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Citizens Financial Group Inc. RI lifted its position in shares of Comfort Systems USA, Inc. (NYSE: FIX) by 40.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,813 shares of the construction company's stock after purchasing an additional 521
Comfort Systems' $17.81B backlog, surging demand for technology and modular expansion underpin management's strong organic growth outlook for 2027.
The AI rally is officially wobbling. For the first time in years, the trade's mechanics are changing, and growth at all costs is no longer rewarded.
TD Waterhouse Canada Inc. lowered its position in shares of Comfort Systems USA, Inc. (NYSE: FIX) by 97.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 59 shares of the construction company's stock after selling 2,728 shares during the period. TD Waterhouse
Revenue: Q3 2026 revenue of $3.8 billion, up $1.3 billion or 54% year over year; Electrical segment revenue +85%, Mechanical +43%.Same-Store Revenue: Up 47% thr
Comfort Systems USA, Inc. ( FIX ) Q3 2026 Earnings Call October 23, 2026 11:00 AM EDT Company Participants Julie Shaeff - Senior VP & Chief Accounting Officer Brian Lane - CEO & Director William George - Executive VP & CFO Trent McKenna - President Conference Call Participants Adam Thalhimer - Thompson, Davis & Company, Inc., Research Division Adam Bubes - Goldman Sachs Group, Inc., Research Division Sangita Jain - KeyBanc Capital Markets Inc., Research Division Brent Thielman - Oppenheimer & Co. Inc., Research Division Joshua Chan - UBS Investment Bank, Research Division Timothy Mulrooney - William Blair & Company L.L.C., Research Division Julio Romero - Sidoti & Company, LLC Kurt Yinger - D.A.
Comfort Systems increased its backlog 90% year over year to $17.8 billion. Modular capacity will reach 6 million square feet by late 2027.
Comfort Systems delivered a revenue and earnings beat, with a strongly growing backlog. However, like many hardware or industrial stocks related to the AI build-out, the stock fell despite the strong results.