Comfort Systems USA Watchlist

tz-plus logo Comfort Systems USA: Data center projects drive record order backlog to $12 billion!

A. Zehetner
Reading Time: 3 minutes

Comfort Systems benefits as a provider of installation services from high-margin technology projects amidst the AI boom. The record order backlog, increased by 93% to nearly $12 billion, provides strong growth prospects for the coming years. Hyperscaler investments are expected to reflect in revenue by 2027/2028. Milestones in revenue and gross margin, along with new analyst support, contribute to the long-standing stock's attempt to break out to a new all-time high. Comfort Systems USA (FIX) is a leading American provider of mechanical...

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