":"2026-10-22","close":1279.37},{"date":"2026-10-23","close":1160.86},{"date":"2026-10-26","close":1244.19},{"date":"2026-10-27","close":1288.61},{"date":"2026-10-28","close":1345.77},{"date":"2026-10-29","close":1326.23},{"date":"2026-10-30","close":1232.66},{"date":"2026-11-02","close":1200.14},{"date":"2026-11-03","close":1285.13},{"date":"2026-11-04","close":1091.31},{"date":"2026-11-05","close":964.94},{"date":"2026-11-06","close":1017.5}],"incomeStatements":[{"ticker":"FIX","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":9101641000,"cost_of_revenue":6905742000,"gross_profit":2195899000,"operating_expense":0,"operating_income":1312615000,"net_income":1022558000,"earnings_per_share":28.88,"earnings_per_share_diluted":28.88,"research_and_development":0,"selling_general_and_administrative_expenses":883284000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"FIX","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":7027476000,"cost_of_revenue":5551065000,"gross_profit":1476411000,"operating_expense":0,"operating_income":746339000,"net_income":522433000,"earnings_per_share":14.6,"earnings_per_share_diluted":14.6,"research_and_development":0,"selling_general_and_administrative_expenses":730072000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"FIX","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":5206760000,"cost_of_revenue":4216251000,"gross_profit":990509000,"operating_expense":0,"operating_income":416086000,"net_income":323398000,"earnings_per_share":9.01,"earnings_per_share_diluted":9.01,"research_and_development":0,"selling_general_and_administrative_expenses":574423000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"FIX","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":4140364000,"cost_of_revenue":3398756000,"gross_profit":741608000,"operating_expense":0,"operating_income":252264000,"net_income":245947000,"earnings_per_share":6.82,"earnings_per_share_diluted":6.82,"research_and_development":0,"selling_general_and_administrative_expenses":489344000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"FIX","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":6441169000,"current_assets":4110553000,"cash_and_equivalents":981898000,"total_liabilities":3992395000,"current_liabilities":3393850000,"total_debt":483358000,"shareholders_equity":2448774000,"retained_earnings":2581055000},{"ticker":"FIX","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":4711088000,"current_assets":2790241000,"cash_and_equivalents":549939000,"total_liabilities":3006412000,"current_liabilities":2582770000,"total_debt":308600000,"shareholders_equity":1704676000,"retained_earnings":1627330000},{"ticker":"FIX","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":3305579000,"current_assets":1911100000,"cash_and_equivalents":205150000,"total_liabilities":2027750000,"current_liabilities":1721205000,"total_debt":256774000,"shareholders_equity":1277829000,"retained_earnings":1147663000},{"ticker":"FIX","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":2597478000,"current_assets":1307671000,"cash_and_equivalents":57214000,"total_liabilities":1597555000,"current_liabilities":1170802000,"total_debt":389140000,"shareholders_equity":999923000,"retained_earnings":854644000}],"holders13f":[],"news":[{"title":"Why Did Comfort Systems USA (FIX) Stock Drop As Attention Builds?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/why-did-comfort-systems-usa-071326453.html?.tsrc=rss","date":"2026-11-06"},{"title":"Should Comfort Systems USA (FIX) Investors Worry About AI Data Center Policy Risk?","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/comfort-systems-usa-fix-investors-141311379.html?.tsrc=rss","date":"2026-11-05"},{"title":"Earnings Beat Could Strengthen The Case For Comfort Systems USA Stock","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/earnings-beat-could-strengthen-case-131029512.html?.tsrc=rss","date":"2026-11-05"},{"title":"Investors Heavily Search Comfort Systems USA, Inc. (FIX): Here is What You Need to Know","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/investors-heavily-search-comfort-systems-130004684.html?.tsrc=rss","date":"2026-11-05"},{"title":"Implied Volatility Surging for Comfort Systems Stock Options","source":null,"url":"https://finance.yahoo.com/markets/options/articles/implied-volatility-surging-comfort-systems-124800235.html?.tsrc=rss","date":"2026-11-05"},{"title":"Is Comfort Systems Stock's Fall A Bargain Or A Warning?","source":null,"url":"https://www.trefis.com/stock/fix/articles/622828/is-comfort-systems-stocks-fall-a-bargain-or-a-warning/2026-11-05?.tsrc=rss","date":"2026-11-05"},{"title":"The Zacks Analyst Blog Highlights Comfort Systems, Quanta Services and Sterling Infrastructure","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-comfort-065400825.html?.tsrc=rss","date":"2026-11-05"},{"title":"Oklo Sinks 6%, Comfort Systems USA Down 15% as Democratic Sweep Rattles AI Power Stocks: “A Negative Surprise”","source":null,"url":"https://www.tikr.com/blog/oklo-sinks-6-comfort-systems-usa-down-15-as-democratic-sweep-rattles-ai-power-stocks-a-negative-surprise?ref=yahoofinance&tlnk=yf-261104-h494c4g7&.tsrc=rss","date":"2026-11-04"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.507Z","tier":"free","source":"https://supercyclehq.com/stock/comfort-systems-usa","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/FIX","html":"https://supercyclehq.com/stock/comfort-systems-usa","md":"https://supercyclehq.com/stock/comfort-systems-usa.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}