Comfort Systems: The Hidden Data Center Play

2026-03-26 09:04:47 ET

The last and best paid trade in data center

Comfort Systems USA ( FIX ) is a very interesting piece in the data center cycle, since its business model comes from equipment, and this may be one of the reasons why it has been one of the winners in the markets in 2026. And it has not gone unnoticed to me that this company has been beating estimates for several consecutive quarters and that this FY25 reported last month closes with revenues of $9.1B (+30% YoY), an EBITDA of $1.45B (+63%), and an EPS of $9.37, which in the latest Q4 was 39% higher than what consensus expected....

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