Comfort Systems USA
FIX · NYSE · Industrials
$1,017.50
+$55.45 (+5.45%) today
Market Cap
$35.81B
24h Volume
$1.2B
P/E Ratio
22.0
52w High
$2,065.44
52w Low
$874.94
Est. AI Revenue
40%
7-Day Sparkline (Static)
Company facts
Performance
About Comfort Systems USA
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.
Comfort Systems USA in the AI buildout
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.
FIX is tracked in Utilities & Grid and Data Centers & Hardware, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
FIX trades at $1,017.50, 12% of the way up its 52-week range of $874.94 to $2,065.44.
Market cap
Market capitalization is $35.81B, with an AI Exposure Score of 55 out of 100.
Valuation vs peers
Its P/E ratio of 22.0 is in line with the Utilities & Grid category median of 20.5.
Next earnings
Comfort Systems USA is next expected to report earnings on October 22, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Comfort Systems USA do?
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.
How is Comfort Systems exposed to AI?
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.
What role does Comfort Systems play in the AI buildout?
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.
Is FIX a pure play AI stock?
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.
Where is Comfort Systems based and who leads it?
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.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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