Financial giants have made a conspicuous bullish move on Comfort Systems USA. Our analysis of options history for Comfort Systems USA (NYSE:FIX) revealed 12 unusual trades.Delving into the details, we found 33% of traders were bullish, while 25% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $53,000, and 10 were calls, valued at $1,443,927.Expected Price MovementsAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are f ...

Core Insights - Legence Corp. has announced the acquisition of The Bowers Group, a leading mechanical contractor in the Northern Virginia/DC Metro area, to enhance its capabilities in the data center and technology sectors [1][3] - The acquisition is expected to significantly increase Legence's revenue visibility with an estimated backlog and awarded contracts of approximately $1.3 billion [1][3] Strategic Rationale - Geographic Expansion: The acquisition of Bowers strengthens Legence's presence in the Northern Virginia/DC Metro area, particularly in data centers, healthcare, and mission-critical facilities, complementing its existing electrical contracting capabilities [3] - Cultural Fit: Bowers' management team, with an average of over 20 years of experience, will continue to lead the company post-acquisition, ensuring a smooth integration and shared values in workforce training and safety [3] - Fabrication Capacity: Bowers adds over 370,000 square feet of fabrication capacity, strategically located to serve clients along the East Coast, Southeast, and Midwest, addressing the growing demand for modular fabrication in the data center sector [3] Financial Impact - Revenue Contribution: For the twelve months ending September 30, 2025, Bowers generated approximately $767 million in total revenue, $69 million in net income, and $72 million in EBITDA. The company is projected to generate revenue between $825 million and $875 million in 2026 [3][4] - Transaction Details: The acquisition consideration is approximately $475 million, consisting of $325 million in cash, $100 million in Legence's Class A common stock, and $50 million in deferred consideration [4] - Pro Forma Leverage: Following the acquisition, Legence's pro forma net leverage is expected to be approximately 2.9x [4]