Sectivia

Comfort Systems USAFIX

NYSE · USA · Segment 5 of 8 in the AI & digital infrastructure value chain: Cooling, power & data center infrastructure

Mechanical contracting: HVAC and cooling, plus electrical and plumbing work. The data center building boom has been good for the order book.

Cooling, power & data center infrastructure: Power, cooling and physical equipment, AI's physical foundation.

Key metrics

Market cap
$61.2B
Price
$1,609.69
Today
−2.8%
Return YTD
+77.4%
Return 1Y
+138.6%
P/E
42.7
P/S
5.5
P/B
19.0

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

Data center constructionHVAC & coolingMechanical infrastructure

In the value chain

Products & services

  • HVAC installation & service
  • Modular mechanical for data centers
  • Electrical & plumbing work

Competitors

  • EMCOR
  • API Group
  • Limbach

Risks

  • Labor shortages
  • Construction cycle

Supply chain

Supplies →

Full supply chain for FIX →

Same segment: Cooling, power & data center infrastructure

Compare FIX

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