Comfort Systems USA, Inc. Stock News

The backlog for HVAC contractor Comfort Systems has surged on AI-fueled demand.

On July 31, 2025, Trent T. McKenna, EVP and Chief Operating Officer of Comfort Systems USA (FIX 0.07%), executed an open-market sale of 4,400 shares of the company, as disclosed in a Form 4 filing dated Aug. 1, 2025.

Comfort Systems USA delivers exceptional growth, profitability, and backlog visibility, benefiting from industrial construction trends and expanding MEP services. Despite strong fundamentals, the stock trades at a significant premium—forward P/E and EV/EBITDA far exceed sector averages, limiting near-term upside. The balance sheet is robust, with virtually no debt, ample cash, and a disciplined...

While high dividend yields are enticing to many investors, the more relevant measurement of success of any stock is its total return. Total return includes a stock's dividend yield, as well as the change in share price.

Suppose you heard mention of a stock that's ridden the artificial intelligence wave to a 1,300% gain over the last five years. In that scenario, you'd probably envision industries like semiconductors, computer software, or maybe cybersecurity.

Buy-and-hold investors frequently buy blue-chip stocks. These are large-cap and mega-cap stocks that have mature business models.

I build my retirement portfolio using a pyramid strategy: growth stocks for compounding, mid-yielders to hold forever, and income picks for later-stage cash flow. As time passes, I plan to shift from low-yield growth into high-yield income stocks, without sacrificing total return or yield-on-cost along the way. This strategy blends flexibility with discipline. Start early, think in baskets, and...

Comfort Systems USA, Inc. (NYSE:FIX ) Q2 2025 Earnings Conference Call July 25, 2025 11:00 AM ET Company Participants Brian E. Lane - CEO, President & Director Julie S.