FIX

Over the past six months, Comfort Systems USA (FIX) stock has shown strong performance, increasing by 123.84% over the last 12 months and 80.96% year-to-date as of September 14, 2026. The company reported record quarterly results in Q4 2025, Q1 2026, and Q2 2026, with significant year-over-year revenue and EPS growth, and a continuously expanding backlog that reached $14.06 billion by June 30, 2026. Quarterly dividends were also increased. This growth is largely driven by demand from the technology sector, particularly data centers, benefiting from AI infrastructure. Despite strong fundamentals, the stock experienced some pullbacks, including a post-earnings drop after Q2 results, and was down over 20% from its all-time high as of September 1, 2026. The company made acquisitions, including Hunt Electric in May 2026 and two electrical companies in Q4 2025, expanding its electrical segment. Insider selling amounted to $178.4 million over the past 12 months, with no buying activity, and the stock was considered significantly overvalued by some analyses as of September 18, 2026.