Comfort Systems USA Backlog Hits Record $9.38 Billion Amid AI Demand
Written by Emily J. Thompson, Senior Investment Analyst
Source: NASDAQ.COM
- Significant Backlog Growth: Comfort Systems USA's backlog reached a record $9.38 billion in Q3 2025, reflecting a 65% year-over-year increase, indicating strong demand for HVAC and electrical services in AI data centers, thus laying a solid foundation for future revenue growth.
- Robust Dividend Policy: Although Comfort Systems USA has a modest 0.25% dividend yield, the company raised its dividend by 20% last year, demonstrating its commitment to shareholder returns and likely attracting long-term investors moving forward.
- Stable Returns from Verizon: Verizon Communications offers a 7% dividend yield, and while its revenue growth has been flat, the company has improved its margins, making it an attractive option for risk-averse investors, especially during market volatility.
- Consistent P&G Dividends: Procter & Gamble has paid dividends for 135 consecutive years and raised its dividend by 5% in 2025, achieving 3% net sales growth in Q1, showcasing its stability and long-term value potential in the consumer goods market.
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Analyst Views on FIX
Wall Street analysts forecast FIX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for FIX is 1163 USD with a low forecast of 1140 USD and a high forecast of 1200 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 1169.050
Low
1140
Averages
1163
High
1200
Current: 1169.050
Low
1140
Averages
1163
High
1200
About FIX
Comfort Systems USA, Inc. is a provider of commercial, industrial and institutional heating, ventilation, air conditioning (HVAC) and electrical contracting services. The Company operates through two segments: Mechanical and Electrical. The Mechanical segment includes HVAC, plumbing, piping, and controls, as well as off-site construction, monitoring and fire protection. It also installs connecting and distribution elements, such as piping and ducting. The Electrical segment includes installation and servicing of electrical systems. It builds, installs, maintains, repairs and replaces mechanical, electrical and plumbing (MEP) systems throughout its 47 operating units with 178 locations in 136 cities across the nation. It is engaged in offering engineering, design-assist and turnkey, direct hire construction services of modular systems serving the advanced technology, power and industrial sectors. It also provides mechanical construction services to the commercial and industrial sectors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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