Comfort Systems USA, Inc. — Cyborg Score 8/10

Strong
Mechanical and Electrical Contracting Services

Strategic Profile

In 2024, the company's revenue reached $7.03 billion with a 34.97% increase, and earnings grew 61.54% to $522.43 million. FIX delivered record Q3 2025 results with revenue up 35.2% and adjusted EPS more than doubling to $8.25. The company benefits from secular tailwinds in data centers, AI infrastructure, and technology sector expansion, with a substantial $9.4B backlog supporting future growth.

Cyborg Score Rationale

According to 4 analysts, the average rating for FIX stock is "Strong Buy." The company demonstrates exceptional revenue and earnings growth trajectories, strong backlog expansion, and exposure to high-growth end-markets. Recent operational excellence with earnings beat indicates management execution capabilities.

Top Insights

  • Record Q3 2025 performance with revenue up 35.2% and adjusted EPS more than doubling to $8.25
  • $9.4B backlog with robust demand in technology and manufacturing sectors
  • FIX is set to join the S&P 500
  • Stock has shown 215.49% increase over the last year

Named Competitors

  • EMCOR Group — Mechanical and electrical services provider
  • Quanta Services — Electrical and infrastructure services
  • Sterling Infrastructure — Commercial and residential construction services
  • MasTec — Engineering and construction services

Recent Developments

  • (Feb 2026) Earnings report scheduled for Feb 19, 2026
  • (Jan 2026) All-time high stock price of $1,200.33 reached
  • (Q3 2025) Record quarter with 35.2% revenue growth and doubled adjusted EPS

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