Could Comfort Systems' Acquisitions Fuel a Multi-Year Rally?

Key Takeaways FIX's 2025 acquisition wave adds scale, boosting revenues, EBITDA and multi-year backlog visibility.A surge in data centers and electrification demand positions FIX for sustained high-margin growth.Despite strong momentum and rising EPS, a premium valuation raises the bar for further outperformance.Comfort Systems USA, Inc. (FIX) boasts a strong record when it comes to accretive acquisitions, with an average of $93.9 million spent between 2007 and 2024, reflecting about 75% of capital allocati ...