FIX · NYSEIndustrials — Mechanical & Electrical Construction
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
~$68B
P/E ratio
~54×
Div yield
~0.04%
EPS (2025)
$28.88
Net margin
~11%
Rev. growth
+56%
Revenue (2025)
$9.1B
Backlog
$12.5B
In plain English
Comfort Systems USA is the contractor behind the cooling, plumbing, piping and power that makes a building run — increasingly, the AI data centre. It designs, installs and services HVAC and electrical systems through ~45 local operating companies, and prefabricates whole mechanical and electrical modules off-site. The data-centre and chip-fab boom has turned a steady regional installer into one of the fastest-growing companies in the S&P 500, with a record ~$12.5B backlog.
In simple terms
What Comfort Systems USA really sells
Comfort Systems USA is the contractor behind the cooling, plumbing, piping and power that makes a building run — increasingly, the AI data centre. It designs, installs and services HVAC and electrical systems through ~45 local operating companies, and prefabricates whole mechanical and electrical modules off-site. The data-centre and chip-fab boom has turned a steady regional installer into one of the fastest-growing companies in the S&P 500, with a record ~$12.5B backlog.
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