Should You Buy Comfort Systems Stock Before Feb. 20?

Comfort Systems (NYSE: FIX) is simply a starring supplier of mechanical, electrical, and plumbing (MEP) contracting services.

Think that's a boring business? Comfort Systems' banal says otherwise, having rallied a whopping 242% successful conscionable 1 twelvemonth and astir 1,000% successful conscionable 3 years, arsenic of this writing. That means if you'd invested successful the little-known banal 3 years ago, your wealth would person grown tenfold already.

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Remarkably, Comfort Systems' maturation catalysts look stronger than ever. Its backlog deed a grounds precocious of $9.4 cardinal past quarter, and the institution has consistently beaten statement net estimates for 14 consecutive quarters.

This rapidly increasing institution is acceptable to denote fourth-quarter and full-year 2025 results aft marketplace adjacent connected Feb. 19; is Comfort Systems banal a bargain up of earnings?

Comfort Systems had a blowout past quarter, doubling its net per stock (EPS) to $8.25 connected 35% year-over-year gross growth.

Backlog jumped 65% twelvemonth implicit twelvemonth to an all-time precocious of $9.4 billion, driven by unprecedented demand, particularly from the exertion sector.

Now, this is wherever things get interesting. Comfort Systems equips each kinds of buildings with HVAC (heating, ventilation, and aerial conditioning), electrical, and plumbing systems. With hyperscalers spending billions of dollars connected artificial quality (AI), information centers person emerged arsenic the biggest maturation accidental for Comfort Systems.

Data centers supporting AI workloads devour massive, uninterrupted, 24/7 powerfulness supplies to prolong some server operations and high-performance cooling systems to forestall meltdown.

Comfort Systems is an adept successful it all, and request is truthful precocious that exertion (data centers, semiconductor facilities) accounted for 42% of the company's gross during the archetypal 9 months of 2025 compared with lone 32% successful the year-ago period. Comfort Systems is besides snapping up smaller mom-and-pop mechanical and electrical operators to grow its footprint, with a absorption connected the high-growth information halfway market.

Modular is besides a important competitory advantage, with the conception accounting for 17% of Comfort Systems' gross successful the archetypal 9 months of 2025. Modular components are built off-site successful factories nether controlled conditions and are truthful overmuch cheaper and faster to deploy astatine information halfway sites. Comfort Systems is besides expanding its modular capableness to support gait with demand.