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Comfort Systems USAFIX

Cooling, power & data center infrastructure · NYSE · USA

$1,706.39
Down 2.0% todayClose

Up 86.6% this year but −8.0% since June 26, behind the AI sector at +7.5%. Comfort Systems USA supplies 2 mapped companies.

Market cap
$60.3B
This year
+86.6%
1 year
+113.3%
P/E
42.1
P/S
5.4
P/B
18.8

Price vs the AI sector

since Jun 26FIXAI sector, equal weight
Comfort Systems USA (FIX) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. FIX: −8.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8FIX −8.0%Sector +7.5% Comfort Systems USA (FIX) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. FIX: −8.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8FIX−8.0%Sector+7.5%

Supply chain

2 customers
SUPPLIERS →→ CUSTOMERSNone mappedEquinix (EQIX)EQIXEquinix−2.0%Digital Realty (DLR)DLRDigital Realty−2.4%FIXComfort Systems…

Customers 2

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About Comfort Systems USA

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

Theme exposure

Data center constructionHVAC & coolingMechanical infrastructure

Products

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

Competitors

  • EMCOR
  • API Group
  • Limbach

Risks

  • Labor shortages
  • Construction cycle

Same segment: Cooling, power & data center infrastructure

Power, cooling and physical equipment, AI's physical foundation. Segment 5 of 8 in the AI & digital infrastructure value chain.

VertivVRT−1.1%Carrier GlobalCARR+1.5%EMCOR GroupEME−0.8%Modine ManufacturingMOD−4.0%

Compare FIX

Side by side with the largest companies in the same segment.

FIX vs VRTFIX vs CARRFIX vs EMEFIX vs MOD

See where Comfort Systems USA sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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